🙌 Special Mentions
🧮 Invoice numbers
We know a lot of Streamtimers don't want to assign an invoice number just by creating a Draft. Invoice numbers will now only generate when the following happens:
When you click the ‘Assign’ button on the invoice (manually generating)
When you click ‘Preview & Send’
When an invoice is marked as Sent
When you download a PDF of the invoice
When you copy the invoice to your accounting package
Those of you in territories with specific invoice numbering regulations will be able to preserve your sequences more easily and also take advantage of creating draft invoices in advance to forecast revenue — woohoo! 🥰
🔑 Multiple Accounting Package Accounts
Much requested, finally here! 📣 Your organisation can now create multiple connections to different account packages. Useful for those customers with different branches based in multiple countries with differing accounting needs.
Each branch will be able to select a ‘connection’, meaning you can have two branches connected to the one Xero account, and then a third branch connected to another Xero account or even a different supported package such as QuickBooks or MYOB. Read more about managing multiple accounting connections here.
🚫 New invoice status: Voided
Introducing Voided invoices! If an invoice is in any status aside from Draft, you'll now Void an invoice rather than deleting. If the invoice is in draft, it will be deleted. Voided invoices will retain their invoice number, so it won't be reused, although will not affect numbers on the job. Deleted invoices disappear as if by magic... and if they had an invoice number, you'll be able to reuse it.
💅 Improvements
📄 View and set your next invoice number more easily
Each branch now has a numbering sequence setting. If you're connected to accounting, this number sequence is inherited from the integration. Otherwise, each branch can select the sequence it wants to use. You can share a sequence across multiple branches or integrations if you so wish — but every branch connected to an integration needs to share the same sequence (we don't want number conflicts here!)
🧾 Ability to select more GL codes for both Revenue and Expense line items
A little update to help those using accrual accounting to map the correct line items to the right accounts in their accounting package — you're now able to select an Asset or Liability codes in more places.
🤗 Ability to allow other team members to set team member permissions
We call this one 'permission for permissions'. Previously, subscribers were the only team members who could set the access levels for other team members. Now, you'll be able to let someone else set access levels. Spread the love.
🛠 Fixes
A big maintenance update behind the scenes to keep our libraries up to date and the lights on deserves a mention!
Exported CSVs were displaying ($) in the headings of certain columns even if the home currency was something other than dollars. Now, they'll display the correct currency.
Not a 'fix' as such, but there were slight visual inconsistencies in how Archived jobs were displaying vs expenses, invoices, quotes, or time entries from those jobs on list views. Now, everything associated with an Archived job will appear as a grey row when they're included on the list views.