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      Changes & Updates in 2017

      In 2017, we've added some new features and improvements to FreshBooks to help make running your business even easier. Release notes (also known as a changelog) are below for 2017.


      Looking for 2022 updates? Go here instead.

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      Category Changes & Updates Details
      Mobile Invoice Share Links on Android Invoices can now be sent with a Share 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 Employees and Admins 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.



      Category Changes & Updates Details
      Mobile  Editable Invoice/Estimate Numbers & 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 tab, a Grand Total is displayed at the bottom of the list so you can quickly see the total.

      Estimates & Proposals πŸŽ‰  Proposals on Trials 

      Proposals are now available for all Trial users.

      Invoices Tax Numbers Fields

      When selecting a country in My Company 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 πŸŽ‰  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. Quick start timer buttons have also been added to Asana, Basecamp, Teamwork and Trello.

      Estimates & Proposals Add Attachments to Proposals

      Now you can add supporting documentation to your Proposals by adding attachments like contracts, agreements, floor plans and more. This makes it easier to highlight your value to prospective Clients.

      Invoices & Payments  πŸŽ‰  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.



      Category Changes & 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 clicking into a search result. Just click on the appropriate link (e.g, < Invoices) or the browser's return button and your filtered search list will still be there.

      Estimates & Proposals πŸŽ‰  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 & 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 Late Payment Reminders & Late Fees on Trials Late Payment Reminders and Late Fees are available on all Trial plans.
      Estimates & 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 & 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.



      Category Changes & Updates Details
      Navigation πŸŽ‰  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  πŸŽ‰  Invoice Share Links

      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.



      Category Changes & Updates Details
      Mobile Receipt Attachments Visible on iOS

      Receipt attachments are now visible on the FreshBooks Mobile App for iOS when viewing Invoices.

      Invoices & Time Tracking Chronological Time Entries on Invoice

      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 see 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 & 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 clicking on the Project Name or End Date headers.
      Invoices, Expenses, Projects & Time Tracking  Multi-Term Search

      Search for multiple terms in any search field. For example, type in your Client's name and the word Draft to view all Draft Invoices for that particular Client.

      Invoices, Expenses, Projects & Time Tracking  Rows Per List 

      We've now increased the number of rows per list 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, click on any of the tiles at the top to help you make the most of your FreshBooks account.



      Category Changes & Updates Details
      Projects & Time Tracking Assigning Services & 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 & Payments

      Recurring Templates & Recurring Payments Updates

      Improvements have been made to easily ensure your Recurring Templates are enabled for Recurring Payments during creation. You're also able to see the transaction fee information during set up as well.


      πŸŽ‰  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 & 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.


      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 possible on the FreshBooks Mobile App for iOS. 

      Reports Live Links in Reports Now you can dig deeper in certain reports by clicking on 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 πŸŽ‰  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 & Payments New Statuses for Recurring Templates & 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, click on the Last Issued date to see all Invoices generated by that template.
      Invoices, Clients & Expenses πŸŽ‰  Archived Status

      You can now archive Invoices, Clients and Expenses to keep your lists organized. To view archived data, click on the View Archived button at the bottom of the list.


      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 πŸŽ‰  Help Widget Click on the Question Mark icon in the bottom right of your account to view all Help Centre articles.



      Category Changes & 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 & 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, click on the Actions button and select Duplicate.

      πŸŽ‰  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 & Invoices  πŸŽ‰  Rebill Expenses with Receipt Attachments When rebilling expenses, you're now able to include the receipt attachment on the Invoice.
      Invoices & Estimates 

      Live Links on Invoices & 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.

      πŸŽ‰  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.



      Category Changes & Updates Details
      Invoices & Estimates

      Download PDF for Invoices & Estimates

      It's now easy to save your Invoices and Estimates as PDF files. Just click on the More Actions button and choose the Download PDF option.
      Billing & Upgrade πŸŽ‰  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 πŸŽ‰  Projects Redesign Projects has been redesigned to make it easier to manage Team Members, see your budget, end date, Billing Methods and Billing Rates.
      Projects & 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 πŸŽ‰  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 πŸŽ‰  Estimates on iOS Creating Estimates is now available on the FreshBooks Mobile App for iOS so you can get approval before work begins.



      Category Changes & Updates Details
      Projects & Time Tracking Edit Standard Rate The Standard Rate in My Company can now be edited.
      Mobile πŸŽ‰  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 & 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.



      Category Changes & Updates Details
      Projects & Time Tracking Time Budget for Projects Set a time budget on the Projects page and you can now see 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 πŸŽ‰  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 & Time Tracking Log Time from a Project You can now track time from within the Project itself. 
      Invoices Rearrange Line Items on Invoices

      Click on the icon next to any line item to drag and change the order of them on an Invoice.

      Projects & 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. 


      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.


      Expense Report shows Subcategories

      The Expense Report now breaks out expenses by Subcategory. 


      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 πŸŽ‰  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 πŸŽ‰  Estimates You can now send Estimates to your Clients and make sure you're on the same page before work begins.
      Invoices & 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 & Time Tracking Set Rates for Projects You're able to set a general default rate or a flat rate for tracked time on a project-by-project basis.
      Projects, Time Tracking & 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 & Time Tracking Project List Displays Hours Logged When viewing the list of Projects, you can now see 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.



      Category Changes & Updates Details
      Time Tracking πŸŽ‰  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  πŸŽ‰  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 & Time Tracking πŸŽ‰  Time Entry Details Report See 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  πŸŽ‰  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.


      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.



      Category Changes & Updates Details
      Projects & 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 πŸŽ‰  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 or read more here.
      Mobile  Expense Subcategories on iOS You can now select created Subcategories when logging Expenses.
      Dashboard  Updated Profit Graph on the 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 & 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 & Invoices Rebill & View Contractor Time Entries Owners can now rebill time entries made by Contractors onto Invoices, as well as see all time entries logged in the Review section within Time Tracking.

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