February 17th, 2009 by Ben Hwang
There has been a sizable update as of late. Since we’re knee-deep in a huge thing that we know that our clients and everyone else has been waiting patiently for, we managed to squeeze a few last bits out of our development team to bring you a few more things that are useful towards your business:
- Planning and Budgeting
Budgeting and planning is something that every business really should be doing. We actually thought about this feature back when we were doing our own budgeting and realized that this would be a perfect fit to what every small business would want to use. There is an annual breakdown and you can expand and retract the description fields by clicking the arrows. It will also automatically update the totals and allow you to take a look at how you’re doing compared to your actuals.
- QuickBooks Importer updated
Our QuickBooks Importer got a few important updates. Now it supports many more versions of Quickbooks for PC. Not too much to say here except, we’re happy to convert you.
- New reports
As requested by clients, there were a couple new drill-downs for the current reporting structure. There was also the addition of the budgeting report that takes a look at your budget versus your actual numbers. This gives you a vantage point on how close you can actually manage your business and where you could spend more, or save more in other areas. It’s always good to trend your data and make sure that you’re meeting budget.
We’re happy to say that everything is just humming right along. And if you’re not a client yet, this is your chance to join us today!
February 2nd, 2009 by Ben Hwang
So here we go with a shorter list of minor updates. This is due to the fact that we’ve actually been working on some of the framework in the backend the last two weeks. What this means is that there are some major features that we were setting up to bring in, and this would help get it working. But without further ado, here’s what was added:
- CSV exports
Yes, now you can actually export all those lists of things that you need and want into CSV file formats. Customer lists, invoices and payments by vendors, pretty much any list there we figured you’d want the data for so we set it up so you could grab it.
- High-resolution logo attachments
One of our clients had told us that the resolution of the logos attached to the invoices were not in high-resolution. We took a look and found that indeed this was true. But this wasn’t something that you could just let go. Oh no. This was something that we felt must be thrown in there since we all love higher resolution graphics.
- Document attachments
We’re super proud of this feature. Why? Let me give you an example. So here you are at the end of the year and you have all these receipts you had accumulated over the year that you’re finally getting around to inputting into the system. And then the big audit comes by. Yes, it does happen. But you had thrown that shoebox away…. Wait! You had scanned them in and attached them to each of your invoices! Turmoil has been averted. And that’s what we were thinking too, except we thought that it would be fantastic to actually allow customers to attach scanned documents so that customers didn’t have to worry about the hard copies.
As you can see, we haven’t just been sitting around twiddling our thumbs. And if there is anything that we’re doing great, need to improve upon, or just plain want to talk, we’re here for you. Just drop us a line on the feedback and I promise you’ll get a response. Unless your email happens to be incorrect or nonexistent… then we can’t really help you with that problem.