Hello, every-juan
This September, we rolled out Exposure Reports in JuanTax FastFile to give you key client tax data for general audit purposes, introduced Report Templates in Juan to let you customize accounting reports, and launched an AI-powered Audit Trail to help you track every change and activity in your transactions.
You can now access various Exposure Reports inside JuanTax Fast File. These reports are automatically generated from the tax data you create in Fast File, giving you valuable insights and analysis to better support your clients’ tax compliance needs.
Customize your accounting reports such as Trial Balance and Profit & Loss, giving you the flexibility you need for your business.
You can now generate a summary report of your conversations with team members and clients in Juan. This report gives you a quick overview of all answered and unanswered threads, helping you stay on top of every discussion.
Generate detailed and summarized audit trails in Juan. Covering almost every feature, including Invoices, Bills, Bank Reconciliation, Contacts, and more!
You can now manage your inventory much quicker with the import function.
Configure online payment fees with more control over where payments are recorded. You can now assign fees, either flat or percentage-based, depending on the payment method your client uses, and map them directly to a specific COA.
View this guide on Online Payments to know more.
When your plan gets cancelled due to insufficient balance, you will now have the ability to re-instate your plan.
View this full guide on how re-instating plans work.