Cash Manager: The recurring cash out feature within Cash Manager has been enhanced.

Layouts for shared entities: The way these layouts work has been improved, ensuring smoother usability.

Forecasts: Using separate columns for certain period selections has been polished.

Scheduled reports: Theses reports have been refined, delivering results on demand.

Build reports: All forecasting and budgeting data within these reports has been enhanced.

Spreadsheet Link: Upload dates displayed has been polished.

HubSpot: Our new integration has been optimized to enhance connection performance.

SOCIE reports: These reports now have custom date options within the report builder.

Divisions: Divisional data within consolidated reports has been enhanced, ensuring accurate representation across entities.

Scorecards: The prior last year period selection is now available in Sales Health Scorecards, giving you more precise historical insights.

Download the three main overview graphs in PDF format.

Export the transaction list/table directly into Excel.

Both of these features are also integrated into the Report Builder.

Speed Boost: Large cash in and cash out tables now load faster, giving you a more efficient workflow.

Virtualization: Tables in the overview section have been enhanced to better handle larger datasets.

Optimized Controls: Edit, exclude and delete controls are now pinned to the right for easier access - especially on smaller screens - so you can manage transactions better. This streamlined process saves valuable time!

Small Screens: Improved UI support for smaller screens, ensuring a smoother experience no matter what device you're using.

Share Dashboards: The copy link has been rectified, making sharing smoother than ever.

Trend Graphs: The graphs present on multi-period views has been enhanced, keeping your insights intact.

Suspense Accounts: The selection functionality has been improved.

Tags in Spreadsheet Link: This functionality has been enhanced, simplifying the tagging experience

Transaction Eliminations: These eliminations have been polished for single entities and consolidations, ensuring more cohesive financial reports.

Yearly Forecast: The prior year values for yearly forecasts have been refined, boosting forecasting precision.

KPI Scorecards: Scorecard downloads have been improved, giving you that extra level of detail.

QBO Divisions: The divisional selector has been refined for more accurate analysis.

MYOB Entities: The "accounting basis" entity setting is now available for MYOB entities, adding more flexibility.

Cash Manager: The cash manager functionality for transaction list entities has been improved.

Build Ledgers: Transaction tags have been refined for better categorization and filtering.

New column type: Introducing "Type" tags for your reports! You can now assign one of three default tags: operational, performance or scorecards. Each report gets just one tag, and they'll show up exclusively within the report feature.

Group by: The report templates table now has advanced grouping options. You can group your reports by person, type, frequency or entity.

Personalization: We’ve added personalization to the table - any groupings or orderings you set will persist, so next time you log in, it will look exactly like how you left it.

Live Views and scheduled reports: When you click on Live View or scheduled report, you'll still be taken to their respective tables but now the associated templates will be highlighted for easier navigation. This makes managing reports smoother and more intuitive than ever!

Cash (Except Cash in vs Cash out)

Subscription

Connections

Products

Customers

Scorecards

Cash flow

KPI Scorecards: Alignments have been made across target features, ensuring a consistent understanding of performance metrics.

Live View Manager: Role functionality has been refined, enhancing user experience.

Forecasts: Uploading forecast data via Spreadsheet Link has been polished, streamlining your workflow.

KPI Graphs now accurately reflect legend dates, providing clearer insights.

Cash Manager: Sage Intacct functionality has been improved, enhancing accessibility for a wider audience.

Dashboards: Embeds and layouts for dashboards have been refined, improving overall usability.

Product Tags for QuickBooks entities: Product tag functionality has been improved, ensuring consistency across your data.

A variety of fresh graph options, including a sleek calendar view

Forecast subsets for today vs 1-7 days vs 8-30 days, giving you clearer projections

Balance adjustments and overdraft tracking - keeping you covered in any situation

AI-driven insights to adjust customer and supplier predictions based on payment history

An even easier-to-navigate UI for a seamless experience

New transaction upload methods: Now offering two modes for managing your transactions:

Validation & balance rules:
No shortcuts here! Data integrity is key, so validation checks apply in both modes. Daily balance requirements ensure that debits and credits always stay in check. Whether you're creating or modifying transactions, balance checks are in place to prevent discrepancies.

🚀 Enhanced performance - storing transactions individually results in lightning-fast processing.

📈 Scalability - this new structure is built to handle larger transaction volumes effortlessly.

🔧 Improved flexibility - with distinct upload modes, users now have more control than ever, tailoring the process to fit both creation and modification needs.

KPI graphs: legends have been improved, ensuring clearer visual insights.

KPI Scorecards: KPI Scorecard downloads have been refined for a smoother reporting process.

MYOB entity currencies: MYOB entities from New Zealand have been enhanced for more precise financial data.

Dashboards: rolling dashboards have also been polished.

Personal Details: You can now add an optional link field to your profile to link to an additional site of your choice. We've added more tag options to personalize your profile, including Research and Content Creation.

Skills: The multi-select functionality for skills has been significantly improved for a smoother experience. Preset skills now include hyperlinks to the relevant websites, providing direct access to more resources.

Education: Set your expected end date for studies in the future, ideal for ongoing education plans. Additionally, "Diploma" has been added as a new degree option, you can now add comments like "Cum Laude" to your studies for extra customization as well as the ability to upload school logos, giving your education section a more personalized touch.

Dashboards: Monthly (FY YTD) scorecard calculations have been enhanced for a smoother reporting experience.

Forecasts & Budgets: The effect of adjustments on cash and cash equivalents and other line items has been polished, improving accuracy.

Layouts: Imported layouts and newly created accounts from QBO have been refined. On top of that, layout Excel downloads have been been improved.

Builds: Conditional formatting and pivoted hidden columns have been polished, preserving your custom settings.

Adding Entities:

FX Rates: FX rates functionality has been refined, making currency tracking even more efficient.

Benchmarks: Downloading benchmarks to Excel with a selected sector option has been polished for a more detailed analysis.

Graphs: Resetting graph colors has been enhanced, giving you more control over your visualizations.

Scorecards: The vs budget/forecast view has been improved, ensuring your scorecards reflect the right data.

Review: Dismissals have been refined, keeping your flagged items up to date.

UI Enhancements: Enjoy a more polished interface designed to improve your experience.

Transaction drill down: Dive deeper into your Multi-Assigned reports with the ability to drill down into transactions within this feature, providing greater detail and clarity.

Individual Reviews for Multi-Assigned Accounts: Now, you can review individual account lines, offering you more precision and control in your anomaly analysis.

Build Ledger: Switching to another entity from within the Build Ledger feature now seamlessly keeps your ledger row configurations intact, ensuring smoother reporting transitions.

Roles: User roles have been refined and are fully customizable, giving you the control you need to manage your team's permissions effectively.

Sage: We've aligned Sage entity currencies for more accurate financial reporting across your accounts.

Tag Grouping: Organizations with underlying entities referencing the same product can now enjoy seamless tag grouping, enhancing your data organization.

Subscription Tables: subscription table functionality has been improved, making navigation more fluid.

Anti-Fraud & Review: Dismissals in Anti-Fraud and Review have been improved.

Layouts: We've fine-tuned indent icons in layouts.

Ledgers: Build Ledgers have been polished, ensuring your financial reporting remains uninterrupted.

User Roles & Entity Access: Updating user roles and adjusting entity access has been refined, keeping your team management hassle-free.

FX Rates: FX rates stays consistent upon entity change, ensuring accurate financial insights every time.

KPI Scorecards: We've optimized KPI Scorecards, ensuring your performance metrics are spot on.

Balance Sheet: Adding new accounts to the Balance Sheet in forecasts has been refined, giving you more control over your data.

Customer Graphs: Data labels on new customer graphs are clear and precise, helping you make informed decisions.

Report Connections: Connections in reports are more robust, ensuring all your data pulls through seamlessly.

Rolling Average: Easily insert an actuals column, followed by a formula column that averages these actuals for a quick trend overview.

Quick forecast for the financial year: This template adds monthly financial year-to-date actuals, a formula column that extrapolates the average to predict the remainder of the year, and a final column summing actuals plus forecasts for a full FY total.

Quick forecast for the next period: Insert an actuals column and a formula column that projects growth by a specified percentage, giving you a sneak peek into the next period's performance.

Budgeting & Forecasting: Enjoy seamless creation of budgets and forecasts for specific users and entities, giving you even more precise control over your financial planning.

Balance Sheet Flexibility: Adding new accounts to the Balance Sheet in forecasts is now more streamlined, empowering you to tailor your forecasts with ease.

Customer Graphs: Data labels on customer graphs have been improved, providing clearer insights at a glance.

KPI Scorecards:

Reports: Connection data in reports are more stable, ensuring all your critical data pulls through effortlessly.

Live View: Hover interactions for guest users are smoother than ever in live view, making collaboration more seamless.

Xero Entities: Annual financial year reporting for Xero entities with mid-month financial year ends has improved.

Anomalies Reports: Various UI improvements across Anomalies reports enhance readability and user experience.

Multi-Assigned Data: You can now pull a full year of data, rather than just a single month, giving you a broader view of your metrics.

Video uploads for Personal WorkBases: You can now add more detail to your videos with an increased size limit for video uploads—giving you more time to showcase your expertise.

New Value Tab: We’ve added a Value tab on Classifications, allowing you to set thresholds for anomalous assets below and expenses above, helping you identify outliers with even greater precision.

Hover Graphs: Trends in variance tables just got a whole lot more interactive. Hover over the graphs to see detailed insights at a glance.

Dismissal Logic: We’ve reworked dismissal logic to track which users are dismissing data. As a result, all current dismissals in Anomalies will be reset. This update will soon apply across all Review features.

AI Commentary: You’ll notice that merging cells in AI commentary has greater functionality now, enhancing your workflow efficiency.

Key Figures: Report downloads with key figures have been improved.

AR/AP: Consolidations of Xero entities now deliver precise values in the Older column, giving you clearer financial views.

Variance Arrows: Green and red variance arrows have made a comeback, bringing your performance metrics to life.

Sage Divisional Selector: The Sage Divisional selector has improved, providing a more intuitive selection process.

Account Graphs:

KPI Scorecards:

Reports: Footers within your report packs have improved, ensuring a polished final product.

Security Updates on Syft WorkBase: We’ve strengthened our security measures, ensuring that your WorkBase is more robust and secure than ever.

Job experience selector on Personal WorkBases: We’ve made the selector for current roles more intuitive, so adding job experience to your Personal WorkBase is now smoother and clearer.

Expanded character limit for Personal WorkBases: You can now add more detail to your experience descriptions on your Personal WorkBase with an increased character limit of 500—giving you more room to showcase your expertise.

Forecast and Budget Data Integration: Connection data from your forecasts and budgets now seamlessly pull through into KPI Scorecards, giving you more versatile "vs Budget" and "vs Forecast" comparisons right at your fingertips.

Customer Gross Profit Metric: We’ve introduced Customer Gross Profit as a new metric in both Ledgers and KPI Scorecards. This addition allows you to track profitability with even greater precision.

Metric Totals: You can now add customer or product metric totals directly to your KPI Scorecards. Tailor your scorecards to display the exact data you need for smarter decision-making.

Demo Company Integration: Great news—KPI Scorecards now pull through to demo companies! This makes testing out features even more comprehensive.

Styling: We’ve given KPI Scorecards a fresh look with some sleek styling updates.

Dashboard embed: Managing your dashboards is now more reliable than ever. Clicking "Manage" on dashboards works seamlessly, making it easier to tailor your views.

Spreadsheet Link: Budget uploads have been fine-tuned, ensuring your data is always in top shape.

KPI Graphs: Grouped bar graphs are now more intuitive and functional, providing you with clearer insights and more precise data visualization.

Live View: We’ve improved the stability of uploaded images in Live Views.

KPI Scorecards:

Education on Personal WorkBases:

Experience on Personal WorkBases:

Xero entity enhancements: Bank Revaluations and Unrealised Currency Movements pull through reliably for the current month, providing more precise and up-to-date financial data.

Journal entries: Journals can now be posted to AR/AP accounts, adding flexibility and functionality to your accounting processes.

Account visualisations: all users can now access and utilize this powerful feature.

Transaction tagging: You can now tag multiple transactions at once and delete multiple tags simultaneously. This streamlines your workflow and saves valuable time.

Clarify update: Clarify has been moved to the bottom of the sidebar within Review for improved navigation and usability.

Financial Statements: The "Templates" in commentary have been renamed to "Policies," and logos have been removed from Word exports. These changes simplify and clarify your financial statements.

AI enhancements: Syft Assist AI now outputs better-formatted currencies and percentages, making your data easier to read and analyze.

Sage Intacct: Sage Intacct refreshes are smoother leading to more reliable data synchronization.

Live View downloads: Live Views download more reliably.

Scorecards in dashboards: Dashboards with Scorecards download more reliably.

KPI Scorecard equations: KPI Scorecards now allows for you to type strings within the equation editor when creating new criteria, improving the robustness of your data analyses.

ARAP multi-currency: Currency exposure tables have been improved, providing reliable insights into your currency risks and exposures.

Versatile Data Integration: Seamlessly incorporate any data source into your KPI Scorecard equations. Tailor your scorecards to your specific needs and get the insights you want.

Enhanced Views: Enjoy a multi-period view for both standard entities and consolidations as well as a multi-entity view for consolidations. Analyze performance across different periods and entities with ease.

Comprehensive Comparisons: Compare performance across different periods, budgets and forecasts. Our scorecards support a wide range of comparative analyses to keep you informed and ahead.

Instant Dashboard Access: KPI Scorecards are now immediately available in your dashboards. Access critical metrics and insights at a glance, right where you need them.

Revamped User Interface: Experience a brand new UI with the flexibility to customize your scorecard view. Change cards at the top of the scorecard to suit your preferences and workflow.

Flexible Layouts: Apply profit and loss and balance sheet layouts to your scorecards. Additionally, customize your scorecard layout in 🛠️ Build mode to present your data in the most effective way.

Plans: This feature is available on Standard (limited to one scorecard) as well as Plus, Advanced and Scale (unlimited scorecards)

We've refined all Xero SSO billing discrepancies to ensure a seamless signing up process as well as any changes made to your Syft payment plan

We’ve restored the gallery image cropping to its former glory for Syft Workbase. Now, your images will display exactly as intended, providing a visually stunning experience for your visitors.

Testimonial images are now displaying correctly on Syft WorkBase, ensuring that your client feedback looks as impressive as it sounds.

Fresh Blog Hub: Our blog has a new home! Explore a wealth of insightful articles covering all things finance, business and tech. Dive in and stay informed with the latest trends and expert advice.

WorkBase Help Center: Discover a treasure trove of guides, tips, and support articles to help you make the best WorkBase for your business. Dive in and get the answers you need.