What's New - July 2, 2023

Sequential approvals on journals; button name change from approve/unapprove to post & unpost.

Sequential Approvals for Journals

Sequential approval is a multiple-approval scenario that requires validation at various stages before approval. Each step involves a designated person or group who reviews the request or document and decides whether to approve or reject it. If the request is approved, it moves on to the next step in the sequence for further review. This process continues until the final approval is granted or the request is denied.

To learn more about creating a sequential approval for Journals, click here.

Button name change

In line with our continuous efforts to enhance usability and clarity in our interface, we have changed one of our button names. What was formerly known as "Approve and Unapprove" has been updated and rebranded to "Post and Unpost". This modification aims to provide a better representation of the function that the button performs, thereby simplifying navigation and improving the overall user experience.

To learn more, click here. 

Exclude GL accounts from Client Profitability 

We have made a system upgrade to help you better manage your client's profitability. The Exclude from Client Profitability? checkbox at the GL Account level has been created, allowing you to exclude non-operational expenses from your calculations. We've extended this feature beyond just expense accounts. Now, agencies have the flexibility to exclude any components - be it billings or revenue accounts from these computations.

To learn more about how to exclude accounts from client profitability, click here.