Automatic discrepancy journal entries for financial transactions
In financial transactions, tiny discrepancies between individual sub-totals such as line values, various charges, and discounts vs. the calculated grand total, can lead to miniscule differences. This can cause journal validation to fail and issuance of the transactions to be denied. We've now given you the option to have these small amounts (usually caused by rounding) added to the automatic journal (for any GL account you choose) to balance the difference. No more blockers - just a notification to let you know the discrepancy has been accounted for.
Improvements to the company selection modal
Sometimes finding the right customer to assign to an order when you're in a rush can be a life-savor. So we've helped you out by adding a few insightful search and filter options in the select a company modal. You can filter for any thing that is found in the company ID, name, description, or addresses. This improvement has also been added for selecting vendors.
The easiest way to search for companies is to start typing your search criteria and select the customer; if the company does not appear, perform Search for a customer.
The search criteria will be copied to the Select a company screen and only the relevant customers are shown.
Here's a list of bugs we've eliminated and a few improvements we've made with this update:
- The "Left to Credit" field in the create credit note modal is now based on value instead of quantity
- Decimal attributes no longer round to the nearest whole number when any attribute panel is saved and viewed in inquiry mode
- Inventory Transfer PDF templates now print correctly even when pivots are being used