We are thrilled to announce the release of a significant update for our accounting features, bringing enhancements across the board. This update introduces advanced automation improvements, streamlined invoice planning, new percentage-based expense types (including recurring expenses), and much more. Stay tuned for even greater efficiency and flexibility in managing your financial workflows!

What's new?

• Dynamic Placeholders: Populate Easybill placeholders with content from up to two custom project fields. Mapping can be configured under Settings → Integrations → Easybill → Mapping.

• Percentage-Based Expenses

  • Calculate add-ons as a percentage of the invoice amount.

  • Modify percentage values directly within the project afterward.

• Negative Values: Support for negative amounts on invoices.

• Mapping to Items/Services: Assign fixed invoice items and add-ons to specific items or services in easybill via IDs.

• Payment Status

  • Display the payment status or receipt directly in the project’s invoice table.

  • Option to manually update the payment status of an invoice.

• Invoice Details:

  • Display the invoice description in the project’s invoice table

  • Create and transfer descriptions, add-ons, billing periods, and billing types (fixed price or based on effort).

• Flexible Date Adjustments: Adjust the billing date for planned invoices.

• Export Functionality: Export invoice data for projects, subprojects, or superprojects.

• Change Log for Planned Invoices:

  • Record all changes made during invoice preparation in a comprehensive change log.

  • Add a new comment field to provide justification for changes.

  • Make change log data available both in the interface and via API.

• Invoice Link: Provide a direct invoice link that can be accessed outside of easybill.

Stay productive and manage your time effortlessly, anytime, anywhere!

What's new?

• Streamlined Time Tracking: Easily track work hours, project-specific time, and breaks directly from your mobile device.

• Simplified Submissions: Submit completed workdays seamlessly with just a few taps.

• Touch-Optimized Interface: Enjoy an intuitive and responsive user interface designed specifically for mobile devices.

We have added several new KPIs available in the project board. Along with that we also improved the overall usability of the board and especially the table by adding concise tooltips and UI improvements.

What's new?

Added & Updated KPIs

• the remaining unplanned budget (amount, hours and percent)

• planned (amount and hours)

• future planned (amount and hours)

• tracked (amount and hours)

• used budget (amount, hours and percent)

Other Improvements

• Better dropdown in Project Board

• Tooltips for project names in Project Board

• Improved Project Board and Team Board panes

• Project Board search improvements