Journal / General Ledger

• Each Journal Entry now shows all of its rows directly—no need to open the detail view.

• Added more fields to the Journal table:

  • A link to the action that triggered the entry (e.g., Bill, Write-off, etc.)

  • The counterparty (relevant for payments and financial documents)

• Added sorting by Effective Date.

• Added date filters so you can easily view entries for a specific period.

• The Journal can now be exported to Excel.

• You can duplicate or reverse a journal entry directly from the three-dot menu on the line.

• The Transactions Table (debit/credit entries in the detail of an account from the Chart of Accounts) now:

  • Shows the product/service that caused the entry

  • Includes the description

  • Has date filters

  • Supports export to Excel

Reports

• The Sales – Summary by Item report now shows totals at the bottom of the table. Also added a new filter to view results for only a specific product or service.