--- title: "Preview records in your accounting software before they sync" description: "Preview how a record will look in your accounting software, have emailed receipts match bank withdrawals, and see when each approval rule starts applying." canonical: "https://topkey.io/latest/changes/2026-11-09-preview-records-in-your-accounting-software-before-they-sync" language: "en" --- [Changes](https://topkey.io/latest/changes) # Preview records in your accounting software before they sync November 9, 2026 ### 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. ## Disclosures \*Topkey is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC Insurance available for funds on deposit through Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply. The Topkey Visa debit card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted. The Topkey Visa charge card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted. Accounts are eligible for pass-through deposit insurance only to the extent pass-through insurance is permitted by the rules and regulations of the FDIC, and if the requirements for pass-through insurance are satisfied. There may be a risk that pass-through deposit insurance is not available because conditions have not been satisfied. In such cases, funds may not be fully insured in the event the insured depository institution where the funds have been deposited were to fail. \*\*Your deposits qualify for up to $3,000,000 in FDIC insurance coverage when Thread Bank places them at program banks in its deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program at https://thread.bank/sweep-disclosure/ and a list of program banks at https://thread.bank/program-banks/. Please contact customerservice@thread.bank with questions on the sweep program. Pass-through insurance coverage is subject to conditions. 1 | The interest rate on the High Yield Deposit Account will be 2.93% with an Annual Percentage Yield (APY) of 2.97%. The interest rate on the Regular Deposit Account will be 1.52% with an Annual Percentage Yield (APY) of 1.53%. These rates are effective as of 9/17/26. These are variable rates and are subject to change after the accounts are opened based on the Federal Funds Rate. Minimum opening deposit and average balance requirements may apply. Fees could affect earnings on the account. Topkey does not provide tax, legal, or accounting services. All information on this site is for educational purposes only.