Find card spend and bills that skipped approval

Find card spend and bills that skipped approval

Settings > Approval Workflows now lists card transactions and bills that never went through approval, grouped by why they skipped it. Send a group to a rule, or ignore it with a reason and undo that later. Every decision shows in the workflow's Activity.

Create owner charges from the Transaction Feed

Select bank transactions in the Transaction Feed and open the work order editor for all of them at once, then send them to your PMS as work orders or owner charges. A new Linked bills column shows the bill each withdrawal paid, with its invoice number. The bank description has its own column, and you can create or edit a merchant rule from the Merchant cell.

New

• Add an expense from a draft owner statement, and Topkey posts it to that statement.
• Draft owner statements list the owner's reservations that aren't posted yet, with the reason each one is waiting.
• Filter Bill Pay by vendor tags, to include or exclude bills from vendors with those tags.
• Track accounts can send work order markup as its own line and labor as a separate owner charge, from a new Track setting.
• AI assistants connected to Topkey's MCP server can read owner statements and owner contracts.

Improved

• Accounting sync status says what to change when a sync stops on an inactive vendor, an inactive account or a closed period, with a link to Re-sync.
• Custom views keep your own columns and sort without changing them for anyone else, and Reset to view defaults brings back the shared layout.
• Properties has filters for a missing accounting Department or Location, and the export includes Class, Department and Location.
• Owner Revenue on a statement groups stays under one header row per property that you can expand or collapse.
• Revenue Pipeline rows show the reservation code above the guest name, and the Unmatched tab adds an Expected column.
• Item categories show each category's default rule, and Topkey points out a category that splits the same way as another so you can merge them.
• A bill's Activity tab shows each GL code change with the number and name coded at the time.
• Improved the message on a payment that doesn't go through. It names the field to change, such as the payee name or vendor address, and the email names the account and payment.
• Owner statements go to review when the only uncategorized rows left are on archived transactions.
• The Transaction Feed header takes less space, with the source tabs on their own row above the filters.