The Bank Statements and Process Banks and Credit Cards screens have been combined under one Banking screen. Whether you are manually capturing transactions or importing them (either via Automatic Bank Feeds or via CSV or OFX formats), you will be working in one screen only! The new Banking screen uses tabs to separate New Transactions (manual or imported) from Reviewed Transactions (processed) transactions, allowing you to easily toggle between those transactions that still need to be reviewed and those that have already been finalised.
Thank you to our beta customers! A big thank you to everyone that signed up for the banking beta. The feedback we received from you was invaluable and we are happy to say that most of your feedback has resulted in improvements in this final release.
When you create customer and supplier documents, you can now enter some additional information in user definable fields that can display on your invoices. Note: To include these document user defined fields on your documents, you will need to customize your document layouts using the Report Designer.
Over the next few releases we will be making changes to the Sage One reports to bring all reports in line with the format of the current Sage One Financial reports. Reports that are updated in this release include Customer and Supplier Balances Outstanding, Quote and Invoice reports, Sales and Purchases by Item, Customer, Supplier and Bank Transactions reports and VAT reports. Look out for the new grouping options on the Cash Flow report!