What's New (February 20, 2023)

Maintaining Products and Campaigns

Accountability offers users the ability to import, update, and export Product and Campaign lists via Excel. This functionality offers new agencies the ability to create products and campaigns en masse, as well as facilitating an easier method of maintaining groups of products or campaigns at once. To learn more about importing, updating, and exporting via Excel, click here.

See Client Name on Purchase Orders

The client name now appears on supplier purchase orders. Previously, only the job number and job name appeared on these vendor facing documents. Click here to find more information on issuing purchase orders.

Journal Entry Descriptions Provide More Detail

Where previously blank, Accountability now populates the journal entry descriptions with the following by the below transaction types:

Transaction Type	Accounts	Journal Entry Description
Client Job Invoices	Accounts Receivable	Job Name
	Tax	Job Name
	Billing Control	Job Name
Cash Receipts	Bank	Description from Cash Receipt Header
	Tax	Description from Cash Receipt Header
	WHT	Description from Cash Receipt Header
Accrued Revenue	Accrued Revenue	Description from Accrued Revenue Notes field
Deferred Revenue	Deferred Revenue	Description from Deferred Revenue Notes field

Route Internal Supplier Invoices for Interoffice Billing

A new option allows you to bypass the emailing of internal supplier invoices for interoffice billing. This new option alleviates the delay caused by email systems to route the interoffice billing to the main agency job as a supplier invoice. To use this option, go to the Set Up Files menu -> click on Set Up Options -> expand the Accounting Options section -> then uncheck Send Intercompany Supplier Invoices to Incoming Supplier Invoices via Email. Click here to learn more about the Interoffice Billing process.