What's New - April 8, 2024

Interactive Billings & Revenue Statements, Override Tax on Credit Card Transactions, API updates

Run interactive Billings & Revenue report 

The Billings & Revenue Statements is a collection of report formats that provide insight into your agency's billing and revenue, with customizable groupings.

Each report is interactive, allowing you to drill down into the underlying billing and revenue transactions for ease of analysis. 

Click here to learn more. 

Override tax code or rate on credit card transactions

Users now have the option to override the Tax amount on My Corporate Credit Cards transactions. This new option is consistent with the current functionality within My Expenses.  

Click on the Layout button to add the Tax columns to your view.  

The system will automatically calculate the tax amount based on the default Tax Code. Update the Tax Code or check the Override Tax box to enter a different Tax amount as needed. 

API Updates 

The following endpoints have been added to our API. 

• Retrieve Estimate Scheduled Invoices 
• Update Titles 

Reference the Accountability API Change Log for details.