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New Release: Expenses upgraded, API extended

by Mike McDerment - May 15/2008

Early this morning we pushed out a new release affectionately dubbed “Animal House”. Here’s a quick rundown of what’s new:

Tax management for your expenses

Now you have the ability to add taxes to your expense categories. The benefit of this is that once you set the taxes you want to associate with a given category, all you need to do is enter an expense total and we will backwards calculate the amount of tax on the expense for you. This will come in handy at tax time – especially for UK and Canadian based companies.

Staff time-tracking via the API

When we first released our Mac OS X time tracking widget, only admin accounts were supported. Now your staff can join the party with their very own API token. Here are the steps they’ll need to retrieve their token and get rolling:

  1. Login.
  2. Go to the “Profile” link in the top right hand corner.
  3. At the bottom of the page, collect your URL and token.
  4. Input these values into the widget.

Note: You (as the administrator) must have enabled the API in your account and agreed to the API terms of service before your staff can retrieve their token. But if you are already using the widget or another FreshBooks add-on, you’re good to go already.

There are other additions to the API relating to projects, credits and some other goodies. Check the developer blog for those details a little later today.

Improved “Assign Client” page

We’ve made the “Assign Client” page easier to use, which is great news for accounts juggling permissions between clients and staff.

More e-mail customizations

In this release we also added the ability to further customize your emails. You can now include invoice/estimate numbers and amounts in the body of emails sent to your clients.

So, that wraps things up.

The fastest way to track your time and invoice your clients is with FreshBooks, the leader in online invoicing. Sign up for your free account!

6 Comments (add comment)

May 15/08
6:17 pm
Brandon says:

Thanks guys, these look great!

Also noticed that the Mac widget doesn’t list ALL your projects anymore, just the active ones – much, much better!

FYI, if you’re not seeing this, go into your widget settings and click “done”. That will refresh your projects and take out all the archived ones.

May 16/08
4:18 am
Matthew says:

Nice one – the new additions are a step in the right direction, thanks.

What’s next? :)

Personally I’d love to see recurring expenses with supplier accounts – just seems to be the final piece in the jigsaw. You’ll probably find more people willing to use your system as a result (especially those coming from a Sage system).

Anyways, keep up the good work!

May 18/08
2:45 pm
Richard says:

Any chance of something I requested a while back not sure if anyone else has requested but can we have next invoice date in the recurring invoices. This is quite crucial as far as I can so if you want to make sure anything has changed since last invoice you dont have to go thru each one there and then trying to work out when the next invoice is going to be sent.

May 18/08
9:30 pm

Please consider a Simple Date

Possible options for Invoice line description
Invoice for Services for March, 2008
Invoice for Services for ,

Date range is a little tougher
Invoice for Services for 5/1/08-5/31/08
but would take
Invoice for Services for 5/1/08-6/1/08

May 26/08
7:59 am
Richie says:

Can you please add the feature to issue Credit Notes to clients.

May 26/08
2:55 pm

We ready need a way to automatically addon late fees if an invoice is overdue by more than 30+ days. Please consider adding this feature in the next release.


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