Jul 21, 2026

Search, select, sweep

Search any bank account or account code, and stub pulls up matching transactions instantly. Even better: bulk-select your search results to categorise, archive, or delete them in one clean sweep.


Improvements

Invoices: downloading large invoice batches, quotes, or bulk exports now happens silently in the background while you keep working

Sales: Changing the month now swaps lists in cleanly, eliminating distracting visual flashes and screen-jumping.

Apps: Bank sync now includes a double-click cooldown and a reassuring "You're all caught up" status when there are no new transactions.

Insights: The Balance Sheet now automatically hides zero-balance lines, giving you a cleaner, clutter-free look at your financial health.

Reports: Sped up page loads and document generation for busy accounts with massive transaction histories or heaps of attachments.

Apps: Synced transactions and invoices now display their source app's logo next to the category for instant context.

Team: Changing a member's status now displays clear error messages and keeps the dialog open if the update fails, so you don't have to start over.

Expenses: Detaching an entry from an invoice or bill now safely unlinks the record rather than deleting it outright, keeping your records intact.

Sales: The "no reminders will be sent" warning on paid invoices is now hidden unless a reminder was actually scheduled.

Profile: Avatars now sport a subtle, modern gradient because even back-office admin deserves to feel a little fezzy.


Fixes

Team: The team member list now refreshes instantly when you change roles or delete members, so you don't have to refresh the page manually.

Expenses: The Cash filter now correctly displays all transactions, even those unlinked to a bank account, so your cash-in-hand balance is always accurate.

Files: The file viewer now immediately displays updated information after a background sync, so you're never looking at outdated documents.

Files: Document uploads no longer fail or mistake your outgoing invoices for incoming bills.

Finance: Fixed bank reconciliation incorrectly merging separate transactions that happened to share a name, so your distinct payments stay separate.

Sales: Business logos now render reliably on all downloaded PDF invoices and quotes, saving you from sending blank-header documents.