✨ What's New: Improved Reporting and Flexibility
Deep Dive with Profit & Loss by Contact: You can now run Profit & Loss reports grouped by contact to see exactly which clients or vendors drive your revenue and expenses. Additionally, a new focus field allows you to view only income, only expenses, or both to tailor your analysis.
Safer Transaction Reviews: We have introduced distinct View and Edit modes to help you avoid accidental changes when reviewing past entries. Simply double-click to safely view details, or toggle to Edit mode using the menu icon when you are ready to make changes.
Localized Billing for Canada: Canadian businesses currently on USD plans now have the option to switch to Canadian dollar billing. Please note that to ensure accurate processing, this change requires starting a new subscription.
⚡ Workflow Upgrades: Faster Search Tools
Enhanced Report Sorting: New sorting options allow you to organize your Profit & Loss reports by Name, Account Number, or Amount. This helps you identify high-value items and trends faster without manual organization
Improved Account Filtering: You can now filter by record type directly on the Accounts page to locate specific transactions instantly. This saves time by removing the need to sift through unrelated data to find specific invoices or bills.
🛡️ Fixes & Updates: Easier Data Navigation
Interactive Report Links: Account and Contact names within reports are now clickable links, significantly speeding up your workflow. This allows you to jump immediately from high-level summaries to specific contact or account details.
Improved Data Visibility: Account numbers are now explicitly shown on Profit & Loss reports for better clarity. This ensures your financial statements align perfectly with your internal chart of accounts numbering.