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Better document controls and a clearer accounting history

Explore this month's product updates and the details behind each release.

Check email delivery and manage payment links

Test outgoing email settings before relying on them for document delivery. When a payment is linked to the wrong record, you can now remove that connection.

Added

  • Check outgoing email settings: Test your outgoing email configuration from the settings before using it to send documents.
  • Remove a payment link: Unlink payments from records when a match needs to be changed.

More activity history for sales documents

Review expanded activity history for invoices and credit notes.

Changed

  • More activity history for sales documents: Review expanded activity history for invoices and credit notes.

Narrow your audit history

Filter audit history by dates and general ledger accounts to focus your review.

Changed

  • Narrow your audit history: Filter audit history by dates and general ledger accounts to focus your review.

More flexible documents and accounting reports

Design more document types, export your trial balance to Excel and review open items without paid invoices getting in the way. These updates make document preparation and accounting review easier to manage.

Changed

  • Design more types of documents: The document designer now supports multiple document types.
  • Export your trial balance to Excel: Download a trial balance in Excel format and edit general ledger details inline.

Fixed

  • Paid invoices stay out of open items: Invoices that have been paid no longer appear as open.
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