New Accounting Features in econveyance
Watch this brief 5-minute demo by our VP of Client Software Support, Jaimie Cooke-Dallin, to learn about all the new exciting features that are now available in your econveyance platform.
1. New Accounting Interface: This new feature changes the way we edit our accounting documents. We now allow you to inline edit directly on the screen so you can change descriptions and amounts without ever having to leave the page! Test this out by going to your Account page and clicking the link to “Try the New Accounting UI”.
2. Financial Software Export: We have designed a new feature that will allow you to export your fees and disbursements from your account and upload into your financial software. This is done on your new Account page by adding General Ledger codes to your disbursements and clicking to “Export”. This will give you a CSV file that you can then download and upload to whatever financial software that you use.
3. Complete Accounts: This is a new feature in your Company Profile for Default Accounts. You can now add a Complete Account in which you can state the total amount of the account and add all your fees and disbursements after. This will ensure the account is always equal to what you specified.
4. Cheque Request: The Cheque Request feature is located on the Trust Reconciliation page. You will be able to select any Funds Out items that you wish to write a cheque for and then click “Generate Cheque Request”. A new accounting page will appear and show the Current Trust Balance and the list the cheques required. The cheque request will do the math and give you a New Trust Balance at the bottom. You can add new line items, in-line edit the descriptions, rearrange the order of the items directly on the Cheque Request page. You can also delete this Cheque Request and create a new one, if needed. To generate the Cheque Request, navigate to the Document Manager and search for and generate “Cheque Request”. As per usual, you will be able to download a Word or PDF version of this document for your file.
Please note that the old version of these new accounting features will no longer be available as of January 1st 2018.
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