✨ What's New: Smart Features to Save You Time
Bank Reconciliation You can now manually reconcile your bank and credit card accounts directly within TrulySmall to ensure your books match your monthly statements. Simply compare your statement to your TrulySmall records and "match" transactions to confirm accuracy. [learn more]
Reconciliation History & Export Save your reconciliations or export them as detailed PDFs, including matched and unmatched items. You can also view a full history log to track exactly when and how records were reconciled.
Customizable Invoices & Estimates You can now add custom email messages and PDF footers to your invoices and estimates, giving your documents a personal, professional touch. Set a default message for consistency, or override it individually before sending. [learn more]
"Leave in Inbox" Rules We have added a new rule setting that keeps ambiguous transactions, like meals or general store purchases, in your inbox for review. This prevents the system from auto-posting unsure items, giving you full control over how they are categorized.
⚡ Speed & Reliability: Faster, More Accurate Financials
Smarter Transfer Detection The system now automatically attempts to identify transfers between accounts, such as withdrawals to cash, rather than leaving them as income or expense. This reduces manual adjustments and keeps your cash flow tracking accurate.
Streamlined Transaction Editing You can now change transaction types (e.g., converting an expense to a transfer) on posted items without moving them back to the inbox first. This update significantly speeds up your workflow when bulk editing or correcting records.
Reconciliation Safeguards To ensure your financial data remains historically accurate, reconciled statements are now locked to prevent accidental changes. If you need to make adjustments, the system ensures you can only remove the latest reconciliation to protect previous records.
🛡️ Fixes & Updates: Polishing for Accuracy
Cleaner Categorization Unknown transactions can now be set to stay in your Inbox rather than automatically defaulting to generic "Other Expense" or "Other Income" categories. This eliminates the need to hunt down and re-categorize vague entries later.
Refreshed Email Designs We have updated our email templates to provide a cleaner, more modern look for your client communications.