This is our biggest update in a while! We've completely redesigned the list views for invoices, estimates, customers, and products to help you find what you need faster and work with multiple records at once.
Redesigned filters
We've completely rethought how filtering works. Previously, all filters were tucked away inside a single dropdown, making them easy to miss. Now, your most-used filters are right there at the top of the list, and adding more is just one click away. The new design works great on mobile too.
We've also added many new filter options. Filter invoices and estimates by date range, status, amount, or document number. Filter customers by country, currency, payment terms, and more. Filter products by price, tax rate, or unit. You can combine as many filters as you need to find exactly the records you're looking for.
Select and act on multiple records
You can now select records using checkboxes and perform actions on them in bulk. Change the status of multiple invoices at once, export a selection to CSV or PDF, update shared fields across many products or customers, or delete records you no longer need. If you need to act on more than one page of results, there's a "select all matching filters" option that covers everything.
Customizable columns
Choose which columns are visible on your list views. Prefer to see due dates instead of issue dates? Want to hide the country column? Your column preferences are saved, so the view is always set up the way you like it.
Faster invoice and estimate pages
Invoice and estimate detail pages now load noticeably faster. The activity feed (comments, status changes, emails sent) loads progressively in the background instead of blocking the page, so you see the document right away.
E-invoice export fix
We fixed a bug that prevented UBL/Peppol e-invoice XML files from being generated correctly.
Other improvements
Various visual and performance refinements across the app, along with improved keyboard navigation and accessibility.