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.