The Admin Tool for accountants 



Keep your clients in sync by copying settings between clients.

Set up once. Roll out everywhere.

With the Admin Tool, you can copy selected settings and configurations from a template account or another client to one or multiple existing clients. It's an easy way to roll out improvements, standardise client setups, and save time on repetitive work.

Read more about the Admin Tool.

 

Banking: bank reconciliation Improvements 

  • Transactions ar always sorted oldest first. Imported bank transactions now appear by date, oldest first, no matter how they are imported, making them easier to work through.
  • Preview and edit before matching. Preview vouchers, invoices and drafts and their coding rows directly in the banking reconciliation — before matching and on already-matched rows — open items for editing, and show coding rows for a whole list at once.
    Read more about the preview improvements.

 

 

 


 

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