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December 2024

TrulySmall avatar
Written by TrulySmall
Updated over 2 weeks ago

✨ What's New: Manage Projects and Lock Periods for Peace of Mind

  • Project-Based Tracking You can now define specific projects to directly attribute invoices, bills, and expenses to them and organize your work. This ensures you can easily track revenue and costs for specific jobs to see exactly how profitable they are. [learn more]

  • Period Locking for Data Integrity Admin-level users can now lock specific accounting periods to prevent any accidental edits or additions to closed transactions and reports. This update guarantees that your finalized financial reports remain 100% accurate for tax filing. [learn more]

  • Comprehensive History Log We have added a searchable History Log that tracks changes to your business settings, transactions, accounts, and contacts. This feature provides a complete audit trail, giving you full visibility into what changed in your TrulySmall data and when.

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