What's New (Feb 20, 2017)

Justin Ward

With this release, we enhanced the workflow for copying a batch. Now, when you select More actions, Copy batch from an open, approved, or posted batch record, you are prompted to add a description and change the post date for the new batch. This streamlines data entry by eliminating the need to update each batch row individually.


We also enhanced the workflow for reversing a batch. Now, when you select More actions, Create reversing batch from a posted batch record, you are prompted to add a description and change the post date for the new, reversing batch to a single reversal post date. This streamlines data entry by eliminating the need to update the post date for each batch row individually. For more information, see Batch Record.


We also added the History of Changes dashboard for SKY Reporting™. It's important to periodically review information that is added or edited in your system. When records — such as accounts or vendors — are changed, you may want to track the changes and who made them. You may also want to review updates related to checks and bank reconciliation.


To quickly assess the history of your organization's data, select Analysis, History of Changes for a dashboard of key metrics. Previously, this data was located in the Metrics dashboard. For more information, see History of Changes Analysis.

Contact information

With this release we made enhancements to how contact information displays under Contact info. Now when viewing contact information, you can use the active links to interact with the contact. For example, depending on your browser or device, you can select the phone number link to call the contact through Skype or another voice-over-Internet protocol (VoIP) application.



To email the contact, you can simply select the email address to start a message in your default email client. To get directions to or familiarize yourself with the contact’s location, you can select the address link to view it in Google Maps. For more information, see Contacts.