23-0309 Release Highlights

Modified on Mon, 24 Apr, 2023 at 5:22 PM

See below for important items included in the March 9th, 2023 Release:


1. Changing the Payment Method of an invoice with a Closed Accounting Period

2. Importing a journal entry that has zeros

3. Transfer Date in Payments update




Changing the Payment Method of an invoice with a Closed Accounting Period


You can now update the Payment Type of an invoice, even when the Accounting Period is Closed. For example, you may close the prior year's Accounting Periods, but now need to change the payment type of an invoice. Perhaps it was posted to be paid via credit card but now will be paid via ACH. 


To complete this, find the entry from the Payments or Search page:



Note how the Type is not grayed out. Update the Payment Type and Save. The transaction will be updated accordingly in the Payments screen.






Importing a Journal Entry with Zeros


Previously, if you had any $0.00 values in a journal entry import template, it would result in an error message. Now, you are able to import an excel file with zeros. These values will be ignored when imported, but you're able to successfully import the templates without errors.



Transfer Date

When entering a Transfer in the Register page, you have to select a Transfer Date. To post this, in the Payments page, the Date should be the date selected should pull from when the transfer was originally entered.


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