New search criterion for invoices in circulation
We have released a new search criterion on "Invoice circulation hub" view. It is now possible to search invoices on the view by using verifier / approver person's name as a search criteria. Purpose of the additional search criteria is to make it easier for users to filter invoices on the view.
Find the new feature from the "Search criteria" panel. When typing a name of a person to the "Verifier/Approver" field, all invoices where this person is part of the invoice's circulation process will be listed to the search results. When selecting the additional selection "Search current verifier only", just those invoices are shown where the user used in the search is the current verifier or approver.
The updated Account Inspection Report: Accounts and Transactions
The Account Inspection Report has been renamed as Accounts and Transactions. We have made changes to the tool to better support working with it on a daily basis. The default positioning of the tables has been updated and going through accounts has been simplified. We have also changed the summary section so that detecting any changes in VAT and receipts unreconciled does not require action.
Improvements to The Reconciliation Report for Open Invoices
The Reconciliation Report for Open Invoices has been updated to better support daily work. The search criteria are presented in a clearer way and ledger accounts are shown on the view. The table component has been improved. Date rows which contain a difference are highlighted in yellow and both Difference and Change values are emphasized. In addition, there are separate buttons available for default date search and search from start of the financial year on the top of view.
Bank statements and reference payments