What is new in accounting: bills, reports, and budgets
This release makes everyday accounting work easier to review and trace. When you enter an expense or invoice line item, you can now enter a custom tax as a dollar amount or a percentage. The line...
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This release makes everyday accounting work easier to review and trace.
When you enter an expense or invoice line item, you can now enter a custom tax as a dollar amount or a percentage. The line total and tax preview update as you work.
The staging area for scanned documents is now called HERO Bills. You can upload bills or receipts and review the results there.
Reports and budgets can now lead you to the transactions behind a figure. You can also choose the columns shown on each report. Your choices are saved for you, separately for each report. Trial Balance now includes Beginning and Ending columns.
Budget vs Actual shows spending by fiscal month in YTD and Full year views, and its export matches the period you are viewing.
Find these updates in Accounting: Expenses and invoices for tax entry, HERO Bills for document review, Reports for report columns and transaction detail, and Budgets for performance.
Staff who have General Ledger permission can open ledger transaction detail. Budget viewing remains available according to the access your organization has assigned.