In 2019, 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 2019.
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January | February | March | April | May | June | July | August | September | October | November | December
December
| Category | Changes and Updates | Details |
| Payments | Bank Transfers (ACH) Payments for Stripe | Use Stripe to start accepting bank transfers (ACH) from your clients with USD payments. |
| Billing and Upgrade | Update Payment Details | From your Billing and Upgrade page, you can now quickly update your credit card details and view when your next payment is due. |
November
| Category | Changes and Updates | Details |
| Payments | Credit Card Updater | Any credit card entered by the owner or client after October 28, 2019 that later expires will automatically update to new information by WePay or Stripe. |
| Proposals | Warning Before Deleting Proposal Section | When removing a section on your proposal, a warning pop-up is displayed before it is deleted. |
| Reports | Updated Profit and Loss Report Headings | The Profit and Loss report now displays Quarterly headings by Jan-Mar, Apr-Jun, Jul-Sep and Oct-Dec. |
| Projects | Bulk Add Team Members to Projects | Search for specific team members by name or by role, or add all of them in one go on any project as needed. |
October
| Category | Changes and Updates | Details |
| Navigation | 🎉 Add-Ons Section | Find our ever-growing collection of apps, integrations and services in the Add-Ons section in your navigation menu on the left. |
| Payroll | Payroll for US Users | Payroll via Gusto now appears as an option in your Apps, and you can connect to Gusto directly from within your account. |
| Invoices and Estimates | Improved Search on Estimates and Proposals | Searching in both estimate and proposal lists have been improved to return more accurate results. |
September
| Category | Changes and Updates | Details |
| Time Tracking | Sort by Date, Project, Service, Note, Time, or Status on Time Tracking List | When on the Review tab in the Time Tracking section, you can now sort your list of time entries by Date, Project, Service, Note, Time, and Status. |
| Expenses | Expense Order, Creation date and Generate Invoice Shortcut | Expenses are now listed in chronological order when rebilling to an invoice (oldest at top), with the expense creation date added to the description. Generate Invoice has also been added as a Bulk Action on the list of expenses. |
| Navigation | 🎉 Keyboard Shortcuts | Move through your account faster with keyboard shortcuts, or press SHIFT + ? in your account. |
| Bank Connections | 🎉 Bank Connections with Plaid | Users in the United Kingdom and Ireland can now connect to their banks via Plaid, which is PSD2 compliant. |
| Reports | Monthly Breakdown on Profit and Loss Report | View the breakdown for each month on the Profit and Loss report by selecting the enlarge button instead of exporting it. |
| Invoices | Single Line Actions for Invoices and Invoice Preview on Hover | When viewing the list of invoices, you can hover to quickly edit, duplicate, add a payment or access more actions. You can also hover over the invoice number to view a text preview of all line items, total paid and total outstanding. |
| Invoices | Improved Search on Invoices | Searching in the list of invoices has been improved to return more accurate results. |
| Login | 🎉 Sign Up with Google Sign In | You can now sign up for a new FreshBooks account using your Google Sign In. |
August
| Category | Changes and Updates | Details |
| Invoices and Time Tracking | Improved Search on Items and Services | Searching for items and services has been improved to return accurate results. |
| Reports | Sort by Organization, Primary Contact or Total on Revenue by Client report | Sort by organization, primary contact or the total of any client on the Revenue by Client report. |
| My Team | 🎉 Manager Team Member Role | Assign your team member as a Manager to have them help you manage invoices, retainers, estimates, track time and more without viewing your financial information. |
July
| Category | Changes and Updates | Details |
| Login | 🎉 Log In with Google Sign In | You can now sign into your FreshBooks account with your Google Sign In. |
| Navigation | 🎉 Message Center | Read about new updates to FreshBooks, announcements and more inside the Message Center. This can be accessed anytime from the blue button in the bottom right corner of your account. |
| Clients | Client Profile | View all of your client's invoices, retainers, expenses, estimates, time tracking, projects and reports inside their client profile. |
| Accounting | Mark As Transfer, Owner's Draw or Expense Refund | You can now automatically mark transactions as a Transfer, Owner's Equity, or Expense Refund with the Mark As button inside your bank reconciliation. |
| Reports | Grand Total on Expense Report | The Expense report now displays the grand total of all expenses at the top in the Summary section. |
| Invoices | Improved Search on Recurring Templates | Searching in the list of recurring templates has been improved to return more accurate results. |
| Reports | Sort By Client or By Total on Accounts Aging Report | Now sort in ascending or descending order by client or by total on the Accounts Aging report, so you can quickly view who owes you the most or least. |
June
| Category | Changes and Updates | Details |
| Navigation | Bulk Actions Button | Previously called the Actions button, it is now renamed to the Bulk Actions button to clearly illustrate the bulk options available for most lists. |
| Invoices | Client Names No Longer Selectable on Invoice List | Client names are no longer selectable on the list of invoices to make it easier to open the invoice instead. |
| Invoices | New Invoices from Last Created | Whenever a new invoice is created, terms, online payment details and due dates will default to copy the same settings from the last invoice created instead. |
| Navigation | Pagination | If you have 11+ pages on any list, you can jump to the next page before or after, jump to the first or last page, as well as select the page number to jump to a specific page. |
| Dashboard | Outstanding Revenue Dashboard Graph | Outstanding is now listed in the legend for the Outstanding Revenue graph on the dashboard. The outstanding total is now selectable so you can view which invoices make up this amount. |
May
| Category | Changes and Updates | Details |
| Expenses | Quick Expense Creation | Select the + New Expense button at the top of your list of expenses to quickly create a new in-line expense or edit any existing expenses. |
| Reports | 🎉 Bank Reconciliation Summary Report | Find all your unmatched transactions in one place with the Bank Reconciliation Summary report. |
| Clients | Improved Client Search | Searching in the list of clients is now improved with more accurate results being returned. |
| Emails | Editable Subject Lines | You can now customize your subject lines when sending out invoices, estimates, proposals and reports. |
| Payments | 🎉 Online Payments All Transactions List | View all your online payments in one place with the All Transactions list, including transaction fees for both FreshBooks Payments (WePay) and Stripe. |
| Accounting | Bank Reconciliation Search | A search box has been added to the FreshBooks Entries side in bank reconciliation to quickly search for specific transactions. |
| Invoices | Invoice List View | It's now easier to differentiate between similar Invoices with a description column, links to the parent recurring template or retainer, and issue date and due date as a single column. |
| Projects | Change Client on Project | You can now change the client on a project which will reassign all time entries to the new client. |
| Invoices | 🎉 Retainers | Budget and reserve blocks of time for service-based work with your clients by billing them with retainers. |
April
| Category | Changes and Updates | Details |
| Navigation | 🎉 My Team in Main Navigation | My Team can now be found near the bottom of the main navigation menu for easy access in managing your team members. |
| Invoices | Apply Taxes to All Line Items | When your invoice has two or more line items, you can now check a box off to apply taxes to all line items on your invoice in one go. |
| Payments | Improved WePay Onboarding | It's now easier to accept online payments with an improved setup process for FreshBooks Payments. |
March
| Category | Changes and Updates | Details |
| Export | Client Export CSV | You can now export a list of all your clients and their information out as a CSV file. |
| Reports | General Ledger Modified View | If your General Ledger has over 5000+ lines, you'll view an option to download the report instead of viewing it. |
| Invoices | Quick Edit and Delete for Invoices | Quickly edit an invoice by selecting the pencil icon, or delete an invoice by selecting the trash can icon when on the Invoice list view. |
| Payments | Add Partial Payments in Bulk | You can now add multiple partial payments in bulk by checking off several invoices and selecting the Actions button to add a payment. |
| Payments | 🎉 Bank Transfers (ACH) Payments for FreshBooks Payments (WePay) | Use FreshBooks Payments to start accepting bank transfers (ACH) from your clients with USD payments. |
| Time Tracking | Edit Team Members' Time Entries | Edit your admins', managers', and employees' time entries along with yours in the Review tab of the Time Tracking section. |
February
| Category | Changes and Updates | Details |
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Reports
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🎉 Item Sales Report
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The Item Sales report shows you how many of each item you've sold as well as how much you've made on each item.
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Reports
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Select Multiple Clients on Reports
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You're now able to select multiple clients on the Item Sales, Invoice Details, Payments Collected and Revenue by Client reports.
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Expenses
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Add Taxes to Expenses in Bulk
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Check off multiple expenses and use the Actions button to add or change the tax to them in one go.
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Reports
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Select Multiple Invoice Statuses on Reports
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You can now select multiple invoice statuses on the Item Sales and Invoice Details reports.
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Reports
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🎉 Client Account Statement
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Share with your clients their outstanding balances and history by sending them a Client Account Statement from within their profile.
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Reports
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Select Multiple Payment Methods on the Payments Collected Report
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When using the Payments Collected report, you can now choose multiple payment methods to filter by.
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Reports
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Select Multiple Items on Item Sales Report
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Select one or multiple items on the Item Sales report to filter by.
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January
| Category | Changes and Updates | Details |
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Import
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🎉 Import Items from CSV
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You can now add new items in bulk by importing them in with a CSV file.
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| Expenses | Change Clients on Expenses in Bulk | You can now select multiple expenses and use the Actions button to change the client in bulk. |
| Invoices and Expenses | Improved Invoice and Expense Search | Improvements have been made to the searching experience for both invoice and expense lists. |
| Time Tracking | 🎉 Time Tracking | Tracking time is now easier with a redesigned experience for logging and tracking time. |
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Reports
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🎉 Revenue by Client Report
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Use the Revenue by Client report to view a breakdown of revenue for each client you've invoiced.
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Mobile
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Advanced Payments on iOS
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| Expenses | Back-calculate Expense Taxes | Select up to two taxes, and it will automatically calculate the tax totals for you based off the grand total of your expense. |
| Expenses | Category and Vendor Added to Expense CSV Import | The CSV import for expenses now includes fields for the category and vendor for each expense you'd like to create. |
| Reports | Favourite Reports | Select the star next to any report in the Reports section to favourite it for quicker access. |
| Accounting | Reset Opening Balance for Bank Reconciliation | If the Opening Balance was entered in incorrectly, you can now reset it and start reconciling correctly. |