Home Product Updates Aug 14

Aug 14

August 14, 2023

🚀 Improvements

The Cash Flow View is now fully responsive on mobile!

Trezy Cash Flow View Mobile

We’re continuing to improve the Trezy experience when browsing from Mobile! We’ve updated the mobile cash flow view to significantly improve users ability to analyse the charts and create/update their forecasts! More to come soon!

Improvements to user notifications

We have made several backend changes that will allow for more timely and useful user alerts and notifications such as a daily cash update and alerts for negative cash flow forecast.

🐛 Bug Fixes

  • Fixed an issue where some transaction descriptions incorrectly displayed as ‘XXX’.
  • Removed and updated several faulty links in the balance sheet that displayed missing content.
  • Updated our industry benchmarking database to ensure that all financial reports display numbers in the correct formats and currencies.
  • We fixed an issue that sometimes transaction were categorised with opposite transaction type category by auto classifier
  • Fixed an issue with the cash flow visualisation that was displaying missing or incomplete data in the table for certain historic periods.
  • Fixed a issue where a small number of users were seeing incorrect balances listed against some of their connected bank accounts.

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