See a record in your accounting software before it syncs
Accounting settings now have a Preview button. It shows a card transaction, bill, invoice or reservation the way it will look in QuickBooks Online, QuickBooks Desktop, Xero, NetSuite or Sage Intacct, using the settings on the page, saved or not. Topkey highlights the values that will change when you save, and you can check where each value comes from before anything syncs. The page also hides settings that do nothing on your platform and gives several others clearer names.
Emailed receipts now match bank withdrawals
Receipts you email to your Topkey receipts address now attach to matching withdrawals in your bank feed, as well as to card purchases. This covers banks connected through Plaid and your Topkey bank accounts. That leaves fewer receipts for you to find and attach by hand.
New
- Copy a GL Code Group to start a new one with the same restriction type and GL codes. The copy starts with no members, so you choose who it applies to.
- Each approval rule now shows the date it started applying, and admins can move that date earlier so the rule covers records created since then.
Improved
- Cancel Request, Deny and Kick Back leave a bill in Draft for editing, even when your bills workflow submits bills automatically.
- Resubmitting a bill applies any approval rules added since it was created, so you no longer need to recreate the bill.
- Bulk Send to PMS for Track gives each work order its own Accounting Item, and your toolbar choice fills any row you leave blank.
- Account admins on Topkey bookkeeping can choose the default recipients for bookkeeping requests from their bookkeeping dashboard.
- Improved filter names on the transactions pages, where Categories is now Bill To and is easier to tell apart from Accounting Category.
See the Topkey difference.
