Alii Quarterly Updates
Welcome to Q4 2024: Exciting Updates from Alii
As we conclude Q3 of 2024, I am excited to share our continued growth and significant achievements we’ve made at Alii. This quarter has been marked by crucial milestones, underscoring our ongoing commitment to innovation, client success, and service excellence.
A major highlight was the successful migration of all clients to our new Single Sign-On (SSO) system. This was a considerable undertaking, and we’re pleased to have delivered a more secure, efficient, and seamless login experience for all users. I want to personally thank each of you for your patience, feedback, and cooperation throughout this process.
Additionally, we’ve made excellent progress on our Credit Card Reconciliation and Management module, a highly requested feature aimed at simplifying credit card transaction management. We’re on track to release this to our pilot group by the end of November, and we’re confident that this will further streamline financial workflows for our clients.
To ensure we maintain the highest standards of service and support as we continue to grow, we’ve also expanded our team with new additions. Their expertise will further strengthen our ability to deliver outstanding service to all our clients.
Your trust and partnership have been instrumental in guiding our efforts, and we remain dedicated to continually enhancing your experience with Alii.
Thank you for your invaluable support and for being a crucial part of our journey. We look forward to continuing our momentum and delivering even more innovative solutions in the coming months.
Exciting Enhancements and Features
This Quarter we introduced multiple updates to enhance your experience with Alii:
Append a Document to Purchase Orders: You can now automatically include a standard PDF with every purchase order, such as terms and conditions or delivery instructions, ensuring consistency and reducing manual effort.
Sort Delivery Addresses: Easily organise your delivery addresses by placing frequently used ones at the top, simplifying orders and reducing the chance of errors.
View Negative Budgets on Dashboard: You can now view negative budget values directly on your dashboard for better budget management and financial oversight.
Stop Every Invoice at the Goods Receive Stage: Admin users can stop invoices at the Goods Receive stage for review, even if they match a purchase order, allowing greater control over the workflow.

CC Reconciliation and Management Module Development Update
Our latest progress on the Credit Card Reconciliation feature is moving swiftly, with exciting advancements made in the first phase. With the new feature, you'll be able to connect to your bank, pull in transactions directly from each of your accounts, and code each transaction within Alii. Additionally, you can create statement periods in Alii to group and organise your transactions efficiently.
We'll keep you informed with updates as we progress on this exciting new feature.

Customer Support
We are always expanding our knowledge base library and adding new articles on the latest and greatest from Alii. If you have an Alii Support account, you can subscribe to knowledge base articles to be updated on changes and advances on features you are most interested in.
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Alii on the Road
This quarter, our team had the privilege of attending several key events that expanded both our knowledge and network. We participated in seven conferences, notably the ISNZ Conference in New Zealand and three ASBA conferences in South Australia, Tasmania, and Western Australia. Each event provided valuable insights and networking opportunities within our industry.
We will be attending 3 more conferences to end the year and our team are eagerly looking forward to catching up in person.

New team members
We are excited to announce the addition of two talented individuals to the Alii team. Please join me in welcoming Daniel Boo, our new Support Consultant, who will be assisting our users with any technical inquiries and ensuring smooth operations and Kate Damant, Head of Growth and Operations, who will be driving Alii’s expansion and operational efficiency. Together, they will help us continue delivering exceptional value to our ever-growing Alii user community.

We are always open to hearing your feedback about the Alii product and services. Please direct your feedback to feedback@myalii.cloud