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:
- there is a new deleted folder, for transactions that have been deleted from the bank feed, where you can also undelete,
- the Reconciled folder is renamed Matched,
- the All folder now contains not just bank transactions but also transactions that have already been entered into Saasu (eg. sales, purchases, journal, payroll, etc).
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.
Saasu Release July 2012 from Saasu.com on Vimeo.
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
Ryan – we have moved away from having a fixed monthly release cycle and instead are releasing features more dynamically and as they are available, rather than batching them all together and waiting until the monthly release. Communication about the change in the release methodology and the things that have been released has been a little light on and that should change to more regular communication shortly. We did announce the updates that happened in August in the newsletter and there will be another newsletter next week.
any updates for Aug and Sept?
This is great news it will provide excellent service to the banking industry.
It is always exciting to see these new features.
Love the new look of the bank feeds area.
Cloud Accounting is definately the way to go, and Saasu is shaping up as the easiest way to go.
Congratulations to all the developers.keep it coming.
Excellent features. It appears it is also possible to drill down to add notes to the journals; it can be hard to keep everything sorted in my mind without these prompts – being able to enter them easily is a real advantage to me.
Thanks.
Great to see the bank feeds functionality coming along well. Good work guys.
Scott
Loving the direction the Bank Feeds screen is heading in… some great new features… nice work!