Release Note for the release 03.08.2017
- FreeAgent Connector
Now CaFE can be integrated with FreeAgent so that you can manage companies in FreeAgent, QuickBooks and Xero together.
Please make sure that you have either Level 7 - tax, accounting and users or Level 8 - full access permission in FreeAgent in order to import data to CaFE.
See here for more information about User types in FreeAgent.
Currently, we support the following data sources for cash flow forecasts.
- Manual Bank Transactions
- Recurring Invoices
More data sources will be coming soon. If you would like to import a particular data source for cash flow forecast, please let us know. We listen to your voice!
For more information, please go to the integration page after adding a company with FreeAgent. You will see FreeAgent specific information in the integration pages.
|Log into CaFE to add FreeAgent companies now|
Improvements & Changes
- Improved performance for sync cash flow forecasts and cash projection
We have changed the internal logic to improve performance of cash flow forecasts synchronisation and cash projection calculation so it should be faster than before.
- Minor text and styling improvements
- Opening bank balance is not updated properly
- Cash Flow Health are not updated when sync actual is called individually