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Portal Update 2.0.5.4
  • 02 Dec 2024
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Contents

Portal Update 2.0.5.4

  • Updated on 02 Dec 2024
  • 1 Minute to read
  • Contributors
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Article summary

  • Major Change: New Security Level: 90-Manage Office Users (no security)

* Helpful if you have an HR person that sets up new hires

* Admin rights are still required to set security levels

  • Added: CP Books -> Profit & Loss: Checkbox to indent $ amounts

* Balance sheet print out honors the same setting

  • Added: CP Books or A/R -> Payment History: New option to edit notes on an existing payment

  • Added: CP Books -> Bill Payment History: New option to edit notes on an existing payment

  • Added: CP Books -> Checks: Positive Pay Export

* Keeps track of checks you have already exported so you only get new checks each time

  • Other minor fixes

What's Next