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Access Financials Change Log

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The following article details the the changes that have been implemented for Unleashed's Access Financials integration since it's release.

21 August 2023

Export Settings

Purchases and Production Export Settings are now available to provide more control towards what gets sent over to Access Financials.

9 August 2023

Export Settings 

Sales and Inventory export settings are now available to provide more control towards what gets sent over to Access Financials.

Account Mapping

For Sales and Credit Transactions Phase 2 (Cost of Goods Sold for Shipment and Credit Journals)

Fix for Rounding Issues Exporting Transactions and Journals

Reduced decimal place accuracy (to 2 d.p.) of the values being sent over to match what Access Financials will accept

19 July 2023

Account Mapping

  • Product Records
  • Customer Records
  • Expense Records
  • Sales and Credit Transactions Phase 1 (minus Cost of Goods Sold)

Re-Export data

A nifty addition to the Export Data tab, you are now able to retry sending transactions which have failed initially.

15 June 2023

Export Data Tab

A precedent to re-exporting transactions over to Access Financials; this tab contains a table which contains transactions and it's export status.

12 June 2023

Connection log

A new tab has been introduced to the Access Financials Integration allowing users to check any problematic transactions and view information about what exports to Access Financials

23 May 2023

Email Verification -as an added layer of security, we have required Unleashed to ensure all users accessing the Access Financials Integration have had their email address verified.

 

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