What’s new: Our latest updates and improvements
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UX Enhancements for Better Navigation and Interaction
In our latest release, we’ve implemented key user experience improvements to facilitate easier navigation and interaction within our app:
Navigation Bar Update: A new ‘selected’ state has been added to the top navigation bar, clearly indicating the active section for improved orientation and navigation efficiency.
Settings Dropdown Icons: The settings dropdown has been updated with new icons, offering a more intuitive and visually coherent experience when adjusting app settings.
These changes are part of our commitment to continuously improve A2X’s usability and your overall experience.
New Etsy Transaction Types: Shipping Label (Evri) Postage Adjustment Fee and Shipping Label (Evri) Postage Adjustment Credit
We’ve introduced new transaction types that have been identified in Etsy data: Shipping Label (Evri) Postage Adjustment Fee and Shipping Label (Evri) Postage Adjustment Credit.
These new transactions will automatically be categorized into your fees category, ensuring that adjustments to your Evri shipping label costs are accurately reflected in your financial reporting.
For users with auto-mapping enabled, these new fees will be automatically mapped to your default fee account choice, such as an Etsy fees account.
Etsy New Transaction Type: Shipping Label (UPS) Postage Adjustment Fee
In our continuous effort to provide detailed and accurate financial tracking for Etsy sellers, we are introducing a new transaction type that we’ve recently identified: Shipping Label (UPS) Postage Adjustment Fee
This new transaction will automatically be categorized into your fees category. If you have auto-mapping enabled, this new fee will be mapped to your default fee account choice; for example, an Etsy fees account
If you do not have auto-mapping enabled, you will need to map this new fee to the GL account you’d like it to be posted to.
Shopify Reconciliation Report Now in Beta
Introducing the Shopify Reconciliation Report by A2X, a revolutionary tool described as a game-changer for Shopify bookkeeping. Designed to make Shopify reconciliations even more accurate, it enables detailed comparisons between Shopify data and A2X, identifies discrepancies at an order level, and ensures confidence in your financial numbers. This new feature addresses the complexities of Shopify accounting, offering a targeted solution to reconcile differences effectively. Available now in Beta, find it under ‘Settings’ > ‘Beta Features’ in your A2X Shopify account.
Introducing the A2X Amazon Summary Report in Beta
The A2X Summary Report allows sellers to easily compare A2X data with the Date Range Summary Report from Amazon Seller Central. This new feature aims to streamline the reconciliation process, ensuring that all transactions are accurately received and processed within A2X, and align with Amazon and your accounting system’s records. To enable this feature, users should navigate to the ‘Beta Features’ section within their A2X Amazon account settings.
The Amazon Summary Report allows for comprehensive data analysis of up to 92 days.
New Walmart Transaction: Extra Discount
We’ve introduced new transaction types that have been identified in Walmart data: Extra discount
This new transaction will be applicable on sales, refunds, and tax mappings. For users utilizing the auto-mapping feature, this new transaction type will automatically be allocated to your default accounts. If you prefer to manually manage your account mappings, you will need to assign the ‘Promo Code’ transaction to the appropriate General Ledger (GL) account. For consistency and ease of tracking, we recommend assigning it to the same GL account used for similar transactions.
A2X & Shopify Markets Pro Integration
A2X now fully integrates with Shopify Markets Pro, automating the reconciliation of global transactions. Simplify your international sales by automatically capturing all transaction details, including commissions and fees, for easy accurate reconciliation. This integration matches to the payout, eliminating manual entry, and making global expansion easier.
Key Highlights:
Automated capture of all Markets Pro transactions. Instant bank deposit reconciliation. Comprehensive overview of fees and charges. Read this support article to find out more about how A2X supports sellers using Shopify Markets Pro.
New Walmart Transaction: Promo Code
In our ongoing commitment to enhance financial clarity and accuracy for sellers, we are introducing a new transaction type specific to Walmart sales: ‘Promo Code’.
This new transaction will be applicable on sales, refunds, and tax mappings. For users utilizing the auto-mapping feature, this new transaction type will automatically be allocated to your default accounts. If you prefer to manually manage your account mappings, you will need to assign the ‘Promo Code’ transaction to the appropriate General Ledger (GL) account.
TikTok Shop and Shopify Integration Update
Shopify’s integration with TikTok Shop opens up new avenues for reaching customers and processing orders. With this integration, orders from a merchant’s TikTok Shop are automatically imported into their Shopify order list, maintaining a smooth and efficient order management system. A2X enhances this integration by automatically grouping TikTok orders, thanks to unique order tags created by Shopify. This feature allows merchants to view consolidated TikTok order payouts in A2X, allowing merchants to easily map these transactions to specific accounts.
Buy With Prime and Shopify Integration Update
Shopify’s new partnership with Amazon’s Buy with Prime enhances the shopping experience for Shopify merchants and their customers. This integration allows Shopify stores to offer Buy with Prime as a payment option, enabling fast and reliable fulfillment by Amazon’s extensive network. For merchants using A2X, this means seamless financial tracking is now simpler. Orders paid through Buy with Prime are automatically tagged in Shopify and aggregated in A2X, allowing merchants to easily map these transactions to specific accounts.
Introducing Beta: Improved A2X Account Sidebar Navigation
We’re thrilled to announce that A2X’s new Sidebar Navigation (Nav) is now available for beta testing. The Sidebar Navigation will replace the existing account dropdown, making it smoother for you to find and switch between accounts.
This feature is designed to enhance how you navigate and manage your accounts on A2X.
What’s included in the new Sidebar Nav:
Account Overview: Quick access to all your accounts. Distinct Icons: Easily spot accounts with unique sales channel icons.
New Beta Features Section: Direct Access for User Testing
Exciting news for A2X users – we’ve launched a new Beta Features section within your settings! This update makes it easier for you to directly engage with and provide feedback on our latest features.
Here’s what you can expect:
Instantly Discover & Try Beta Features: Find and test new features that are in beta, all within your settings. Simple Activation & Deactivation: With just a click, you can turn these features on or off, giving you full control over your testing experience.
Unposted Payouts & COGS Reports for Partners
We’ve rolled out the Unposted Payouts Reports in the Partner Dashboard, a tool designed to simplify managing unposted payouts and COGS. This feature offers a centralized view, eliminating the need to individually access accounts for financial data. Partners can now quickly generate a detailed report of all unposted transactions and COGS by selecting a specific month. This update focuses on enhancing accuracy and efficiency in financial tracking, providing key data like settlement dates, amounts, and COGS status.
Terminology Change: ‘Invoice’ to ‘Journal’ in A2X Settings for QuickBooks Online Users
In an effort to provide clearer, more intuitive settings, we have updated the terminology in the A2X Settings. Previously, QuickBooks Online users saw the word ‘Invoices’ within their A2X Settings, but this term didn’t precisely represent the actual entries posted to QuickBooks Online. We’ve changed this setting name to ‘Journal.’ All of your settings will still work the same. Before, where it said the word ‘Invoice’ will now say ‘Journal’.
Changing the Marketplace for Amazon Inferred Marketplaces
A2X determines the marketplace of Amazon settlements based on their transactions. However, some transaction types don’t include a defined marketplace. In the past, A2X would do its best to infer the marketplace based on the settlement’s currency as well as your account’s primary marketplace. We’ve introduced a key update for Amazon customers for how the marketplace is determined for Amazon settlements. A2X now provides a way to change the marketplace in the event that the inference is incorrect.
Introducing the A2X Partner Dashboard
Great news for A2X’s accounting and bookkeeping partners managing multiple client accounts! We are excited to announce the launch of the new A2X Partner Dashboard. This innovative tool is designed to significantly simplify and enhance how partners oversee and interact with their clients’ A2X accounts.
The A2X Partner Dashboard provides a wealth of information at a glance, making client management more efficient:
Number of Subscribed Accounts: Easily track the total number of A2X subscriptions you manage, displayed prominently at the top of the dashboard.
Simplified Journal Entry Tracking between A2X and QuickBooks Online
Easily navigate between A2X and QuickBooks Online with our new feature. You can now instantly view your A2X journal entry directly in QuickBooks Online.
When reviewing the journal in A2X, expand it to see the transaction details, and you’ll spot a link labeled “View in QuickBooks Online” located at the bottom left corner. Clicking on this will take you straight to the associated journal entry in QuickBooks Online.
Additionally, if you’re in QuickBooks Online and want to find the original entry in A2X, the URL you need will be found in the notes section of the journal entry.
Support Modules Added to the Mapping Page
The A2X Mapping Page has been upgraded, but instead of a total transformation, we’ve focused on making it more user-friendly without changing the advanced functionality you’re familiar with.
Mapping can be complicated, which is why we want to give you quick access to the resources you need to do it yourself or enlist the help of an ecommerce accounting professional.
Here’s an overview of what’s been added:
1. How To Setup Mappings Section: In this new section, you can find links to useful resources to help you with your accounts and tax mapping.
Better Visibility On Bulk Actions
Bulk actions, such as sending, deleting, refreshing, or exporting multiple settlements simultaneously, are designed to streamline your workflow. However, user feedback has shown that the clarity of the bulk action process could be enhanced, particularly in two key areas:
1. Uncertainty About Update Completion
In the past, if an update was applied to a large volume of data, A2X would process the action in the background before changing the status of the settlement.
New Alerts For Accounting Disconnection
When working with cloud-based accounting software, such as Xero or QuickBooks Online, connectivity disruptions can sometimes occur. However, it wasn’t always easy to notice when your accounting software had become disconnected. A2X has rolled out changes to help you quickly identify if your accounting software has become disconnected from your dashboard – and the steps to reconnect it.
The A2X interface has been updated to clearly indicate when Xero or QuickBooks Online has become disconnected.
Merge Multiple A2X Subscriptions Onto One Simple Bill
If you have multiple A2X subscriptions that are paid on different dates throughout the month, you can now move these subscriptions to one monthly invoice. The new process is more automated and allows more control for A2X users.
Here is an overview of the process: Log into A2X and click here to get started. Set a simplified billing account, if you don’t already have one Select which of your subscriptions you’d like to move onto the new bill Select any other subscriptions you’d like to add to the new bill.
A2X's New Product Homepage & Simplified Setup Experience is Live
A2X’s New Product Homepage & Simplified Setup Experience is here. This update addresses customer feedback and usability studies, making it easier than ever for you to get started with A2X. The refreshed interface simplifies onboarding by reducing the number of clicks and providing clear instructions to connect your sales channels and accounting software.
New features include: Streamlined onboarding steps New pending status indicators showing the time left on connection requests Collapsible components to make space for important data post-setup Clearer information on data available in trial mode Progress visibility on bulk actions Read the full release announcement here
New Amazon Pay transaction types: Payable to Amazon and Successful Charge
If you’re using Amazon Pay as a payment method, in most cases, you will receive money from Amazon. However, there are some situations where you can owe money to Amazon. If you have Amazon Pay enabled on your A2X account, these two transactions will now be captured as Payable to Amazon: This represents what the merchant owes to Amazon. It will show up on a settlement when the total from the previous settlement is negative.
A2X for NetSuite | Coming soon
In response to growing demand, A2X is currently beta-testing an integration with NetSuite. This means you can now have accurate A2X entries for all of your ecommerce channels (Amazon, Shopify, eBay, Etsy, BigCommerce, and Walmart) automatically posted to NetSuite for reconciliation.
This A2X integration is specifically focused on automating your ecommerce payout reconciliations and works side-by-side with your operations and inventory management within NetSuite and your existing integrations. If you use NetSuite and want to start automating your ecommerce accounting, we’d love to include you in our beta program.
Announcing the Costs Auto-Import from a Google Sheet
You can now automatically update your SKU costs in A2X by pulling from a Google Sheet. This is a great way to save time, by not having to manually update SKU prices in A2X each time they change. This feature is applicable to all users with A2X COGS enabled. COGS is available on all A2X plans, excluding the mini plans. All you need to do is create a Google Sheet with the cost data for your SKUS and then add this link to A2X.
Shopify New Transaction Type: Pending Payment Source
As a Shopify seller, it’s common to have different Pending Payment sources if you are awaiting payment from more than one gateway, marketplace, or channel.
Now, within A2X, you can map these different Pending Payment sources to different accounts in your Xero or QuickBooks Online.
With this new update, additional detail will be provided for your Pending Payments transaction by adding in the marketplace or payment gateway name. This change means that your Pending Payment transaction mapping lines are now consistent with your other transaction mappings, for example, your Sales transaction mapping.
New A2X V2 Mapping Page Now Available on All A2X Accounts
In July 2022, A2X announced a new mapping page that was available on all new accounts created from that point onward. This new mapping is now available on all accounts, meaning you can seamlessly migrate A2X accounts on the old mapping page, to the new mapping page. All of your existing mappings will be transferred over, and you will then get the benefits of the new mapping page, including: The updated mapping page includes:
Coming soon: New A2X homepage
A2X is excited to announce that a new homepage is coming. The purpose of the redesigned homepage is to simplify the A2X setup process.
The improvements specifically focus on updating steps one to four, where you connect your ecommerce channel and accounting software. Some steps and clicks have been removed to make it faster and easier for you to set up an A2X account.
Here is an overview of the changes:
eBay New Transaction Type: Loans
eBay allows sellers to take loans and make repayments through the payout balance. There have been some recent changes to the eBay API which means A2X can now capture this data and include it in your entries.
The additional transaction category is called ‘eBay loans’. A2X will now capture both the loan and the repayment amount. Prior to eBay loans, A2X didn’t create a liability account as part of the default accounts.
Remove a Transaction Type from your A2X Xero Invoice | Beta Testing
A2X has added the ability to remove transaction types from your Xero invoice. This means when your A2X invoice entry is posted to Xero, if you’ve removed a transaction type this will not be included on your invoice. It is important to note because your invoice has data removed, you’ll instead be sending an open invoice instead of a $0.00 invoice.
To remove a transaction type for your invoice, you would select ‘x - remove from invoice’ in the ’Account’ column on the mapping page, instead of selecting a Chart of Account.
February 2023 Updates
Improved Account Overview page
- To improve the page performance, the account overview has been split into two separate tabs. One tab to view users and the second to view settlements.
Mapping page improvements
- New eBay transaction category called “eBay Loans and Repayments” has been detected!
- eBay loans and repayments will appear in A2X if you request a loan from eBay.
- Please note that the repayments will show as a lump sum from eBay, this can be mapped to your preferred liability account for this transaction or leave it blank for now.
- Your accountant or bookkeeper may need to adjust the principal and interest manually.
- New Walmart transaction category called “Instant Transfers” has been detected!
New Walmart Transaction Types: Advertising and Instant Transfer
Great news! Walmart has recently added additional data to its API, which means A2X can now capture this data and include it in your entries. The two new transaction types are:
Advertising Instant transfer You may need to map these new transaction types, which may also require new accounts within your accounting software. Once this is done, refresh your connection in A2X under settings > connections. From there, you will be able to use these additional transaction types.
January 2023 Updates
A2X Partners
- The option to ‘remove’ a partner code from the partner dashboard is now available for A2X partners
- Partner table found within the Partner ID now calculates your total ’number of accounts’ & ’total amount’ of the ‘parent’ subscriptions.
Mapping page improvements
- Renamed the “Non-Registered EU Country” to “EU Country” in the mappings page, filters, and invoice previews.
December 2022 Updates
At A2X we have a dedicated team of engineers who are constantly striving to improve your experience with us. Here’s a brief overview of what they worked on in December;
-
Notifications
- Your error wordings have been renamed and will now redirect you to the correct page to fix errors.
- ’Daily digest of errors’ are now the default settings for all new A2X accounts and you can now change the frequency of this from ‘daily’, ‘weekly’ and ‘disable’.
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COGS
- Costs page- Barbadian dollar currency has now been added
November 2022 Updates
Here’s a brief overview of what our dedicated team of engineers worked on in November;
- Onboarding improvements
- Europe now shows at the top of the dropdown list in the ‘select additional countries’ mapping step.
October 2022 Updates
At A2X we have a dedicated team of engineers. Here’s a brief overview of what they worked on in October;
- Product Type grouping
- We have now introduced the ‘hold settlements in case of missing product types’ functionality to our eBay, Walmart and Etsy integrated accounts.
September 2022 Updates
At A2X we have a dedicated team of engineers who are constantly striving to improve your experience with us. Here’s a brief overview of what they worked on in September;
- BigCommerce is now live! To learn more about our BigCommerce integration click here.
- Accounts and taxes
- We now Auto-apply ‘no tax’ and will hide the tax column for US sellers
August 2022 Updates
At A2X we have a dedicated team of engineers who are constantly striving to improve your experience with us. Here’s a brief overview of what they worked on in August;
- Billing
- Ability to remove coupon codes (you can now remove and update expired coupons).
- An extra sentence has been added in the cancellation popup (you will now see a message that says when cancelling a plan, the account will revert to trial mode)
July 2022 Updates
- Billing
- We have updated the wording for our multi-channel subscriptions. You will now see “link accounts” instead of “settings” and “choose plan” instead of “subscribe. This way you will have two options on the subscriptions page: First is the ability to link accounts to an existing subscription. The second is the ability to subscribe a new account by choosing a plan.
June 2022 Updates
- Bulk link accounts for Teams feature!
- A2X Partners can now select multiple A2X accounts from a dropdown list and click on the “add account to team” button to link multiple accounts in one step
- Sage & Netsuite options for custom integration!
- A2X has added the Sage (CSV) and Netsuite (CSV) export formats to the custom integration dropdown bar.
May 2022 Updates
Partner Dashboard improvements!
- A2X partners now have the ability to collapse and expand all sections within their dashboard
“Are you sure” pop up before you send duplicates!
- For users who attempt to re-send an entry already posted to their accounting system, A2X will now have an ‘are you sure” pop up appear before sending the entry. This will help avoid the cases of having duplicate (or triplate) entries in your accounting system and will ensure your financials are accurate!
March 2022 Updates
- Accounts and taxes
- We have moved the Gateway Transactions categories section into its own separate bucket. This is to help our uses who don’t usually need to map the detailed transactions but can still map at a payment gateway level.
February 2022 Updates
Notifications
We have updated the default notification settings for new accounts. New accounts will have their notifications disabled except for the error notifications. Shopify
Shopify gift card payments are now accurately shown in payouts. COGS
Costs page- Nigerian Naira (NGN) currency is now added.
New and Improved: Support center articles
We have been updating our Help Center, so you have easy access to all these resources in one place
Read through bite-sized tutorials designed for folks who are new to A2X Learn about A2X’s more advanced features Troubleshoot issues with your account, historical data & billing This weeks new article: A2X for eBay and UK VAT - Video Tutorial & Ecommerce Seller Resources
New and Improved: Support center articles
We have been updating our Help Center, so you have easy access to all these resources in one place
Read through bite-sized tutorials designed for folks who are new to A2X Learn about A2X’s more advanced features Troubleshoot issues with your account, historical data & billing This weeks new article: Integrating Shopify to Xero
Bug Fixes and Improvements
At A2X we have a dedicated team of engineers who are constantly striving to improve your experience with us. Here’s a brief overview of what they worked on in November;
A2X now supports Inventory Valuation Reports from Amazon Singapore. A2X Invoice Settings now show all marketplaces found within recent settlement data. Shopify Tips will now be displayed as a separate row within the A2X finance summary report.
Shopify Gift Cards (Beta)
Overview The A2X Shopify Gift Card monthly report provides an accumulated total of all Gift Cards Sold, Issued, Expired or disabled.
These are four Gift Card actions that need to be accounted for: Selling Gift Cards - A2X accounts for these in sales and tags them as gift card sales. This report will also display this value. Using Gift Cards - A2X accounts for these as sale via Gift Card gateway.
Auto-Posting COGS is now available
e have some good news - you can now autopost your Cost of Goods Sold for each payout or settlement**
A2X users can now auto-post COGS over to your accounting system. This can be found in ‘Settings’ > ‘Auto-Posting’.
To enable this feature ensure all your product costs are assigned for a Settlement period then the COGS can be auto-posted.
By default A2X will not post to your accounting system unless you action it.
Multi Channel Price Plans now able to be easily set up and viewed
ulti-Channel Plans Self Service**
For those of you who are on the Multi-Channel/Country Amazon and Shopify plans and the Premium Price plans, your billing screen will now display the plans you have linked together.
It will also allow you to link new ones from the billing screen should your plan allow for extras.
FIND OUT MORE
To find out more read Multi-Channel Subscriptions or Multi-Channel Premium Subscriptions
June 2023 Updates
June 2023 Updates Improved Connections settings page
We have updated the design of the accounting system portion of the connection settings page. This will allow customers to clearly see the sub-accounts sharing the connection and also if you have any connection issues these will be clearly displayed. Xero’s new unvocing capability
When setting up your connection to xero, A2X will now show you a blue banner making you aware of the new vs classic invoicing option.
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