Cmd-K everywhere, and books for more than one entity
One search pipeline with a provider per module behind a global Cmd-K, a GAAP-ordered trial balance, a Rent Roll report, and legal entities with an intercompany bridge that posts both sides.
Two things landed this week, both about the same problem: Zeno holds a lot of records, and you should be able to reach any of them without knowing which module owns it.
One search box
Search runs through a single pipeline with a provider per module: books, development, rental, contractor, practice, and the rest. Hit Cmd-K from any page and type. Vendors, customers, invoices, bills, jobs, properties, projects, buyers, engagements, and documents come back in one ranked list, each result linking to its own page. There’s a full /search page for reading through the results at length.
The providers are separate on purpose. Each module knows what its records are called and what makes one relevant, so adding a module means adding a provider rather than rewriting search.
A trial balance in accountant order
The trial balance is ordered the way an accountant expects: GAAP type buckets first, then liquidity order within each bucket, so cash sorts above receivables without anyone hand-numbering the chart of accounts. Filters persist between visits, and every figure drills through to the entries behind it.
Also new: a Rent Roll report with CSV, Excel, and PDF exports, and the first tier of the development report set, covering Quantity Analysis, P&L Detail, Job Cost, and Vendor Statement.
Books for a group of entities
Organizations that run several legal entities have been keeping the relationships in their heads or in a spreadsheet. Zeno models legal entities as records now, with an intercompany bridge that posts both sides of a transfer between them. A payment one entity makes on another’s behalf produces a due-to/due-from pair automatically, instead of a suspense line someone has to clear at year-end.
Bank-feed review, less lossy
Three fixes to the review queue that came out of daily use. An approved item can be sent back to the queue when the approval was wrong. Ignored items can be viewed and restored. An account scoped to a single cost center defaults its items there without asking every time.
Search is live for every organization. Multi-entity is on for organizations that need it. [email protected].