[NZ] March Product Update

New Features and Improvements

Loan Matrix - Updates

You can now create entities manually in a loan matrix without needing to link to a binder. This is especially useful when these entities are not clients of the firm.

Click on the new '+ Enter Manually' button

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Enter the entity's name

Then click on any of the columns to manually input the loan amounts.

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Journal Automation - Updates

Note: Our journal automation will only work if there is an accounting source connected to the binder. While we always recommend that you connect a binder to an accounting source, that may not always be possible or may not be part of your firm's process. Where a binder has not been connected to a source, such as a Tools & Calculator binder, you can now find and select a binder to export the journal to.

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Once you click 'Submit' the journal will be created in the selected binder, ready to be exported back to the accounting source.

Search Improvements within a Binder

We have now added additional filter options to the search function within a binder to assist you with quickly finding a different binder in the client group.

We have also updated the behaviour here so that when you click on any of these binders, it will open in a new browser tab, keeping the current binder opened in its existing tab.

Hyperlink Attachments

We have now disabled any editing to hyperlinks that have been added as attachments. It has been reported that when a user edits a rolled over hyperlink, the hyperlink in the previous period has also been inadvertently updated. This is a temporary measure until we find a long-term solution.

Improvements  

We've updated the Ledger & Reporting Landing Screen UI to make it easier and more efficient to navigate and search for clients and files. When clicking on Ledger through the left hand menu, you will now see an improved layout and enhanced search functionality, users can quickly locate the information they need, streamlining workflow and providing greater context of the client and group they're working in.

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New Features and Improvements

FYI Elite (FYI Practice Management)

We are excited to announce that we have expanded our integration between Active and FYI by adding an integration with FYI's practice management, FYI Elite. While you've already been enjoying document syncing, this new integration will allow you to seamlessly sync client data from FYI Elite to Active Platform.

To set up this integration and start syncing your client data, you can visit our knowledge article here.