It might be the shortest month of the year, but there’s a long list of improvements to FreshBooks this February! Here’s what’s changed:
Want to know how many times you’ve sold a particular item? Or what about how much money you’ve made on each item you’ve sold? Look no further than the new . Filter by date range, one or multiple items, clients, invoice status and even currency (if you do business in multiple countries).
TIP: It’s a great way to keep track of any discounts you’ve provided to your customers.
You’re now able to filter all those important reports by the following criteria:
Need to make bulk changes to the tax rate applied to certain Expenses? Now you can check off multiple Expenses and use the Actions button to add or change the tax—all at once.
When using the , you can now choose multiple Payment methods to filter by. You’ll gain valuable insight into how and when your clients prefer to pay.
And check-out these late additions from the month of January:
Now you can edit your open balance when using the newly updated feature. This means any reconciled transactions from before your newly defined start date will go unmatched. No need to worry about seeing double.
Do you review the same reports, daily? Now you can star your favorite reports in the top right-hand corner. They will then appear at the top of your reports section under Favorite Reports.
And, last month, we also added another new report: . This report breaks down the revenue earned for every client you’ve ever invoiced.
When you select up to two tax amounts, you can based on the grand total of your Expense. Staying up to date before tax time will be easy breezy.