Our latest release brings two significant enhancements to the Invoice2go experience. We’re pleased to announce that major improvements to Reports and Organizing Your Invoices are now available. You can now rearrange the order of items in your documents along with viewing all of your reports in tables within the app, without having to export to a .csv file or send anything to your email.  This is not the end to our improvements in Reports as we’ll soon be introducing a dashboard with charts, graphs and totals to make it even easier to view and manage your company’s performance.

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Here is the complete list of the improvements that are now live across our mobile and web platforms:

Topic Status

Reports: you can now view reports in tables within the app without having to export.  Complete

Organizing your invoices: you can now rearrange the order of items of your documents (invoices, estimates, purchase orders and credit memos). Complete

Organizing your invoices: you can now filter invoices by year, sort by client, and sort lists in both directions (ascending and descending). Complete

Managing expenses: you can now sort expenses by category and date in both ascending and descending order as well as view totals for your expense list. Complete

Shortcuts: you now have the ability to take bulk actions on invoices, estimates, purchase orders and credit memos, such as marking multiple invoices as paid. As many as ten documents can be updated at a time. Complete

Search: search enhancements have been rolled out for clients including the following fields: billing name, email, billing address, shipping address, contact, phone, mobile, website, notes, tax number. Search results honor the client list order which defaults to alphabetical by client name. International characters and partial matches are all supported. Complete

Performance and usability:  performance improvements including pagination for clients, expenses, and items, reduced memory footprint, lower energy consumption for list management and smoother scrolling for invoices, estimates, purchase orders and credit memos are now live. Complete

Organizing your invoices: you will be able to view all unpaid invoices in a single list. We have collapsed the unsent and sent tabs into a single unpaid tab. Complete

Printing and PDFs: you will now see more consistency between invoice previews and PDFs and printed invoices. This will fix the majority of cases where invoices previewed as one page but generated a two page PDF. Further changes are coming to address the smaller number of remaining discrepancies. Complete

Calendar2go: for those customers using Calendar2go, we have extracted all your historical data and emailed this to you. We know this isn’t the same as having appointment and time tracking capability back in the app, and we’re working on that too. More to come in future updates. Complete

BAS2go: for those of you who used BAS2go, you are now able to generate this information as a report. While it won’t be in the ‘app’ form like the old app, you will be able to see the same data for the reporting period you select. The new BAS report is now available in the app along with all other reports. Complete

Search: you can now search your documents by most fields including:  item description, product code, billing address, shipping address, and shipping tracking numbers. Complete

Invoice Status: we have fixed the issues relating to partial payments and other status errors. Complete

 

Naturally, there are still more improvements to be made and we are working to deliver them as quickly as we can. This is an updated list of those we are currently working on:

Topic Status

Organizing your invoices: you will be able to view totals for invoice lists. In progress

Taxes: you will be able to set the tax rate on an invoice and apply it to all items. You’ll also be able to set tax as inclusive / exclusive on an invoice. In progress

Reports: you will be able to view a dashboard with charts, graphs and totals on web and mobile so you have an instant view of your business performance.  In progress

Tablet app: design improvements are coming soon, including the ability to preview in landscape In progress

Invoice workflow: improving the time it takes to create and send an invoice e.g., bulk select items to add to an invoice and copy line items. In progress

 

Thank you for all of your feedback.  If you have further ideas please send them to us via the ‘Send Feedback’ link in the app’s main menu.

Michael Ramsey
VP, Product

Previous updates:
Why we made changes to invoice2go ( June 19, 2017)
New invoice2go features in progress (June 22, 2017)
Update: new invoice2go features in progress (June 30, 2017)
Update: new Invoice2go features in progress (July 11, 2017)
Improvements we’ve made and what’s to come (July 19, 2017)