Find failed syncs by their message
On the Accounting pages, pick Failed in the Accounting Sync filter and a search box appears next to it. Type part of the message your accounting system sent back, such as "inactive", and Topkey lists only the failed records that match. You can then fix every transaction, bill, expense, invoice or reservation with the same cause in one pass.
Follow approval rule changes as they apply
When you save a change to an approval rule, the Approval Workflows page shows Topkey rerouting the records in approval, with a live progress bar. When it finishes, you see how many records moved, how many were already decided, and a link to any that need another try. Topkey also emails you the result, with a link to the records resubmitted in your name.
New
- Bulk create from a bill gives each line its own row and service date, and Combine by property puts a property's lines on one charge.
Improved
- Columns you show on Card Transactions and Accounting > Transactions stay visible after you reload the page.
- Admins can close the setup guide for good once core setup is done.
- Improved the Completion filter on Transaction Feed, so a bank transaction leaves the Incomplete list as soon as you finish coding it.
- Sage Intacct and NetSuite users see Departments set on splits in the Card Transactions Department column, and the Department filter finds them.
- Property and category pickers on transaction detail search as you type, so the page opens faster on large accounts.
- Owner and cardholder pages use the same header as other record pages, and their side cards stack below the main content on laptop screens.
See the Topkey difference.
