Client Accounting mid-November Updates

Properties that belong to a portfolio now display a clear indicator icon, helping you instantly understand the context before allocating funds.

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You can now search the bank transactions page by amount, making it easier to track payments or find specific entries fast.

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Statement data tables now include timestamps and user details, giving you full visibility over when statements were created and who by.

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Once you’ve completed your initial import and mappings, skip the mapping page automatically.

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The Owner Payments to Make page is now fully searchable, so you can quickly find the payment, owner, or property you need to action.

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The Agent Payments to Make page also now supports search, making it easier to locate specific agent payments without filtering manually.

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A new charge type filter lets you refine the Agent Payments to Make list, helping you sort and manage payments with more precision and speed.

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