What we've shipped.

Your dashboard now tells you what to do next, and your reports are ready to hand to your accountant. Here's everything that changed.

A dashboard that tells you what to do

The home screen has been completely rebuilt. The Priorities panel gathers everything waiting on you, with a button to act on it right away:

• Invoices ready to send → Send
• Draft invoices → Complete
• Unbilled hours, by client → Invoice
• Uncategorized expenses → Categorize
• Time entry left running → Close
• Quotes awaiting a response → View

The rest of the dashboard follows the period you choose: This month, This quarter, Year to date (default), or All time.

• Collected, Invoiced, Expenses, Net with your margin, and Taxes owing at a glance
• A Collected vs expenses chart, with your best month, your monthly average, and how long your clients take to pay on average
• Receivable: your open invoices grouped by age (current, 1-30, 31-60, 61-90, and 90+ days)
• Top clients, with a warning when a single client accounts for a large share of your revenue
• For new accounts, a three-step guide: add a client, send an invoice, snap photos of your receipts

GST/QST report

The tax report now follows the logic of a tax return, so you know how much to set aside.

• Sales issued, GST and QST collected, ITCs and ITRs, then net GST and QST to remit
• Meals and entertainment claimed at 50%
• If your business has no GST or QST number, taxes paid are treated as an expense rather than a credit
• Quarterly schedule, month-by-month breakdown, and taxes paid by expense category
• A clear note on what the estimate doesn't cover (personal use of a vehicle, the quick method, HST)

This is an estimate: your accountant confirms the amounts before you file.

More complete reports

All six detailed reports have been redesigned.

• Income statement: non-recoverable GST and QST, tips paid, and other taxes are now counted as expenses, and tips received are shown separately
• Revenue: by client, invoiced, collected, and receivable, with the tax breakdown
• Expenses: by category or by month, with a missing-receipts counter and a To review flag when a supplier, description, or attachment is missing. Click a row to open the expense and attach the receipt.
• Mileage: enter actual odometer readings to estimate your business-use percentage
• Time: hours tracked, billable hours, and average rate
• Printed reports now have a full header: business, GST/QST numbers, period, and date generated

Export everything in one click

1. Go to Reports and pick your period
2. Click Export all (.zip)
3. You get the summary and all six detailed reports as CSV files, ready to send to your accountant

Each report card also offers a direct PDF or CSV export, without having to open the report.

The app on mobile

• Client, invoice, quote, expense, supplier, vehicle, and trip lists have been rebuilt for phones, with the essentials visible on each card (due date, status, payment date)
• Secondary actions move into a ⋮ menu, and bulk actions into a bar at the bottom of the screen
• Time tracking has been redesigned: on mobile, a Start / Stop timer with client search and week or month navigation; on desktop, a timer bar with notes, Restart timer on a past entry, and totals by client

Fixes

• Quote PDFs and emails now use the colour you picked instead of the default green. New invoices also use your business colour by default.
• The expense report now includes tips and other taxes
• Invalid dates are now flagged in date fields
• Tapping Start twice quickly no longer creates two time entries
• Fixed errors when adding a vehicle
• Invoices imported as paid are now correctly counted in the dashboard and reports
• If a report doesn't fully load, a warning is shown instead of incomplete figures

An invoice no longer has to be paid all at once, or sent by email to be finalized. Here's everything that changed around payments this week.

Partial payments

Record one or more partial payments on an invoice and track the remaining balance in real time.

1. Open an invoice and click Record a payment
2. Enter the amount received, the date, and the payment method (cash, cheque, Interac e-Transfer, credit card, debit card, bank transfer, other)
3. The remaining balance updates automatically
4. Repeat for each payment received: the invoice moves to "paid" once the balance hits zero

Full payment history per invoice, editable or removable, with an optional note per payment.

Tips on payments

Tips are now tracked separately from the invoice amount, so your revenue reports stay accurate.

• Add an amount in the Tip field when recording a payment
• If the invoice is already paid in full, any additional amount is automatically counted as a tip
• Go back to any recorded payment at any time to add or edit a tip after the fact
• Included in net profit, excluded from invoiced revenue

Cash-received report

The revenue report now includes a "Cash received & tips" section, based on the date payments were made rather than the invoice date, so you can see money actually received during a given period, distinct from invoiced revenue.

Optional email sending

Emailing an invoice is no longer required to finalize it. The old behaviour (a surprise dialog when the client had no email on file) is replaced with a clear toggle.

• A Send by email toggle is on by default if the client has an email address
• Turn it off to finalize the invoice without sending it, useful for handing it over in person or printing a copy
• The button label adjusts automatically: "Send" when the toggle is on, "Save" when it's off

Improved dark mode

Several screens missed during the dark mode launch are now properly styled: client lists, expenses, suppliers, vehicles and trips, the time tracking screen, plus receipt uploads and multi-step forms.

No more wondering which version of your data is the current one. Everything you do in the app shows up within seconds on every device you're connected on.

What's new

• Instant sync: changes propagate in real time across all your devices
• Offline mode: the app works without a connection and syncs automatically once you're back online
• Conflict resolution: if you edit the same record on two devices, the app intelligently picks the most recent version
• Status indicator: a small icon in the interface confirms everything is synced

This update also lays the technical foundation for upcoming collaboration features: sharing with an accountant, multi-user access, and a team dashboard.

Time tracking is now built directly into your invoicing. No more separate spreadsheets, everything lives in one place.

How it works

1. Start the timer from a client's or project's page
2. Pause or stop when you switch tasks, or enter hours manually afterward
3. Check the report to see totals by client, by week, or by project
4. Convert to an invoice: every selected entry is automatically added as a line item, with the hourly rate and description

Features

• Real-time timer with pause and resume
• Manual entry (start time / end time)
• Notes per time entry
• Configurable default hourly rate, adjustable per entry
• Weekly and monthly reports by client
• Multi-select → convert to a single invoice

Quotes work like invoices, but before the work happens. Your client gets a link to accept or comment, and you convert it to an invoice in a single click once you get the go-ahead.

The full flow

1. Create a quote with your line items: work, materials, labour, and taxes
2. Send it by email: the client receives a professional PDF with an "Accept quote" button
3. The client accepts: you get a notification and the quote moves to "Approved"
4. Convert to an invoice: every line transfers automatically, and the reference number is preserved

Features

• Automatic numbering (QUO-2025-001)
• Statuses: Draft → Sent → Approved → Converted
• Client approval link, no account required
• Comment field for the client
• One-click conversion to invoice
• Linked history: quote ↔ invoice
• Configurable validity period (valid for X days)
• GST and QST calculated automatically