June 2024 Product Update

Entity Permissions Update

Admins can now restrict team member access to specific tasks & accounts by entity, enabling clearer visibility and more granular access control for larger teams.

To enable this today for your account, reach out to tierney@numeric.io ✅

🏷 Reconciliation, Flux, Reporting, Monitors

Link Folders for Support Sources

Using a new set of reconciliation workpapers for each close? Now you can connect next month’s files all at once. Simply copy your files in Google Drive and paste in the entire folder link — Numeric will automatically connect every file in the folder so you no longer have to provide new links one-by-one.

On the reconciliation tab, select the three dots in the right corner > Manage Sources > Add Source > Paste Folder Link
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🏷 Reconciliation