Redesign of Automated Bank Feeds screens
Based on feedback from a number of customers and partners we have made the first steps in redesigning the Automate Bank Feeds screens. The way that you categorise a transaction from the bank feeds, whether via the full view or fast coding view hasn’t changed. The change you will find is in the information displayed.
You will find a new legend and new flags that identify transactions entered into Saasu that are unmatched to a bank feed item (black flag) and transactions entered into Saasu that are unmatched to a bank feed item but have been reconciled in the bank reconciliation report (red flag). There have been also changes to the folders:
In coming releases you will find further changes to the bank feeds area as we work towards bringing the consolidating bank feeds and bank reconciliation functions.
Tags on Line Items – P&L Summary Report
Many customers that use tags to track income and expenditure at the item level have been adding to Sales and Purchases since the feature release in April. Now you are able to report on these line item tags via the P&L Summary report.
Previously you had been able to run a P&L Summary report that shows All Tags, No Tags or a specific Tag at the transaction level but the report will also pick up the line item tags. In coming product releases there will be additional reports added.
Inventory Item History Report
Previously the % Margin column in the Inventory Item History report was using the calculation of Margin divided by Cost of Goods Sold (COGS). This was not a true representation of margin. The report has now been updated and the calculation for % Margin is Margin divided by Invoice Total, excluding tax