TaxBit Accounting Suite Product Updates - June 2023
Dashboard UX Enhancements, Summary Report Updates, Subledger Report, General Ledger Report, and more...
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Happy Summer! As we wrap up Q2 and welcome Q3, we are pleased to announce new product updates from the TaxBit Accounting Suite team that will help your business close its books.
As always, please reach out to us at sales@taxbit.com to learn more about how these features can help your organization gain trust in your data, and save time and money.
Contents
Dashboard UX Enhancements
Summary Report Updates
Subledger Report
General Ledger Report
Other Updates
Dashboard UX Enhancements
Our dashboard page has been improved to provide you with a more clear view of your assets’ market value and cost basis. Additionally, we have made it easier to filter the view for specific assets and/or sources. Simply navigate to the dashboard page to see your data in a more usable and insightful way.
Summary Report Updates
We have improved the Summary Report by adding raw asset amount and corresponding market value when filtering by asset, providing a view into the raw token amount at the beginning of the period, along with any income or expenses incurred during that time.
Subledger Report
In certain cases, you may want to generate a report without jumping into QuickBooks — and now you can do so directly via the TaxBit Accounting Suite.
The new subledger report enables you to view and download a list of simulated journal entries by each transaction, without requiring integration with a General Ledger. This enables you to see your credits and debits by cryptocurrency activity, fees, and realized gain & loss information.
General Ledger Report
We've made improvements to our QuickBooks sync – enabling integrated enterprises to seamlessly view and download a report of synced transactions, along with the posted journal ID within QBO.
Other Updates
Added Okta-based authentication, to implement please contact us at help@taxbit.com
Additional speed improvements to make your app experience snappier
