What's new?
We are very excited to introduce the following enhancements in this release.
The Email Processing screen
We have introduced the Email Processing screen using our Next Generation technology , designed to match the look and feel of our existing Next Generation screen throughout Access Financials.
Note: Access to the System module, you need to have the correct security profile permissions. If you cannot see the System module, it means that you have not been granted access.
To access the Email Processing screen, please follow the steps below:
Click System then Email then click Processing.
Note: All emails that you have sent, are in progress or have failed are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the
icon and choose from the available filter list, then click OK.
For more information on the Email Processing screen, please refer to our Everything you need to know about Email Processing in the System module article.
Edit the Statement Name in the Bank Reconciliation screen
Listening to your feedback, we have implemented functionality that allows you to edit the Bank Statement Name directly in the new Bank Reconciliation screen which provides you with more flexibility and control when performing your reconciliation.
You now have the ability to correct typos, add contextual information for a specific statement or standardise your naming convention across multiple bank statements by using the Edit functionality.
Edit a bank statement name
The steps below take you through accessing your bank type nominal account from the Cash Book, but you can also access it by clicking on the Bank Reconciliation option within the Financials module.
Click Financials then click Cash Book.
Note: All Bank and Petty Cash type nominal accounts are displayed for you. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the
icon and choose from the available filter list, then click OK.
Select the checkbox in front of the nominal bank account that you wish to work with and on the Action Panel click on the Bank Rec tab.
On the Bank Reconciliation screen, select the statement you wish to work with.
Click on the Edit button in the Summary section, make your changes, then click Save.
The Summary section is updated to reflect your changes.
Note: When you are amend the statement name for reconciled statements, you need to click on the Reconciled tab on the Bank Reconciliation screen, then select your statement, then click on the Edit button, make your changes, the click Save.
You can only use the edit functionality when a single statement is selected in the Statements field, as the Edit button is not available when you use the All Open option.
The Auto-Match on the Action Panel has been renamed to Bank Reconciliation
We have renamed the Auto-Match action card to Bank Reconciliation in the Bank Rec tab on the Action Panel for improved clarity and consistency.
There is no change to the functionality.
To access your Digital Assistant, just click on Assistant icon in the bottom right-hand side corner of your screen, then click Ask a question and select the module you wish to learn about.
For any feedback on our Next Generation screens, please contact our Support department.
How this version will be made available
This release will be automatically rolled out to all customers at approximately 6pm, on Wednesday, 9th of July 2025.
Additional information
This release contains bug fixes as well as a hotfix.
Bug Fixes:
Azure DevOps ID: 1689508
Summary: The Chart of Accounts builder is now creating all the analysis codes specified in the build option.
Support Reference/Ticket: 67233637.
Linked Azure DevOps Tickets: N/A.
Azure DevOps ID: 1718182
Summary: Allocations from Purchase/Sales Enquiry Allocation History can now be reversed even where there are more than 100 transactions.
Support Reference/Ticket: 67363117.
Linked Azure DevOps Tickets: N/A.
Azure DevOps ID: 1730506
Summary: In the Bank Reconciliation screen, transactions selected after applying a filter, will remain selected when filter is cleared out.
Support Reference/Ticket: 67421628, 67429682.
Linked Azure DevOps Tickets: N/A.
Azure DevOps ID: 1732299
Summary: In Bank Reconciliation screen, matching and reconciling statement items is now working as expected.
Support Reference/Ticket: N/A.
Linked Azure DevOps Tickets: N/A.
Azure DevOps ID: 1742506
Summary: We recently introduced a change to make our matching process more flexible, aligning it with the AI process. However, after monitoring its impact, we identified unintended consequences affecting the accuracy. As a result, we’ve reverted this change to maintain the quality and reliability of our service.
Support Reference/Ticket: 67464540, 67437798, 67454067, 67424236, 67440786, 67459431, 67440892, 67452811, 67451562, 67458881, 67451651, 67458252, 67448341, 67449945, 67439468, 67268967, 67379052, 67426013, 67451710, 67238386, 67453644, 67451792, 67451150, 67462579, 67453267, 67431346, 67459815, 67342695, 67448728, 67453252.
Linked Azure DevOps Tickets: N/A.
Hot Fix:
Azure DevOps ID: 1733148
Summary: Linked accounts can now be properly deleted from the Contra Setting table in Customer/ Supplier Records screens.
Support Reference/Ticket: N/A.
Linked Azure DevOps Tickets: 1622817, 1735241.