It’s been a week since I shared with you the list of improvements we’re working on. We’ve completed several enhancements and addressed open issues. These will make it easier to manage your invoices, reduce inconsistencies between invoice previews and PDFs and give you access to your Calendar2go time entries. We’ve also introduced a BAS report for our Australian customers. Here is more detail on what is available now:

Topic Status

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

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

I know a week is a long time to wait when you’re running your own business and I appreciate that this has created a lot of frustration while we’ve made these changes. I can promise you that we are working around the clock to roll out improvements as quickly as possible. You can expect to see progress every week.

Here is a list of the improvements we are actively working on:

Topic Status

Shortcuts: you will be able to take ‘bulk actions’ like marking multiple invoices as paid. 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 reports in the app without having to export. In progress

Reports: you will be able to view a dashboard with charts and graphs in the app. In progress

Organizing your invoices: you will be able to filter invoices by year, sort by client, and sort lists in both directions (ascending and descending). In progress

Organizing your invoices: you will be able to view totals for invoice lists and change the order of items on invoices. In progress

This is just the start of many improvements we’ll be rolling out. We also continue to review all of your feedback and comments. Please continue to share your ideas to improve the app, the easiest way is to use the ‘Send Feedback’ link in the app’s main menu.

Once again, thank you for your patience while we bring you the changes you’ve asked for.

Michael Ramsey
VP, Product