Feature Update: Dashboard, Estimates, and Chart of Accounts
Version: 1.2.0-beta.20
Release Date: March 26, 2025
We’re rolling out exciting updates to improve your financial management experience! Here’s what’s new:
New Features and Enhancements
📊 Dashboard Financial Overview
No more jumping between reports! Your dashboard now provides a clear snapshot of your total revenue, expenses, and net profit at a glance. This makes it easier than ever to stay on top of your business finances.
✅ Real-time financial insights
✅ Track income & expenses in one place
✅ No need to open multiple reports
⚡ Faster Estimate Approvals
Tired of chasing clients for approvals? Now, they can accept or decline estimates with a single click. Once approved, you can instantly convert them into invoices—no extra steps needed!
✔ One-click client approvals
✔ Instant invoice conversion
✔ No manual follow-ups
📌 How to Use:
-
Send an estimate to your client.
-
They receive an email with an Accept/Decline button.
-
Once accepted, click Convert to Invoice—and you're done!
📁 Improved Chart of Accounts
Finding specific account types is now faster and easier! Instead of scrolling through dropdown menus, you can quickly access frequently used account types. Plus, a new Last Transaction Date column helps you track recent activity at a glance.
📌 Key Benefits:
✅ Quick access to frequently used accounts
✅ See the last transaction date for easy tracking
✅ Less scrolling, more efficiency!
💬 We’d Love Your Feedback!
Try it out & share your feedback! We’d love to hear your thoughts at 👉 support@fynloapps.com.
🛠️ Need Help?
For any questions or assistance, reach out to us anytime at support@fynloapps.com.
Happy Accounting,
The Fynlo Team