What's new?
Match Settings – New Button in Bank Reconciliation
We are excited to announce the launch of Match Settings, a brand-new button available in the Bank Reconciliation screen. This new feature gives you control over how bank statement lines are automatically matched to cash book entries, letting you choose between AI-driven matching or your own custom matching rules.
New Features:
Option to choose between AI Smart Matching or Rule Based matching as your Auto-Match Mode.
Option to set up Global Rules, which apply matching criteria database-wide and include 10 predefined rules to get you started.
Option to set up Bank-Specific Rules, allowing matching criteria to be tailored to an individual bank account.
Option to create up to 99 custom rules, with full control over rule priority.
Option to apply Date Tolerance to date-based matching criteria, using the tolerance already set on the cash book account.
Option to choose between Exact or Partial Match Type when creating a rule.
Option to deactivate rules without deleting them, or reset all rules back to their original defaults at any time.
For more information and step by step guide, please refer to our Configuring Auto-Match rules with Match Settings article.
To access your Digital Assistant, just click on the bubble icon in the bottom right-hand side corner, 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, 12th of August 2026.
Additional information
This release contains the following hot fix and bug fixes:
Bug Fixes:
Azure DevOps ID: 2313396
Summary: Filtering on the Nominal Transaction Enquiry through the Nominal Overview no longer takes a long time to load, even with a large number of transactions.
Support Reference/Ticket: 68908974
Linked Azure DevOps Tickets: N/A
Azure DevOps ID: 2372654
Summary: Improved the user experience when refreshing bank transactions on the Bank Reconciliation screen. If the Plaid connection has expired, you will now see a clear and friendly message prompting you to reconnect your bank account, instead of receiving a generic error alert. This makes it easier to identify and resolve connection issues quickly.
Support Reference/Ticket: 68978231
Linked Azure DevOps Tickets: N/A
Azure DevOps ID: 2372989
Summary: The issue whereby entering a few Supplier Payments with the exact same date, reference and amount within creditors, then matching in bank rec, resulted in some of the lines showing as matched and unreconciled which is now fixed.
Support Reference/Ticket:
Linked Azure DevOps Tickets: N/A
Azure DevOps ID: 2452748
Summary: When using Lightyear to send in a PIR Invoice, when using FocalPoint for PIR Approvals, the TS_APPROVAL_LOG will be updated with these entries.
Support Reference/Ticket: N/A
Linked Azure DevOps Tickets: N/A
Hot Fix:
Azure DevOps ID: 2485992
Summary: The missing option to be able to export to Excel from Assets Reports has now been fixed.
Support Reference/Ticket: N/A
Linked Azure DevOps Tickets: N/A