New: The People Tab
FreshBooks just got simpler. The new People tab allows you to easily manage all the people you collaborate with. This includes your clients, staff and contractors. Now you’ll have less clutter (fewer tabs = good), and all your contacts will be in one place.
The tab includes four sub-tabs with all the same functionality that had previously existed in the former Clients and Team tabs:
- Clients: Add, edit and see all of your clients. From there, you can create invoices, projects, expenses and account statements for your clients. Not to mention add/edit credit (deposits) and see how long your clients take to pay you.
- Staff and Contractors: Add, edit and see all of your staff and contractors, even set their re-billable hourly rates for invoices.
- Assign Clients: Assign clients to your staff so they can only track time, assign expenses, and invoice those particular clients.
- Sent Emails: View any email you have sent to your “People”. Such as an invoice to a client, an invite to a contractor, or a reminder to your staff to track their time.
If you have any feedback about the update, please let us know below in the comments.