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February 2017 - Release Highlights

User Experience Improvements

For Accountants

Mass deactivate console users

Accountants have told us they need an efficient way to remove staff members from all client accounts with just a few clicks. Starting with this release, in your accountant console there will be a “Deactivate in console and all client accounts” button in each staff member’s user profile. No need to go into each individual client account to remove them any longer.


For more information: Mass deactivate console users


Improvements to vendor ePayment sign up experience

We’ve made the process of signing up to receive ePayments even easier for your vendors! Now they can quickly sign up, including any mobile device, with clear info about the benefits of using!

New look:


Old Look:



Significant enhancements to showing network suggestions

We have made it even easier for you to pay your vendors via ePayment. With improved search capabilities, you’ll see more potential matches to large billers, such as AT&T and Comcast, who already accept ePayments. You’ll also see more suggestions on your homepage based on your existing vendor list.


Mobile update

Recently, both our iOS and Android apps received major updates.

iOS updates:

  • Inbox access 
  • Manage Inbox documents, including: 
    • Entering a bill from an Inbox doc
    • Adding an Inbox doc to an existing bill
    • Adding an Inbox doc to a vendor
  • More options when uploading a document with your mobile device:
    • Enter a bill
    • Create an invoice
    • Add to existing bill, vendor, or customer
  • A faster way to scan multi-page documents
  • Inbox actions for receivables customers
  • Access to vendor and customer documents
  • Create and edit vendors
  • New and improved experience to set up fingerprint authentication (Touch ID)
  • Improved bill details screen that shows all expense details without requiring additional taps

Android updates:

  • Scan and send documents to Inbox
  • Access to vendors and customers
  • Revamped vendor/customer details
  • Vendor invites for ePayments
  • Enter bills
  • Create/send invoices
  • Manage customers and items
  • Sent payment tracking improvements
  • Pay multiple bills at once
  • Overall UI improvements