We’re excited to announce the launch of Leapfin’s new sandbox feature. As part of our commitment to empowering finance teams with safer, more efficient workflows, this feature is designed to help you freely modify and test your accounting and enrichment rules without negatively impacting your live production data.
Gone are the days of worrying about errors or live data complications when building new rules. With the Leapfin sandbox, you can make changes in a controlled environment, ensuring everything works as expected before going live.
What is the sandbox feature in Leapfin?
Leapfin’s sandbox is a secure, virtual environment that allows finance teams to safely test and modify their accounting and enrichment rules. It’s seamlessly integrated into your existing Leapfin experience, letting you toggle between sandbox and production environments without the hassle of maintaining two separate instances.
Key benefits of Leapfin's sandbox feature
Here’s how the sandbox will improve your rule-building process and confidence:
- Enhanced safety, control, and compliance: Safely test rules in the sandbox without the risk of affecting live data or closed books. This includes ensuring your changes meet your organization’s compliance standards before going live.
- Streamlined workflow: No need for separate logins or environments. Simply toggle between production and sandbox within your existing Leapfin account.
- Improved change management: Collaborate with colleagues to test and experiment with automation rules in a controlled environment, reducing errors and increasing confidence in your changes.
How to use the Leapfin sandbox
Using the sandbox is as easy as toggling between your production and sandbox environments within Leapfin. Here’s a quick guide to get started:
Step 1: Access the sandbox by toggling from your production environment to the sandbox within your Leapfin dashboard.
Step 2: Add or modify your accounting or enrichment rules as needed.
Step 3: Test your rules in the sandbox. Invite colleagues to review and verify the changes.
Step 4: Once you’re confident with your changes, push them to production with a single click.
More documentation on the Leapfin sandbox can be found in our help center article.
And to get the most out of this feature, read our Rule Testing documentation.
What’s next?
The sandbox is one of several new and enhanced features we’re rolling out to improve your Leapfin experience. Join us for a live webinar on September 17 to learn more about these additions, including updates on rules-based access control and a sneak peek at upcoming AI-driven functionalities.
Register for the webinar here to join live or be first to get the recording.
If you have any questions or need assistance, don’t hesitate to reach out to our support team.
Try the sandbox today!
Access the sandbox directly from your Leapfin dashboard and experience better, safer rule building.
Not using Leapfin yet? Accounting automation is helping teams like Canva, Reddit, SeatGeek, and Outside do more with the same resources so they can keep up with the pace of growth and change. Try our new interactive demo to get a feel for the ease and power of Leapfin.
