Delete Invoice: You now can delete any pending or rejected invoice. Simply select the desired invoice, and you will find an option at the top of the page to delete it. Once an invoice is deleted, it will be permanently removed from the system.
Manual Transactions: When creating a manual transaction, you now have the option to automatically generate an offsetting entry. Simply check the designated box, and the details for the offsetting entry will be displayed below, as illustrated. You will still need to select the appropriate General Ledger (GL) code and ledger for the offsetting entry to impact.
New Funding Type: A "Money Code" option has been added to the client banking details. To utilize this feature, you must create a new entry under the Funding Instructions section in the client's profile.
PDF Size Issue: Some users experienced issues when uploading files that were too large to be sent via email. An error message will now be displayed if the uploaded file exceeds the permissible size limit.
Pending Invoice: Previously, when selecting all invoices from the Pending Invoice tab, the system only selected invoices visible on the current page. Now, you have the option to select invoices either from the current page alone or from all pages if multiple pages exist.