by Jill Feiler on Nov 29, 2022 1:33:00 PM
Feature Releases
Statement Updates
On the summary statement layout there are a few changes as shown in the template below. You will now be able to see the statement folder name and totals at the top of each folder level.

Transaction Detail
On a transaction you can now view details on a particular one by clicking on the amount value as shown below:


Coming Soon
More Updates on statements
Summary statement will include a transaction detail which will be optional per FI.

Feature to Move a transaction back to Unassigned in a Current Period
