2021-January Intermediate Release

Performance enhancements, Dashboard updates, Income Statement and Balance Sheets printing, Loan updates

Performance Enhancements

Updates in the performance of the application to improve the speed in the Account Register and Chart of Accounts which includes improving the speed for entering or editing payments and deposits.

Dashboard Changes*

Printing Income Statement and Balance Sheet

The Balance Sheet and Income Statement Reports now have a Print button that allows you to send to a printer or save as a pdf. 

Income Statement & Balance Sheet use Entity(s) and Date Range from Dashboard*

If you change the entities selected or date range from the Dashboard and then go to the report, the report will now default to using the same selection.

Updates to Loans

  • Loan Payments - If the user only has a single Interest Expense account it is selected for them.
  • Drill down to details on a payment through the Chart of Accounts shows both Principal and Interest.
  • Loan Payments - When you edit a loan payment it will show the correct Current and New Balance.  The New Balance will always be the balance as of today using the updated Principal amount from the Loan Payment screen.

*Please note the Dashboard, Income Statement, and Balance Sheet features are in Beta and there are some known issues.