TOPS [ONE] Release Notes (Version 7.0.1.2)

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The TOPS [ONE] development team is adding multiple new additions and updates to the platform today.

As a web-based product, there is no action for users to take. Your system will automatically be updated in the cloud.

Here's what's new:

 

Smart Banking

'Review Unposted Lockbox' Button

  • When reviewing lockbox batches, you will not see the option to 'Review Unposted Lockbox' whenever there is an unposted batch that needs to be reviewed.

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Bank Reconciliation 

'Misc Bank Transaction' Adjustment Option

  • You now have the option of categorizing an adjustment under 'Misc Bank Transaction'. This will also be reflected in General Ledger.

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'Add Uncleared Bank Transaction' Label Change

  • This option has now been re-labeled to read, 'Beginning Bank balance' to reflect a more accurate representation of what it does.

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Advanced Portal

Board Members in Advanced Portal

  • Within the Advanced Portal, you now have the ability to sync the Board Members over from TOPS [ONE] so that they are also visible within the Portal. This feature is turned off by default and will have to be turned on if desired.

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