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29/10/2025 – Finance – Updates to Banking Processes to consider non-000 Departments

In this release, we have made several updates to various banking processes to consider non-000 departments

  • The general ledger payments process has been updated to use the Bank Account department (from the Administration -> Finance -> Bank Account Details screen) when posting
  • The Remittance Advice print has been updated to use the Trading As logo and details based on the Bank Account department
    • If the Department does not fall under a Trading As, the Company logo and details will be used on the print
  • A Trading As criteria field has been added to the following reports:
    • Finance -> Reports -> GST -> Business Activity Statement (AU sites)
    • Finance -> Reports -> GST -> GST Return (NZ Sites)
  • The GL Balance field on the Bank Reconciliation screen has been updated to include the YTD Balance for all Departments except CUR on the Finance -> General Ledger -> General Ledger Period Totals screen for the current Period for this Bank Account
  • The Bank Transfer process has been updated to include a bank department column, where users can specify which department will be used for the amount coming into or going out of the selected accounts.
Updated: October 24, 2025 — 2:42 pm
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