Live

What's New - July 8, 2024

Cashflow Budget Office Restrictions

What is it? 

The Cash Flow Budget page has been updated with Office Restrictions. 

Why does it matter? 

For multi-office agencies with a dedicated Finance team for each office or entity,  Opening Balance, Receivables, and Payables data will now be restricted based on the user's Office Restrictions. 

How does it work? 

See Cash Flow Budgets to learn more. 

Two-Factor Authentication 

This is now available for agencies who are not on SSO.  Learn more here