Based on your feedback, we've rolled out new Date Range filters across the Expense Tracker and core Accounting Reports, giving you total control over how you view and manage your project spending.
🕒 New Date Range Picker
The Expense Tracker now features a versatile date range selector (shown above). Instantly filter your data by:
Quick Presets: Today, Yesterday, Last 7 Days, or Last 30 Days.
Period Views: Current Month/Year vs. Last Month/Year.
Custom Range: Total flexibility to select any specific window.
📊 Upgraded Accounting Report Filters
To streamline your reporting, we’ve integrated these filters into several key areas:
Expense Summary & Category Reports: Now include the Date Range filter.
Vendor & Invoice Reports: Added Date Range and Company filters.
Account Expense Report: Added Date Range, Account, and Company filters—plus a new Company column for better visibility.
The Daily and Weekly Digest emails summarize tasks, schedules, and events across your projects. Both now lead with a Work Assigned to Me section, so you see your own overdue, due today, and upcoming work before everything else in the workspace.
The AI Receipt Analyzer now accepts .doc and .docx files. Upload a Word invoice from a contractor or vendor straight into your receipts and analyze it without converting it to a PDF first.
Read, create, and update materials in your catalog through the Public API, so you can import past purchase history and refresh your pricing without manual data entry.
We made infrastructure improvements that speed up page loads and eliminate the random delays some users experienced when navigating the app, especially in the Accounting tools.
.avif){kind=spacer}
.png)
