In this month’s update:

  • Choose which documents can be viewed on the mobile app
  • Edit the Quantity and Unit Price column titles
  • Set tax and payment terms for individual customers and jobs
  • Automated accounting sync error reporting

Document Retrieval settings: choose which invoices/estimates you see on your mobile device

In the past, we’ve downloaded the most recent 500 invoices onto the mobile app. However, we’ve had a number of requests from customers who would like access to all of their invoices, or they want their team in the field to see current invoices only.

To handle all of these requests, we have added a new setting called ‘Document Retrieval’. You can update this setting via the Manage Account website ( > Login > Settings.

Your options are:

  • Most Recent 500 (default)
  • Last 1 Day
  • Last 7 Days
  • Last 30 Days
  • Last 60 Days
  • Last 90 Days
  • Last 120 Days
  • Last 365 Days
  • Last 18 Months
  • Last 2 Years
  • All Documents

Additionally, if you have team members, the Company Admin can now change the document retrieval settings so that users can view all invoices/estimates created by the company or just the ones that they’ve created

Once logged into the Manage Account website, head to ‘Manage users’ on the left and click on the key icon next to a user to edit them. Here you’ll see the setting ‘View all company invoices’. If this is checked, then the user will see all invoices or estimates. If it’s not checked, then the user will only see their own invoices/estimates.

Change the Quantity and Unit Price column titles on documents

You can now customize the Unit Price and Quantity column headings on invoices and estimates.

For example, instead of Unit Price, you can call this column ‘Hourly Rate’, and you can rename the Quantity heading to, ‘Hours Spent’.

You can update this on the Manage Account website ( > Login > Settings.

Set tax and payment terms for individual customers and jobs

Note: For Plus and Biz users only

We’ve updated the tax settings so that you can apply a default tax to a specific customer, job or location and also mark customers and jobs/locations as being ‘taxable’ or ‘non-taxable’.

Previously, each customer and job/location would have the same default tax setting applied to them. If you work in places that have multiple tax rates, or you have customers with different tax rates, you’d need to change this every time you created an invoice.

Now, if you edit a customer or job/location, you will see an ‘Advanced settings’ button. Click on this and you’ll be able to do the following:

  • Mark a customer as Taxable or Non-Taxable
  • Set a default tax rate for each customer and job/location
  • Set a default payment term for each customer and job/location

For a step-by-step guide on how to do this, check out our forum post on Advanced tax settings

Automated Sync Error Reporting

Note: For QuickBooks Online and Xero customers only

We now get notified immediately if you get a sync error on QuickBooks Online or Xero.

This means we’re able to start digging into the issue for you (if you haven’t been able to resolve it yourself) and either fix it on our end or send you instructions for fixing it yourself.

This update will help us to provide you with a better customer service and improve the accounting sync.