{"id":3719,"date":"2026-03-26T17:58:13","date_gmt":"2026-03-26T17:58:13","guid":{"rendered":"https:\/\/documentation.easypcaccounts.co.uk\/?page_id=3719"},"modified":"2026-06-12T17:12:47","modified_gmt":"2026-06-12T17:12:47","slug":"improvements","status":"publish","type":"page","link":"https:\/\/documentation.easypcaccounts.co.uk\/index.php\/improvements\/","title":{"rendered":"Updates to Easy PC Accounts"},"content":{"rendered":"<p data-start=\"165\" data-end=\"235\"><!--ScriptorStartFragment--><\/p>\n<div class=\"scriptor-paragraph\">\n<h2>Updates to Easy PC Accounts \u2013 Summary of Changes<\/h2>\n<p><strong>Updated: 12 June 2026<\/strong><\/p>\n<div>\n<p>The following is a summary of the latest updates to Easy PC Accounts, now available to all users.<\/p>\n<p>These updates have now been successfully rolled out and are available across the system.<\/p>\n<p>We\u2019ve made a range of updates to improve usability and refine key areas of the system.<br \/>\nThank you for your continued feedback \u2014 it directly shapes these improvements.<br \/>\nWhile thoroughly tested, you may still encounter occasional issues \u2014 please let us know if you do.<\/p>\n<hr \/>\n<h2>\u2728 Everyday Usability<\/h2>\n<ul>\n<li>General improvements to streamline routine tasks across the system<\/li>\n<\/ul>\n<hr \/>\n<h2>\ud83d\udcb7 Transactions (Receipts &amp; Payments)<\/h2>\n<ul>\n<li>Increased flexibility when working with reconciled transactions<\/li>\n<li>You can now amend VAT types where the total amount remains unchanged<\/li>\n<\/ul>\n<hr \/>\n<h2>\ud83d\udcce Document Management (New)<\/h2>\n<ul>\n<li>Upload and store PDF documents within the system<\/li>\n<li>Attach invoices and receipts directly to transactions<\/li>\n<li>Bank statement uploads linked to reconciliations coming soon<\/li>\n<\/ul>\n<hr \/>\n<h2>\ud83c\udfe6 Bank Accounts<\/h2>\n<ul>\n<li>Deactivate unused accounts to keep bank account lists clear<\/li>\n<li>Accounts must be fully reconciled with a zero balance before deactivation<\/li>\n<\/ul>\n<hr \/>\n<h2>\ud83e\uddfe VAT Reclaims<\/h2>\n<ul>\n<li>Improved validation of claims<\/li>\n<li>Transactions missing a VAT number or invoice date are automatically excluded<\/li>\n<\/ul>\n<hr \/>\n<h2>\ud83d\udcca Reporting<\/h2>\n<ul>\n<li>Improved Excel and PDF outputs across key reports, including:\n<ul>\n<li>Annual Return<\/li>\n<li>Bank Account report (now includes voucher numbers)<\/li>\n<li>Accounts &amp; Budgets<\/li>\n<li>Budget Report (now includes a full-year view)<\/li>\n<\/ul>\n<\/li>\n<li><strong>New: Period Reporting<\/strong>\n<ul>\n<li>View spend against budget across a selected period<\/li>\n<li>Includes percentage comparison to budget<\/li>\n<li>Helps support AGAR reporting and identify significant variances<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<hr \/>\n<h2>\u2699\ufe0f Account Management<\/h2>\n<ul>\n<li>Fixed issues affecting budget setting<\/li>\n<\/ul>\n<hr \/>\n<h2>\ud83d\udc64 Internal Auditors<\/h2>\n<ul>\n<li>Internal auditors can now be added as users<\/li>\n<li>The same email address can be used across multiple councils<\/li>\n<\/ul>\n<hr \/>\n<h2>\ud83d\udd10 Security<\/h2>\n<ul>\n<li>Option to reveal passwords during entry to improve login usability<\/li>\n<li>Guidance provided when creating passwords to help ensure strength<\/li>\n<\/ul>\n<hr \/>\n<h2>\ud83d\udd10 Data Export Improvements<\/h2>\n<ul>\n<li>Numeric fields now export as numbers (not text)<\/li>\n<li>Reduced use of merged cells for better usability<\/li>\n<li>Export date included in spreadsheet footer for traceability<\/li>\n<\/ul>\n<hr \/>\n<p>If you have any feedback or questions about these updates, please get in touch \u2014 we\u2019re always happy to help.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Updates to Easy PC Accounts \u2013 Summary of Changes Updated: 12 June 2026 The following is a summary of the latest updates to Easy PC Accounts, now available to all users. These updates have now been successfully rolled out and are available across the system. We\u2019ve made a range of updates to improve usability and &hellip; <a href=\"https:\/\/documentation.easypcaccounts.co.uk\/index.php\/improvements\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Updates to Easy PC Accounts&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-3719","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/documentation.easypcaccounts.co.uk\/index.php\/wp-json\/wp\/v2\/pages\/3719","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/documentation.easypcaccounts.co.uk\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/documentation.easypcaccounts.co.uk\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/documentation.easypcaccounts.co.uk\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/documentation.easypcaccounts.co.uk\/index.php\/wp-json\/wp\/v2\/comments?post=3719"}],"version-history":[{"count":10,"href":"https:\/\/documentation.easypcaccounts.co.uk\/index.php\/wp-json\/wp\/v2\/pages\/3719\/revisions"}],"predecessor-version":[{"id":3753,"href":"https:\/\/documentation.easypcaccounts.co.uk\/index.php\/wp-json\/wp\/v2\/pages\/3719\/revisions\/3753"}],"wp:attachment":[{"href":"https:\/\/documentation.easypcaccounts.co.uk\/index.php\/wp-json\/wp\/v2\/media?parent=3719"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}