Changes & Updates in 2021
FreshBooks is constantly being updated and improved to make running your business even easier so you have more time to focus on what you love. Release notes (also known as a changelog) are below for all of the new features and improvements that have been added in 2021.
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Last Updated: Dec 31, 2021
December
| Category | Changes & Updates | Details |
| Expenses | Receipt Scanning for Bills & Expenses | Use Receipt Scanning which utilizes OCR (Optical Character Recognition) to extract details from your receipts which can then be quickly made into Bills or Expenses. |
| Mobile | Filter by Archived and Deleted Invoices | Manage your archived and deleted Invoices by tapping on the Showing Active by [Sort By] section above your list of Invoices on the FreshBooks Mobile App for iOS. |
November
| Category | Changes & Updates | Details |
| Bank Connections & Expenses | Import Expenses from Specific Time for Salt Edge Connections | Bank Connections via Salt Edge can now choose how far back to import Expenses from. |
| Bank Connections & Expenses | Import Expenses from Specific Time for Yodlee Connections | Bank Connections via Yodlee can now choose how far back to import Expenses from. |
| Bank Connections & Expenses | Import Expenses from Specific Time for Plaid Connections | Bank Connections via Plaid can now choose how far back to import Expenses from. |
| Bank Connections, Emails & Settings | Disconnected Bank Account Email for Plaid Connections | A new email notification has been added for whenever a Bank Account is disconnected from Bank Connections via Plaid to encourage prompt reconnection. |
October
| Category | Changes & Updates | Details |
| Payroll & Integrations | KeyPay Payroll Information | The KeyPay integration (for UK and Australian businesses) also brings in Payroll Information from your Payroll Runs into your FreshBooks account. |
| Estimates & Proposals | Estimates & Proposals Advanced Search | Now you can use advanced search to narrow down your Estimates & Proposals with specific filters like Clients, amount, currency and more. |
| Navigation & Accessibility | Colour Improvements | Fields in Advanced Search, Time Entry, modals and dialogs are labelled for screenreaders for correct announcements. Avatars, signup, login, password reset fields and the timer's buttons, placeholder text and input field outlines have improved colour contrast. |
September
| Category | Changes & Updates | Details |
| Mobile | Duplicate Invoices on Android | You can now duplicate Invoices on the FreshBooks Mobile App for Android. |
| Accessibility | Improved Status Labels | Status labels have been updated throughout FreshBooks to be more legible with dark text on a colored background instead of colored text. |
| Settings & Emails | Default Late Payment Reminders | Set new default Late Payment Reminders settings across all your Clients. |
| Settings, Invoices, Estimates & Proposals | Default Logo & Theme | Set a new default Logo & Theme across all Invoices, Estimates, Proposals and Recurring Templates. |
| Projects, My Team & Invoices | Cost Rate Updates and Assign Invoices to Projects | When updating a Team Member's Cost Rate, choose whether to apply the new rate to all past and future Time Entries, or to future Time Entries only. Past Invoices can also be assigned to Projects to track Profitability. |
August
| Category | Changes & Updates | Details |
| Payroll & Integrations | Gusto Payroll Information | The Gusto integration (for US businesses) also brings in Payroll Information from your Payroll Runs into your FreshBooks account. |
| Mobile | Checkout Links on iOS | Create Checkout Links and share them on the go with links or QR codes on the FreshBooks Mobile App for iOS. |
| Settings, Emails & My Team | Updated Team Member Invite Emails | Team Member invitation emails have been updated with branding and HTML formatting to match the rest of our Sent Emails. |
| Navigation & Accessibility | Improved Keyboard Accessibility | Elements like the Advanced Search, More Actions and other buttons are now keyboard accessible. The main navigation menu now has focus states when tabbing through. |
| Estimates, Proposals & Projects | Convert Estimates & Proposals into Projects | Quickly convert an Estimate or Proposal into a Project, with any Services added on the Estimate/Proposal automatically included in the Project. |
| Mobile | Checkout Links on Android | Create Checkout Links and share them on the go with links or QR codes on the FreshBooks Mobile App for Android. |
| Navigation & Accessibility | Additional Keyboard Accessibility | Elements like table footer links, sub-navigation buttons, pop-ups, date pickers and switching between businesses are now keyboard accessible and have focus states when switching through. Any pop-ups now open above the element rather than blocking it on smaller screens. |
July
| Category | Changes & Updates | Details |
| Payments | Invoice Payments Advanced Search | Now you can use advanced search to narrow down your Invoice Payments with specific filters like Clients, payment type, currency and more. |
| Projects | Project Descriptions & Project Estimates | Projects now have a Description field for any extra details and an Estimate Type to track your estimated time by Total Project or by Hours Per Service. |
June
| Category | Changes & Updates | Details |
| Settings & Emails | Reply-To Email Address | Email replies can now go back to either the sender (Owner or Team Member) or to a custom Reply-To Email. |
| Projects | Services Sub-Tab | Now when viewing any Project, use the new Services sub-tab to view all assigned Services including the Total Hours billed for each. |
| Settings & Emails | Sent Email Log | View all email activity sent out from your account with the Sent Emails Log in the Clients section. |
| Dashboard & Reports | Recurring Revenue Updates | The Monthly Recurring Revenue graph on the Dashboard has been updated to reflect actual numbers instead of an average calculation. The Recurring Revenue Report has been updated to Recurring Revenue Annual Report and an additional new Recurring Revenue Details Report has been added to drill deeper into your active Recurring Templates and Retainers. |
| Time Tracking | Team Review & All Sub-Tab | Owners can now add and edit Time Entries on Team Members' behalf and the Review sub-tab has been renamed to the All tab, where the graph can be hidden to save space. |
| Invoices, Estimates & Proposals | Classic Template Updated | The Business Owner's address now displays the Country in full instead of an abbreviation. |
May
| Category | Changes & Updates | Details |
| Projects | Duplicate Projects | Save time creating similar Projects by duplicating an existing Project using the More Actions button. |
| Invoices | Charge Late Fee Based on Outstanding Balance | You can now apply a percentage-based Late Fee based on the Invoice's value or on the Invoice's outstanding balance instead. |
| Projects | See Project Overview by Team Member, by Service or by Status | Toggle between viewing a Project's tracked time by Team Member, By Service or by Status for a quick glance. |
| Invoices, Estimates & Proposals | Classic Template |
The Classic Template is a new template that puts Client and Business information in the top left corner, making it compatible for window envelopes for snail mail. Once the invoice is paid, downloading it as a PDF will show the PAID stamp at the top. |
| Payments | Prepayment Credits include Payment Method |
A Payment Method can now be specified when creating a Prepayment Credit, and all Overpayment Credits will automatically display the Payment Method used at time of payment. |
| Clients | Advanced Search for Clients |
Now you can use advanced search to narrow down your search with specific filters like organization, contact name, email and more. |
April
| Category | Changes & Updates | Details |
| Mobile & Expenses | Back-Calculate Expense Taxes on Android | Select up to two taxes, and it will automatically calculate the tax totals for you based off the grand total of your Expense on the FreshBooks Mobile App for Android. |
| Navigation | Global Settings | The menu from the gear icon has been simplified, and a new Settings section has been added which includes My Account (formerly My Profile), My Company (formerly Company Profile) and Email Notifications as sub-tabs. |
| Mobile & Expenses | Back-Calculate Expense Taxes on iOS | Select up to two taxes, and it will automatically calculate the tax totals for you based off the grand total of your Expense on the FreshBooks Mobile App for iOS. |
| Reports | Customize Time Entry Details Report | Choose to show or hide the Billable Rate, Total Billable, Cost Rate and Total Cost columns on the Time Entry Details Report. |
| Dashboard | Improved Outstanding Invoices & Total Profit Graphs | The Outstanding Invoices graph now shows Accounting Aging details over 30, 60 and 90+ days, and the Total Profit graph now accurately captures data from a cash-based Profit & Loss Report. |
March
| Category | Changes & Updates | Details |
| Mobile, Invoices & Payments | PayPal on iOS | Enable PayPal on your Invoices on the FreshBooks Mobile App for iOS. |
| Reports | 🎉 Profitability Details Report | You can now run a Profitability Details Report to see a detailed breakdown of a Project's profitability by Services and Expenses. |
| Mobile, Invoices & Payments | Bank Transfers (ACH) and PayPal on Android | Enable Bank Transfers (ACH) for both FreshBooks Payments and Stripe, or PayPal on your Invoices on the FreshBooks Mobile App for Android. |
| Invoices | Default Color set to Grey | For newly created FreshBooks accounts moving forward, the default color for Invoices is set to grey. |
| Settings | New Recurring Invoice Sent Email | A new email notification has been added for whenever a Recurring Invoice from a Recurring Template has been sent to your Client(s). |
February
| Category | Changes & Updates | Details |
| Reports | 🎉 Accounts Payable Aging Report | Keep track of which Bills are outstanding or overdue with the Accounts Payable Aging Report. |
| Invoices & Payments | Apply Credit to Invoices | You can now apply any available credit while creating or editing an invoice. |
| Accounting | Reconcile Credits in Bank Reconciliation | Overpayment and Prepayment Credits can now be reconciled with Bank Transactions in Bank Rec. |
| Estimates & Proposals | Bulk Download Estimates/Proposals PDFs | Estimates and Proposals can now be downloaded in bulk as PDF with the Bulk Actions button. |
| Invoices & Payments | Pay Multiple Outstanding Invoices in Bulk | Clients with a Client Account can now pay multiple outstanding invoices simultaneously with the same payment information. |
| Reports | 🎉 Profitability Summary Report | Track which Projects are more profitable than others with the new Profitable Summary Report. |
| Invoices | Send as PDF | When enabled on the Client Profile, you can email Invoices to Clients along with a copy of the invoice attached as a PDF. |
January
| Category | Changes & Updates | Details |
| Estimates & Proposals | Single Line Actions | Now you can quickly edit, duplicate, accept, convert to Invoice, archive and/or delete while hovering over any Estimate or Proposal in your list. |
| Invoices | Tax Invoices for Certain International Businesses | If the Country is set to Australia, Bahrain, New Zealand, Singapore, or South Africa in My Company, your Invoices & Recurring Templates will display the Invoice Number text as Tax Invoice Number instead. |
| Settings & Emails | Emails & Templates | Emails sent to your Clients can now be customized, including an Email Signature, as well as Remove FreshBooks Branding from your emails. Email notifications can also be toggled on or off to your preference. |
| Mobile | 🎉 Mileage Tracking on Android App | Track your mileage on the FreshBooks Mobile App for Android. |
| Reports | 🎉 Credit Balance Report | See a breakdown of all Credit for each of your Clients with the Credit Balance Report. |
| Estimates | Quotes for UK Businesses | If your Country is set to United Kingdom in My Company, your Estimates will display as Quotes instead. |
| Expenses & Clients | Single Line Actions | Now you can quickly edit, attach receipt, duplicate or delete while hovering over any Expense in your list, as well as quickly edit, archive and delete while hovering over any Client in your list. |