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Update June 2024
Luke Mayo avatar
Written by Luke Mayo
Updated over 10 months ago

Bank Reconciliation

Users now have the ability to reconcile bank transactions, giving them a 'Reconciled total' which can be cross-referenced with a physical bank statement. See more information here.

Business name on reports

For reports printed to PDF or exported as a csv, these will now include the business name in the heading.

P&L Comparison report displays gross and net margins

The P&L comparison report now includes the gross and net margins on each data selection.

User permissions review

If a permission group has 'Banking' ticked, the user with that permission can now view the bank rules within Banking | Bank Rules.

Users with 'Standard' permission are now able to access Accounting | View Transactions.

'Read only' users can now view quantity and price of Money In and Money Out transactions.

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