Release Date: 13\/01\/2026<\/u><\/b>
\nSession Reliability Enhancements<\/b>
\nEnhanced stability and performance for extended usage<\/p>\n
Release Date: 05\/01\/2026<\/u><\/b>
\nBook Enquiry<\/b>
\nOptimized the display of special characters.
\nPurchase Importer<\/b>
\nUser with Read-Only permission can now view the linked Document in Purchase Book entry<\/p>\n
Release Date: 05\/09\/2025<\/u><\/b>
\nCash Book Enhancements<\/b>
\nImproved scrolling performance for various screen resolutions<\/p>\n
Release Date: 26\/08\/2025<\/u><\/b>
\nBRC Power Accounting Excel Add-in Enhancements<\/b>
\nAbility to import Sales Credit Notes with Power Accounting Add-in<\/p>\n
Release Date: 04\/06\/2025<\/u><\/b>
\nPurchase Importer Enhancements<\/b>
\nWEEE charge will be added to Net Value, depending on the supplier
\nCustomer Receipt Report Update<\/b>
\nPayment Amount shows the Allocated Amount of the Cash Receipt<\/p>\n
Release Date: 29\/04\/2025<\/u><\/b>
\nBanking Enhancements<\/b>
\nAdditional reference options added to Payments
\nGet up to 2 years historic data using Open Banking Bank Feeds, where the institution allows
\nPending transactions automatically filtered out of results in Open Banking Bank Feeds<\/p>\n
Release Date: 18\/02\/2025<\/u><\/b>
\nBank Feed Enhancements<\/b>
\nAbility to select\/deselect all lodgements<\/p>\n
Release Date: 20\/01\/2025<\/u><\/b>
\nBank Feed Enhancements<\/b>
\nAutomatic duplicate recognition, flagging transactions that may already exist
\nAbility to create Lodgements independently of Cash Receipts
\nAbility to create Bank Transfers between internal bank accounts
\nAbility to use User Defined Fields for Bank Payments and Cash Receipts
\nNew Status column displaying validation errors\/potential duplicates when creating transactions
\nNew redirect to selected bank account in Payments Book after Create Transactions<\/p>\n
Release Date: 16\/01\/2025<\/u><\/b>
\nOpen Banking Bank Feed Enhancements<\/b>
\nAbility to get historic transactions for up to 730 days where the Banking Institution allows it<\/p>\n
Release Date: 11\/12\/2024<\/u><\/b>
\nGeneral Enhancements<\/b>
\nUpdated messaging when Analysis Categories or VAT rates do not exist
\nUpdated validation when deleting a Sales Rep
\nAPI Enhancements<\/b>
\nUpdated the API to accept discrepancies for Sales Entries<\/p>\n
Release Date: 09\/12\/2024<\/u><\/b>
\nPerformance Enhancements<\/b>
\nOptimized the Invoice Details Book Enquiry
\nImproved performance of VatCategoriesService.GetAll endpoint<\/p>\n
Release Date: 07\/11\/2024<\/u><\/b>
\nMobile App Enhancements<\/b>
\nNew “Snap & Send” feature for the Purchase Importer
\nEnables users to take a picture of a Purchase Invoice, and upload it directly to the Purchase Importer
\nNew camera icon for easy access
\nRedesigned UI for simpler navigation
\nSidebar replaced with menus that are easily accessed at the bottom of the screen
\nUpdated technology to futureproof our mobile app platform<\/p>\n
Release Date: 04\/11\/2024<\/u><\/b>
\nDirect Debits using GoCardless<\/b>
\nEnables users to collect payments from Customers via Direct Debit using GoCardless
\nSetup GoCardless Account in BRC
\nCreate Direct Debit Mandates for Customers
\nRequest\/Receive Payments from Customers
\nPayment Terms and Due Dates<\/b>
\nAbility to set Payment Terms
\nInclude Payment Due Date on Sales and Purchases
\nInclude Payment Terms and Payment Due Date on Form Designs
\nDisplay Payment Due Dates in Transaction Entries, Sales Book, Purchase Book, Book Enquiry<\/p>\n
Release Date: 09\/07\/2024<\/u><\/b>
\nSales Enhancements<\/b>
\nAutomatically copy Your Ref and Our Ref when generating an Invoice from View Quote screen
\nUpdated VAT Discrepancy wording in Setup > Options to include Sales
\nBank Feed Enhancements<\/b>
\nSelect matching transactions by default in Bank Feed Rules
\nAPI Enhancements<\/b>
\nNew endpoint for Credit Notes with AUTO referencing
\nNew endpoint for Purchase Entries with AUTO referencing<\/p>\n
Release Date: 04\/07\/2024<\/u><\/b>
\nEnhanced Bank Feed<\/b>
\nReplaced popout Review and Import Transactions Screen with In-line Bank Feed screen
\nReplaced tabs for Cash Receipts\/Bank Payments\/Lodgements with Transaction Type Column and checkbox for Lodgements
\nAbility to open Bank Feed screen directly from Lookup and Payments Book
\nRemoved Manage Bank Feed screen from day to day process
\nMoved Manage Connections\/CSV Mappings to Setup Menu
\nMoved Import from Open Banking and Upload CSV buttons to Bank Feed screen
\nDate\/Bank Account Parameters now displayed in Bank Feed screen
\nAbility to select Multiple Analysis Categories\/Nominals per record
\nAbility to select Multiple VAT rates per Cash Receipt record
\nEnhanced performance\/response of Bank Feed screen compared to Review and Import Transactions screen
\nStaggered release, allowing users to switch ON\/OFF old\/new bank feeds until 20\/02\/2025
\n– companies with existing Open Banking Connections or CSV mappings can choose when to switch it ON
\n– new companies and companies with no existing Open Banking Connections or CSV mappings will be switched ON automatically
\n– all companies will be switched ON on 20\/02\/2025<\/p>\n
Release Date: 21\/05\/2024<\/u><\/b>
\nSales Transaction Enhancement<\/b>
\nRetain manually assigned Sales Rep on transactions when a Customer Account is selected
\nPurchase Importer Enhancements<\/b>
\nInclude Filter settings in Saved View<\/p>\n
Release Date: 14\/05\/2024<\/u><\/b>
\nForm Design Enhancement<\/b>
\nInclude Your Ref and Our Ref fields on OS Statements
\nSales Transaction Enhancements<\/b>
\nAbility to email a Sales Invoice\/Credit Note\/Quote from the transaction entry screen
\nPurchase Importer Enhancement<\/b>
\nAbility to split documents with Status = Potential Duplicate<\/p>\n
Release Date: 09\/05\/2024<\/u><\/b>
\nCustomer Receipts<\/b>
\nAbility to print\/email a receipt to a customer, detailing which transactions have been paid by a Cash Receipt<\/p>\n
Release Date: 07\/05\/2024<\/u><\/b>
\nIncreased Analysis Categories<\/b>
\nAbility to create up to 60 analysis categories, per book, across all the books of entry<\/p>\n
Release Date: 02\/05\/2024<\/u><\/b>
\nSales Reps on Customer Accounts<\/b>
\nAbility to define a Sales Rep for each Customer Account
\nAuto-assign Sales Rep to transactions based on Customer Account setting
\nUpdated API to include Sales Reps on Customer Accounts
\nUpdated BRC Power Accounting Template to include Sales Reps on Customer Accounts
\nUpdated Debtors Ledger Report to optionally include the Sales Rep for each Customer
\nUpdated Debtors Listing Report to optionally include the Sales Rep for each Customer
\nBRC Power Accounting Excel Add-in Enhancements<\/b>
\nAbility to get Nominal Chart of Accounts
\nAbility to get Nominal Ledger Transactions<\/p>\n
Release Date: 09\/04\/2024<\/u><\/b>
\nXelda Integration<\/b>
\nAbility to make payments to Suppliers using Xelda Payments<\/p>\n
Release Date: 20\/02\/2024<\/u><\/b>
\nAPI Enhancement<\/b>
\nAvailability of Nominal API endpoints:
\nGET \/v1\/nominalAccounts<\/i><\/b>
\nReturns master data for a company’s Nominal Accounts
\nGET \/v1\/nominalAccounts\/{id}<\/i><\/b>
\nReturns master data for a single Nominal Account
\nGET \/v1\/nominalAccounts\/ledger<\/i><\/b>
\nReturns transaction data for a company’s Nominal accounts
\nGET \/v1\/nominalAccounts\/ledger\/{ids}<\/i><\/b>
\nReturns transaction data for a selection (by id) of Nominal accounts
\nNote:<\/b> this API does not support add\/change\/delete Nominal accounts\/transactions<\/p>\n
Release Date: 08\/11\/2023<\/u><\/b>
\nGeneral Enhancement<\/b>
\nSupport fadas in email addresses when sending all Forms<\/p>\n
Release Date: 27\/10\/2023<\/u><\/b>
\nForm Design Enhancement<\/b>
\nAbility for users to include Invoice Your Ref and Our Ref on Statements when using the most recent Form Design Template<\/p>\n
Release Date: 26\/10\/2023<\/u><\/b>
\nPurchase Importer Enhancement<\/b>
\nMove to asynchronous processing of documents
\nAbility to close Purchase Importer while documents are processing without losing changes to documents being processed<\/p>\n
Release Date: 19\/09\/2023<\/u><\/b>
\nPurchase Importer<\/b>
\nAutomatically update VAT Reg field when Supplier selected<\/p>\n
Release Date: 06\/09\/2023<\/u><\/b>
\nPerformance Enhancements<\/b>
\nRe-architect Report Viewer functionalities<\/p>\n
Release Date: 22\/08\/2023<\/u><\/b>
\nPurchase Importer Enhancements<\/b>
\nAbility to split multi document files after uploading to the Purchase Importer Inbox, without having to process the documents first
\nGeneral Enhancements<\/b>
\nChanged format for messaging when restoring backups and Year End backups<\/p>\n
Release Date: 03\/08\/2023<\/u><\/b>
\nPurchase Importer Enhancments<\/b>
\nLock\/Unlock columns in the Purchase Importer Inbox
\nBank Feed Enhancements<\/b>
\nPrevent selection of Control Accounts in Bank Feed Rules
\nValidate for Control accounts when Creating Transactions<\/p>\n
Release Date: 02\/08\/2023<\/u><\/b>
\nPurchase Importer Enhancments<\/b>
\nManual Entry of supplier code in the Purchase Importer Inbox
\nMessaging Enhancments<\/b>
\nUpdated message when entering Sales Book Transactions<\/p>\n
Release Date: 28\/06\/2023<\/u><\/b>
\nSaved View in Company Selection screen<\/b>
\nConfigured view will be saved automatically and applied when reopening the Company Selection screen
\nUsers can revert to default view at any time
\nGeneral Enhancements<\/b>
\nAbility to select which items to include when copying a company using the Setup Only option<\/p>\n
Release Date: 07\/06\/2023<\/u><\/b>
\nPurchase Importer Enhancements<\/b>
\n– Self assign email address for Purchase Importer
\nReporting Enhancements<\/b>
\n– Optionally include Purchase Detail Line on Remittance Advice<\/p>\n
Release Date: 16\/05\/2023<\/u><\/b>
\nPurchase Importer Enhancements<\/b>
\n– Analysis across Multiple Analysis Categories and Nominals
\n– Split Invoices from batch multi-document file
\n– Improved Credit Note recognition
\n– Ability to delete Purchase Documents
\n– Recognition of Duplicate Purchase Documents
\n– Displays Purchase Transaction Reference with associated Purchase Document record
\n– Drilldown to Purchase Documents from Purchases Book
\n– Enhanced API to update Purchase Importer Settings for Suppliers
\n– Enhanced BRC Power Accounting Template to update Purchase Importer Settings for Suppliers<\/p>\n
Release Date: 24\/04\/2023<\/u><\/b>
\nPurchase Importer Enhancement<\/b>
\nUpload documents via email<\/p>\n
Release Date: 02\/03\/2023<\/u><\/b>
\nBank Feed Enhancement<\/b>
\nAbility to open Bank Feed from the Payments Book<\/p>\n
Release Date: 24\/02\/2023<\/u><\/b>
\nForm Design Enhancement<\/b>
\nAbility to add the comments field for individual transaction types to the statement for each of the following:
\n– Sales Invoice
\n– Cash Receipt
\n– Debtor Journal<\/p>\n
Release Date: 21\/02\/2023<\/u><\/b>
\nGenerate Invoice from Quote<\/b>
\n– Your Ref and Our Ref field values will copy from Quote to Invoice
\nForm Design<\/b>
\n– Option to include Your Ref and Our Ref fields on Sales Invoice\/Credit Note and Quotes
\nEmail Sales Invoice\/Credit Note\/Quote<\/b>
\n– Your Ref and Our Ref field values will be displayed in Email screen
\nDebtor Statements<\/b>
\n– Ability to define the Minimum Balance used when running Debtor Statements<\/p>\n
Release Date: 14\/02\/2023<\/u><\/b>
\nPurchase Importer<\/b>
\nAbility to create Purchase Transactions directly from Uploaded Purchase Documents
\nAuto-detect data in Purchase Document to automatically update the following for each transaction:
\n– Period\/Date
\n– Supplier Name
\n– VAT Reg
\n– Invoice No.
\n– Total
\n– Net
\n– VAT Analysis
\nAuto-match Supplier based on VAT Reg or Supplier Name to automatically update the following for each transaction:
\n– A\/C Code
\n– VAT Type
\n– Default Analysis Category
\n– Default Nominal
\n– PFRS\/PNFRS
\nStore uploaded Purchase Documents within company
\nView Purchase Documents from Purchase Transactions
\nDownload Purchase Documents
\nSupports pdf, png, jpg files<\/p>\n
Release Date: 20\/12\/2022<\/u><\/b>
\nEmailing Invoices,Statements,Quotes<\/b>
\n– Option to include Message-ID in email header
\nPerfomance Upgrade<\/b>
\n– Improved performance of Customer\/Supplier Balance Queries
\nExport Reports to Excel<\/b>
\n– Option in all Report Dialogs to Export Report
\n– Ability to export report content directly to Excel<\/p>\n
Release Date: 03\/08\/2022<\/u><\/b>
\nPurchases API Update<\/b>
\n– Updated Purchases API (POST and PUT requests) with an optional flag to automatically accept discrepancies within the configured range in company options<\/p>\n
Release Date: 07\/07\/2022<\/u><\/b>
\nPurchase Book Reports for Postponed Accounting Transactions in Irish Companies<\/b>
\n– Updated Purchases Book Analysis Summary & Details Reports for Postponed Accounting Purchases
\n– Updated Purchases Book VAT Summary & Details Reports for Postponed Accounting Purchases
\nRelease Date: 14\/06\/2022<\/u><\/b>
\nUpdates to Global Templates for Form Designs<\/b>
\n– fax field changed to email field
\n– ability to include bank details on forms
\n– auto-exclusion of Bank Details section where data is not populated in Bank Setup
\nMultiple UDFs in Form Designs<\/b>
\n– Ability to place UDF fields individually within any area of the Form Template
\nReport Updates <\/b>
\n– Option to display Account Code on Remittance Advice
\n– Option to display Zero Balances on Sales\/Purchase Book Summary Reports<\/p>\n
Release Date: 09\/06\/2022<\/u><\/b>
\nOAuth2 for emailing<\/b>
\nAbility to connect a company to a Microsoft or Google account using OAuth2 for emailing:
\n– Invoices\/Credit Notes
\n– Statements
\n– Quotes
\n– Remittance Advice<\/p>\n
Release Date: 01\/06\/2022<\/u><\/b>
\nReturn Specific Reporting for VOCR VAT3 Submissions<\/b>
\nAbility to review Sales Summary\/Details reports based on VAT3 VOCR submissions made, rather than by period only (Irish & UK Companies)
\nAbility to review Purchases Summary\/Details reports based on VAT3 VOCR submissions made, rather than by period only (UK Companies)<\/p>\n
Release Date: 26\/04\/2022<\/u><\/b>
\nMultiple Email Addresses for Customers and Suppliers<\/b>
\nAbility to create up to 5 email addresses for each Customer and Supplier record
\nAbility to define which form each address should be used for when emailing.
\nUpdated API to cover changes for multiple email addresses
\nUpdated BRC Power Accounting Template to cover changes for multiple email addresses<\/p>\n
Release Date: 05\/04\/2022<\/u><\/b>
\nReverse Charge VAT UK<\/b>
\nUpdated Type to Template in UK Companies to facilitate UK RCV Sales
\nUpdated RCV Settings for UK Companies
\nUpdated VAT reports to account for VAT and Net on RCV Purchases<\/p>\n
Release Date: 29\/03\/2022<\/u><\/b>
\nGlobal Report Templates<\/b>
\nAbility for users to select which default Templates to use for Form Design<\/p>\n
Release Date: 11\/01\/2022<\/u><\/b>
\nIncreased VAT Rates<\/b>
\nAbility to add\/use up to 20 VAT Rates for each of Sales, PFRS, PNFRS<\/p>\n
Release Date: 06\/01\/2022<\/u><\/b>
\nDormant Customers\/Suppliers\/Products<\/b>
\nUpdate API and Power Accounting Template for Record Types:
\n– Ability to change Type for Customers, Suppliers and Products<\/p>\n
Release Date: 12\/11\/2021<\/u><\/b>
\nGeneral Enhancement<\/b>
\nAbbreviations available in Payee\/Detail fields for Regular Payments<\/p>\n
Release Date: 12\/08\/2021<\/u><\/b>
\nPostponed Accounting in Purchases<\/b>
\nAbility to set default value for Postponed Accounting flag for Suppliers
\n\u2013 VAT Type value will be updated for Purchase Transactions when Supplier is selected
\nAudit Trail will be updated with VAT Type values for Customers and Suppliers
\nAudit Trail will be updated with Postponed Accounting values for Suppliers
\nBRCPA Template updates include:
\n\u2013 Ability to update default value for Postponed Accounting flag for Suppliers using BRC PA Template
\n\u2013 Ability to Add\/Change Postponed Accounting Purchases using BRC PA Template
\nAPI updates include:
\n\u2013 Postponed Accounting flag for Supplier VAT Types
\n\u2013 Postponed Accounting flag for Purchases Transactions<\/p>\n
Release Date: 27\/07\/2021<\/u><\/b>
\nDormant Customers\/Suppliers\/Products<\/b>
\nNew \u2018Dormant\u2019 Customer\/Supplier\/Product Types in Lookup
\nAbility to set Customer\/Supplier\/Product record as \u2018Dormant\u2019, in effect deleting the Customer\/Supplier\/Product record<\/p>\n
Release Date: 22\/06\/2021<\/u><\/b>
\nPermissions Enhancement \u2013 Login Times<\/b>
\nAbility to define Login Times for each user, for each company they are assigned to
\nUsers will be prevented from accessing the company outside of the defined times<\/p>\n
Release Date: 11\/06\/2021<\/u><\/b>
\nChanges to Setup Menu<\/b>
\nEasily access Setup for our linked applications through Setup > Linked Applications<\/p>\n
Release Date: 03\/06\/2021<\/u><\/b>
\nPostponed Accounting in Purchases<\/b>
\nAbility to flag Foreign Non-EU Purchases as Postponed Accounting
\nVAT reports updated to include the Fields required for Postponed Accounting Reporting<\/p>\n
Release Date: 04\/05\/2021<\/u><\/b>
\nHelp Enhancements<\/b>
\nAccess our \u2018New Release Information\u2019 from the \u2018Help & Support\u2019 menu<\/p>\n
Release Date: 20\/04\/2021<\/u><\/b>
\nBank Feed Enhancements<\/b>
\nUp to 5 connections now permitted per company, increased from 3
\nEnhanced Validation for Period Control
\n\u2013 closed periods will be flagged when user attempts to create transactions
\nEnhanced Validation for Analysis Categories
\n\u2013 Prompt to Setup Analysis Categories where no Analysis Categories exist for the selected bank account
\nEnhanced field availability\/functionality for Bank Feed Transactions
\n\u2013 Update detail line 2 with Transaction Description (from the bank transaction) for Ledger transactions
\n\u2013 Ability to select a Reference for Bank Payments prior to transaction creation
\n\u2013 Update VAT Type according to Customer default for Ledger Cash Receipts (VOCR On)
\n\u2013 Ability to select Nominal for Non Ledger Cash Receipts and Non Ledger Bank Payments
\nEnhanced field availability\/functionality for Bank Feed Rules
\n\u2013 Ability to select a Reference in Rules for Bank Payments
\n\u2013 Ability to select VAT Type and VAT Rate in Rules for Cash Receipts (VOCR On)
\n\u2013 Ability to select Nominal in Rules for Non Ledger Cash Receipts and Non Ledger Bank Payments<\/p>\n
Release Date: 23\/03\/2021<\/u><\/b>
\nReport Enhancements<\/b>
\nSales Rep Name and Sales Rep Code now available columns in Invoice Details Book Enquiry
\nMessaging updated to include the number of documents when emailing Invoices, Statements, Quotes & Remittance<\/p>\n
Release Date: 14\/12\/2020<\/u><\/b>
\nBig Red PI Enhancements<\/b>
\nAbility to import Zero Invoices<\/p>\n
Release Date: 10\/12\/2020<\/u><\/b>
\nBig Red PI Enhancements<\/b>
\nAbility to recognise Suppliers using additional identifiers including:
\n\u2013 VAT Number
\n\u2013 Name
\n\u2013 Address
\n\u2013 Email
\n\u2013 Phone
\nAbility to select and post batches of Purchase Invoices<\/p>\n
Release Date: 25\/11\/2020<\/u><\/b>
\nYear End Technical Enhancements<\/b>
\nUnique Identifiers retained\/unchanged after Year End routine<\/p>\n
Release Date: 17\/11\/2020<\/u><\/b>
\nMaking Tax Digital (MTD) Enhancements<\/b>
\nAbility to include last 3 months of previous financial year in an MTD return submission
\nMessaging updated to display the period of the return being submitted<\/p>\n
Release Date: 10\/11\/2020<\/u><\/b>
\nBRC Power Accounting Excel Add-in Enhancements<\/b>
\nAbility to add\/change Quotes
\nAbility to add\/change Sales Reps
\nAbility to update Customer Type, Customer VAT Type and Supplier VAT Type
\nAbility to update Sales Reps on Invoices and Quotes<\/p>\n
Release Date: 22\/10\/2020<\/u><\/b>
\nGeneral Enhancements<\/b>
\nAbility to Change\/Delete transactions from Customer\/Supplier Ledgers
\nAbility to Change\/Delete transactions from Bank Ledgers
\nAbility to Change\/Delete transactions from Book Enquiry
\nOptionally display Invoice\/Credit Note Comments in Sales Book and Sales Book Enquiry
\nAbility to re-order line items in Quotes\/Invoices<\/p>\n
Release Date: 06\/10\/2020<\/u><\/b>
\nOpen Banking Enhancements<\/b>
\nAbility to manually re-authenticate an Open Banking Connection in Manage Connections
\nPrompt for re-authentication of Open Banking Connection when connection has expired
\nPrompt for re-authentication of Open Banking Connection when connection is approaching expiry
\nDisplay the number of Bank Accounts associated with an Open Banking Connection in Manage Connections
\nBank Feeds Permissions updated to include access to Open Banking<\/p>\n
Release Date: 29\/09\/2020<\/u><\/b>
\nEnhanced Setup Migration<\/b>
\nImproved Migration performance
\nEnhanced Migration Workflow
\nAbility to migrate set up data from excel<\/p>\n
Release Date: 26\/08\/2020<\/u><\/b>
\nGeneral Enhancements<\/b>
\nAbility to change product codes
\nMultiple Detail Lines available in Sales Entries
\nBank Details now available on O\/S only Statement layouts
\nExplanatory text on:
\n-\u2018Edit Product VAT Rates\u2019 utility
\n-\u2018Edit Recurring Invoice VAT Rates\u2019 utility
\nCustomer friendly message when user attempts to log in with incorrect details
\nEnhanced messaging when no data found in MTD
\nPerformance Settings now included as part of Setup Copy Company<\/p>\n
Release Date: 21\/08\/2020<\/u><\/b>
\nVAT Rate Utility<\/b>
\nAbility to batch update VAT rates associated with products<\/p>\n
Release Date: 18\/08\/2020<\/u><\/b>
\nBank Feeds Enhancements<\/b>
\nAbility to Search Matching Rules
\nMatching Rules are now case insensitive
\nCash Receipts Matching Rules now include option for lodgement
\nAbility to apply Matching Rules from Review and Import transaction screen<\/p>\n
Release Date: 12\/08\/2020<\/u><\/b>
\nOpen Banking Bank Feeds<\/b>
\nAbility to link your company directly with your bank accounts
\nSeamlessly import Cash Receipts, Lodgements and Bank Payments from your bank accounts<\/p>\n
Release Date: 30\/07\/2020<\/u><\/b>
\nCompany Maintenance Permissions<\/b>
\nGrant\/Revoke user access to Backup Company
\nGrant\/Revoke user access to Restore Company
\nGrant\/Revoke user access to run Year End Routine
\nGrant\/Revoke user access to Copy Company All Data
\nGrant\/Revoke user access to Copy Company Setup Only
\nGrant\/Revoke user access to Delete Backup
\nGrant\/Revoke user access to Delete Year End Backup
\nSetup Copy Company Enhancement<\/b>
\nAbbreviations now included in Setup Copy Company<\/p>\n
Release Date: 28\/07\/2020<\/u><\/b>
\nUser Permissions Enhancements<\/b>
\nGrant\/Revoke user access to Generate Invoices from Recurring Invoices
\nGrant\/Revoke user access to Print Quotes
\nGrant\/Revoke user access to Print Quotes Book View
\nGrant\/Revoke user access to Quote Details in Book Enquiry
\nGrant\/Revoke user access to Print Recurring Invoice Book View
\nGrant\/Revoke user access to Bank Feeds
\nGrant\/Revoke user access to Copy Existing Entries for Sales, Purchases, Quotes<\/p>\n
Release Date: 21\/05\/2020<\/u><\/b>
\nPaging in Customer and Supplier Lookup<\/b>
\nOption to use a paging display in Customer and Supplier Lookups
\nOptimal for users with a high volume of Customer and\/or Supplier records<\/p>\n
Release Date: 21\/04\/2020<\/u><\/b>
\nSaved Lookup Views<\/b>
\nConfigured lookup views will be saved automatically and applied when reopening the lookup
\nUsers can revert to default view at any time<\/p>\n
Release Date: 24\/03\/2020<\/u><\/b>
\nSaved Ledger Views<\/b>
\nConfigured ledger views will be saved automatically and applied when reopening the ledger
\nUsers can revert to default view at any time<\/p>\n
Release Date: 18\/03\/2020<\/u><\/b>
\nGeneral Enhancement<\/b>
\nOption to use thousand separator for numeric fields<\/p>\n
Release Date: 25\/02\/2020<\/u><\/b>
\nReporting Enhancement<\/b>
\nNew Book Enquiry Report for Quote Line Items<\/p>\n
Release Date: 12\/02\/2020<\/u><\/b>
\nBank Feeds Enhancements<\/b>
\nImproved validation to highlight the invalid records when creating transactions
\nImproved validation to ignore records, in CSV file, with a blank or invalid date
\nMatching Rules included in Year End, Backup, Copy Company functions
\nAdditional date format options available when creating a CSV file mapping<\/p>\n
Release Date: 04\/02\/2020<\/u><\/b>
\nBank Feeds Enhancements<\/b>
\nNew designated area for managing Bank Feeds
\nAbility to View an existing matching rule
\nAbility to Change an existing matching rule
\nAbility to Copy an existing matching rule
\nAbility to automatically tick transactions for creation, when they match a rule
\nEnhanced warnings when deleting items associated with matching rules<\/p>\n
Release Date: 06\/01\/2020<\/u><\/b>
\nTechnical Enhancement<\/b>
\nUpgraded Database resources to improve application storage and performance<\/p>\n
Release Date: 18\/12\/19<\/u><\/b>
\nCaching Enhancement<\/b>
\nUpgraded Caching to improve application resilience and reliability<\/p>\n
Release Date: 10\/12\/19<\/u><\/b>
\nAllocations Enhancement<\/b>
\nUtility to automatically allocate historic transactions for Customer and\/or Suppliers<\/p>\n
Release Date: 28\/11\/19<\/u><\/b>
\nGeneral Enhancements<\/b>
\nAbilitiy to select\/unselect all when emailing Customer Invoices and Statements
\nAbility to print Customer Name as per invoice on Sales Invoice<\/p>\n
Release Date: 18\/11\/19<\/u><\/b>
\nGeneral Enhancements<\/b>
\nDisplay highlighted transaction in Customer\/Supplier Ledgers
\nAuto-highlight most recent transaction and display it in Nominal Ledgers<\/p>\n
Release Date: 04\/11\/19<\/u><\/b>
\nMobile App Enhancements<\/b>
\nAbility to search Sales Reps when managing Sales Reps
\nAbility\u00a0 to search Products when managing Products<\/p>\n
Release Date: 27\/06\/19<\/u><\/b>
\nMaking Tax Digital (MTD)<\/b>
\nUK Tax initiative
\nDirect link to HMRC from BRC
\nSend Tax Information to HMRC using your digital records held in BRC<\/p>\n
Release Date: 19\/03\/19<\/u><\/b>
\nGeneral Enhancements<\/b>
\nColumn width retained when saving Book Views
\nSelected Sales Entry type is retained within a session
\nYour Ref and Our Ref visible in Sales Book and Purchases Book
\nTooltips for VAT Types on Sales, Purchase, Cash Receipt transaction entry screens
\nSort order can be applied to all columns in Regular Payments
\nCash Payments Listing report now displays the bank account for Lodgements
\nSelect\/Unselect all when emailing invoices and statements<\/p>\n
Release Date: 24\/01\/19<\/u><\/b>
\nSwagger for API\u00a0<\/b>
\nAPI webpage displays a list of available API operations and, with integrated test client, allows developers\/users to interact with the API
\n-allows auto-generation of\u00a0API documentation on our API webpage
\n-allows direct interaction with our API (test client is integrated)\u00a0on our API webpage
\n-allows developers to quickly send a request (in their browser) to test how the API responds before writing any code of their own<\/p>\n
Release Date: 11\/10\/18<\/u><\/b>
\nBank Feeds Enhancements<\/b>
\nUI enhancements for better onscreen viewing:
\n-Bank transactions panel locked in place
\n-row height reduced
\n-ability to resize columns
\n-ability to collapse Cash Receipts\/Lodgements\/Bank Payments panels
\n-ability to select\/unselect all transactions in each panel<\/p>\n
Release Date: 26\/09\/18<\/u><\/b>
\nBank Feeds<\/b>
\nCreate rules to define what target transactions should be created, based on a match for description\/amount<\/p>\n
Release Date: 24\/09\/18<\/u><\/b>
\nAllocate to Opening Balances without VAT breakdown<\/b>
\nUsers can allocate to Opening Balances without a VAT Breakdown again
\nDrilldown on transactions from Allocations screen<\/b>
\nUsers can View transactions in the allocations screen<\/p>\n
Release Date: Tuesday 21\/08\/18<\/u><\/b>
\nBank Feeds<\/b>
\nAbility to import Cash Receipts from a CSV file when VOCR is switched on<\/p>\n
Release Date: Tuesday 07\/08\/2018<\/u><\/b>
\nForm Design Enhancements<\/b>
\nImproved resizing of uploaded logos
\nImproved messaging for Upload\/Download\/Rollback Templates
\nAllocations in Book Enquiry<\/b>
\nAbility to allocate transactions in Cash Receipts, Cash Payments and Bank Payments Book Enquiry Reports
\n<\/b><\/p>\n
Release Date: Monday 16\/07\/18<\/u><\/b>
\nBank Feeds<\/b>
\nAbility to import Bank Payments from a CSV file<\/p>\n
Release Date: Tuesday 10\/07\/18<\/u><\/b>
\nSupport Access<\/b>
\nAdministrators can view the companies for which they have granted Support Access
\nAdministrators can manually revoke Support Access
\nAdministrators will receive an email notification when Support Access is revoked
\n<\/b><\/p>\n
Release Date: Wednesday 04\/07\/18<\/u><\/b>
\nBank Feeds<\/b>
\nAbility to import Cash Receipts from a CSV file<\/p>\n
Release Date: Monday 25\/06\/18<\/u><\/b>
\nForm Design<\/b>
\nAbility to print Bank Details, Address, BIC, IBAN, Account Name on Invoices, Credit Notes, Statements and Quotes<\/p>\n
Release Date: Thursday 20\/06\/18<\/u><\/b>
\nSupport Access<\/b>
\nAdministrators will receive an email notification when Support Access is granted<\/p>\n
Release Date: Wednesday 13\/06\/18<\/u><\/b>
\nBank Feeds<\/b>
\nAbility to import Bank Lodgements from a CSV file<\/p>\n
<\/b>Release Date: Wednesday 06\/06\/18<\/u><\/b>
\nSupport Access<\/b>
\nAdministrators can allow the support team access to their company for 1 day, 1 week, 1 month.
\nBank Address<\/b>
\nAddress can be recorded for each bank account<\/p>\n
Release Date: Tuesday 15\/05\/2018<\/u><\/b>
\nGeneral Enhancements<\/b>
\nInactive VAT rates now displayed, when changing transactions with those VAT rates
\nRecord the address for each bank account
\nUpdate product name and unit price when syncing Clover data<\/p>\n
Release Date: Tuesday 24\/04\/2018<\/u><\/b>
\nReceipts\/Payments Manual Allocations Enhancements<\/b>
\nAbility to allocate discounts (created with allocations OFF) when allocations are switched ON
\nView allocations from Sales\/Purchases transactions
\nApply VAT breakdown to Opening Balances before allocating payments to them
\nAllocations must remain ON once allocations records exist<\/p>\n
Release Date: Thursday 01\/03\/2018<\/u><\/b>
\nSaved Book Views<\/b>
\nConfigured book views will be saved automatically and applied when reopening the book
\nUsers can revert to default at any time
\nAddress fields on Recurring Invoices<\/b>
\nCustomer Delivery Address or Customer Address will be used when creating Recurring Invoice records
\nCustomer\/Supplier Balances in Lookup<\/b>
\nDisplay Customer\/Supplier balances and ageing in lookup lists, without drilling down to record<\/p>\n
Release Date: Thursday 04\/01\/2018<\/u><\/b>
\nBook Enhancements<\/b>
\nAuto-highlight next available transaction after deletion
\nDefault to display area of book containing highlighted transaction
\nPrompt to setup VAT Rates and Analysis Categories when opening books (if they are undefined)
\nSelect All option added to column selector in column headings
\nSubscription Enhancements<\/b>
\nCompanies now displayed irrespective of subscription status
\nActions restricted depending on subscription status
\nMessaging updated to advise of subscription status and actions required
\nGeneral Enhancements<\/b>
\nDelete Company\/Backup \u2013 Messaging changed
\nRestore Company\/Backup \u2013 Messaging changed
\nUpdate VAT Type in Cash Receipts based on default defined for Customer<\/p>\n
Release Date: Monday 13\/11\/2017<\/u><\/b>
\nRecurring Invoicing<\/b>
\nCreate batches of Sales Invoices on a regular basis<\/p>\n
Release Date: Monday 02\/10\/2017<\/u><\/b>
\nRemittance Advice<\/b>
\nPrint\/Email Remittance Advice for Supplier Cash and Bank Payments<\/p>\n
Release Date: Thursday 07\/09\/2017<\/u><\/b>
\nBanking Enhancements<\/b>
\nRecord BIC\/IBAN for Customers\/Suppliers\/Company Bank Accounts
\nConvert Sort Code\/Account Number to BIC\/IBAN for Customers\/Suppliers\/Company Bank Accounts
\nMigrate BIC\/IBAN from BRB v4\/5\/8\/excel template for Customers\/Suppliers\/Company Bank Accounts
\nImport BIC\/IBAN using BRC PA Template for Customers\/Suppliers\/Company Bank Accounts
\nGeneral Enhancement<\/b>
\nRun Consolidated Nominal Ledger Listing report for several companies defined within a Company selection set<\/p>\n
Release Date: Monday 21\/08\/2017<\/u><\/b>
\nSubscription\/Administration changes<\/b>
\nOne step process for adding Billing Information where no card details exist in Buy Now, Change Subscription, Add Companies
\nAdded Tooltip to Buy Now, Change Subscription, Add Companies for Other EU VAT
\nAbility to assign users to a deleted company
\nGeneral Enhancement<\/b>
\nAbility to change financial year when running Year End routine
\nAPI for Cash Payments<\/p>\n
Release Date: Tuesday 18\/07\/2017<\/u><\/b>
\nSimplified Subscription page<\/b>
\n\u2018Business Information\u2019 button removed, functionality moved to the new Subscription page
\n\u2018Current Information\u2019 Tab removed, functionality moved to the new Subscription page
\n\u2018Billing Information\u2019 Tab removed, functionality moved to the new Subscription page
\n\u2018Subscription History\u2019 Tab removed
\n\u2018Invoices\u2019 Tab removed, functionality moved to the new Subscription page
\n\u2018Payments\u2019 Tab removed, functionality moved to the new Subscription page
\nPayment card can be added\/removed easily
\nNew \u2018Buy Now\u2019 option for Trial Users
\nSeparated \u2018Change Subscription\u2019 and \u2018Add Companies\u2019 functions
\nOption to \u2018Manage Renewal\u2019 to switch on\/off auto-renewal
\nOption to print Subscription Invoices from the \u2018View Invoices\u2019 function
\nData Migration<\/b>
\nBackend Functionality upgraded
\nNow supported in multiple web browsers
\nGeneral Enhancements<\/b>
\nOptions to select\/unselect all columns in Book Enquiry Reports
\nClearer date warnings on transactions where date and period do not match
\nAuto-highlight the last used company in Company Selection screen
\nAdded Hints & Tips tooltip to setup screens<\/p>\n
Release Date: Friday 09\/06\/2017<\/u><\/b>
\nChanges to Company Selection Screen<\/b>
\nFacility to Search in the Company Selection screen
\nSubscription details are easier to read
\nAccount Number is now displayed within a company
\nPersonal Info Menu<\/b>
\n\u2018Change Password\u2019 and \u2018Change Email\u2019 are now under one heading in the \u2018Personal Info\u2019 menu within a company
\nChanges to the Users section of Administration<\/b>
\nUpgraded the grid to show users on the left hand side, and the companies they are assigned to on the right hand side
\n\u2018Users\u2019 and \u2018Company Access\u2019 buttons removed, functionality moved to the new grid
\n\u2018Add\u2019, \u2018Delete\u2019 users moved to the new grid
\n\u2018Activate\u2019, \u2018Deactivate\u2019 users moved to the new grid
\n\u2018Permanently Delete\u2019 users moved to the new grid
\n\u2018Assign Administrator\u2019 moved to the new grid
\n\u2018Assign to Companies\u2019 and \u2018Remove Assignment\u2019 moved to the new grid
\nChanges to the Companies section of Administration<\/b>
\nUpgraded the grid to show companies on the left hand side, and the users assigned to them on the right hand side
\n\u2018Add\u2019, \u2018Delete\u2019, \u2018Restore\u2019 buttons have been removed, functionality was previously moved to the Company Selection screen
\n\u2018Assign Users\u2019 and \u2018Remove Assignment\u2019 moved to the new grid
\n\u2018Change Financial Year\u2019 moved from old link to new button in the new grid
\nNew Report Viewer<\/b>
\nUser Interface Upgraded
\nBackend functionality upgraded
\nNew Print button on the report, produces an onscreen PDF for printing
\nGeneral Enhancements<\/b>
\nAdded Hints & Tips tooltip to the \u2018Add a Company\u2019 screen
\nOption to associate a Sales Rep with a Sales Credit Note
\nOption to print Sales transactions at point of entry, without saving first \u2013 applicable to Sales Invoices, Credit Notes, Quotes<\/p>\n
Release Date: Thursday 18\/05\/2017<\/u><\/b>
\nNew Login Page<\/b>
\nUpdated look and feel
\nNew link for \u2018Free Trial\u2019
\nNew links for \u2018Help, Privacy and T&Cs\u2019
\nNew Message Board
\nChanges to Company Selection Screen<\/b>
\nMinor User Interface changes
\nAutomatically highlights the first \u2018Business Name\u2019 and first \u2018Company Name\u2019
\nDouble-click on company to open company
\nNew column to display the company type
\n\u2018Enable Year End Edit\u2019 moved from old link to new button
\n\u2018Delete Company\u2019 moved\u00a0to new button
\n\u2018Show Deleted Backups\u2019 link has been enhanced to also \u2018Show Deleted Companies\u2019
\n\u2018Recover Deleted Backups\u2019 button has been enhanced to also \u2018Recover Deleted Companies\u2019
\n\u2018Migrate Data\u2019 moved to new button
\nPersonal Info Menu<\/b>
\nOptions to \u2018Change Password\u2019 and \u2018Change Email Address\u2019 have been combined to \u2018Personal Info\u2019
\nRemoved \u2018Manage Inbound Invitations\u2019 (accessible for accountants only)
\nChanges to Administration Section<\/b>
\n\u2018Migrate Data\u2019 has been removed from the Companies page, and moved to the Company Selection screen
\nMoved \u2018API Keys\u2019 from Users section to new section
\nCombined \u2018Manage Inbound Invitations\u2019 and \u2018Manage Outbound Invitations\u2019 to a new \u2018Accountant Invitations\u2019 section[\/vc_column_text][\/vc_column][\/vc_row]\n","protected":false},"excerpt":{"rendered":"
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