---
title: What's New - November 13, 2023
description: What is it?  An AP user can now change a credit card transaction line to non-billable regardless of the job's billable status. This option is already available for approved expense claims. 
---

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November 20, 2023

# What's New - November 13, 2023

### Mark approved credit card transaction as non-billable

> **What is it? **
> 
> An AP user can now change a credit card transaction line to non-billable regardless of the job's billable status. This option is already available for approved expense claims. 
> 
> **Why does it matter? **
> 
> If an agency does not have the **Billable** checkbox on **My Corporate Credit Cards **enabled, all transactions inherit the job's billable status.  This change gives the agency the ability to post costs to the job even if they will not be passed through to the client.
> 
> **How does it work?**
> 
> 1. When a credit card transaction is approved, the supplier invoice line generated is automatically marked as billable.   
> 2. Uncheck the Billable box and enter a GL Account Code. The system will post this transaction to that expense account instead of WIP. 

### Track revenue for master client

> **What is it? **
> 
> A new option on the **Revenue Management Summary** page allows you to view revenue by master client.
> 
> **Why does it matter? **
> 
> Master clients are used to group clients for receivables and reporting purposes.  This new option is helpful when tracking revenue at the master client level, eliminating the manual work of summing up revenue data across clients.
> 
> **How does it work? **
> 
> 1. Navigate to Accounting\>Revenue Tools\>Revenue Management.  
> 2. Check the box **Group by Master Client**. ![Screenshot 2023-11-19 at 6.50.50 PM](https://knowledgebase.counta.com/hs-fs/hubfs/Screenshot%202023-11-19%20at%206.50.50%20PM.png?width=688&height=110&name=Screenshot%202023-11-19%20at%206.50.50%20PM.png)
> 
> 3.  Accountability will show the master client total on the page. Click on the master client hyperlink to see the list of jobs across all clients.  
> 
> 4\. The Client column on the List Export will show the master client if the **Group by Master Client** option is selected. 
> 
> Note: Both the Summary and Detail exports now include the Client Manager. Learn more about the Revenue Management page [here](https://knowledgebase.counta.com/knowledge/revenue-management-screen?hsLang=en). 

### CSI integration update (US Only)

The following updates have been implemented at CSI's request to ensure that payment details for virtual card and ACH vendors remain intact. 

1. Supplier contact e-mail addresses from Accountability are no longer sent to CSI.  CSI maintains vendor e-mail addresses for virtual credit card payments and need to ensure that these are not overridden.  
2. Blank bank account details are no longer sent to CSI when updating vendors. This is to accommodate a scenario where bank account details are added directly into the CSI portal.  As a best practice, maintain your bank account details in Accountability.  
3. Parent company is no longer updated from Accountability.  This set up is managed by CSI for each agency customer. 

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