Client Accounting January Updates

See all your opening balances in one clear report.

A new Opening Balance Report gives you clear visibility of starting balances across your accounts.

More clarity when paying contractors.

Invoice dates now appear on the Contractor Payments to Make page, helping keep records clear and payments accurate.

Share balances in seconds.

Cash Balance Reports can now be exported as PDFs for easy sharing and record-keeping.

Faster, cleaner daily workflows.

The Allocate Funds page is now alphabetically sorted, making it quicker to find what you need.

‍