Manager is being continuously updated to keep getting better than ever.
July 2023 | ||
| 26 July 2023 | Added option to use SMTP port 465 in "Email Settings" (see topic) | 23.7.27 |
| 13 July 2023 | Added new "Currency Revaluations" tab and new report "Foreign Currency Revaluation Worksheet" (see topic) | 23.7.13 |
| 05 July 2023 | Added ability to set exchange rate on "Purchase Invoice" and "Debit Note" level (see topic) | 23.7.6 |
| 02 July 2023 | Added "Exchange Rate" field to foreign currency journal entries so exchange rate is specified on transaction-level (see topic) | 23.7.3 |
June 2023 | ||
| 26 June 2023 | Added "Journal" view for all transactions (see topic) | 23.6.26 |
| 20 June 2023 | Added ability to sort rows on "Uncategorized Payments" and "Uncategorized Receipts" screens (see topic) | 23.6.21 |
| 20 June 2023 | On quotes, orders and invoices, hide "zero" amounts under "Price" column when discount column is activated (see topic) | 23.6.21 |
| 16 June 2023 | Added sorting and "Edit Columns" function to all batch create pending recurring transaction screens (see topic) | 23.6.17 |
| 15 June 2023 | Added "Batch Create" and "Batch Update" to "Projects" tab (see topic) | 23.6.16 |
| 13 June 2023 | When drilling-down into "Retained Earnings" account, individual transactions are shown with "Profit and Loss Account" column (see topic) | 23.6.14 |
| 12 June 2023 | Improved custom fields so when "Hide total amount" is checked on number custom fields, totals will not be shown in tab view (see topic) | 23.6.12 |
| 10 June 2023 | Added "New Delivery Note" button when viewing quantity to deliver on sales order (see topic) | 23.6.10 |
May 2023 | ||
| 24 May 2023 | Added ability to see lines across all debit notes and goods receipts (see topic) | 23.5.24 |
| 24 May 2023 | Added ability to see purchase quote and order lines across all sales quotes and orders at once (see topic) | 23.5.24 |
| 24 May 2023 | Added ability to see lines across all expense claims, credit notes and delivery notes (see topic) | 23.5.24 |
| 24 May 2023 | Added ability to create custom fields on lines within expense claims (see topic) | 23.5.24 |
| 08 May 2023 | Added ability to see sales quote and order lines across all sales quotes and orders at once (see topic) | 23.5.8 |
| 08 May 2023 | Added batch operations to "Depreciation Entries" and "Amortization Entries" tabs (see topic) | 23.5.8 |
| 06 May 2023 | Added ability to see receipt and payment lines across all receipts and payments at once (see topic) | 23.5.6 |
April 2023 | ||
| 26 Apr 2023 | Added "Advanced Search" to all tabs (see topic) | 23.4.27 |
| 25 Apr 2023 | Added optional "Receipts" and "Payments" columns under "Customers" and "Suppliers" tabs (see topic) | 23.4.26 |
| 25 Apr 2023 | Added "Investment Summary" report to assist with calculation of unrealized gains as at specific date (see topic) | 23.4.25 |
| 20 Apr 2023 | Added ability to see invoice lines across all invoices at once (see topic) | 23.4.20 |
| 19 Apr 2023 | Added optional "Cleared" date column to "Receipts" and "Payments" tabs (see topic) | 23.4.20 |
| 13 Apr 2023 | Added yellow notice about uncategorized transactions under "Receipts" and "Payments" tab (see topic) | 23.4.14 |
| 11 Apr 2023 | Added ability to detect duplicates of transaction references and codes (see topic) | 23.4.12 |
| 06 Apr 2023 | Added support for footers in expense claims (see topic) | 23.4.7 |
| 05 Apr 2023 | Added ability to set custom title on credit notes and payslips (see topic) | 23.4.6 |
| 04 Apr 2023 | Added "Amount" column to recurring transaction screens under "Settings" tab (see topic) | 23.4.5 |
| 03 Apr 2023 | Added "Edit Columns" functionality to all recurring transaction screens under "Settings" tab (see topic) | 23.4.4 |
| 03 Apr 2023 | Improved payslip items so they can be marked as "Inactive" (see topic) | 23.4.3 |
March 2023 | ||
| 30 Mar 2023 | Added multi-currency support to "Investments" tab (see topic) | 23.3.31 |
| 30 Mar 2023 | Added optional "Withholding tax" column to "Sales Invoices" and "Purchase Invoices" tabs (see topic) | 23.3.31 |
| 20 Mar 2023 | Added optional "Days to Due Date" column to "Sales Invoices" and "Purchase Invoices" tab (see topic) | 23.3.21 |
| 18 Mar 2023 | Added ability to link attachments or set image for projects (see topic) | 23.3.19 |
| 18 Mar 2023 | Implemented sticky columns when scrolling down (see topic) | 23.3.18 |
| 18 Mar 2023 | Added ability to show "Inventry Location" column under "Inventory Write-offs" tab (see topic) | 23.3.18 |
| 18 Mar 2023 | Added "Qty" column to "Delivery Notes" and "Goods Receipts" tabs (see topic) | 23.3.18 |
| 16 Mar 2023 | Added ability to create custom fields on journal entry lines (see topic) | 23.3.17 |
| 15 Mar 2023 | Added "Project" and "Division" columns to "Sales Invoices" tab (see topic) | 23.3.15 |
| 15 Mar 2023 | Added ability to "Edit Columns" on Sales Invoices (see topic) | 23.3.15 |
| 14 Mar 2023 | Added ability to attach images to fixed and intangible assets (see topic) | 23.3.15 |
| 14 Mar 2023 | Added ability to attach image to customers, suppliers and employees (see topic) | 23.3.14 |
| 14 Mar 2023 | Added "Image" column to indicate if image is attached to a transaction (see topic) | 23.3.14 |
| 12 Mar 2023 | Added ability to "Edit Columns" on Inventory Items (see topic) | 23.3.12 |
| 11 Mar 2023 | Improved delivery status for sales and purchase orders so it shows when order is overdelivered or over received (see topic) | 23.3.11 |
| 11 Mar 2023 | Added ability to create custom fields on investments (see topic) | 23.3.11 |
| 11 Mar 2023 | Added "Days Overdue" column to "Purchase Invoices" tab (see topic) | 23.3.11 |
| 10 Mar 2023 | Added columns showing number of quotes, orders and credit notes on "Customers" tab (see topic) | 23.3.10 |
| 10 Mar 2023 | Added ability to "Edit Columns" on Customers (see topic) | 23.3.10 |
| 10 Mar 2023 | Added ability to "Edit Columns" on Suppliers and Purchase Invoices (see topic) | 23.3.10 |
| 08 Mar 2023 | Added ability to "Edit Columns" on Sales Orders and Purchase Orders (see topic) | 23.3.8 |
| 07 Mar 2023 | Added ability to "Edit Columns" on Bank Accounts (see topic) | 23.3.7 |
| 06 Mar 2023 | Added ability to "Edit Columns" on Sales Quotes and Purchase Quotes (see topic) | 23.3.6 |
| 03 Mar 2023 | Added ability to "Edit Columns" on Production Orders (see topic) | 23.3.3 |
| 02 Mar 2023 | Added ability to "Edit Columns" on Projects and Investments (see topic) | 23.3.2 |
| 01 Mar 2023 | Added ability to "Edit Columns" on Bank Reconciliation and Billable Time (see topic) | 23.3.1 |
| 01 Mar 2023 | Added ability to "Edit Columns" on Employees (see topic) | 23.3.1 |
February 2023 | ||
| 19 Feb 2023 | Added ability to "Edit Columns" on Fixed Assets and Intangible Assets (see topic) | 23.2.19 |
| 18 Feb 2023 | Added ability to "Edit Columns" on Capital Accounts and Special Accounts (see topic) | 23.2.18 |
| 17 Feb 2023 | Added ability to "Edit Columns" on Expense Claims, Late Payment Fees and Withholding Tax Receipts (see topic) | 23.2.17 |
| 16 Feb 2023 | Added ability to "Edit Columns" on Credit Notes and Debit Notes (see topic) | 23.2.16 |
| 16 Feb 2023 | Added ability to "Edit Columns" on Payments, Receipts and Inter Account Transfers (see topic) | 23.2.16 |
| 16 Feb 2023 | Added ability to "Edit Columns" on Inventory Transfers, Inventory Write-offs and Payslips (see topic) | 23.2.16 |
| 16 Feb 2023 | Added ability to "Edit Columns" on Delivery Notes and Goods Receipts (see topic) | 23.2.16 |
| 16 Feb 2023 | Added ability to "Edit Columns" on Journal Entries, Depreciation Entries and Amortization Entries (see topic) | 23.2.16 |
January 2023 | ||
| 22 Jan 2023 | Added support for "PATCH" http verb when using API (see topic) | 23.1.22 |
| 20 Jan 2023 | When using "Copy to" function, ensure custom fields in source document are merged properly with those set in form defaults (see topic) | 23.1.20 |
| 19 Jan 2023 | Improved custom titles when copying between document types (see topic) | 23.1.19 |
December 2022 | ||
| 24 Dec 2022 | Removed "Billable Expenses" as a tab (see topic) | 22.12.24 |
| 19 Dec 2022 | Improved "Inventory Transfers" tab so inventory locations are shown in columns (see topic) | 22.12.19 |
| 14 Dec 2022 | Improved batch operations to support custom fields and nested line items better (see topic) | 22.12.14 |
| 01 Dec 2022 | Added ability to show item images on quotes, orders and invoices (see topic) | 22.12.1 |
| 01 Dec 2022 | Added ability to upload images within edit screens (see topic) | 22.12.1 |
October 2022 | ||
| 31 Oct 2022 | Added support for custom fields in "Depreciation Entries" and "Amortization Entries" tabs (see topic) | 22.10.31 |
| 27 Oct 2022 | Improved invoice mini-statement so custom title from receipt or payment is shown instead of generic "Receipt" and "Payment" terms (see topic) | 22.10.27 |
| 25 Oct 2022 | Added ability to set quantity on journal entries when adjusting investments (see topic) | 22.10.25 |
| 24 Oct 2022 | Added ability to set custom title on sales orders (see topic) | 22.10.24 |
| 23 Oct 2022 | Improved cash flow statement so custom general ledger accounts can be also defined as "cash and cash equivalents" (see topic) | 22.10.23 |
| 22 Oct 2022 | When matching payment against invoice in different currency, show both transaction amount and invoice amount on balance mini-statement (see topic) | 22.10.22 |
| 21 Oct 2022 | Improved exchange rates so they can be entered in base rate or counter rate (see topic) | 22.10.21 |
| 10 Oct 2022 | Improved cash flow statement so journal entries can be marked as "cash transactions" for cash flow statement purposes (see topic) | 22.10.10 |
September 2022 | ||
| 26 Sept 2022 | Added ability to create custom fields under "Projects" tab (see topic) | 22.9.26 |
| 01 Sept 2022 | Improved "Amount in words" function so the currency names are also shown (see topic) | 22.9.1 |
| 01 Sept 2022 | Added support for additional languages when displaying amounts in written words (see topic) | 22.9.1 |
August 2022 | ||
| 30 Aug 2022 | Added ability to create custom control accounts for investments (see topic) | 22.8.30 |
| 28 Aug 2022 | Added "Autofill - Sales - Division" field to inventory and non-inventory items (see topic) | 22.8.28 |
| 23 Aug 2022 | Added ability to create recurring sales and purchase orders (see topic) | 22.8.23 |
| 23 Aug 2022 | Added ability to import bank statements in CAMT.053 format (see topic) | 22.8.23 |
| 23 Aug 2022 | Added ability to create recurring sales quotes (see topic) | 22.8.23 |
| 22 Aug 2022 | Removed "Form Defaults" from "Settings" tab and added "Form Defaults" button to functional tabs instead (see topic) | 22.8.22 |
| 22 Aug 2022 | Improved "Settings" screen so unused modules are shown in separate section (see topic) | 22.8.22 |
| 21 Aug 2022 | Added ability to create recurring receipts and payments (see topic) | 22.8.21 |
| 20 Aug 2022 | Added "Copy to" button to journal entry view screen (see topic) | 22.8.20 |
| 20 Aug 2022 | Added ability to create custom fields on lines within "Inventory Transfers" transaction (see topic) | 22.8.20 |
| 19 Aug 2022 | Added ability to create multiple value custom fields (see topic) | 22.8.19 |
| 17 Aug 2022 | Added ability to create new custom field as a checkbox (see topic) | 22.8.17 |
| 17 Aug 2022 | Added ability to create "Recurring Inter Account Transfers" (see topic) | 22.8.17 |
| 16 Aug 2022 | Added ability to have custom field type on individual lines within transactions (see topic) | 22.8.16 |
| 15 Aug 2022 | Added ability to set default hourly rate for billable time on customer level (see topic) | 22.8.15 |
| 12 Aug 2022 | Added ability to create custom fields in receipts and payments on individual lines (see topic) | 22.8.12 |
| 12 Aug 2022 | Improved billable time so custom fields captured on billable time flow to sales invoice lines (see topic) | 22.8.12 |
| 12 Aug 2022 | Added ability for custom fields on individual lines to copy across transaction types when using "Copy to" function (see topic) | 22.8.12 |
| 10 Aug 2022 | Added option to SMTP server settings to support international delivery format (see topic) | 22.8.10 |
| 10 Aug 2022 | Added support for "Footers" in payments, receipts, inter-account transfers, payslips and journal entries (see topic) | 22.8.10 |
| 09 Aug 2022 | Moved "Themes" under "Obsolete Features" but themes will continue to be working like before (see topic) | 22.8.9 |
| 08 Aug 2022 | Added "Can have pending transactions" checkbox for "Bank and Cash Accounts" tab (see topic) | 22.8.8 |
| 06 Aug 2022 | Reorganized "Settings" tab (see topic) | 22.8.6 |
July 2022 | ||
| 31 July 2022 | Added ability to clone lines on "Edit" screens (see topic) | 22.7.31 |
| 30 July 2022 | Added ability to show line numbers on printed documents for Goods Receipts, Delivery Notes, Payments, Receipts and Credit/Debit Notes (see topic) | 22.7.30 |
| 27 July 2022 | Added "Footers" screen to "Settings" tab which allows to set pre-defined content that can be appended to printed documents (see topic) | 22.7.27 |
| 25 July 2022 | Added ability to add "Line number" column to invoices, orders and quotes (see topic) | 22.7.24 |
| 24 July 2022 | Added ability to configure autofill line descriptions for custom accounts within Chart of Accounts (see topic) | 22.7.24 |
| 19 July 2022 | Added notice to user interface when obscure mode is enabled (see topic) | 22.7.19 |
| 15 July 2022 | Added "Groups to Collapse" option to "Summary" screen (see topic) | 22.7.15 |
| 13 July 2022 | Added ability to mark foreign currencies as inactive (see topic) | 22.7.13 |
| 12 July 2022 | Added search function on list of businesses screen (see topic) | 22.7.12 |
| 12 July 2022 | If appropriate, show account codes on printed documents along with account names (see topic) | 22.7.12 |
| 12 July 2022 | Added "Withholding tax" option to purchase/sales quotes & orders (see topic) | 22.7.12 |
| 11 July 2022 | Make it optional whether to show tax amount column on printed documents (see topic) | 22.7.11 |
| 10 July 2022 | Added ability to hide "Balance due" when viewing sales and purchase invoices (see topic) | 22.7.10 |
| 10 July 2022 | When copying to new sales invoice, autofill default customer due date (see topic) | 22.7.10 |
| 05 July 2022 | Added ability to specify whether item name should show on printed documents (see topic) | 22.7.5 |
| 04 July 2022 | Added ability to show tax amounts on invoices for individual line items (see topic) | 22.7.4 |
| 04 July 2022 | Make invoice and order numbers show on Goods Receipts if linked (see topic) | 22.7.4 |
| 04 July 2022 | Added ability to enter discounts on receipts and payments (see topic) | 22.7.4 |
| 01 July 2022 | Added "Qty" column total when viewing delivery note or goods receipt (see topic) | 22.7.1 |
| 01 July 2022 | Added ability to use SMTP servers with self-signed TLS certificates to send emails (see topic) | 22.7.1 |
June 2022 | ||
| 20 June 2022 | Added "Net Sales" column to "Taxable Sales Per Customer" report (see topic) | 22.6.20 |
| 12 June 2022 | New receipts, payments and inter-account transfers have cleared status set on the same date by default (see topic) | 22.6.12 |
| 09 June 2022 | Added ability to show custom field at the top of printed documents (see topic) | 22.6.9 |
| 08 June 2022 | To avoid duplicate cost issue, project on purchase invoice can be now selected only if it's not linked to purchase order (see topic) | 22.6.8 |
| 08 June 2022 | Added ability to set default due date on customer form for sales invoices (see topic) | 22.6.8 |
| 07 June 2022 | Added "Default tax code" checkbox when setting up accounts in Chart of Accounts (see topic) | 22.6.7 |
| 04 June 2022 | Added cost amount column to "Inventory Write-off" views (see topic) | 22.6.4 |
| 03 June 2022 | Show expense account names on depreciation and amortization views (see topic) | 22.6.3 |
| 02 June 2022 | Added ability to include amount rule within payment and receipt rules (see topic) | 22.6.2 |
| 01 June 2022 | Added ability to mark custom control accounts inactive (see topic) | 22.6.1 |