Improved bank feeds

•  Now save even more time by automatically categorizing bank transactions with improved matching for payees, accounts, and classes.
•  Use enhanced rules and batch editing to limit data entry, and quickly review and resolve discrepancies.

Receipt management

•  With receipt management tools, save time by using a mobile device to capture receipt data—just photograph, import, and review.
•  Best of all, you can automatically categorize receipt expenses and record multiple transactions all at once.

Automatically send statements

•  End the hassle of regularly sending your customers statements to remind them of open balances.
•  Schedule statement emails to send automatically, without the need to customize them every time they’re sent out.

Customize payment receipts

•  Customize payment receipt formatting, including logos, for a professional and consistent look across your customer communications.

Create customer groups.

•  Create rule-based customer groups based on fields like customer type, status, location, and balance, so you can easily manage and communicate to them.