In our September 30th webinar we had the opportunity to share about the new Document Storage feature available in Daxko Operations and Daxko Accounting. This release includes document storage for journal entries for associations who now have access to document storage in Daxko Accounting.

To learn more about document storage, please check out our webinar and reach out to your account executive at sales@daxko.com.

This new feature includes document storage for the following:

• AP Invoices
• Imported AP Invoices
• AR Invoices
• Imported AR Invoices
• Manual Journal Entries

Check out the User Guide for Document Storage in Daxko Accounting.

Also, we have granted access to all associations to try out Document Storage on the Daxko Accounting Training Site until November 8th.

This release also includes two other minor changes:

• We have added a Select All option for selecting Major Accounts in the General Ledger Report
• We are removing the announcements page from the home screen to allow for full-width viewing of widgets

Questions, concerns, or feedback? Email support@daxko.com.

The Daxko Accounting development team has been diligently working on providing payments via credit card in the Daxko Accounting AR module. While this feature is not yet available for all associations, we are in the process of engaging Early Adopters to use this new payment method for AR transactions and provide feedback prior to a wider release.

Credit Card Payments in AR

Once a merchant account is established in Daxko Accounting, early adopters will have access to pay for AR invoices via credit cards.

This includes the ability to store credit card billing methods for future transactions.

We will announce our wider release later this year once our Early Adopter process is complete. If you should have any questions about this feature, please email birby@daxko.com.

With this release we are adding enhancements to the Accounts Payable module. These changes will be available Wednesday, May 27th.

Accounts Payable

This release focuses on providing a more user-friendly experience for searching and viewing data in the Accounts Payable module. This release includes:

• Mailing Address filter for Viewing Vendors
• Invoice Amount filter for Viewing Invoices
• Display PO Number for Viewing Invoices
• User Sorting saved when Viewing Invoices

To read more about each change, please refer to our User Guide. 

Need to know more? Please reach out to our team via support@daxko.com.

With this release we are adding enhancements to storing 1099 addresses for vendors to Daxko Accounting. Additionally, we have improved our rounding for financial reports. These changes will be available Wednesday, December 4th.

1099 Addresses

It is common for a vendor to use a separate mailing address for 1099s that is not the same as the vendor’s invoice mailing address. For this reason, Daxko Accounting will now allow users to add a separate 1099 address for a vendor and print 1099 invoices to that 1099 address.

Consistent Rounding

In investigating the formula we use to round our financial reports, we found inconsistencies. This has been corrected in Daxko Accounting across all reports where rounding is available.

To read more about each change, please refer to our User Guide. 

Need to know more? Email support@daxko.com.

This release contains an upgrade for custom reporting in Daxko Accounting, available to all Daxko Accounting users on Wednesday, August 14th.

The building of custom reports is getting an update! The new experience is more intuitive, without losing any existing functionality previously available to users. The highlights of the new look and feel include:

• Full screen display
• Improved text display
• Quick access for primary actions
• Visual indication of progress
• New report templates

With these updates, please be reassured that scheduled subscriptions, user permissions, existing reports, and folder structure will not be lost. The custom reporting experience for Daxko Operations was also updated in May.

Access all of the details in this week’s User Guide. We have also updated self-paced training for Custom Reports with the latest upgrade. You may access it HERE and it requires your login for the Daxko Help Center.

Need to know more? Email support@daxko.com.

With this release we are adding two exciting enhancements to Daxko Accounting.

Edit Journal Entries

The tasks to complete in a day can sometimes feel endless. It may seem even more daunting when a simple mistake takes manual and repetitive correction. We are adding the ability for users to correct a mistake in a posted journal entry with a simple edit to ensure accuracy and save time.

Net 45

When creating invoices, the most commonly used industry payment terms are Net 30, Net 45, and Net 60 days. In order to offer greater flexibility for best practices for our Daxko Accounting users, Net 45 is now a payment term option for creating invoices as well as invoice templates.

To read more about each change, please refer to our User Guide. 

Need to know more? Email support@daxko.com.