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  • Getting Started
  • Sources
    • Overview
    • Data Ingestion
  • Transaction Matching
    • Overview
    • Matching Rules
  • Reconciliation
    • Overview
    • Payment Flows
  • INTEGRATION GUIDES
    • Payment Service Providers
      • How-to Guide: Generating Amazon Pay’s Payments Report
      • How-to Guide: Generating Braintree’s Transaction Report
      • How-to Guide: Generating Braintree API Credentials
      • How-to Guide: Generating Checkout's Settlement Reports
      • How-to Guide: Generating Checkout.com API Token
      • How-to Guide: Generating Klarna’s Settlements Report
      • How-to Guide: Generating Klarna’s SFTP Credentials
      • How-to Guide: Generating Method's API Key
      • How-to Guide: Generating PayPal’s Activity Report
      • How-to Guide: Generating PayPal API Credentials
      • How-to Guide: Generating Recurly’s Transactions Report
      • How-to Guide: Generating Stripe’s Payout Reconciliation Report
      • How-to Guide: Exporting Stripe Invoices
      • Generating & using Stripe API key
      • How-to Guide: Generating Worldpay's Settlement Report
      • How-to Guide: Generating Vitesse API Token
      • How-to Guide: Generating Adyen's API Token
      • How-to Guide: Generating Ramp API Credentials
    • Banks
      • How-to Guide: Generating Mercury’s API Token
      • How-to Guide: Generating Wells Fargo’s Account Activity Report
      • How-to Guide: Connect Bank of America CashPro to Ledge
    • ERPs & Platforms
      • How-to Guide: Set Up the Ledge Integration on NetSuite
      • How-to Guide: Connect NetSuite to Ledge (without installing a bundle)
      • How-to Guide: Connect Sage Intacct to Ledge
      • How-to Guide: Generating Shopify API token
    • Databases & Data Warehouses
      • How-to Guide: Locating The Required Details to Connect Snowflake
      • How-to Guide: Locating The Required Details to Connect Postgres
      • How-to Guide: Locating The Required Details to Connect Microsoft SQL Server
  • API Reference
    • Getting Started
    • Fundamentals
      • Authentication
      • Fine-Grained Permissions
      • Pagination
      • Status Codes
      • Error Handling
    • Sources
    • Transactions
      • Querying
  • Changelog
    • 2024
      • Fall Product Releases
      • Spring Product Releases
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On this page
  • Exception Management
  • Advanced Search
  • Quick Transaction Preview
  • Timezone Picker
  1. Changelog
  2. 2024

Spring Product Releases

February 2024

PreviousFall Product Releases

Last updated 4 months ago

Hope you had a restful holiday season! 🎉 As we step into the new year, we're thrilled to share some exciting updates to Ledge.

These new features are designed to help you run your financial operations even more smoothly, giving you more control and efficiency. Here’s what’s new:


Exception Management

Efficiently identify, track, and resolve exceptions or anomalies in your workflows, all in one collaborative hub. Our exception management solution enables real-time monitoring and response to exceptions, streamlining workflows and minimizing disruptions in business processes. Set-up in minutes, no IT or engineering required.


Advanced Search

Our Command+K (Control+K on PC) functionality serves as a powerful search tool for seamlessly exploring and accessing relevant data across transactions, invoices, payment service providers, and financial institutions. This feature enhances efficiency and usability, streamlining the navigation of the platform.


Quick Transaction Preview

Efficiently preview transaction details and payment stories without the need to click into each individual transaction. This streamlined and organized preview provides quick insights into relevant information at a glance.


Timezone Picker

Our Timezone Picker empowers users to choose between Local time and UTC for displaying transactions, facilitating a more accurate and convenient reconciliation and investigation process.