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      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.

       

      Want to see what we've done last year? Check out Changes and Updates in 2020 here.


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      January | February | March | April

      Last Updated: April 19, 2021


      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.

       


      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.

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