See below for more details into the enhancements released in December:


TABLE OF CONTENTS

Banking: Weekly Repeating Transactions 

We’ve added a new Weekly Repeat Frequency option for repeating transactions across Withdrawals, Deposits, Credit Card Debits and Credits, Journal Entries, and Transfers. This update allows users to schedule transactions to recur weekly in addition to the default monthly setting. The Weekly option can be selected from the Repeat dropdown when the “Repeating” toggle is enabled. Transactions set to repeat weekly will automatically recur every week from the specified start date until the end date (if set) or indefinitely. This enhancement improves flexibility in transaction scheduling. 


For more information on using this feature, check out this article: How do I make entries that will Repeat?

Banking: Primary Credit Card Account Setup 

Users can now designate a Primary Credit Cad Account for automatic selection during invoice creation and payment processing. This functionality mirrors the behavior of primary accounts for Operating, Payroll, and Miscellaneous accounts, ensuring consistency and efficiency. 

Set Primary Credit Card Account: 

  • Users can now assign one of their credit card accounts as the primary account in the Credit Card Settings page. The setup process is similar to designating primary Operating, Payroll, or Miscellaneous accounts. 

 

Default Payment Method: 

  • When creating or updating an invoice with the payment type set to Credit Card, the system will automatically default to the primary credit card account. 

  • On the payment screen, invoices with the payment type set to Credit Card will automatically display the primary credit card account as the default payment method. 


Flexibility to Override: 

  • Users retain the ability to manually select a different credit card account if necessary. 

Please note: When a user moves or copies an invoice that has been marked as paid, the system will now automatically reset the "Marked as Paid" toggle to off. 

 

Accounts Payable: Invoice Slide-Out Notes Section Enhancement 

We have added the following enhancements to the Notes section within the invoice slide-out view, aimed at improving the user experience and flexibility in note taking. The following updates have been implemented: 

  • Character Limit Increased: The notes section now supports up to 2000 characters for more detailed notes. 

  • Text Wrapping: Text now wraps automatically within the text box, so all text is visible without scrolling horizontally. 

  • Dynamic Text Box Size: The text box will adjust in size based on the number of lines entered, reducing the need to scroll for longer entries. 




 

Accounts Payable:  ePay Enhancements on Payments Page

We have made several enhancements to the ePay system, aimed at improving user experience and providing more detailed transaction information. 

  • The "Processing" tab is now renamed to "ePay Transactions" for better clarity. 
  • The "Method" column on the ePay tab will now display the specific payment method used once the status is updated to "Paid-Sent": 
  • ePay - Check 
  • ePay - ACH     
  • ePay - Virtual Card 
  • If the status is not "Paid-Sent," the method will remain displayed as "ePay" 
  • Added a ‘Status Date’ and ‘Submitted on’ column, this will be a default column item. 
  • Adjusted column widths to minimize horizontal scrolling. 
  • Enabled sorting via column headers for all sortable columns. 
  • Within the Invoice slide out: Added a secondary action button called "View Check Image" for invoices paid via ePay - Check: 
  • Button appears when the payment status is "Paid-Sent". 
  • Available for all invoices part of the same withdrawal/associated payment. 
  • Downloads the check image directly to the user’s computer. 
  • If a check image is unavailable, a toast message will display: 


 “Check image is not yet available. This may take up to 24 hours after the check is sent to the vendor.” 

 

 

 

 

Accounts Payable:  Invoice Slide-Out – Vendor Field Enhancements 


We have enhanced the vendor field to improve the usability and accessibility of vendor information within the system. These updates simplify the process of retrieving vendor details, navigating to vendor-specific pages, and interacting with vendor-related fields. 

 

  • An info icon is now embedded directly in the Vendor field across relevant sections. 
  • This icon provides immediate access to a modal displaying key vendor details such as: 


  • Vendor Name and Contract Number 
  • Invoices Due After 
  • Address 
  • Account Number 

A dedicated icon is included within the Vendor Name field. Clicking it opens the vendor's main page in a new tab, allowing users to perform vendor-specific actions or view detailed vendor profiles without losing context in their current task. 

 


NETCHEX INTEGRATION: Add "Exclude from Payroll" users directly in Inn-Flow 

Now customers using the Netchex integration can manage non-payroll employees directly in Inn-Flow without the need to add them as payroll exempt in Netchex. This will save customers time by eliminating the extra step of adding users in Netchex before they sync to Inn-Flow. 

                         

  

PTO Management: DNS Requests on the "My Time Off" Page 

Employees can now see and manage their Do Not Schedule (DNS) requests on the My Time Off Page. These requests now show up under the all the same headings as other PTO request types and they can be edited and retracted.  


 

 

PTO Management: Time Off Policies are now easier to Create and Manage 

The Time Off Policy settings page has been updated with clearer language, making it easier to understand how a PTO policy will award time to employees. There are new sections breaking down the work of setting up policies, as well as updated definitions to ensure policies are set up exactly as expected.