Transaction Categorisation

Our transaction categoriser got upgraded so that it's sharper, smarter and more coachable. Manual corrections feed straight into its learning loop, so stub remembers your ledger's rules—or quirks 👀—for next time.

Make a note

Add notes to bills and orders. This makes it easy to keep track of critical context—like supplier disputes or internal reminders—directly where they happen.

Settings: Sole proprietor or NPC? Choose your exact entity type with localized, jurisdiction-specific options that finally end the identity crisis in Business Details.

Transactions: Spot the exact provenance of every sale and expense with inline app and channel logos, so you can tell a Yoco payment from a Takealot order at a glance.

Insights: Empty screens now link directly to their source pages, turning analytical dead ends into handy shortcuts to help you populate those charts.

Invoices: Detach payment allocations from invoices and bills with a single click, bypassing the nuclear option of deleting the whole document just to fix a mismatch.

Search: Dropdown menus now stay rock-steady while you type, so you'll never accidentally click the wrong row when a logo loads a millisecond late.

Reports: Large pdf exports now run quietly in the background, so you can keep moving instead of watching a progress spinner spin its wheels.

Apps: Background sync no longer overwrites your active progress when creating a new customer, supplier, product, or asset.

Files: Uploaded documents now show their true processing status, rather than claiming completion before the AI has finished reading.

Transactions: The Cash filter now correctly includes unbanked cash entries instead of excluding them.

Suppliers: Outstanding balances no longer double-count debit notes, aligning supplier metrics with actual statements.

Invoices: Re-enabling installment splits on invoices, quotes, or pro-formas now successfully restores the split.

Taxes: Sales tax now applies immediately when adding a newly created taxable product directly to an invoice, quote, or bill.

Invoices: Percentage-based line discounts now render correctly across all invoice editors, views, and PDFs.

Settings: Saving a nameless record no longer triggers a cryptic "null updated" notification.

Team: Failed member role changes now surface clear error messages instead of failing silently.

Apps: A new confirmation prompt on the Capitec modal prevents accidental data loss, alongside fixes for bank sync and multi-currency reconciliation.

Invoices: Recurring invoices now bear the correct scheduled generation date and are guaranteed to run even during peak system traffic.

Integrations: Simultaneous order syncs from external apps now update invoices cleanly instead of clashing.