2022-08-15

🚀 New Features

View Bank Reconciliation in Railz Dashboard

Railz now supports bank reconciliation reports in the Dashboard to compare the cash balance on a business’s balance sheet to its bank’s balance in a given period.

• Customers can visually see highlights of both their accounting and banking transactions, in addition to highlights of their business accuracy score to match transactions.
• In order to retrieve this report, a business must be connected to both accounting and banking services.

Home Page Makeover

Customers will now be able to see key insights about their businesses on the dashboard home page to better understand connectivity conversion. Customers will be able to view the following connected business breakdown:

• Active Businesses: The number of active businesses with at least one connection.
• Pending Businesses: The number of new businesses created in the dashboard without a connection.
• Inactive: The number of inactive businesses.

Railz Connect™ SDK

Railz has introduced a new way to integrate Railz Connect™ into your application through NPM. It's a faster and developer-friendly way to integrate Railz Connect your framework.

For more details, see setup-railz-connect.

Paginated Reports Page

Customers will be able able to view larger data sets in the dashboard reports page through the use of paginated results.

Webhook Unique Request ID

All webhooks received by Railz will now have a unique ID labelledrequestID in the webhook body parameter. The requestId uniquely identifies the webhook sent from Railz to the customer's application to correlate requests and responses.

For more details, see webhooks.

GET and POST purchase orders from and to Oracle NetSuite

Railz API now supports pulling and pushing purchase orders from and to Oracle Netsuite. Purchase orders represent a business's intent to purchase goods or services from a supplier/vendor and normally include information such as expected delivery dates and shipping details. This new feature lets products built on Railz expand their integration support to customers who use Oracle Netsuite, specifically where integrations are used to automate payables and purchases/procurement processes.

For more details, see the Oracle NetSuite integration.

GET tax rates from Sage Intacct

Railz API now supports pulling tax rates from Sage Intacct. Pulling tax rates can be useful when building integrated features for payables/receivables automation, expense management and other applications seeking to save customers time and money on back-office and admin tasks.

For more details, see the Sage Intacct integration.

POST estimates to FreshBooks

Railz API now supports pushing estimates to FreshBooks. Estimates represent a business' approximate outline of the cost of products or services to their customers for approval before beginning the work and normally include information such as expected delivery dates and shipping details. Pushing estimates can be useful where integrations are used to automate receivables and sales processes.

For more details, see the FreshBooks integration.

POST credit notes to FreshBooks

Railz API now supports pushing credit notes to FreshBooks. Credit notes are like a voucher issued to a business's customer. They are a reduction that can be applied against one or multiple invoices. Credit notes can either reduce the amount owed or cancel out an invoice entirely. Pushing credit notes can be useful when building integrated features for receivables automation.

For more details, see the FreshBooks integration.

Sandbox test credentials

Simulate different flows using Sandbox credentials. This new feature lets customers test a login flow based on a set of test credentials. The initial version supports a successful connection only.

For more details, see Sandbox .

🚨 Changed Functionality

Business Overview Navigation

Updated the business “overview” section so that customers can access a business's financial data in one location as part of a better no-code experience. Customers will be able to view a business's financial reports, financial summaries and bank reconciliation (+more analytics in the future).

Removed: Employees endpoint

Deprecated and removed the GET /employees endpoint.

Remaining amount for Invoices in Oracle NetSuite

Railz now returns the remaining amount of an invoice in the field amountDue in the invoice response payload.

For more details, see the Invoices.

Return data types synced in the last sync

Customers can now check the list of all data types that were synced in the last sync through the /data/syncStatus endpoint and data sync webhook to know what data is newly available.

Overall webhook events changes

• The following webhook events will be triggered regardless of the number of times an event occurred for a specific business connection: authentication completed, new connection, and connection status.
• Railz will attempt sending webhook events twice in case of failure or timeouts from customers' webhook URLs.

Overall improvements and non-breaking changes

• Updated Railz Connect and Railz Sites to use official service provider logos.
• Refreshed the look and UX of the integrations and teams page on the dashboard to improve the onboarding experience.
• Data extraction and normalization improvements.