See below for more details into the enhancements released:
TABLE OF CONTENTS
- Bank Sync – Ability to Manually Upload a Statement – Enhancements
- Transfer Date Selection for M-ACH Reimbursements
- Accounting Reports: Default Naming Convention for Report Downloads
- Auto Logout Modal for Reports Screen
Bank Sync – Ability to Manually Upload a Statement – Enhancement
This enhancement builds upon the recently introduced Manual Statement Upload feature within the Bank Sync module, released last month. Users can now manually review highlighted duplicate transactions based on predefined criteria and import them if needed. This enhancement improves the overall accuracy and control users have when managing transactions in the system. For more details, please refer to knowledge base article How to Import a Manual Statement.
Transfer Date Selection for M-ACH Reimbursements
Users can now specify a Transfer Date for Reimbursements made via the M-ACH payment method for Enterprise accounts. Users can now set the actual transfer date, ensuring better alignment with bank transactions and improving the accuracy of the reconciliation process.
Accounting Reports: Default Naming Convention for Report Downloads
Inn-Flow has enhanced the default naming convention when downloading reports, making it more logical and saving users time. The new format automatically provides clear, consistent names based on the EHID and date range. This applies to all accounting reports and associated versions.
Key Enhancement Default Format Examples:
- Single EHID Reports Format: <EHID>_<REPORT NAME>_MMDDYYYY_MMDDYYYY
- Multiple EHID Reports Format: <REPORT NAME>_MMDDYYYY_MMDDYYYY
Auto Logout Modal for Reports Screen
Now, when the session is about to time out, a modal will appear directly on the report page along with the report's configuration page, notifying users and giving them the option to stay logged in, ensuring uninterrupted report access.
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