Jul 6, 2026

Custom views

You can now save custom filters across your workspace, so you don’t have to filter the same views five times a day. Useful everywhere. Especially sales and expenses.

Advanced invoice editing

Invoicing shouldn't feel like manual labor. Adding products or expenses now pulls up a searchable, sortable interface with clear tabs. Also, adding clients or suppliers on invoices now uses a modal search instead of a sluggish dropdown. Less clicking, more invoicing.


Improvements

Exchange rates: You can now specify the exchange rate on any transaction or invoice.

Bank accounts: When you click save when editing bank accounts or loans we now save right away, instead of, erm, when you click save on the step after clicking save.

Glossary: We added a glossary of accounting terms and financial jargon translated into plain, human-readable English.

MCP now supports refresh tokens. Authorize once, and now you'll stay connected—safely.


Fixes

Customers: Fixed a ledger bug that mistakenly calculated certain outstanding balances as R0.00. While we love a holiday, your receivables shouldn't take one.

Split transactions: Sub-cent transaction splits now reconcile to exactly zero, ending the infinite rounding loops that sometimes blocked you from saving. No more chasing fractions of a penny.

Accounts: Fixed an issue where account pickers were occasionally clipped off the bottom of the screen. No more playing hide-and-seek with your charts of accounts.

Purchases: Adding items to bills or debit notes now checks the correct fields to guarantee your document currencies match perfectly.

Bank accounts: Fixed a cache bug that occasionally swapped out bank-specific branding for generic icons.

Customers: Fixed a bug where newly created customers sometimes vanished for a moment after being added. Ghosting is bad for relationships, and accounts receivable.

Apps: Orders and invoices synced from 3rd party apps can now specify a currency other than your business currency.

Files: Receipts and documents uploaded for automated extraction will no longer hang indefinitely on "processing." We now detect stalls, auto-retry, and keep the paper trail moving.

Bank accounts: Re-importing statements now automatically merges duplicate bank accounts instead of creating clones. Because nobody needs a hall of mirrors in your cash accounts.