Accounting Tools updates >

• Chart of accounts > we are showing more details for the bank accounts so we know that it's a bank connection account and not a manually created account
• Accounting > Transactions page we made each bank account a tile showing any unreconciled transactions and a current balance. Now you have to click on each account to reconcile the transactions within that account.
• GL > PDF export works now.
• We built a way to archive a chart of accounts if they're not in use anymore.
• We limited the transactions dropdown of the receiving bank account to be from the bank it came from and can't be edited so transactions don't accidentally get changed to be 'from' the wrong bank.
• We also created a 'nickname' for the bank account names on the bank account connection page.

Enhancements & Bug Fixes

• Fixed an issue where someone sent a survey campaign but there were a few recipients that weren't showing up on the list and they couldn't see the survey on their login
• Demo site - We added the video to the bottom right corner of the demo page
• We are allowing the billing period to be up to 90 days before the due date now
• Fixed a bug with creating the budget when the budget isn't an exact Jan-Dec yearly budget.
• Fixed a visual view of the placeholders being cut off for the text message template section in the templates.
• Fixed 2 placeholders that weren't populating - association website & association address
• We Created the ability to edit contractor contacts
• fixed a bug with the custom unit fields and how they are displayed when there are multiple fields
• Email Signature - it wasn't working for users that weren't a 'super admin' user type. We fixed it so it saves properly for normal users
• for now we removed the custom note that could be shown on the one-time invoices. It was showing up on 'all' invoices and not just one-time invoices.
• We fixed a bug where if someone emailed some people through our system using the cc, or bcc then it wasn't recording the email thread on the individual owners page under the communication email sent folder.
• Website > News and events > We fixed the 'Delete' button so we can delete those events and news items if needed.
• Fixed a validation of entering an image on the custom templates... You can add an image by using 'Copy and paste' or the Insert image menu. But it won't support drag-and-drop images.