Product Updates and Release Notes
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      2. Product Updates and Release Notes

      [LIVE] January 23 Update

      Your portal keeps getting better. Here are the updates we're releasing as of January 23, 2024.

      Transaction Manager

      • QBO reconciliation indicator added
        QBO users will now see an inline visual indicator for reconciled and unreconciled transactions. Learn more.

      AutoPush

      • Start AutoPush up to 24 Months Prior to Start Date
        The AutoPush start date can now be set to cover transactions up to 24 months in the past. Learn more.
      • New Training End Date field
        Users may now choose both a start and end date to create a specific range of data to train machine learning. Learn more.
      • Changes to Training dates triggers immediate retraining of ML models
        When the start or end dates for the machine learning models are changed, the models will retrain immediately. Predictions based on the retrained model will begin within 24 hours. Learn more.