What's new?
Statement Notes - New Button in the Bank Reconciliation screen
We are excited to announce that you can now view and edit your statement notes directly from the Bank Reconciliation screen.
Simply select a bank account and a statement where you have entered notes, then click on the Statement Notes button.
On the Statement Notes screen you can view or edit your notes at any time.
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, 9th of September 2026.
Additional information
This release contains the following bug fixes:
Azure DevOps ID: 2422648
Summary: Not being able to view P&B Documents in Financials has been resolved.
Support Reference/Ticket: N/A
Linked Azure DevOps Tickets: N/A
Azure DevOps ID: 2595858
Summary: When setting up your periods in Financials with 13 periods, and updating your Next Year to be the same period set up as your Current Year resulted in an error which has now been fixed.
Support Reference/Ticket: N/A
Linked Azure DevOps Tickets: N/A