Product releases

The Transactions tab is now fully configurable. Filter, sort, group and sub-group on any transaction property, with group headers showing counts, net and VAT totals, and flagged items at a glance. Quick filters take you straight to flagged items, late claims, comments, or your largest VAT amounts and invoices. Save any setup as a personal or firm default view so every reviewer starts from the same layout, then export the view or the whole review to CSV or Excel.

Document evidence and reverse charge now take priority over historical patterns, and patterns no longer include the period under review. Invoices are checked to confirm they’re made out to the right entity. Materiality thresholds are now based on the gross amount.

When a finding only needs a different VAT code, Recode & resolve updates the transaction in Xero in one click and closes the finding. Every change is recorded in the Audit log.

Switch between the chat and your review in one click, or keep both open side by side in split view.