Changelog
Follow up on the latest improvements and updates.
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Streamline information gathering from all your vendors with our new onboarding system. Generate custom links for your workspace or project that vendors can use to submit their information, documents, and payment details all in one place.
How to Use:
- Generate a custom onboarding link for your workspace or project
- Set requirements (startwork forms, required documents, etc.)
- Share the link with vendors who can then upload their basic info, payment details, W-9s, and invoices
- Track completion status for all vendors in one dashboard
Markup rows now work like normal line items. Place them anywhere in your budget and assign account IDs to them for better tracking and organization.
How to use:
- Create a markup row by right clicking any cell and choosing markup
- Drag and drop to position it where needed
- Add an account ID like with regular items
Try the new markups Markups →
Line items now display a comments button that shows any unresolved comments. This makes it easier to see which items need attention without having to check the comments tab.
How to Use:
- Look for the comments indicator on line items with unresolved comments
- Click the indicator to view the comment details
- The system takes you directly to the relevant comment for quick resolution
You can now see account numbers and parent accounts when selecting categories in actuals. This makes it easier to identify the exact account you want to assign transactions to, especially when you have accounts with similar names. Parent account information helps you quickly understand where each account sits in your budget hierarchy.
How to Use:
Go to your Actuals page
Click on the Category column header
Select "Show Account ID" from the dropdown menu
You can now choose to replace existing content when importing CSV files. This makes it easier to update your budget with revised information without having to manually delete previous entries first.
How to Use:
- Go to the Import menu
- Select CSV import option
- Choose "Replace existing content" from the import settings
- Upload your CSV file
The QuickBooks integration now includes automatic syncing options and a new Accounting Table for better transaction management. Track GL codes, finalize transactions, and handle bulk changes more efficiently.
How to Use:
- Connect QuickBooks in Settings > Integrations
- Choose automatic sync or manual transaction finalization
- Use the Accounting Table to review and finalize transactions
- Track GL codes and categorization in the new columns
See full support article here:
Filter out tagged items from your budget view with the new exclude option in tag filters. Create custom views by hiding specific tagged items.
How to Use:
- Click the tag filter
- Select 'Exclude' option
- Choose tags to filter out
See full support article here:
Choose which email notifications you receive from your account settings. Control updates about comments, shares, and other activities.
How to Use:
- Click your profile icon
- Select 'My Account / Notifications'
- Toggle your preferred notification settings
See full support article here:
Quickly gather vendor transactions and W9s for tax season. Export all your 1099-tracked vendors' payment details in one click.
How to Use:
Go to Contacts section
Click the download button
Select "1099s" from the export menu
Choose your export options (transaction details, summary, include W9s)
Download your files
Manage purchase orders directly in Saturation. Create, approve, and track POs for your production costs. Link POs to your budget with our smart phase integration to see committed costs and automatically update actuals when paid.
How to Use:
Go to Purchase Orders in your project menu
Click "Create" to make a new PO
Fill in vendor details and line items
Submit for approval based on your workspace settings
Use "Add Phase" to track PO totals in your budget
See our full article on how to best use purchase orders here: https://support.saturation.io/en/articles/10258118-purchase-orders
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