As part of our commitment to your success, we're happy to announce several improvements to MC Trade to help you manage your organization more efficiently and effectively. We will roll out these changes to all customers on September 6, 2023.
New Dashboard is Live!
For the past two weeks, we've given you a sneak peek of the new dashboard - and it's finally here! There's a new layout, a new "My Reports" section, and additional settings to configure your Membership date range and other options. Click here for more information.
Post Transactions in the browser
Posting your transactions is an important process to audit and lock down the invoices/payments/adjustments made throughout your system, for proper reporting - as well as utilizing third party integrations with QuickBooks and other options. It's one of the last few major features that we've brought into the browser, and we're excited to show off much faster performance, new search options, more reporting on posted batches, and other improvements.
If you use the active integration between QuickBooks Desktop, or Great Plains Dynamics, you'll still need to use the desktop to complete your posting process. More info on the future of those integrations can be found here. However, if you're not fully integrated OR you integrate with QuickBooks Online, the browser is now here and ready to go!
This release includes the following enhancements and fixes:
- Added the Entity Domain management screen to the Global Settings page in the browser
- Fixed an issue with Committee Member custom field values displaying the wrong custom field information