2.80 - New Import Wizard

October 27, 2023
Written by Katherine Schraeder
Updated 2 months ago

🚀 New Features

New Import Wizard

  • Massive performance and data integrity upgrades
  • Accounts are grabbed on first import and can be customized on initial sync
  • Users can step through each section and customize their data import
  • Improved connection status for integrations
  • Easier to reconnect for deauthorized companies

New Auto Forecast

  • Users now have three auto forecast options for each section
  • Last Year, 12 Month Average, and Recent Month Options
  • Customize based on user preference, or turn off completely
  • Can be changed at any point in the flow

New Welcome Screen and Tour

  • Welcome screen has new slides which walk new users through the software

⚠️ Changed Functionality

Setup Modal

  • Moved all accounts and settings to import wizard

Connection Integration

  • Move the connected integration to the sync status message
  • Users can now access the import wizard and settings from the sync status

Bump Overdue

  • Setting has been moved to Scenario Settings

Item Modal

  • Removed section id option
  • Item always follows an account, which can belong to a single section

🔧 Fixed

  • Xero accounts not listing as expense/income correctly
  • Legacy and advanced companies being created on callback (two separate companies)
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