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2019: Recent 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.

Want to see what we've done last year? Check out the 2018 updates here.


Last Updated: September 16, 2019

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September
August
July
June
May
April
March
February
January


 

September

New Features

Updates to Existing Features

  • 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.


August

New Features

  • 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 seeing your financial information.

Updates to Existing Features

  • Sort by Organization, Primary Contact or Total on Revenue by Client Report


July

New Features

  • 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.

Updates to Existing Features 

  • Client Profile Hub
    • See all of your Client's Invoices, Retainers, Expenses, Estimates, Time Tracking, Projects and Reports inside their Client Profile.
  • Mark As Transfer, Owner's Draw or Expense Refund
  • Grand Total on Expense Report
    • The Expense Report now displays the grand total of all Expenses at the top in the Summary section.
  • 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 see who owes you the most or least.


June

Updates to Existing Features 

  • 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.
  • 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 click on the page number to jump to a specific page.


May

New Features

  • Bank Reconciliation Summary Report
  • Retainers
    • Budget and reserve blocks of time for service-based work with your Clients by billing them with Retainers.
  • Online Payments All Transactions List

Updates to Existing Features 


April

New Features

  • 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.

Updates to Existing Features 


March

New Features

  • Bank Transfers (ACH) Payments
    • Use FreshBooks Payments to start accepting Bank Transfers (ACH) from your Clients with USD payments.

Updates to Existing Features 

  • 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.
  • Edit Team Time Entries
  • Client Names Clickable on Invoice List
    • Quickly access your Client's information by clicking on their name from the Invoice list view.


February

New Features

  • Item Sales Report
    • 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.
  • Client Account Statement
    • Share with your Clients their outstanding balances and history by sending them a Client Account Statement from within their profile.

Updates to Existing Features 

  • Add Taxes to Expenses in Bulk
    • Check off multiple Expenses and use the Actions button to add or change the tax to them in one go.
  • Select Multiple Clients on Reports
    • You're now able to select multiple Clients on the Item Sales, Invoice Details, Payments Collected and Revenue by Client Reports.

  • Select Multiple Invoice Statuses on Reports
    • You can now select multiple Invoice statuses on the Item Sales and Invoice Details Reports.
  • Select Multiple Payment Methods on the Payments Collected Report
    • When using the Payments Collected Report, you can now choose multiple Payment methods to filter by.
  • Select Multiple Items on Item Sales Report
    • Select one or multiple Items on the Item Sales Report to filter by.
  • Export Clients CSV


January

New Features

Updates to Existing Features 

  • Change Clients on Expenses in Bulk
    • You can now select multiple Expenses and use the Actions button to change the Client in bulk.
  • Back-Calculate Expense Taxes
  • Category & 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.
  • Favourite Reports
    • Click on the star next to any Report in the Reports section to favourite it for quicker access.
  • Reset Opening Balance for Bank Reconciliation
    • If the Opening Balance was entered in incorrectly, you can now reset it and start reconciling correctly.
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