Custom Document Folders in Daxko Accounting and More!

Document Storage Enhancement

Daxko Accounting release 21.3 contains the latest iteration for Document Storage. Custom Folders give the user the ability to create and manage their own folders within the Daxko Accounting Document Center Dashboard. Custom Folders is a feature of clients with a Document Storage contract and is not available under the free tier.

Your association still has free access to Document Storage in Daxko Accounting which includes the Document Storage Dashboard for up to 99 uploads/month with NO contract. To allow uploads of more than 99/month and to enable the Custom Folders please contact sales@daxko.com

View User Guide here.

Reporting Updates

This release also contained updates to non-financial reports in Daxko Accounting. These updates will allow you to more efficiently find the invoice records that you are looking for.

  • In AP > View/Update Invoices
    • Search by GL Account
    • Search filter for “Has Documents Attached”
    • Search as of Post Date or Post Date Range

Other additions and Changes in Release 21.3

  • Bulk restore option in Document Storage Archived Folders
  • Event Log Records for Deleted Folders
  • Addition of “Bahamas” as an international Vendor option
  • Improved error response in date selectors
  • Addition of Attachments Column in Vendor Search
  • Various bug fixes and reliability improvements
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