Posting Future Transactions

Now users can post all transactions with future dates beyond the current financial year up to 5 years from the current year. For example, if the current year is 2020, you can post transactions up to 2025. Based on this change, you do not need to set your future accounting year, this will be the following 12 months. Thereafter the year-end is run. If need be, this can then be edited to make it shorter or longer, after the year-end is running.

Date Parameters on General Ledger Card

Querying and reconciling your accounts is now much easier, as now you can filter your General Ledger by custom date ranges giving you flexibility and clarity of all your transactions.

Chart of Accounts

The Chart of Accounts feature is now easier to use. We have stripped the redundant buttons and added a date filter that gives you flexibility and helps you navigate to key business insights with ease.

For more details click here.

Journal Import

Now, you can import journals to BrightBooks in the template BrightBooks provides.

To view the steps click here.

Year End Routine

Now, when you attempt to start the year-end routine, you get a clear message that the process is irreversible and guidelines on the checks to perform before the routine.