March 2024 Product Update

Charts on Custom Reports & Transaction Drill-Downs

Spotting missed accruals or pivoting expenses by vendor? You can now visualize data within Numeric to more easily get to the exact answers you need.

Display data as a bar graph, pie chart, line graph, and more from any custom report or transaction drill down.

Whenever exploring transaction details in reports or drop downs, simply right click on the relevant data to see visualization options.

🏷 Flux, Reconciliations, Reporting

Due Date Filter

What's due next week? What's due before the holiday next Monday? Your team can now easily filter by due date within your month-end close checklist to plan ahead and isolate the tasks you're interested in.

On your month-end checklist, click the "Due Date" filter for options.

🏷 Month-end Checklist

Bank Statement Uploader Improvements

Bank statements can be lengthy, occasionally hundreds (even thousands) of pages long. We've made improvements to our statement uploader so you can upload even the largest of bank statements without an extended load time and our AI will pull out relevant details for faster bank reconciliation.

On your bank reconciliation task profile, upload the file in attachments.

🏷 Reconciliation

Dismiss Transaction Monitors

Transaction monitors help you flag potential misclasses, missing vendors, or where you may need to apply an accounting policy (like flagging for potential prepaids). But naturally not everything flagged needs action.

You can now dismiss monitor alerts and see a record of previously dismissed alerts. Click into the monitor and then select "Dismiss".

🏷 Transaction Monitors

Prior Period Monitoring Overview

Looking for a snapshot of all prior periods that have changed? We now display any reconciliations that are outside of the set variance threshold on the closed period overview page.

From Home, navigate to the Close App and then toggle to the "Closed" Tab to clearly view any prior periods needing attention in one view. To have any recons that no longer tie out automatically reset, simply re-open the period.

🏷 Reconciliation