Close Automation
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.
Reporting
Intercompany: Netting to Zero
Enhance intercompany balancing and reconciliation with improved visibility, control, and automation. New updates make it easier to analyze and resolve intercompany issues between trading partners:
- Matrix & List Views provide interactive ways to visualize and assess intercompany balance issues
- Refresh allows for on-demand synchronization, updates, and transaction matching for NetSuite enhanced data connections.
- Quick Filters quickly surface what’s most important for greater efficiency.
- Reconciliation drills into transactions between trading partners to quickly resolve issues with the help of advanced AI matching.
- JEM Integration to create and track correcting journals directly from the Intercompany module.
Together, these enhancements streamline intercompany workflows, eliminate manual effort, and improve accuracy and audit readiness.
Learn more here.
Compliance
Compliance Management: Multi-process support for Key reports
Key reports can now be linked to multiple processes—or no process at all—both in the platform and through bulk import. This update provides greater flexibility in organizing key reports, such as financial statements, across multiple processes. Please note that when creating a key report test, a process must still be selected to store all testing documentation, as documentation is housed by process.
Compliance Management: New UI for Copying Evidence Files from Controls to Tests
We've updated the UI for copying evidence files from controls to tests. You can now select specific files to copy and choose the testing phase they should be copied to.