Release Notes

Release Notes

Yorkie Update 3

Yorkie Update 3 introduces new features, fixes, and enhancements to our Cloud Banking module.

Summary

  • Added the ability to specify a default class on bank/credit card accounts. 
  • Changed  G/L Account to Account Code for better user experience.
  • Added several new Auto-Categorization enhancements in Cloud Banking:
    • Enabled Bank Transfer as an option to select on Categorization Rules.
    • Created the ability to suppress the suggestion of Categorization Rules.
    • Created the option to suppress categorization of check transactions.
    • Fixed an issue that under certain circumstances, an “Object Field not found” error would appear when clicking the “Re-categorize” button.
  • Improved Bank Transfer matching.
  • In the Transaction Matching window, the recommendation engine now considers Document Date when recommending matches for transactions.
  • Fixed an error that appeared in certain situations when trying to approve a Bill.


Details

  • Added the ability to specify a default class on bank/credit card accounts. 


  • Changed  G/L Account to Account Code for better user experience.

Changed G/L to Account Code


  • Added several new Auto-Categorization enhancements in Cloud Banking
    • Enabled Bank Transfer as an option to select on Categorization Rules.

Bank Transfer on Categorization Rule

 

  • Created the ability to suppress the suggestion of Categorization Rules.

Suppress Categorization

 

  • Created the option to suppress categorization of check transactions.

 

Improvements / Fixes

  • Fixed an issue that under certain circumstances, an “Object Field not found” error would appear when clicking the “Re-categorize” button.
  • Improved Bank Transfer matching.
  • In the Transaction Matching window, the recommendation engine now considers Document Date when recommending matches for transactions.
  • Fixed an error that appeared in certain situations when trying to approve a Bill.
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