2022-11-29 (Q4.1)

🚀 New Features

:heavy-check-mark: UPDATE (PUT) bills in QuickBooks Online and Xero

Railz API now supports updating bills in QuickBooks Online and Xero. Updating Bills in Xero and QuickBooks Online enables and complements a wide range of accounting payable automation.

For more details, see the Xero and the QuickBooks Online integrations.

:heavy-check-mark: UPDATE (PUT) Journal Entries in QuickBooks Online

Railz API now supports updating journal entries in QuickBooks Online. A journal entry can be used to represent a range of financial activities impacting the general ledger. Updating journal entries in QuickBooks Online enables and complements a wide range of accounting automation use cases, such as accounts payable automation, payments and payroll service providers.

For more details, see the QuickBooks Online integrations.

:heavy-check-mark: Delete a Business

Railz now supports the deletion of a Business. Customers will now be able to delete any of their businesses through the API and Railz Dashboard.

For more details, see Using the Railz Dashboard™ and the businesses API endpoint.

:heavy-check-mark: Support of Subsidiaries for Sage Intacct

Railz now supports connecting a specific subsidiary in a Sage Intacct multi-entity company. Customers will be able to create a business for each subsidiary their business customers have. This new functionality will allow customers to access accounting data for each subsidiary in a more direct and easier way.

For more details, see Sage Intacct Integration

:heavy-check-mark: Single Sign-On

Enterprise customers can now enable Single sign-on (SSO) for their team members through the use of their Google or Microsoft accounts to get an additional layer of security. SSO provides a secure and faster way for users to log in using their existing business accounts with only one set of credentials.

For more details, see Third-party SSO.

:heavy-check-mark: Railz Connect™️ Changes

Additional Railz Connect™️ customization options to tailor the connectivity journey for your business customers. These new customizations include:

  • Ability to hide the overview and summary pages.
  • Customize all text in the summary and overview pages.
  • The progress bar is now selectable and acts as a navigation; can be disabled or completely hidden.
  • Hide the back CTA throughout the connection journey so that your business customers can only move forward in the connection journey.

:heavy-check-mark: Railz Sites™️ Content Customizations

Enterprise customers can now customize the content in the Railz Sites™️ left sidebar and the onboarding link. This gives customers more flexibility using our no-code solution to modify the text that resonates with their SMBs.

For more details, see Connect with Railz Sites™.

🚨 Changed Functionality

:heavy-check-mark: Overall improvements and non-breaking changes

  • Incorporate AP/AR into Financial Forecast
  • Probability of Default and Distance to Default removed.
  • API Performance optimization.
  • Data extraction and normalization improvements.