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More control over documents, banking and Shopify orders

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

More control over everyday document workflows

Build email templates with a field browser, lock accounting periods together and choose whether Shopify order payments synchronize. You can also refresh draft previews before finalizing your documents.

Added

  • Find the right fields for your emails: Browse the available email template fields and insert them directly into your template.
  • Lock accounting periods together: Lock selected accounting periods or all periods matching your filters in one action.
  • Choose whether Shopify payments are synchronized: Control order payment synchronization in your Shopify settings. Synchronization remains enabled by default.

Changed

  • Refresh a draft before you finalize it: Refresh document previews while working on a draft to check your latest changes.

Narrow your bank records by account and date

Use bank account and date filters to focus on the records you need.

Added

  • Narrow your bank records by account and date: Use bank account and date filters to focus on the records you need.

Find general ledger accounts faster

Search for a general ledger account instead of browsing the full list.

Added

  • Find general ledger accounts faster: Search for a general ledger account instead of browsing the full list.

More complete Shopify invoices and refunds

Shopify invoices now include duties and their taxes, and refund credit notes use the latest order details. Refresh an order when needed without emailing an invoice that has already been sent.

Added

  • Duties included on Shopify invoices: Shopify invoices now include duties and their tax amounts alongside the order details.

Changed

  • Refresh Shopify orders without emailing invoices again: Force an order resynchronization without resending invoices that have already been emailed.

Fixed

  • Refunds use the latest order details: Shopify refund credit notes are created using the latest available order information.
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