The latest CloudSquad updates are in, let’s have a look at them.

ACCOUNTS This screen displays banking transactions, cash book entries as well as the account adjustments, previously the credit notes. Apart from the date range, all other filter options are now available from a grouped selection at the top of the screen instead of the toolbar. The ‘Show & hide additional filters’ button opens or hides these additional filter options, offering a simplified view. The Banking, Cash Book & Account Adjustments tabs now offer a similar action flow.

None primary states i.e. ‘Not Allocatable & Excluded’ are not included by default. See ‘additional filters’ to include these transactions.

EXCLUDE TRANSACTIONS You can now exclude unwanted transactions from the clients’ account balance calculation & statement. Use the “Exclude Transaction” function under more options. You can also re-add excluded transactions using the “Include Transaction”

BANK, CASH BOOK & ACCOUNT ADJUSTMENT TRANSACTIONS The following fields cannot be edited once the transaction is approved:

• Client
• Status
• Received
• Spent

The following fields are editable once the transaction is approved:

• Reference
• Description
• Date

TRANSACTION STATUS COLOUR CODES The colour indicators were introduced to clearly indicate the state of each transaction. Pending status is highlighted in orange to prompt action.