Dive in and Explore
Just when you thought Railz couldn't get any better, our August product release comes jam-packed with features that are sure to make your experience even more amazing! From viewing bank reconciliation data in the dashboard to a homepage makeover, there's something for everyone to enhance the Railz experience for you and your SMBs. So what are you waiting for? Dive in and explore all that Railz has to offer.
Do you have feedback for us, or just want to see where we are headed? Check out our public product roadmap.
TL;DR
- View Bank Reconciliation in Railz Dashboard
- Home Page Makeover
- A new way to integrate Railz Connect™ into your application
- GET and POST purchase orders from and to Oracle NetSuite
- GET tax rates from Sage Intacct
- POST estimates to FreshBooks
- POST credit notes to FreshBooks
- Simulate different flows using Sandbox credentials
View Bank Reconciliation in Railz Dashboard
Railz now supports bank reconciliation reports in the Dashboard to compare the cash balance on a business’s balance sheet to its bank’s balance in a given period.
- Customers can visually see highlights of both their accounting and banking transactions, in addition to highlights of their business accuracy score to match transactions.
- To retrieve this report, a business must be connected to both accounting and banking services.
Home Page Makeover
Customers will now be able to see key insights about their businesses on the Dashboard home page to better understand connectivity conversion. Customers will be able to view the following connected business breakdown:
- Active: The number of businesses with at least one active connection.
- Pending: The number of businesses with a new connection that hasn't been connected yet.
- Inactive: The number of businesses with no active connections.
Railz Connect™ SDK
Railz has introduced a new way to integrate Railz Connect™ into your application through SDK ( in NPM). It's a faster and developer-friendly way to integrate Railz Connect into your framework.
GET and POST purchase orders from and to Oracle NetSuite
Railz API now supports pulling and pushing purchase orders from and to Oracle Netsuite. Purchase orders represent a business's intent to purchase goods or services from a supplier/vendor and normally include information such as expected delivery dates and shipping details. This new feature lets products built on Railz expand their integration support to customers who use Oracle Netsuite, specifically where integrations are used to automate payables and purchases/procurement processes.
GET tax rates from Sage Intacct
Railz API now supports pulling tax rates from Sage Intacct. Pulling tax rates can be useful when building integrated features for payables/receivables automation, expense management and other applications seeking to save customers time and money on back-office and admin tasks.
POST estimates to FreshBooks
Railz API now supports pushing estimates to FreshBooks. Estimates represent a business' approximate outline of the cost of products or services to their customers for approval before beginning the work and usually include information such as expected delivery dates and shipping details. Pushing estimates can be useful where integrations are used to automate receivables and sales processes.
POST credit notes to FreshBooks
Railz API now supports pushing credit notes to FreshBooks. Credit notes are like a voucher issued to a business's customer. They are a reduction that can be applied against one or multiple invoices. Credit notes can either reduce the amount owed or cancel out an invoice entirely. Pushing credit notes can be useful when building integrated features for receivables automation.
Sandbox test credentials
Simulate different flows using Sandbox credentials. This new feature lets customers test a login flow based on a set of test credentials. The initial version supports a successful connection only.
Railz is constantly innovating and releasing new features to help businesses succeed. This month, we’ve released 10 new features that will make your business work smarter and faster while making your customer's experience even more seamless. Be sure to check out the full release notes to see everything that’s been added. And as always, if you have any questions or need help getting started with Railz, our team is here for you.
Jamie Vinkle is the Senior Product Marketing Manager at Railz. He has worked for over ten years with financial brands like ATB. His focus has been on GTM planning and implementation, product research and analytics, copywriting and content development, and strategic planning. His favourite thing to do is host webinars, create training videos, and elevate video and audio content to the next level. Finally, he is a life-long learner writing about Fintech and SaaS! Follow more of his thought pieces and ideas on LinkedIn.