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News

Transactions

3 April 2025

Payment Terminal Information

Centralized consultation of payment terminal movements and closings.

Financial Management

3 April 2025

Custom Accounts in Dashboards

Customize the visualization of dashboards with or without Custom Accounts, according to your needs.

Financial Management

3 April 2025

New Integrated Invoicing feature

Issuing invoices, managing current accounts, and controlling retainers in an integrated manner.

Financial Management

3 April 2025

Bank Position Integration

Integration of Bank Positions beyond Bank Accounts.

Settings

3 April 2025

Permission Management for Bank Account Updates

Segregation of permissions for different users in updating Bank Accounts.

Banks & Services

3 April 2025

New banking entities added

7 new banks have been added to the platform.

Security

3 April 2025

Automatic Validation of Bank Accounts at Banco de Portugal

New feature for automatic cross-referencing of bank accounts in Banco de Portugal and nBanks.

Transactions

3 April 2025

Counterparty Identification in Bank Transactions

Automated identification of customers/suppliers in bank transactions.

Financial Management

2 April 2025

Add documents to the Financial Agenda

Possibility to add new documents to a Financial Agenda activity.

Financial Management

2 April 2025

Apply Financial Conditions

Application of financial conditions to Custom Accounts.

Security

2 April 2025

Improvements in Pending Validations

Updates in the Pending Validations area.

Banks & Services

2 April 2025

New banking entities added

9 new banks have been added to the platform.

Settings

2 April 2025

Category Customization

Ability to create and customize categories.

Settings

2 April 2025

New Payment Methods

Ability to configure payment methods on the platform.

Security

2 April 2025

Access and Account Vault

Management of accesses and reorganization of the access vault.

Financial Management

2 April 2025

Cashflow Map

Monthly Cashflow Map, based on your company's bank statement.

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