Knowledge Base
  • Introduction
  • Overview
    • 💡What we do
    • ✨Our Features
  • HOW-TO GUIDES
    • 🛠️How to start?
      • Create Clients
      • Register Bank Accounts
      • Create Expenses
      • Work with the Summary
      • Video Tutorials
    • 👍Basic
      • Cash Returns and Payments
      • How to load automatic CSVs
      • Profit and Loss Report (P&L)
  • CHANGELOGS
    • ✨What's News
      • July 2024 Changelog
      • September 2024 Changelog
  • Contact
    • Support Tickets and Notifications
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On this page
  • 🛡️Update Design [IMPORTANT]
  • 🔲 New Dashboard
  • 🙂 New Client Status
  • 🔥 Expense Analyzer
  • 👍Bulk Updates
  • 📨 Email Notification
  1. CHANGELOGS
  2. What's News

July 2024 Changelog

All of July's improved features 🔥

PreviousWhat's NewsNextSeptember 2024 Changelog

Last updated 10 months ago

This is a big improvement and we are proud to show you

🛡️Update Design [IMPORTANT]

We reorganize the menu, please read carefully.

  • We remove the old Simple-C link from the menu

  • We have a new Expense Analyzer

  • There is a new Entries screen and has these options inside:

    • Manual Expenses

    • Upload Bank Statements

    • Summary

    • Mileage

    • Bulk Update [new]

🔲 New Dashboard

In the new dashboard you will be able to view the list of pending expenses to classify and the list of files uploaded

🙂 New Client Status

With the new client status you can select if your client is active or not, if your client is not active the system will filter it out in all the spaces.

🔥 Expense Analyzer

In the Expense Analyzer, you can review all categorized expenses made throughout the year or on a month-by-month basis using a beautiful and dynamic chart.

You can view the total expenses, most frequent vendors, highest expenditures, as well as the percentage for each category. This report provides you with a clear and detailed overview of your spending.

We want to see all you can do with it!

👍Bulk Updates

One of the most requested features has been the ability to modify multiple expenses simultaneously.

Now you can change categories, payment methods, and even the year of expenses all at once. If you make a mistake while uploading expenses, you can modify up to 50 expenses at the same time.

📨 Email Notification

We are sending emails for all the notifications in the app 🙂

✨
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