PAYABLES

• Favorites Menu
• Adding Menu Items
• Maintaining Favorites
• Deleted Invoice/Check Log
• Filtered Vendor Listing/Additional Field
• Insurance Tracking by Vendor
• Change Invoice Number
• Check Approval/Signature Process

RECEIVABLES

• Detail Receipts Report includes invoice # and work order # for each payment
• AP/AR Aging Report by Control (Job)
• Accounts Receivable End of Month Menu
• Customer List w/ Last Invoice Date

LEDGER

• Journal Entries Track User
• Transaction Listing for Select Accounts
• CPA Menu – Detail Transaction List w/ JC Detail to Excel
• Edit Journal Entry Reference Number

What’s New – Accounting 2026 Doc Download

ADDING FILLABLE FORMS IN APP

• You can now access, fill out, add a signature field (if required), and submit important company forms within the app.

HOW IT WORKS

1. Open the app and go to the “Forms” section.
2. Select the form you need
3. Fill out directly in the app
4. Tap “Submit” to automatically email it to the designated person in the office.