🚀 New Features

• Days Outstanding

  • Account level feature which automatically bumps forecast items, AR, or AP by # of days
  • DSO will set the expected date, preserves the due date
  • Manual expected date overrides the account level DSO
  • Added Posted Date, Customer/Vendor detail to item modal

• Spreadsheet Upload

  • Ability to import actuals/forecast through the account template
  • Upload Type option for account template:
    • Auto: Import past totals as actuals, current month and future totals to forecast
    • Forecast: Import totals as forecast
    • Actuals: Import totals as actuals
  • Ability to add ‘Forecast’ type in Item Template
  • UI improvements and minor fixes

• Setup Screen

  • Add paging to all tabs to increase performance
  • Reduce loading time on initial load
  • Caching to improve performance in tabs
  • Settings menu on tab view
    • Move Show Account Totals
    • Add Show Active Accounts to only show accounts active in the last year

⚠️ Changed Functionality

• List View

  • Remove unneeded date filters
  • Remove customer contact modal (QBO)
  • Remove account column
  • Default to next 12 months

• Minor Changes

  • Turn Bump Overdue Items on by default (moving forward)
  • Add generic accounts to mapping screen (ability to toggle AR/AP)
  • Remove generic accounts on new scenarios

🔧 Fixed

• Some actuals not showing correctly, due to duplicate id’s across customer/vendor/account
• List view sort ascending not working
• List view star icon not working, also opening the item modal on click