February 2024 Product Update

New Prior Period Balance Monitoring Experience

Was there a change to an account in a prior period? If so, your team will be alerted via a refreshed notification so that you can investigate, keep your accounting data accurate and controlled.

When balances change in prior periods, admins on the account will receive a notification.

🏷 Reconciliation

Multiple Workspace Metrics for Accounting Firms

Monitoring the month-end close across multiple Numeric workspaces? You can now see a breakdown of progress client-by-client on the workspace overview page, making it easy to identify where you need to invest time or check-in.

🏷 All products

Bulk Edit Improvements

Building out a strong month-end checklist means constantly iterating — so we've made it even easier to bulk edit tasks within Numeric when you're making changes to your process.

You can now use bulk edits to modify the entity and type of a task in addition to the category, assignee, and due date.

🏷 Month-End Checklist

Convert Subtasks —> Parent Tasks or Vice Versa

As you add visibility to your month-end process, subtasks group related items for a more organized checklist.

You can now easily convert an existing parent task to a subtask or vice versa by selecting either a individual task or multiple via bulk edits. .

🏷 Month-end checklist