Search anything
Search now works a lot more like how you would expect search to work. There’s a new dedicated page (still reachable from the / shortcut). It’s much faster than before. And we even handle a little mispeling.
Financial Statements
Download a customisable management report pack from the reports section. Include any report you like so that you can get exactly what your business needs.
Report by tag
Sales, Expenses and Profit & Loss reports all got a compare by tag option. Useful if you use tags for departments, locations or projects.
Customers & Suppliers
Customer and supplier pages and reports now show invoices and transactions for all time by default — rather than month by month views. This makes finding and matching transactions waaaay easier.
Improvements
Navigation: we simplified navigation, so that sales and income live alongside each other, and bills and expenses do the same. This makes for less jumping between sections to allocate payments and work out what’s been paid.
Reports: got their own dedicated page and a layout clean up.
Invoices: download multiple invoices or bills at a time. As many as you like.
Income: bulk allocate customers to income transactions.
Expenses: bulk allocate suppliers to expense transactions.
Customers: flag items inline on the customer detail page.
Suppliers: flag items inline on the supplier detail page.
Developers: Create and manage your own custom apps and get install links to test them on any business.
Invoices: logo’s got rounded corners on pdf exports. 💅
System: updated our infra so that most pages load much faster.
Fixes
Invoices: we fixed a bug where sometimes a blank page would find its way into a long invoice or report pdf export.
Invoices: fixed a bug where invoice numbering glitched out and jumped a few numbers in the sequence. No more skipping skippy.
Payments: product orders now require a complete address for billing or delivery.
Invoices: fixed a bug where overdue invoices or overdue bills showed an incorrect number.
Invoices: made duplicating invoices more robust, no matter how much data is being copied.
Yoco: fixed a bug where VAT was incorrectly added when no VAT had been configured.
Credit Notes: allocating a credit note to an invoice now correctly marks that invoice as paid.