improved

2024-06-19 (Q2.4)

June Feature Release Notes

Released on: June 19, 2024

Data Synchronization Configuration

Users can now selectively choose the types of data they need, directly from the dashboard, allowing for enhanced data management.

Account ID Visibility

Account IDs for each Enterprise Resource Planning (ERP) system are now accessible via Railz Connect Callback after successful authentication, during webhook notifications, and when retrieving connections.

API Enhancements

Extended Bank Accounts API functionality

POST Bank Accounts is now supported for

  • Quickbooks Online
  • Xero
  • Microsoft Dynamics 365
  • Zoho Books

GET Bank Accounts is now supported for

  • Quickbooks Online

Extended Vendor Bank Accounts API functionality

Users can now easily retrieve Vendor Bank Accounts directly from Sage Intacct, Quickbooks Online and Microsoft Dynamics 365.

Extended API functionality for Sage Business Cloud

Users can now easily create Invoice Payments in Sage Business Cloud.

Enhanced Chart of Accounts Management

Updated functionalities in Zoho Books now allow for PUT and UPDATE operations on the Chart of Accounts.

🚨 Changed Functionality

✔️ Overall improvements and non-breaking changes

  • Allowing syncing of Plaid from the Data Sync API
  • Allowing pushing of discount rates for Quickbooks Invoices, Invoice Credit Notes, and Estimates.