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16 May 2025

Significant improvements in the Calendar section

Calendar export, filtering by bank, and activity categorization.

Calendar export, filtering by bank, and activity categorization.

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The Calendar section now includes new features, such as:

- Ability to export all activities present in the Calendar;

- Ability to filter activities by one or more banking institutions;

- When creating a new activity, the option to assign a Category is now available;

- Settings Menu available in the Calendar, with an option for Category management (feature available only for users with permission to edit Categories).

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Benefits:

- Allows exporting all Calendar activities, facilitating recording, analysis, and external sharing;

- Filters by banking institution, making management more focused and efficient;

- Assignment of Categories when creating a new activity, improving the organization and readability of the Calendar;

- New settings menu that allows managing the categories used, adapting the Calendar to the company's needs;

- Greater control and segmentation, making the Calendar more functional and helping in prioritizing and planning financial tasks.

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Available in all geographies.

‍You can try this feature here.

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