April Release

Released April 1, 2025

API Updates

Expanding Coverage with MYOB

Accounting Data as a Service™ continues to expand coverage of its API V2 for MYOB. In this release, we have added additional APIs. This integration empowers our users to seamlessly connect to MYOB and access a wealth of financial data for a more comprehensive accounting experience. See all supported API's for MYOB Supported Data Types

List of Additional APIs supported:

• Bank Transactions - GET Bank Transactions
• Estimates- GET Estimates
• Refunds - GET Refunds
• Tracking Categories - GET Tracking Categories

Expanding Coverage with Microsoft Dynamics 365 Finance

Accounting Data as a Service™ is excited to announce further expansion of its API V2 for Microsoft Dynamics 365 Finance. In this release, we have the APIs listed below. This integration empowers our users to seamlessly connect to Microsoft Dynamics 365 Finance and access a wealth of financial data for a more comprehensive accounting experience. See all supported APIs for Microsoft Dynamics 365 Finance Supported Data Types

List of Additional APIs supported:

• Bank Accounts - GET Bank Accounts
• Bills - GET Bills
• Bill Payments - GET Bill Payments
• Invoices - GET Invoices
• Invoice Payments - GET Invoice Payments

Dashboard Updates

Income Statements Report

We are excited to introduce the Income Statement Report in a new traditional accounting format view that provides summary lines for all income and expenses over a given period. It is seamlessly integrated into the Accounting Data as a Service™ Dashboard and users of the Income Statement Report will have the option to view this data in List or Report view.

How to Access:

• Navigate to the Dashboard and log in.
• In the left sidebar navigation menu, go to Businesses > Click into a connected business
• Select the Reports tab.
• Go to Accounting > Click on Income Statements

The default view is the current List view. So if you want to stay with that view you can fill in the Report filter options; Accounting Method (Cash, Accrual), Report Frequency (Monthly, Quarterly, Yearly), Start Date, End Date and click Apply button.

If you want the NEW Report view - you will want to select that radio button and fill in the Report filter options; Accounting Method (Cash, Accrual), Report Frequency (Monthly, Quarterly, Yearly), Start Date and click Apply button.

Offering the Report view gives users access to a traditionally formatted income statement, making it easier to analyze profits and losses over specified periods. For more information see Income Statement.

Balance Sheet Report

We are excited to introduce the Balance Sheet Report in a new traditional accounting format view that provides summary lines for all assets, liabilities, and equity over a given period. It is seamlessly integrated into the Accounting Data as a Service™ Dashboard and users of the Balance Sheet Report will have the option to view this data in List or Report view.

How to Access:

• Navigate to the Dashboard and log in.
• In the left sidebar navigation menu, go to Businesses > Click into a connected business
• Select the Reports tab.
• Go to Accounting > Click on Balance Sheets

The default view is the current List view. So if you want to stay with that view you can fill in the Report filter options; Accounting Method (Cash, Accrual), Report Frequency (Monthly, Quarterly, Yearly), Start Date, End Date and click Apply button.

If you want the NEW Report view - you will want to select that radio button and fill in the Report filter options; Accounting Method (Cash, Accrual), Report Frequency (Monthly, Quarterly, Yearly), Start Date and click Apply button.

Offering the Report view gives users access to a traditionally formatted balance sheet, to see and evaluate the financial health of the business. For more information see Balance Sheet.

On-demand Data syncing from the Dashboard

We are excited to introduce on-demand data sync from the dashboard. It is seamlessly integrated into the Accounting Data as a Service™ Dashboard and users will now have the option to initiate an on-demand data sync for their business connection or a datatype from the dashboard , in addition to using an API. For more information see Syncing data

These improvements will enable customers to manage and troubleshoot their data syncs more effectively, enhance transparency in the synchronization process, and minimize the need for external support by providing self-service troubleshooting options directly on the dashboard.

How to Access (Business Connection):

• Navigate to the Dashboard and log in.
• In the left sidebar navigation menu, go to Businesses
• Click the Manage Business kebab menu icon on the right under the Action column, then select Manage Services,
• Select Sync Data for the connection.

On this modal page the Sync Data button should be enabled if an on-demand data sync is available for that business connection. If the button is disabled it means the service provider does not support on-demand data sync for that business connection. See On-demand data sync business connection.

How to Access (Datatype):

• Navigate to the Dashboard and log in.
• In the left sidebar navigation menu, go to Businesses > Click into a connected business
• Select the Reports tab.
• Select the Report type of the datatype you want to Sync
• Click Sync Data button.

On this page the Sync Data button should be enabled if an on-demand data sync is available for this datatype. If the button is disabled it means the datatype endpoint does not support on-demand data sync for that datatype. See On-demand data sync datatype.

Bug fixes