What's New

We’re always working on building the features you ask for and improving existing ones.

January 2019

Improvements and fixes

The following improvements and fixes have been made:

  • You can now set a bank account to use an unused ledger account without an error.
  • The date on statements delivered by email now displays in the correct format.
  • You can now use the Close button to close the Edit Your Tax Settings window when creating an Other Receipt.
  • When you export the Stock Movements report for a stock item, the file no longer includes all stock items.
  • If a business owner resets data, previously invited users can no longer complete the Quick Start wizard.

New features, improvements, and fixed issues from 2018

December 2018

Improvements and fixes

The following improvements and fixes have been made:

  • An error no longer occurs when you enter a vendor’s business number in the Business Number field on the Options tab.
  • The incorrect column heading VAT Amount has been renamed Tax Amount on the Configure columns window for the Expense List.
  • When you print a journal entry to a PDF, the file now includes the description you enter up to 100 characters.
  • When you print a journal to a PDF, the reference and header details no longer overlap other fields.
  • The Contact’s Personal Data report as been improved to allow you to perform actions for multiple contacts, including printing and deleting.
  • Selected non-default tax rates for other payments or receipts no longer reset the tax and net amounts.
  • The Unreconciled Bank Transaction report no longer displays an error when you try to match a journal to a transaction in a bank feed.

November 2018

New feature

Journals: New editing functionality and other updates

The create Journal page has been updated with a new look and added functionality. The new page includes an activity panel on the right-hand side, where you can manage the entry. This panel includes a new Edit option that allows you to edit any unreconciled journal entry (provided it is not dated before the Year End Lock Down Date). The panel also includes options to print to PDF, attach a file, reverse, or copy the entry.

Improvements and fixes

The following improvements and fixes have been made:

  • You can now set your data retention period for up to 99 years in the Retention Period field within the Business Data Retention Period section of settings (go to Settings, and then Financial Settings in the Financial Settings section).
  • Tax rates no longer display in the invoice tax analysis.
  • The process of creating a new bank feed connection (go to Banking, and the click Connect Bank on a bank account) has been improved.

October 2018

New features

Stripe integration

Stripe is a secure, online payment service that you can connect to your Sage Accounting account to take card payments on customer invoices. Make it quick and easy for your customers to pay without having to contact you and speed-up your cash flow by connecting to Stripe.

Enjoy these additional benefits when you connect your Stripe account to Accounting:

  • Safety and security. Stripe is trusted worldwide by thousands of businesses.
  • Start now. No need to fill out a bank application and wait for approval.
  • Ease of use. Your customers do not need to have a Stripe account to send you payments. You can take their payments over the phone or they can pay you without having to call using the Pay Now button on an emailed invoice.
  • Reduce data entry. Significantly reduce the time you spend updating your invoices. With Stripe payments, your invoices are automatically updated and fees are transparent.

Go to Settings and then click Card Payments in the Connect section to use Stripe, or see Connecting to Stripe for additional information.

Contact’s Personal Data report—Accounting Start and Accounting

The new Contact’s Personal Data report provides a list of contacts whose personal data is now outside of the retention period. You can select contacts from the list and then print, email, or save the report as a PDF. You can also delete the personal data of one or more contacts on the list or view a list of contacts for whom data has already been removed on the Removed tab. This report helps ensure that you are compliant with the General Data Protection Regulation (GDPR).

Improvements and fixes

The following improvements and fixes have been made:

  • If inapplicable to your business, you can now mark Don’t show me this again on the Set Your Retention Period for GDPR window that opens when you sign in.
  • For consistency, the column headers on the View Journals and Create Journals pages now display in the same order.
  • The Sales Revenue report no longer freezes when you filter it by category.
  • If you are using the Pepper template, your business logo is no longer cut-off.
  • Deleting a stock category no longer causes filtering issues on the Stock Movement report.
  • The browser window title now displays as Tax Return instead of VAT Return when you are viewing a Tax Return.
  • When viewing the Other Payment, Other Receipt, Sales Other Payment, and Purchase Other Receipt screens in French, the Tax Amount and Total Tax fields no longer display as TVA.

September 2018

Improvements and fixes

The following improvements and fixes have been made:

  • Printing of a sales delivery notes no longer sets the invoice status to Issued.
  • The Stock Movements report has been fixed to display more accurate rounding on amounts.
  • Inactive items now show in the Stock Movements report.

August 2018

Improvements and fixes

The following improvements and fixes have been made:

  • Year-end journals are no longer included on cashflow reports. This allows the reports to show more accurate bank balances.
  • The View Invoice hyperlink in invoice emails now displays in the same language as the email body.
  • The Detailed view of the General Ledger report no longer displays deleted entries.

July 2018

New features

Other payments and receipts

There may be times when you need to record one-off purchase payments or sales receipts, such as a refund you paid where you have not issued a credit note. You can use Purchase Other Payment or Sales Other Receipt option to easily record these transactions. These transactions also keep ledger accounts and tax returns updated.

Go to Banking, and the click the account you want to work with. Click New Entry, and then Sales/Receipt or Purchase/Payment. To create the one-off transaction, click the Other Receipt (or Other Payment) tab and then click Enter a refund for a sale or Enter a refund for a purchase.

Journals update

The view Journal page has been updated with a new look and added functionality. The new page includes an activity panel on the right-hand side, where you can manage the entry. This panel includes a new Print option that allows you to print the entry to a PDF. The panel also includes options to attach a file, and to reverse or copy the entry. These options replace the Attachment and Manage Journal buttons previously located at the top of the page.

If you are using transaction analysis types with journals, viewing detail has never been easier. Simply click the Hide/Show arrow to the left of any line to show analysis type details.

Improvements and fixes

The following improvements and fixes have been made:

  • Deleting a bank account no longer deletes the associated ledger account.
  • Now clicking Save & Print or Preview PDF (on the Email window) marks the document as Issued.
  • Sage supports “GDPR Right to be Forgotten” requests, to delete data from subscribed Sage Accounting customers.
  • In compliance with the General Data Protection Regulation (GDPR), contact information is obfuscated in Quick Entries and you have a read-only view of each entry.
  • All appropriate transactions are now included on Tax Returns.
  • All applicable countries are available for selection when entering a customer or supplier address.
  • The scroll bar now remains on-screen if you reduce the size of your browser window while using the Quick Start wizard.

June 2018

Improvements and fixes

The following improvements and fixes have been made:

  • The GDPR Retention Period section (go to Financial Settings, and then click Accounting Dates & VAT) has been renamed to Business Data Retention Period.
  • An error no longer displays when you choose to show a larger number of transactions from the Show records field at the bottom of list pages.
  • The search for bank reconciliation transactions has been improved.
  • The data import process now runs in its own queue to improve performance.
  • When creating invoices, long business or contact names are no longer broken on to additional address lines or cut-off in the Address field.
  • Your business logo is no longer resized when you change the font size on the Pepper template.
  • You can now match paid sales tax payments to a bank transactions.
  • The performance of tax return calculations has been improved.
  • The correct confirmation message now displays when you delete a quick entry dated before the lock down date.
  • An error no longer displays when you open a sales estimate without signing in.
  • Voided payments now correctly adjust vendor account balances.

May 2018

New feature

General Data Protection Regulation (GDPR)

Sage Accounting and Accounting Start support the GDPR “right to be forgotten” for all customer and vendor contacts. This functionality allows you to obfuscate all personal data from contact records and ensues that they can no longer be identified.

Improvements and fixes

The following improvements and fixes have been made:

  • The Discount field now shows for transactions on the income payments list.
  • Adding a delivery address to an existing contact no longer causes an error.
  • When converting a quote to an invoice, the discount percentage is no longer set to zero.
  • An error no longer occurs when you try to edit the main address of a deleted contact.
  • Your company logo (if you uploaded one) and business name are now included on web hosted invoices. Web hosted invoices are invoices that open in the customer’s web browser after you email them an invoice.
  • The Days Overdue field no longer displays on Paid invoices.
  • When there are multiple stock adjustments on the same date and one of is edited, the transaction order is no longer changed on the Activity tab of the stock item record.
  • When you export the Stock Movements report, the file name includes only one timestamp.
  • You can no longer delete the default purchase stock ledger code.
  • If you manually adjust an invoice due date, the date is no longer reset after saving.
  • Marking paid invoices as Sent no longer creates a duplicate transaction on the Audit Trail report or causes incorrect balances on the Aged Debtors report.
  • The Stock Movement Detailed Report is now correctly formatted.
  • Voided payments are now reflected in the vendor’s balance.

April 2018

New feature

Improvements to emailed sales documents

Sage is pleased to announce major improvements to emailed sales documents. When you email sales documents (invoices, credit notes, quotes, or estimates) to customers, the document is stored in the Sage Business Cloud. Your customers receive a hyperlink to their documents in the email. When a customer clicks the link, their document opens in a new web browser window (or tab) where they can:

  • View the document in a responsive layout, optimized for display on mobile phones and tablets.
  • Pay an invoice using a single Pay Now button (if you enable credit card payments), which now displays at the top of the document for better visibility.
  • Print the document from their web browser.
  • Download the document as a PDF.

When you email a sales document to a customer, you can also attach a PDF copy to the email. Your customers will receive the PDF as an attachment to the email and a hyperlink to the web document. Additionally, if you enabled credit card payments and email a sales invoice, the PDF will also include a Pay Now button to allow your customers to pay online


You can now print a test cheque from Cheque Printing settings, which means that you can verify that the cheque paper and printer are lined up properly and make any necessary adjustments before printing a cheque run.

March 2018

New feature

Bank feed matching and split transactions

Managing your bank transactions has never been easier with the new matching and split transaction features. Transactions downloaded from your bank (via bank feeds) are automatically matched to your Accounting transactions. After clicking Match for each correct match, you may still have some unmatched transactions. You can now click Match and then click Find a Match to search for possible matches from a list of uncleared (or unreconciled) payments or receipts and outstanding invoices and credit notes. The oldest transactions display at the top of the list, though you can filter the list as needed.

You can split the bank transaction by selecting multiple transactions from one or more customers or vendors on the list to match it to. You can select how much of the bank transaction to apply to each selected transaction. If the total of your selected transactions is less than the bank transaction total, you can click New Transaction to create a new payment, transfer or other type of transaction to account for the balance.

Improvements and fixes

  • When emailing your invoices, the view page (opens when you click view file on the Email Invoice window) and attached PDF now display in the contact’s selected language (English or French).
  • Voided payments no longer display in the ITC section of the Tax Return.
  • The transaction ID on the Detailed Tax report now matches the corresponding transaction number on the Audit Trail report.
  • An error message no longer displays when you save a sales invoice with a date that is before the set Year End Lock Down date.
  • The confirmation checkmark that displays when you create a new product or service has been made smaller.
  • The settings in the Statements section of Invoice Form Settings (go to Settings, and then Invoice Form Settings) now save your settings.
  • If you try to post an Other receipt or Other payment to an invalid nominal code, clicking OK on the error message now clears the invalid code.
  • The product or service cost price now displays on the Profit Analysis report for invoices created on the mobile app.
  • You can now select the countries Curacao, French Polynesia, Turkmenistan, or Vanuatu when entering new contacts. Click the country drop-down list and then click Other to display a list, where you can select one of these countries.
  • The services CSV template has been edited to remove extraneous commas, which prevents the related error during the upload process.
  • An error no longer occurs when you try to delete a nominal account opening balance.
  • When viewing an imported quick entry, the tax rate now displays correctly.
  • Dates on French language invoices now display using the correct date format.
  • You can now create an invoice with the negative totals (less than zero).
  • When you filter the General Ledger Activity Detailed report, the pagination now displays correctly.

February 2018

New features

Sales Revenue—Products & Services report detail

The Sales Revenue—Products & Services report now includes a Detailed view, which breaks down the sale of each product or service as individual transactions. This allows you to see additional details including to whom the product or service was sold, net sale amounts, cost amounts, and profit percentages at the transaction level. Click the Detailed button at the top of the report to switch from the Summary view to the Detailed view.

Sage Intelligence

Sage Intelligence (Click Reports and then More) allows you access to a full range of ready-to-use online reports that you can customize for your business or create your own custom reports. Sage Intelligence also allows you to download reports to Microsoft Excel. Downloaded reports remain connected to your data, automatically updating as your business data changes.

Searching lists

When searching lists (such as sales and purchase documents, bank activity, and journals), the list no longer sorts as you type in the Search field. This improves performance and allows you to select additional criteria before searching. Simply click Search (or press Enter) after selecting your criteria to start the search.

Improvements and fixes

  • Select or unselect Copy Emails to Me in Email Default settings (Click Settings and then Email Messages in the Invoice & Business Preferences section) to change the default setting for receiving copies of emailed documents such as invoices and credit notes. When the option is selected, the default setting for the Copy to me option on the Email window is also selected. While you can still change the option on-demand, the selected setting means that you will receive a blind carbon copy (BCC) of all e-mails sent with sales and purchase documents.
  • Tax number prefixes no longer display on invoices for companies that do not charge sales tax.
  • If you are using Microsoft Internet Explorer v11, the Sales Revenue report no longer displays misaligned fields.
  • If you refund a payment via the Sales Invoice page, the year-end lockdown date is now respected, no longer causing an error.
  • When importing service items, you can now import all the same fields that are available when you manually create a service item.
  • When printing a cheque, the transaction date now shows instead of the print date.
  • When importing bank transactions, column widths are saved according to your settings.
  • Old prices are now hidden.
  • Zero value invoices are no longer marked as paid and can now be edited or deleted.
  • When editing Quick Entry dates prior to your lock down date, an error is no longer displayed.
  • Journals with more than 255 characters in the description no longer cause an error.
  • You can no longer generate the Sales Revenue—Products & Services report if you enter an invalid date range.
  • Your customers who also use the service no longer receive an error when viewing one of your invoices.
  • You can now sell stock quantities of less than 1 (for example, 0.25).
  • Switching between showing percentages or numbers on the Profit & Loss report now displays the correct report data.

New features, improvements, and fixed issues from 2017

December 2017

Improvements and fixes

The following improvements and fixes have been made:

  • When emailing items such as invoices or credit notes to contacts, the email address you enter is now checked for validity. If the email address cannot be validated, a warning displays before you send the email. This helps to ensure that your emails are sent to the correct email addresses.
  • If a product is not included in any transactions, you can change the product type from stock to non-stock (or from non-stock to stock). This allows you to easily change the type of new products as needed.
  • You can now set the control general ledger account 9999 to be visible (which makes it available for selection) in the Sales (invoices and credit notes), Products and Services (customer and vendor defaults, invoices, and credit notes) and Other Payment and Other Receipt areas.
  • When adding notes to a contact, extra-long text no longer overlaps.
  • You can now include more than 30 days of data when exporting the Sales Revenue report.
  • An error no longer occurs when you change the general ledger account on a transaction.

November 2017

New features

Sales Revenue—Products & Services report

The Sales Revenue—Products & Services report displays a list of items you sold in a selected period or date range. The report calculates your profit amount and percentage for each item and is useful in monitoring your revenue. You can set the criteria to a predefined (such as This Month or Last Year) or custom date range and to include all products and services or only a specific type of item.

See View the Sales Revenue—Products & Services report for more information.

Transaction detail updates

The following transaction details are now indicated on customer receipts and refunds, and on vendor payments and refunds:

  • Tax return status. You can now tell if a transaction has already been included on a Tax return and if so, which return.
  • Tax return inclusion. If a transaction was previously excluded from a Tax return, you can flag it for later inclusion. The next time you create a Tax return, you will be asked if you want to include the transaction.
  • Bank reconciliation. The service will indicate if a transaction has been reconciled and if so, will show the reconciliation details.

Improvements and fixes

The following improvements and fixes have been made:

  • You can no longer change the category or visibility of a ledger code.
  • The Audit Trail report no longer displays an error if you deleted a Tax payment.
  • When running tax returns, clear messaging has been added to inform you when a transaction has been included on multiple tax returns.
  • An error no longer displays after you make a manual adjustment to your GST/HST-QST tax return. Also, you can no longer record a sales tax payment after the adjustment.
  • The tax rates are now listed in the correct order when you create an invoice for a customer in Saskatchewan or Manitoba.

October 2017

Improvements and fixes

The following improvements and fixes have been made:

  • You can now configure which columns show on the Products & Services list. For example, you can include analysis types (if you define them) or exclude cost price if you do not want to see it on the list.
  • You can now delete erroneous in and out stock adjustments – this will automatically update your stock levels.
  • A product is now correctly updated if you edit the weight after changing the default unit.
  • You can now enter an opening stock balance in the new Opening Balance section on the Create Item window (Products & Services > New Item > Stock) when you enter a new stock item. This eliminates the need to first save the item and then set the level by entering a stock adjustment.
  • Sales tax rates with three decimal places are no longer rounded off.
  • You can no longer generate a customer or vendor statement without first choosing a date range.

September 2017

Stock items widgets

Two new widgets were added to give you a quick view of stock items that may need attention. Open the Products and Services page to see the Out of stock and Below reorder level widgets, which give you the number of stock items that meet the criteria. Click the number on either widget to show the items on the Products and Services list.

See Add and edit stock items or Import stock items for more information about stock items.

Stock Movement Summary report

The Stock Movements Summary report (Reporting > More > Stock Movements) allows you to get a summary of the movement (quantities and values in and out) of your stock during a specific time period. You can generate the report for a predefined or custom date range and export it in comma-separated value (CSV) or portable document file (PDF) format.


Products are now called stock (or non-stock) items.


  • The comma that displayed between the state and postal code in addresses on invoices has been removed.
  • Running the Cash Flow Statement report without entering a date range no longer displays an error.
  • When emailing an estimate with no expiration date, the Subject line is now correctly displayed.
  • Cost price calculations are now correct when you manually adjust a stock item.

August 2017

Stock items and stock management

You can now add and manage stock items. Use this powerful new feature to:

  • Create or import stock items and non-stock items.
  • Expedite re-ordering by entering purchasing details for items including the usual vendor, cost price, and reorder quantity.
  • Set a reorder level, where you will be notified when the number of stock items reaches that number.
  • Enter additional details about stock items such as location, bar code, and weight.
  • Filter the Products and Services list by type.
  • Get a quick view of stock items information from the Products and Services list or double-click an item to view details such as stock levels, last cost, average cost, and goods in and out.

When you enter stock items, stock item quantities are automatically updated as you enter invoices and credit notes. You can also manually update stock quantities, which is useful for auditing and write-off purposes.

With this feature, you can now enter two different types of products; Stock and Non-stock on the Create an Item window (Products and Services > New Item). Accounting tracks the quantities of stock items (products you buy and sell) but does not track non-stock items. This is useful for managing your sales inventory while also keeping record of non-sales inventory.

See Add and edit stock items or Import stock items for more information.


You can now create categories and subcategories (up to four levels) and assign stock, non-stock, and service items to them. This makes it easier to find products and allows you to generate more detailed reports. For example, an office supply store may want to create categories for paper products, office furniture, and computer accessories. They may then create subcategories for office furniture such as desks, chairs, and filing cabinets. The store may then create yet another level of subcategories for chairs such as executive, folding, and stools.


  • Various improvements have been made to how bank tile information is displayed.
  • When importing bank statements, you can now see the number of outstanding transactions on the bank tile.
  • The Profit & Loss reports now inform you if retained earnings are included in the numbers.


  • Large values now print correctly on cheques.
  • The running totals on the General Ledger report are now correct.
  • Large amounts of products and services no longer fail to upload.
  • Exporting products and services now includes the Active column.
  • You can now use your keyboard to switch between item types when creating a product or service.

July 2017


  • You can include any balance on your Retained Earnings or Profit and Loss account in your calculated profit figure on your Balance Sheet. See About Default Settings for more information.
  • On invoice lines, the list of tax rate selections are rearranged to be optimized for your country or region.
  • The Cheque Print window no longer opens for all cheque transactions. The window will now open only when you are creating a cheque transaction from a Chequing or Savings account.


  • The default tax rates for Ontario and New Brunswick have been corrected.
  • You can now sort the bank activity list by contact name.
  • Sometimes the contact or ledger account would change when entering or editing an invoice.
  • Sometimes the ‘Sales This Year’ value was not displayed on a contact record.
  • When creating a customer, the business number was not correctly validated.
  • Sometimes when you were editing an invoice and you changed the province for the delivery address, an error would occur.
  • The cheque stub number for a sales credit note incorrectly included a prefix.
  • The amount on printed cheques displayed an incorrect value if there was a zero in the hundredths place.
  • The logo displayed incorrectly on the “Pepper” invoice template.
  • When creating a product or service, you couldn’t use the Escape key to close the window.
  • In some browsers, Tooltips were cut off on the products and services screen.
  • When importing products and services, the default file type was incorrect.
  • Tax fields were incorrectly being shown in the products and services screens for businesses not registered for tax.

June 2017


  • When setting up the service for the first time, you can now specify that you don’t charge sales tax.
  • You can now edit the cheque number in the Cheque Register.
  • The net profit / loss for the current year and prior year are now shown on the Balance Sheet as separate values.
  • You can now customize customer statements, including overdue indicators and aged totals.
  • You now see visual indications for unpaid, part paid and overdue invoices.
  • You can now choose how Products & Services are sorted in the menu, by the item description or code.
  • When emailing a fully paid invoice, we no longer show a due date in the subject line.
  • You can now reverse a cheque transaction when you void a cheque.
  • We’ve reorganized some content on the settings page to make it easier to use.


  • The PDF for the Aging report did not display correctly when the customer aging periods were changed.
  • You can now create a refund from an invoice when using Firefox.
  • ‘Activity’ type statements incorrectly showed allocated payments.
  • Invoices printed using the ‘Pepper’ template were not aligned correctly when printing over more than 2 pages.
  • Cheques sometimes didn’t appear in the Cheque Register.
  • The cheque stub sometimes showed wrong reference.
  • You can now add attachments to copied Purchase Invoices.
  • Filtering the General Ledger report by analysis types now returns the correct information.
  • Sometimes quotation marks in Product or Service names were not shown correctly.
  • You can now successfully create an invoice against an EU contact with a valid business number .
  • Changing the delivery province sometimes did not update the tax amounts correctly.

May 2017

Cheque printing

You can now print information about a cheque on the cheque stub for all payments and customer refunds.

Print cheques

You can now print cheques for vendor payments and customer refunds. Use the new Cheque Register page to view and manage cheques to be printed, or print a cheque immediately after entering each payment or refund transaction.

To get started, use the new Cheque Printing Settings page to review cheque printing settings and print a test cheque.

For more information see Set up cheque printing and Print and manage checks.

Products and Services

Products and Services are now listed on a single page. This list can now be filtered by item type and optionally by analysis type and analysis category.

You can now set products and services to be “active” or “inactive” and only see active items when raising invoices.


  • You can now identify which products and services are inactive on the products and services list and when exporting.
  • When viewing your balance sheet, you are warned if your financial year is not set.
  • The feedback form now shows how many characters you have remaining.
  • The getting started wizard now includes the business name and a second address line.


  • Customer statements more than 2 pages long were missing a divider line.
  • When changing a customer’s province, sometimes the tax amount would not update.
  • Re-saving an allocation created duplicate allocations.
  • The Products & Services page did not display correctly when using large values.
  • You can now re-use the code from a product or service item that has been deleted.
  • The YTD values were sometimes not shown correctly when comparing the P&L.
  • Sometimes the delivery address box could not be closed.
  • Printing cheques with large values made the text go over two lines.
  • Scheduled monthly statements sometimes used the wrong style statement.
  • You could not view contacts when using Safari v10.1.
  • A small number of screens displayed an incorrect help icon.

April 2017

Customized Invoices

You can now customize how your printed invoice documents look! Change the headings, contact details, colours and fonts. We’ve also created some new template designs for you to enjoy.

General Ledger Report

Now you can choose which ledger accounts to export, and these will be included on the summary and detailed exports. You can still export all the data, by not selecting any ledger accounts.

Profit & Loss Report

You can now see percentages for either profit and total sales, or profit and total for each section.


  • You can now set default ledger accounts for other payments, receipts, sales, income and expenses.
  • We’ve increased the number of lines shown on the payment allocation screen.
  • We’ve redesigned and improved the setup wizard for new users.


  • Editing email defaults caused an error when you are not the business owner.
  • Sometimes when adding an adjustment to the cashflow forecast, you were asked to reload the page.
  • For very large amounts, the printed invoices did not show decimals.
  • In cheque printing, sometimes the vendor address was printed in the incorrect position.
  • In cheque printing, we’ve fixed the country code that is printed.
  • When exporting customers, some columns were incorrectly exported.
  • Sometimes the quote number was not fully visible on the quotes grid.

March 2017


  • When the contact’s business name was updated, the Aged Reports did not show the updated business name.

January 2017

Send batches of customer statements

On the Customers page, click the new Statement Run button to send statements to your customers based on their settings and on criteria you specify.

On the Options tab for each customer record, a new Statement Runs section lets you specify whether the customer receives statements, whether to print or email statements, and the customer contact and address to use.

New Cashbook Report

Use this report to see transactions and running balance for a bank account during a period you specify.

Trial Balance Report

The Periodic Trial Balance Report is now part of the main Trial Balance Report, with a new option to only show the current year’s profit and loss. This includes the ability to drill down on your debits and credits, to either the General Ledger detail or the Profit and Loss Report.

General Ledger Report

We’ve added “Period Variance” to the General Ledger Report, showing ledger account movement in a given period.

Email address validation

We’ve extended email suggestions to editing a customer or supplier. The email address is now checked for common mistakes and the system may suggest an alternative. Simply click the suggestion to accept it, but you can also ignore the suggestion if you prefer.

Other improvements

  • Improved: Redesigned Settings page makes it easier to find settings and set up the service.
  • Improved: Restyling of the Invoice Form Settings page.
  • Fixed: You can no longer delete contacts associated with a draft artifact
  • Fixed: Brackets were visible around negative numbers on some CSV exports
  • Fixed: You no longer get an intermittent error when refunding a paid invoice
  • Fixed: Error when running General Ledger report with analysis category of “none”
  • Fixed: Logos were being sized incorrectly on statements and remittance advice.
  • Fixed: Duplicate transactions no longer appear on the Profit Analysis Report.
  • Fixed: Default statement text appears correctly on customer statements.
  • Fixed: Error when printing some invoices.
  • Fixed: Sometimes you couldn’t close the delivery address dialog when entering a sales invoice.
  • Fixed: Missing attachment icon on Journal screen.
  • Fixed: Misalignment in columns when exporting Aged Debtor/Creditor reports with Foreign Currency enabled.

New features, improvements, and fixed issues from 2016

December 2016

Profit and Loss Report improvements

You can now specify the end date for your Profit and Loss report, allowing you to exclude partial periods.

A/P and A/R Aging Report improvements

Transaction Due Date is now included in the Accounts Payable and Accounts Receivable Aging Reports. In addition, multicurrency transactions are now shown in their original currency as opposed to your local currency.

New Payment Method field for transactions

When entering payments, receipts, and refunds, you can now specify a payment method.

Other improvements

  • Improved: Contact name is now shown on statements.
  • Improved: New “other” countries now available for contacts: British Virgin Islands, Falkland Islands, Guernsey, and Jersey
  • Fixed: Alignment of totals on Journals screen.
  • Fixed: You can now copy and paste notes, terms & conditions from the invoice view pages.
  • Fixed: Misalignment in columns when exporting aging reports with foreign currency enabled.
  • Fixed: Missing attachment icon on Journal screen.

November 2016

Attach files to transactions and journal entries

To help you keep track of receipts and other information related to your transactions, you can now attach images and PDF files to vendor bills, vendor credit notes, and journal entries.

While adding or editing a transaction, you can also attach a file by dragging the file into your browser window:

Learn more about attachments

Email address validation

When you add a customer or vendor record, the system checks the email address for common mistakes, and may suggest an alternative. Simply click the suggestion to accept it. We will add the same functionality to the view and edit pages for contacts soon.

Other improvements

  • Improved: You can now enter dates in MMDD format.
  • Improved: We continue to redesign and improve more report layouts. Many now fit in portrait orientation and use less paper.
  • Improved: The layout of the Settings screen layout has changed as part of a series of improvements being delivered soon.
  • Fixed: Grid size is now saved on the contact view page.

October 2016

Statement and remittance advice improvements

Customer/vendor statements and vendor remittance advices can now be used with window envelopes.

Pro forma invoices

You can now create pro forma invoices and print or email them to your customers.

Learn more about pro forma invoices

Redesigned Contact page

We have redesigned the Contact page to make it easier to use and more responsive. Quickly see important information such as amount outstanding or overdue, along with historic sales data.

Other improvements

  • Improved: The beta P&L report now has a fixed header row when you scroll down.
  • Improved: Reconciling bank transactions is now quicker.
  • Improved: We continue to redesign and improve more report layouts. Many now fit in portrait orientation and use less paper.
  • Improved: We’ve changed the font to provide a better experience across different browsers.
  • Fixed: Recurring transactions now retain department analysis.
  • Fixed: The purchase day book report filters have been fixed.
  • Fixed: Statements now show the correct email address.
  • Fixed: Entering dates as MMDDYY now works again.

September 2016

Timezone support

You can now specify a local timezone for reports, so that the date and time are displayed correctly depending on where you are in the world.

To specify your timezone, click Settings, then click Navigation, Table and Timezone Settings.

Other improvements

  • Fixed: Trial Balance export to CSV was showing unexpected characters
  • Fixed: Issue that prevented some users from creating Interest and Charges transactions
  • Fixed: Sad Plant Pot Error when creating a report with an invalid date range

August 2016

Invoice and credit note numbering

You can now use different numbering sequences for invoices and credit notes.

Create ledger accounts on the fly

Missing a specific ledger account? You can now create a new ledger account while entering journals, sales, and purchases.

Longer details for quick entries

You can now enter longer details when entering and importing quick entries.

Profit & Loss

We’ve added pennies into the P&L comparison report, including PDF and CSV exports.

July 2016

Contact address settings

We’ve improved the contact address area on sales and purchase documents, adding a setting to control delivery address options.

Reference column for Quotes & Estimates

We’ve added a “reference” column to the quote and estimate lists.

Save and add new Journals

You can now save a journal and immediately enter a new one.

Added columns to Invoices and Credit Notes lists

It’s now possible to show additional columns for Email, Contact Name, and Postal Code on the Invoices and Credit Notes lists.

Accounting Available in Canada!