Migrate to the latest version of Account Categories

Detailed instructions on how you can migrate from the features you're using today

What is happening?

On the 10th July 2023, we will be deprecating the legacy version of Account Categories and all related features, including:

• Account categories
• Enhanced Balance Sheet (legacy version only)
• Enhanced Profit and Loss (legacy version only)
• Financial metrics
• Marketing metrics

To understand what exactly will change and how to leverage alternatives (including migration instructions), refer to the pages below:

• Clients who have built to the Lending API
• Clients who use Assess in the Portal
• Clients who use the data extract to Excel in the Portal