BETA Release Notes - Post Transactions 23.14 - 7/20/23

This article is intended for MC Trade customers who are part of the Post Transactions Beta Testing project. If you are interested in becoming a tester, please contact lbashaw@personifycorp.com.

With our 23.14 software update, the following updates have been made to the new Posting features:

  • Updated the layout of the search fields on the Post Transactions screen for clarity
  • Fixed an error posting to QuickBooks Online when unused setup values were blank/null
  • Updated the Posted Transactions search screen layout for clarity and to data value errors
  • Changed the behavior of warning notifications when transactions in a Posting batch are missing debit and credit accounts to allow user to remove the blank transactions
  • Completed Desktop Connect application to allow direct local connection to QuickBooks Desktop (contact Lauren at lbashaw@personifycorp.com if you are interested in testing this feature). 
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