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Release notes through May 3, 2024
  • Verified
  • Release notes through May 3, 2024

    Table of contents

    Accounting rules usability improvements

    We have released the following updates to improve the user experience of creating and managing your accounting rules in Leapfin.

    Persistent search results for accounting rules

    Search results now persist when you move through pages. You can also share the URL of your saved search with another Leapfin contributor.

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    Responsive action buttons

    The action buttons located at the bottom of the page are now responsive and will remain visible as you scroll.

    image-20240514-201444.png

    Duplicate journal entry operations

    You can now duplicate journal entry operations within your rule.

    image-20240514-203027.png

    More intuitive journal entry operation ordering

    The operations within your rule will now run in order from top to bottom. You can drag and drop operations to order them according to your accounting policies.

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    Disable rules directly from the rules list page

    You can now enable and disable rules directly from the rules list page under the ACTIONS column.

    image-20240514-202327.png

    Add conditions for records not linked to the primary record

    You can now specify if you want your rule to generate journal entries if the primary record is not linked to a specific record type.

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    Learn more

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