Shared Transactions 2023.1

SHARED TRANSACTIONS VERSION 2023.1 KEY UPDATES 

  • Multi-Transaction Support
    • The following transactions are now all supported with this release
      • Vendor Bill
      • Journal Entry
      • Expense Report
      • Vendor Credirt
      • Credit Card Charge
      • Credit Card Refund
      • Check
      • Invoices
      • All Netgain Custom Transaction Type (NetLease/NetAsset/NetLoan/NetLessor/etc.)
    • When populated, these fields will automate the creation of NetLessor Lease Payment records based that gradually increase by the uplift percentage 
  • New Allocation Types
    • Support for allocating directly to accounts as well as custom segments in addition to native classifications (subsidiary, department, class, location)
  • Allocation Sourcing
    • Ability to copy specific transaction line columns from the originating transaction to the allocation transaction
  • Allocation Removal
    • New button available to remove all allocations
      • Click "Clear Allocation"
      • Click "Save"
      • The prior allocated transaction will be deleted
    • New button to remove all allocations for a specific line
      • Select a transaction line
      • Click "Remove Line"
      • Click "Save"
      • The specific line allocation will be removed from the allocated transaction or if there are no allocations remaining, the allocated transaction will be deleted
      • Removal will not remove a body template or 1:1 line allocations

WHAT DO YOU NEED TO DO?

    • Nothing! Shared Transactions is a managed SuiteApp and all updates are pushed after thorough testing.
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