Task and expense matches now on for every account

Find the card purchases and bills that belong to your tasks

Topkey looks for tasks with no expenses and finds the card purchases and bills that likely belong to them. The work orders page shows how many matches it found, and View matches lets you confirm each one, which attaches the expense to the task as a draft. You can hide the banner for your whole account from your PMS or Breezeway settings.

Code bank transactions without leaving the Transaction Feed

Pick a property, bill-to or GL code right in a Transaction Feed row. To code many at once, select rows on the page, check the selected total, and use Code selected. Split transactions still open in the transaction editor.

New

• Backdate an approval rule from its menu and see how many records in approval and drafts the new date affects before you save.
• When you remove an approval rule that still has records in approval, choose whether to cancel them or check them against your remaining rules.
• Gmail's forwarding confirmation now shows under Needs Action in the Unified Inbox, so an admin can approve forwarding to your inbox address with one click.

Improved

• Accounts with more than 50 owners can scroll to every owner in the Pay Owners picker.
• Vendors with no link to your PMS now carry a marker on the Vendors page, and you can turn it off in your PMS settings.
• Bookkeeping clients answer every open request from one compact table, with bill-to, property, memo, GL code, files and comments in the same row.