Product updates

Product Updates (Ua)

New Features

  1. Added “Balance” report (beta version).
  2. Ability to edit saved filters for more flexible data handling.


Statement Import Updates

Updated imports considering changes in bank formats:

  • Ukrsibbank.
  • Monobank LLC.
  • Forte Bank.
  • Crédit Agricole.
  • Trustee.
  • Novobanco.
  • Erste Bank.
  • Velo Bank.
  • Bisbank.
  • Demir Bank.


Analytics

  1. Added display of the total amount for the main category when reviewing subcategories. This helps users quickly see the overall result while maintaining context.


Informers

  1. When connecting Payoneer, a message now appears stating that the integration is valid for 30 days.
  2. When deleting an employee from the company, an informer now notifies that all integrations connected by this user will stop functioning.


Fixes

  1. Corrected typos and other errors.
  2. Improved overall product stability and performance.

Interface: Added translation for Brazilian Portuguese 🇧🇷.

Analytics: Added the ability to transfer a saved custom filter to the Account Owner.

Statement Imports:

   Updated to reflect changes made by banks:

  • Pekao (PDF)
  • Payoneer (PDF/CSV)
  • Centercredit Bank (XLS)
  • Ukreximbank (XLS)
  • A-Bank (PDF/XLS)
  • PUMB (PDF/XLS + new XLS)
  • Chase Bank (fixed incorrect date format)
  • Ukrsib (fixed date loading issues)
  • Jusan (PDF)

Integrations: Added Mono Acquiring integration (beta version).

Accounts Sidebar: Added the option to hide account balances and transaction amounts in the “Payments” section.

“Users” Section: Improved the logic for displaying system positions.

“Payments” Section: Added bulk editing, allowing entities (tags, projects, contractors, etc.) to be set to “empty.”

Safari Browser Adaptation: Optimized analytics display for the latest Safari browser updates.

General Improvements: Enhanced product stability and performance.

⚙️ iOS App Updates:

  • Added the ability to attach documents and files to transactions.
  • General performance and stability improvements.

⚙️ Web Version Updates:

  • Pinned filters on report screens while scrolling for user convenience.
  • Renamed the “Clients” section in the settings to “My Contractors”. Added icons with explanations for each contractor type.
  • Categories in settings are now divided into “System Categories” and “Custom Categories”:
    • In “System Categories,” it is no longer possible to edit or add new categories.
    • Added informers with more detailed information about these entities.
  • Added the ability to copy account balances on specific dates from the Calendar in a convenient format.
  • Updated API documentation for working with invoices. The following features are now available through the API:
    • Invoice creation.
    • Retrieve a list of invoices and detailed information about them.
    • Export invoices in PDF format.
  • Changed the name of the future payments transfer algorithm to “🤖 Finmap Algorithm.”
  • Added the first iteration of changing the deal period for custom categories and system categories “Salaries/Taxes,” if the deal period was previously indicated in the operation.
  • Added the ability to import data from TRUSTEE pdf files.
  • Updated Statement Imports:

    – Pekao (pdf)
    – Novapay (pdf)
    – Centercredit Bank (pdf/xls)
    – PayPal (csv)
    – PKO (csv)
    – Bank of America (pdf)
    – Raiffeisen Ukraine (csv)
    – MTB Bank (xls)

 
  • Various bug fixes and improvements to overall product stability.
  • New API Functionality: Released in beta, now supports payments, which was essential for integrators, CRM systems, and developers.
  • Bank Integrations: Added new integrations with Brazilian banks.
  • UX Improvements: Addressed issues with project categorization, revenue settings after PL changes, and search functionality.
  • New Imports:
    • Bank of America – CSV
    • Monobank’s “Banka” – PDF, XLS
  • New Import Formats:
    • NovaPay – 3 formats
    • Raiffeisenbank – 1 format
    • PrivatBank – 1 format
    • Kapital Bank UZ – 1 format
    • Ukrsibbank UA – 2 formats
    • SenseBank UA – 1 format
    • Own Bank Account – PDF, XLSX
    • New PayPal formats – CSV
    Bug Fixes: Resolved issues and improved stability.

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