During a bank import, an expanded account view is available for each transaction, and we have also enhanced the fee invoice creation component in the customer portal.
Bank import - extended view option
- For bank account imports, there is now an extended view option available, which is a gray button during the bank account processing.
- When clicked, a window pops up showing previously paired accounts with all their important data.
- In the appearing window, new accounts can be added to the bank account transactions, and existing ones can also be deleted.
- After successfully creating an invoice, clicking the OK button on the success message will reload the current page (for example, if combined with an invoice list, the current invoice will be visible in the invoice list).