Release notes: Improvements to MYOB and Xero integrations, and a bunch of goodies for our ProPartners

With our big rebrand done and dusted, we got back to our backlog and have knocked out a few feature requests and improvements you sent our way.

For those of you who integrate with MYOB AccountRight Live, we’ve added the ability to add job codes to your documents before you export them. If your accounts are already integrated, the job codes will be automatically imported into your Squirrel Street account the next time an export runs. Want it in now? Simply hit Export on the integrations page! (Please note that any receipts with an account code on them will be exported, so if you don’t want them to go through, make sure to add the Do Not Export category to coded receipts in the receipts table before hitting Export)

The other improvement that’s gone live will be useful for those who integrate with Xero. We’ve added the ‘Awaiting approval’ option to the Draft and Approved options already available when exporting to Bills. If you’d like to use use this option when exporting, simply click on the Edit button and select the Awaiting approval option from the Bills drop down.

 

Saasu customers, we’ve got something for you too. We’ve fixed the issue where some documents were being added as image files instead of a pdf file. Everything goes in as pdf now, yay!

And finally, a bunch of functionality that will make life a tad easier for our accountant and bookkeeper ProPartners. We’ve added the ability to remove a user from your portal. You’ll see the ‘Remove user’ link on the bottom of the user’s profile page (accessed from the Manage Users tab). Also, we fixed that really annoying invitation bug which was preventing some of you from inviting users into some Portal client accounts. And finally, we’ve reworked our backend plumbing to speed up the Portal loading times. You’ll notice this most at log in, when you won’t have to wait to be logged in anymore. Now *that’s* a proper VIP entry! 😉

We’ve gone back to knocking out items in our list, so stay tuned for the next round of goodies!

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Comments (2)

Just starting a trial. Was trying to use Neat Receipts which I had purchased as Version 3 but never used as company changed its way of doing expenses to Concur(se).

Main task is inputting data to expense reports and later, bookkeeping package, like Xero, MYOB or Quickbooks

That’s great. Welcome Geoff!
Please do give us a call on 1300 00 1333 or drop us an email – help@squirrelstreet.com – if there’s anything we can do to help.

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