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All Updates
Update

Merge bank statements and more

Combine multiple bank statements into a single export file, audit transaction publishers, and improved foreign currency conversion.

Merge Bank Statements

Users can now combine multiple bank statements into a single export file, which proves especially useful when clients submit separate monthly statements or fragmented pages.

Bank statement merge interface

Audit Transaction Publisher

Every published transaction now displays information about who published it and when—whether initiated by a team member or the Autopilot system.

Transaction audit trail showing publisher information

Foreign Currency Conversion Update

The system previously converted foreign currency to the primary ledger currency using the publication date. This has been revised to use the invoice date instead, ensuring exchange rates reflect accurate historical values for improved ledger reconciliation.