In 2017, we've added more new features and improvements to FreshBooks so you can focus on running your business successfully. Release notes, also known as a changelog, are below for 2017.
Heads Up: For the newest updates, review the current year in Changes and Updates instead.
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January | February | March | April | May | June | July | August | September | October | November | December
December
| Category | Changes and Updates | Details |
| Mobile | Invoice Share via Link on Android | Invoices can now be sent with a Share via Link on the FreshBooks Mobile App for Android. |
| Invoices | Pause and Restart Recurring Templates | It's now easy to pause a recurring template to stop generating invoices, or restart a paused template, with the click of a button. |
| Team Members | Add Employee and Admin Team Members | You can now invite employees and admins to your account to help you manage your business. |
| Navigation | Delete Businesses | If you have multiple businesses and you need one of them deleted, just ensure it's been cancelled first and then reach out to our Support to get it removed. |
November
| Category | Changes and Updates | Details |
| Mobile | Editable Invoice/Estimate Numbers and Line Item Decimal Support on Android | The FreshBooks Mobile App for Android now supports the ability to edit invoice and estimate numbers, as well as adding line items with rates up to 4 decimal places. |
| Invoices | Due Dates Remembered | Due dates settings are now automatically remembered from the last invoice you created, including custom due dates. |
| Expenses | Expense Section Search Shows Grand Total | When running a search for expenses inside the Expenses section, a grand total is displayed at the bottom of the list so you can quickly view the total. |
| Estimates and Proposals | Proposals on Trials | Proposals are now available for all trial users. |
| Invoices | Tax Numbers Fields | When selecting a country in basic information settings or for a client's profile, a tax number field will now appear if applicable to that country (e.g., VAT or ABN). |
| Time Tracking | Chrome Timer Extension | Tracking time is easier with an extension that lives in your Chrome browser. You can go across the web with the timer running in the background, and minimize or pop-out the timer. |
| Estimates and Proposals | Add Attachments to Proposals | Now you can add supporting documentation to your proposals by adding attachments like PDFs, images and more. |
| Invoices and Payments | Payment Schedules | Getting multiple and partial payments on an invoice is now easier with Payment Schedules. Create a plan of when each payment is due without having to create multiple invoices or continually editing an existing invoice. |
October
| Category | Changes and Updates | Details |
| Mobile | Quick Mobile App Download | When accessing your account on the web browser, there's now a prompt to help you quickly download the FreshBooks Mobile App for iOS or Android if you haven't already. |
| Navigation | Preserved Search States | You're now able to return back to your filtered list from a search, even after selecting a search result. Just select the appropriate link (e.g, < Invoices) or the browser's return button and your filtered search list will still be there. |
| Estimates and Proposals | Proposals | Now you can create proposals, which are detailed estimates with rich text content, images, customizable sections and more to showcase the value you bring to prospective clients. |
| Payments | Delete Credits | Credits can now be deleted from within the available credit area inside a client's profile. |
| Invoices and Time Tracking | Add Unbilled Time to Recurring Templates | When creating recurring templates, you can now add future unbilled time entries to it. This automatically pulls all available time entries whenever the recurring template generates an invoice for you. |
| Payments | Payment Reminders and Late Fees on Trials | Payment reminders and late fees are available on all trial accounts. |
| Estimates and Proposals | Create from Recent Proposal | When making a proposal, you now have the option to create from a recent proposal you already made which will duplicate it for you. |
| Estimates and Proposals | Drag and Drop on Proposal Sections | Reorder sections in a proposal by dragging and dropping it. |
| Expenses | Delete Custom Subcategories | You can now delete a subcategory that you've created. Expenses assigned to a deleted subcategory will automatically be reassigned to the parent category instead. |
| Invoices | Search for Invoices Without the Zero Prefix | Invoices can now be searched for without the prefix of zeroes/padding inside the search itself. |
September
| Category | Changes and Updates | Details |
| Navigation | Sticky Headers | When scrolling up on any page inside FreshBooks, the headers will shrink and stick at the top, making it easier to know right away which page or columns you're looking at. |
| Invoices | Company Name on Recent Invoices | When looking at recent invoices inside the Invoices section, these cards will display Company Name first, or if there is none, the primary contact's name instead. |
| Estimates | Archive Estimates | You can now archive estimates. |
| Mobile | Create and Share PDFs on Android | Now you can create and share PDFs while using the FreshBooks Mobile App for Android. |
| Mobile | View Line Item Descriptions on Mobile | While viewing an invoice on the FreshBooks Mobile App, the full description of every line item will now be visible. |
| Invoices | Invoice Share via Link | Whenever you want to share an invoice without sending it by email, you can use Share via Link instead. This automatically marks an invoice as sent and generates a link that you can then share with your client or team member outside of FreshBooks. |
| Projects | Search in Projects | The search bar is now available in the Projects section so you can find specific projects quickly. |
August
| Category | Changes and Updates | Details |
| Mobile | Receipt Attachments Visible on iOS | Receipt attachments are now visible on the FreshBooks Mobile App for iOS when viewing invoices. |
| Invoices and Time Tracking | Chronological Time Entries on Invoices | When generating an invoice from tracked time, time entries will be sorted chronologically on the invoice for you automatically. |
| Clients | Extra Details in Client Profile | You can now view more details on your client in their client profile. |
| Mobile | Notifications | Notifications are now in the top left corner in the FreshBooks Mobile App for iOS to make it easier to manage your notifications. |
| Mobile | Employees Login on iOS | Employees can now log in on the FreshBooks Mobile App for iOS, making it easier to manage businesses while on the go. |
| Invoices and Estimates | Notes Field Moved to Bottom | The Notes field is now on the bottom of all invoices, estimates and recurring templates where the Terms field already is. |
| Projects | Sort Projects by Project Name or End Date | Sort your list of projects by selecting the Project Name or End Date headers. |
| Invoices, Expenses, Projects, and Time Tracking | Multi-Term Search | Search for multiple terms in any search field. For example, enter in your client's name and the word draft to view all draft invoices for that particular client. |
| Invoices, Expenses, Projects, and Time Tracking | Rows Per List | The number of rows per list has been increased from 15 to 30, making it easier to view more content on a single page. |
| Mobile | Sync Loading Screen, Notifications and Estimate Conversations on Android | When using the FreshBooks Mobile App for Android, a detailed loading screen is now available, along with the ability to view your notifications and correspond with your clients on estimates. |
| Navigation | Onboarding Tiles | In your dashboard, select any of the tiles at the top to help you make the most of your FreshBooks account. |
July
| Category | Changes and Updates | Details |
| Projects and Time Tracking | Assigning Services and Hourly Service Billing Rate | For any project, you can assign specific services as well as choose a Single Hourly Rate as a billing method. |
| Invoices and Payments | Recurring Templates and Recurring Payments Updates | Improvements have been made to easily ensure your recurring templates are activated with recurring payments during creation. You're also able to view the transaction fee information during set up as well. |
| Settings | Keyboard Shortcut for Support Key | Whenever you call our Support team, press CTRL + ALT + K on your keyboard while accessing your account to quickly find your Support Key. |
| Invoices and Navigation | View Invoices in Multiple Tabs | From the Invoices section, you can now open any invoice in a new browser tab on your browser window for those who like to work across several invoices simultaneously. |
| Invoices | Discounts on Recurring Templates | Discounts can now be added on recurring templates, making it easier to reward prompt clients or encourage loyalty for using your services. |
| Invoices | Recurring Template View | Viewing recurring templates will now show the client's Company Name by default instead of the client's first and last name, making it consistent with the view in the Invoices section. |
| Mobile | Estimate Conversations on iOS | Corresponding with your clients on estimates is now available on the FreshBooks Mobile App for iOS. |
| Reports | Live Links in Reports | Now you can dig deeper in certain reports by selecting any link in it, like clients and projects on the Time Entry Details report. |
| Navigation | Notification for Estimates | When a client accepts an estimate or sends a message on any estimate, you'll receive a notification inside your account. |
| Navigation | Open Links as Tabs | Right-clicking is now supported so you can open invoices, estimates, expenses and projects in new browser tabs to easily multi-task. |
| Invoices and Payments | New Statuses for Recurring Templates and Recurring Payments | Auto-Paid, Auto-Sent and Auto-Draft statuses have now been added to quickly identify which recurring template has saved payment information via recurring payments. |
| Invoices | Find Invoices Generated from Recurring Templates | In the list of recurring templates, select the Last Issued date to view all invoices generated by that template. |
| Invoices, Clients, and Expenses | Archived Status | You can now archive invoices, clients and expenses to keep your lists organized. To view archived data, select the View Archived button at the bottom of the list. |
| Mobile | Easily Switch Between Businesses on Android | Easily switch between FreshBooks accounts for your different businesses using the FreshBooks Mobile App for Android. Just tap your avatar in the top-left to switch. |
| Navigation | Help Widget | Select the Question Mark icon in the bottom right of your account to view all Help Centre articles. |
June
| Category | Changes and Updates | Details |
| Mobile | Create Custom Subcategories on iOS | Create subcategories directly on the FreshBooks Mobile App for iOS. |
| Estimates | Conversations on Estimates | Improvements have been made so you can easily chat with your clients on the estimate itself to make sure you're both aligned on the work, before it's begun. |
| Invoices | Search and Sort on Recurring Templates | Now you can quickly search for certain recurring templates and filter the list of recurring templates by a specific column header. |
| Estimates | Duplicate Estimates | Estimates can now be duplicated easily. Just check the box off, select the Actions button and select Duplicate. |
| Clients | Secondary Contacts | Now you're able to send invoices to multiple people in an organization or company by adding them as secondary contacts. These contacts' emails will automatically be added along with the primary client's email every time you send out an invoice. |
| Clients | Clients Redesign | The Clients section has been redesigned to easily highlight settings for each client. |
| Expenses and Invoices | Rebill Expenses with Receipt Attachments | When rebilling expenses, you're now able to include the receipt attachment on the invoice. |
| Invoices and Estimates | Live Links on Invoices and Estimates | Sharing websites and links with your clients is now possible. Live links (URLs) are supported in the Notes and Terms sections on both invoices and estimates. |
| Projects | Mark as Complete on Projects | When you've finished a project, Mark as Complete will move the project to a separate list so you can keep your active projects organized. |
| Mobile | Create and Send Estimates on Android | Get approval before work begins. You can now create and send estimates to your clients on the FreshBooks Mobile App for Android. |
May
| Category | Changes and Updates | Details |
| Invoices and Estimates | Download PDF for Invoices and Estimates | It's now easy to save your invoices and estimates as PDF files. Just select the More Actions button and choose the Download PDF option. |
| Billing and Upgrade | Annual FreshBooks Subscriptions | You can now upgrade your FreshBooks subscription and pay yearly to save 10%. |
| Settings | Adjustable Date Formats | For international users or those who go by a different date format, you can now choose one of three options. |
| Projects | Projects Redesign | Projects has been redesigned to make it easier to manage team members, view your budget, end date, billing methods and billing rates. |
| Projects and Time Tracking | Team Member Billing Rates | The Team Member billing rate is now available, allowing you to set different rates for each team member. |
| Expenses | 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. |
| Reports | 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. |
| Expenses | Duplicate Expenses | You can now quickly duplicate an expense from the Actions button when viewing a list of expenses. |
| Mobile | Estimates on iOS | Creating estimates is now available on the FreshBooks Mobile App for iOS so you can get approval before work begins. |
April
| Category | Changes and Updates | Details |
| Projects and Time Tracking | Edit Standard Rate | The Standard Rate in basic information settings can now be edited. |
| Mobile | Timer on iOS | 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. |
| Estimated | Accept on Estimates | Estimates can now be accepted by both owners and clients so you can begin your work knowing you're both on the same page. |
| Estimates and Invoices | Convert Estimates into Invoices | Save even more time by converting your estimate into an invoice. You no longer need to re-enter details from the estimate onto an invoice - just convert, send and get paid. |
| Invoices | Tax Numbers | Tax Numbers are now added to invoices with breakdowns of taxes included in the bottom of the invoice. |
| Estimates | Estimates Search | Improvements have been made to make it easier to search for estimates. |
March
| Category | Changes and Updates | Details |
| Projects and Time Tracking | Time Budget for Projects | Set a time budget on the Projects section and you can now view who has been logging hours towards a specific project, how many hours have been logged and help keep your team on track. |
| Reports | Time Entry Report Email, CSV and Filters | The Time Entry report can now be sent by email, exported as a CSV, and includes filters to customize the data. |
| Bank Connections | Bank Connections Start Date Picker | 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. |
| Projects and Time Tracking | Log Time From a Project | You can now track time from within the project itself. |
| Invoices | Rearrange Line Items on Invoices | Select the icon next to any line item to drag and change the order of them on an invoice. |
| Projects and Invoices | Generate an Invoice for a Specific Project | From the Project page, you can now generate an invoice for the time tracked towards that project to create project-specific invoices. |
| Reports | Expense Subcategories and Costs of Goods Sold on 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. |
| Reports | Expense Report Shows Subcategories | The Expense report now breaks out expenses by subcategory. |
| Mobile | View Expense Subcategories, Enable Payments and Send Invoices on Android | Now you can choose expense subcategories, enable online payments on invoices, and send invoices to multiple contacts on the FreshBooks Mobile App on your Android. |
| Time Tracking | Edit Timers | When using the timer to keep track of your hours, you can now edit the start time and adjust it to a future time to start a countdown. |
| Estimates | Estimates | You can now send estimates to your clients and make sure you're on the same page before work begins. |
| Invoices and Time Tracking | Add Unbilled Time to Existing Invoices | You can now add unbilled time to an existing invoice instead of creating a brand new one. |
| Projects and Time Tracking | Set Rates for Projects | You're able to set a general default Standard Rate or a Flat Rate for tracked time on a project-by-project basis. |
| Projects, Time Tracking, and Invoices | Filter by Project When Generating an Invoice for Tracked Time | When generating an invoice, you can now pick exactly which projects you want to bill for as well specify the time frame. |
| Projects and Time Tracking | Project List Displays Hours Logged | When viewing the list of projects, you can now view how much time has been tracked towards a project and its budget. |
| Mobile | Start a Timer on Android | 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. |
February
| Category | Changes and Updates | Details |
| Time Tracking | 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 | New Look for Reports | All of your business reports are now easily accessible from the bottom of your dashboard, without any extra clicks. |
| Expenses | Custom Expense Subcategories | Create custom subcategories for your expenses for more organization of your expenses. |
| Time Tracking | Mark Time Entries as Billed | Time entries logged by you or your employees can now be manually marked as billed if you don't want them to appear on an invoice. |
| Reports and Time Tracking | Time Entry Details Report | View a detailed overview of the time you and your team have logged with the Time Entry Details report. You can filter by time period, team member, client and status to generate the exact report you need. |
| Payments | 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. |
| Mobile | Payments for Android | From the FreshBooks Mobile App on your Android device, you can now add discounts, deposits, view a list of all the payments made towards your invoices and edit them if required. Invoice terms are now remembered. |
January
| Category | Changes and Updates | Details |
| Projects and Clients | Assign Clients to Projects | You can now assign your projects to specific clients or mark them as an internal project. |
| Projects | Edit Projects | Projects can now be edited after they're created. |
| Mobile | Time Tracking on Android | Log or edit your hours from your Android device using the FreshBooks Mobile App. |
| Mobile | 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. |
| Mobile | Expense Subcategories on iOS | You can now select created subcategories when logging expenses. |
| Dashboard | Updated Total Profit Graph on Dashboard | The Total Profit graph on the dashboard no longer includes sales tax in the total to more clearly represent your business’ profit. |
| Time Tracking | Search in Time Tracking | Now you can easily search for time entries from either the Track or Review sections. |
| Time Tracking | View Time Entries by Team Member | View time entries by team member when reviewing time. |
| Time Tracking and Invoices | Generate Invoice for Tracked Time Options | When generating an invoice from time you’ve tracked, you can now customize how that time shows up. You can also adjust which details you’d like to include and how you’d like the entries to be grouped. |
| Time Tracking and Invoices | Rebill and View Contractor Time Entries | Owners can now rebill time entries made by contractors onto invoices, as well as view all time entries logged in the Review section within Time Tracking. |
