Botkeeper keeps getting better. Here are the updates we're releasing as of November 25th, 2024.
Activity Hub
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Moved documents logged in Activity Hub
An activity type named Document Move identifies documents that have been moved from their previous location. The Document Moved By filter allows users to search for files by who moved them.
Work
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Project recurrence info added to Projects table
A new column named “Recurrence” appears in the Projects table, allowing users to see the recurrence periods for each project at a glance.
Transaction Manager
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Find a Match modal enhancements
The Find a Match modal will now display a list of selected transactions, including their date, description, and amount. Users can clear selected transactions using a new Clear All option, or clear them individually by clicking a red X button next to the transaction in a new Action column. Users can now collapse or expand the selected rows using Hide Selected Rows or Show Selected Rows buttons. -
Find a Match column sorting added
The following columns can now be sorted in ascending or descending order:-
Tx Date
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Source
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Type
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Payee
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Description
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Amount
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Category
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Ref#/Check#
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Transaction Manager main table enhancements
In the main table of Transaction Manager, users’ selected transactions will now appear in a list above the main transactions table along with all the transactions’ attributes. Users can deselect transactions in this list individually by clicking a red X alongside each transaction, or deselect them all by using a Clear All button. Selected transactions can be expanded or collapsed by clicking Show Selected Rows, and Hide Selected Rows options. -
Enhanced bulk edit modal for BF and GL transactions
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Users may now bulk edit a combination of BF and GL transactions. By selecting Save Changes, edits are retained and transactions remain on the Needs Review tab. By selecting Save & Mark Reviewed, any GL transactions will be marked Reviewed, and any BF transactions will be added to the GL and marked Reviewed.
- When bulk editing only BF transactions, users may choose to: Save Changes, retaining edits and keeping the transactions on the Needs Review tab; Add to GL, adding the transactions in bulk to the GL, but leaving them on the Needs Review tab; or Add to GL and Mark Reviewed, adding the transactions in bulk to the GL and moving them to the Processed tab.
- User options in the modal will vary based on whether only BF transactions are selected, or a combination of BF and GL combinations are selected.
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General
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Images may be pasted into comments
When commenting, a user may now use the paste function (cut/copy/paste) to include an image rather than searching for it to attach.