✨ What's New: Enhanced Control & Visibility
Email History Logs An email log is now accessible for every invoice or estimate, providing full visibility into your communications . This log tracks the sender, recipient, transaction value, and exact timestamps to confirm delivery.
Multi-Page Bulk Actions Managing high volumes of data is now effortless with the ability to select records across multiple pages at once. Simply check items on different pages and perform a single bulk action, such as "un-posting," to handle everything in one step.
Flexible Tax Expense Reporting You now have the option to bundle non-recoverable tax amounts directly into the expense account rather than tracking them in a separate tax account. This setting helps streamline your reports by keeping the total cost of an expense in a single line item. [learn more]
⚡ Efficiency Boosts: Streamlined Daily Workflows
Expanded Inline Editing We have added the ability to edit transaction descriptions directly from your list view without opening each individual record. This quick-edit feature has been expanded to Adjustments, Invoices, Bills, Payments, and Refunds to keep your workflow moving fast.