Frequently Asked Questions

2017: New Updates to FreshBooks

FreshBooks is constantly being updated and improved to make running your business even easier and give you more time to focus on what you love. Here are some of the new features and improvements that have recently been released.

Last Updated: May 23, 2017

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May
April
March
February
January


 

May

New Features

  • Change Date Format
    • For international users or those who go by a different date format, you can now choose one of three options.
  • Payments Collected Report
    • It's easier than ever to get a detailed overview of your client's payments on Invoices thanks to the Payments Collected report. You can filter by time period, clients, payment method and currency to generate the exact report you need.

Updates to Existing Features 

  • Single Hourly Rate & Team Member Rate
    • Improvements have been made so you can assign a billing rate to each Team Member or to each Project.
  • Create Recurring Expenses
    • Now you can create Recurring Expenses for payments that you make on a frequent basis. Just set up the Recurring Expense with the start date, frequency and number of generated Expenses, and watch them generate automatically.

April

Updates to Existing Features 

  • Easier Searching in Estimates
    • Improvements have been made to make it easier to search for Estimates. Now it's simple to find that one specific estimate you're looking for.
  • Convert Your Estimate Into an Invoice
  • Your Clients Can Accept Your Estimates
    • Now your client can accept the Estimates you send them. Once they click the Accept button you can begin your work confidently, knowing you and your client are on the same page.
  • Start a Timer from Your iPhone or iPad
    • Never miss another billable minute. Now you can start a timer directly from the FreshBooks Mobile App for iOS so you always have an accurate log of the time you worked.

March

New Features

  • Create and Send Estimates
    • With Estimates you can make sure you’re on the same page as your client before work begins. It’s easy to create an overview of your work with the expected price and send it to your client.

Updates to Existing Features 

  • Start a Timer from Your Android
    • Never miss another billable minute. Now you can start a timer directly from the FreshBooks Mobile App for Android so you always have an accurate log of the time you worked.
  • Set Default Rates for Your Tracked Time
    • Now, you can set a general default rate for tracked time. What’s more, you can set specific default rates on a project-by-project basis. When you’re ready to bill for your time, the correct rate is automatically pulled onto the Invoice, making billing for your time faster than ever.
  • Select Which Projects and Date to Use When Generating an Invoice From Your Tracked Time
    • When generating an Invoice, you can now pick exactly which projects you want to bill for as well specify the time frame. So now it’s even easier to format your Invoice exactly the way you’d like.
  • Add Unbilled Time to Existing Invoices
  • Edit the Timer’s Start Time
    • When using the timer to keep track of your hours, you can now edit the start time. Perfect for those times you forgot to start the timer as you began working. You can even set the start time to the future to start a countdown.
  • Send Invoices to Multiple Recipients on Android
    • You can rest assured that the right people are receiving your Invoices when you’re using the FreshBooks Mobile App on your Android device. Now you can send your Invoices to multiple recipients from the app.
  • Generate an Invoice for a Project
    • From the Project page, you can now generate an Invoice for the time tracked towards that project. So, if you bill differently for different projects, it’s now simpler to create project-specific Invoices.
  • Expense Subcategories and Costs of Goods Sold Appear on the Profit and Loss Report
    • The Profit and Loss report now separates expenses by subcategory, so you can get a detailed breakdown of your spending. Plus you can specify certain subcategories as costs of goods sold, so they are deducted from your profit.
  • Select a Start Date for Automatic Expense Import
    • When you connect a bank account or credit card to automatically import expenses, you can now select a specific start date for the initial import. This makes it easier to avoid duplicate expenses.
  • Create Time Budgets for Projects
    • Help keep your team on track by setting a time budget. From the Projects page, it’s now easy to see exactly who has been logging hours towards a specific project, how many hours have been logged and how close to budget you are.

February

New Features

  • Recurring Invoice Payments
    • Recurring Payments are the fastest way to get paid. Now, when you set up a recurring Invoice with online payments enabled, your client can save their credit card details to be automatically charged every time an Invoice is generated.
  • Time Entry Details Report
    • It’s easier than ever to get a detailed overview of the time you and your team have logged thanks to the Time Entry Details report. You can filter by time period, team member, client and status to generate the exact report you need.

 Updates to Existing Features

  • View and Edit Payments on Android
    • From the FreshBooks Mobile App on your Android device, you can now view a list of all the payments made towards your Invoices and edit them if required.
  • Mark Time Entries as Billed
    • Time entries logged by you or your employees can now be manually marked as billed. This will prevent them being pulled onto any future Invoices you create.
  • Weekly View in Time Tracking
    • Now, you can get a weekly view of your logged hours and log new hours from that view, making it even easier to add a week’s worth of hours at once.
  • Reports are Now Easier to Access
    • All of your business reports are now easily accessible from the bottom of your dashboard, without any extra clicks.

January

New Features

 Updates to Existing Features

  • Easily Switch Between Businesses on iOS
    • Easily switch between FreshBooks accounts for your different businesses from your iPhone or iPad using the FreshBooks Mobile App. Just tap your avatar in the top-left to switch or read more here.
  • Assign Clients to Projects
    • Assign your projects to specific clients or mark them as an Internal project.
  • Easier Searching in Time Tracking
    • Improvements have made it easier to search for time entries from either the Track or Review sections.
  • More Customization When Creating Invoices from Tracked Time
  • Updated Profit Chart on the Dashboard
    • The total profit chart on the dashboard has been updated to more clearly represent your business’ profit. It no longer includes sales tax in the total.
  • View Contractor Time
    • You can now see the time your contractors are logging from within your account. Just head to the Review section within Time Tracking.