We've updated the Home Page and renamed it Overview. This will now appear in the Finance menu at the top and gives you a snapshot of all your finances as well as a graph chart, tasks, and shopping list items. Additionally you can drag the modules around to any place you choose. Please let us know if you have any issue on the page.
We've added a new option under the Add To... dropdown when creating a new transaction titled "Cash Back". This will create an additional transaction automatically as a deposit into your Cash account. This is most commonly used when getting cashback from the Grocery Store. The full amount will come out of your checking account but some extra cash will go in your wallet so this tries to mirror that instance.
We've added a sales report page to the Invoices section to allow you to view your profits for a given period of time. At the bottom of the page, you'll also see a history bar chart of the progression of profits for your business as well as current month profits in a pie chart. If you have ideas for other features within the Invoice page, please let us know.
We've updated when balancing your account the ability to clear all unreconciled transactions so the running balance will end at the amount you've entered.
The charts category page will now show you your budget vs how much you've spent in the main category. You can then drill down into sub-categories, payees, and then transactions. You can access by clicking Categories Graph from the Navigation menu.
We've added a new theme titled Corporate found in the dropdown menu at the top of the page. This new theme takes a different approach to organizing your links by having 4 main categories at the top (Finance,Organization, Business, and Add Ons). Each of the top tabs will then adjust the side links to the left. There are two business themes we've been working on and the second one should be available in the next few weeks.
The Invoice application has been updated to now tie in with the Product Inventory application. When entering in new items, a dropdown of all your available inventory will now appear.
We've added the ability to now be able to create multiple versions of Budgeting. Next to the date filters you'll see a new link titled "Options". Once opened you can select the Templates dropdown to create a new budgeting template. Once created, you can easily switch between templates by selecting it from the dropdown menu. In addition, you'll also now see an Account dropdown. This allows you to filter your spent transactions by Account. This is handy for items like Transfers where if you apply the same category, they used to cancel each other out. Now with Account filtering, you can view your budget without the deposit being applied.
We've added in the ability to now be able to split your Bills into multiple categories. When creating or updating a Bill, click the "More Options..." link and check the Split Bill checkbox. This will set your default record transaction to a split transaction as well as update the My Budget page with appropriate amount allocated to that Budget Category.
We've tied the Invoice in with the Contacts page so that now your list of contacts can be chosen from the Invoice dropdown. To send an invoice to a user, select the contact and make sure their email address is entered in the contact information. If the user is in our system, we'll send them a verification message requesting them to approve accepting invoices from you. Once verified, they'll have the ability to view invoices you send to them. At the top of the Invoice page, youll now see a link that will show you all Invoices that have been sent or received and what their status is. If you find anything additional you would like to see on the Invoice page, please let us know.
