✨ What's New: Tools to Grow Your Business
Introducing Estimates Create professional proposals for your clients that can be easily emailed, tracked, and accepted online. Once approved, convert a single estimate into one or multiple invoices with just a click. [learn more]
New Products Module Easily manage items you frequently buy or sell (services or non-inventory goods) in our new centralized Products section. These items can now be quickly applied to Invoices, Bills, and Expenses to save you manual entry time. [learn more]
Purchases and Sales Insights Gain immediate visibility into your business performance with the new "Purchases and Sales" Report. Instantly view quantities sold, total revenue, and average amounts per product for any selected period.
Smart Alerts for Estimates Never miss a potential sale by subscribing to daily or weekly notifications for expiring estimates. You can manage these preferences directly in your User Profile to stay on top of your sales pipeline.
📊 Better Insights: Enhanced Reporting
Enhanced Data Filtering We have added powerful filtering options to your Transactions, Invoices, Bills, and Accounts pages. You can now instantly sort data by Contact, Product, or Project to find exactly what you need in seconds.
Intelligent Navigation To keep your workspace clean and efficient, drop-down menus now automatically hide options that have no relevant data. This ensures you only see actionable choices, speeding up your search process.
Estimate-to-Invoice Linking Experience better navigation with automatic linking between your estimates and the resulting invoices. This creates a clear, reliable audit trail from the initial quote all the way to final payment.
🛡️ Fixes & Updates: Precision & Compliance
Ledger Integrity Estimates are designed to be non-posting, meaning they generate no journal entries and do not impact your financial reports. This ensures your accounting records reflect only actual financial events, not pending proposals.
Automated Account Mapping TrulySmall now automatically generates the correct sub-accounts for "Sales Income" or "Cost Of Goods Sold" when new products are added. This prevents manual mapping errors and keeps your Chart of Accounts standardized.