--- title: "Task and expense matches now on for every account" description: "The work orders page points you to card purchases and bills that look like they belong to tasks, and you can code bank transactions right in the Transaction Feed." canonical: "https://topkey.io/latest/changes/2026-11-12-task-and-expense-matches-now-on-for-every-account" language: "en" --- [Changes](https://topkey.io/latest/changes) # Task and expense matches now on for every account November 12, 2026 ### 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. ## 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.