Transaction Sharing: More Recipients, Custom Accounts, and Full History

Bank transaction sharing in nBanks has been redesigned to make collaboration more flexible and traceable.

A single transaction can now be sent to up to 10 email recipients in one operation. Each recipient receives an individual email, keeping all other recipients private.

The new Share to Custom Account option creates a copy of the transaction in a Custom Account that belongs to the same company and uses the same currency. The copy keeps all relevant transaction information and can be managed independently from the original.

The sharing window has also been redesigned. It now shows a transaction summary before confirmation and makes it easier to manage associated documents.

Every sharing action is now recorded in Share History. For each transaction, users can see when it was shared, who shared it, and where it was sent, whether by email or to a Custom Account. This history stays attached to the transaction and can be consulted at any time.

Both capabilities are available in Bank Statement, Portfolio, Inflows, Outflows, and Cashflow. No add-on is required. In multiuser environments, access follows the existing permissions for Banks, Custom Accounts, and transaction sharing, with no new permissions introduced.

Benefits:

• Share a transaction with up to 10 recipients in a single operation;

• Recipient privacy through individual emails;

• Copy transactions to Custom Accounts for independent management;

• Transaction summary before confirming each share;

• Full traceability of who shared each transaction, when, and where;

• No new permissions or add-ons required.

Available in all geographies.

You can try this feature here.