February 2025

AI Matching Enhancements

We've made several improvements to AI Matching to enhance usability and performance:

• UI/UX Improvements for Integrations
  • Reference fields now automatically rename based on attribute names from integrations.
  • Attribute names are now sorted alphabetically for easier navigation.
• Async Loading and Notifications
  • Users can exit matching while data is processing without disrupting operations.
  • Clearer messaging provides real-time status updates and detailed error explanations.
  • A new notification system tracks each step of the AI Matching process, showing which actions succeeded or failed.
  • On return, users will see a status banner summarizing job completion or any issues that occurred.

These updates improve efficiency, especially for customers handling large volumes of data.

Updated Journal Entry Management Form

We've rebuilt the journal entry form with an improved line item data grid, allowing support for 10,000+ line items, better validation controls, and a more efficient data entry process. The new grid dynamically adds lines, supports sorting and inline editing, and validates fields before submission. This update also integrates more closely with the journal entry import workflow. The new form is rolling out first to QBO and SFTP customers, with Intacct and NetSuite support coming soon.

January 2025

Journal Entry Management Integration with Checklists

We've introduced new features that integrate Journal Entry Management with Checklists. You can now link journal entries directly to checklist tasks, making it easier to track approvals and documentation in one place. Additionally, journal entry approval status can sync with checklist sign-offs, automating task completion when a journal entry is reviewed.

AI Matching Enhancements

We've made several updates to improve your AI Matching experience:

• Updated Layout and Loading Experience for improved usability.
• Currency and Date Format Customization based on Rec settings and user preferences.
• Enhanced Search Filters for more precise searches by date, amount, and keywords.

AI Matching: Unmatch Transactions Matched by a Rule

You can now unmatch transactions that were previously matched by a rule. This update allows you to correct incorrect matches while keeping the rule in place for future use. Similar to unmatching manual matches, simply select the checkbox next to the matched transaction in the matched table and click the Unmatch button, now located in the bottom right of the screen.

SFTP Integration for Journal Entry Management

JEM is designed to streamline and automate the process of creating, managing, and reviewing journal entries within FloQast. We're excited to announce we now can integrate with any ERP or financial system based off of a SFTP integration. Our solution allows users to efficiently create journal entries with built-in validation rules, ensuring accuracy and compliance before posting to back to your ERP. If you're interested in enabling this feature, contact your ASM for more details.

Intacct Integration for Journal Entry Management

JEM is designed to streamline and automate the process of creating, managing, and reviewing journal entries within FloQast. We're excited to announce we now integrate with Intacct! Our solution allows users to efficiently create journal entries with built-in validation rules, ensuring accuracy and compliance before posting to back to Intacct! If you're interested in enabling this feature, contact your ASM for more details.