Updated Wallet Balances & Contact Lists

Photo of Paige Wyler

By Paige Wyler

Sep 5, 2023

New features to make information more readily available in Ambrook.

One of the hardest parts of bookkeeping can be organizing all the information you need to actually get your work done.  Whether it’s tracking down a delivery address buried in an email thread or having to find a tab on your internet browser with your bank info on it, little things eventually add up to meaningful time spent.  Over the past few weeks our whole team has been working on features to improve this experience.

Wallet Balances

Thanks to a ton of work from Brian, Chris, Jeff, John, and Dan we now display multiple balances for your Ambrook Wallet to give you a more complete picture of your cash flow.  Available Balance is the amount of money in your account today after factoring for all payments that have already been initiated but are still in-flight, like a pending transaction.  Projected Balance is the amount of money expected to be in your account after factoring for things you expect to happen, like future income or scheduled bill payments.

Your Available Balance will show up when scheduling a bill payment, so you can make decisions about when to send payments based on how much cash you have in your account.

Contact Lists

Ali, John, and Dan have also made it easier than ever to manage your contact list and keep track of important information. This includes address info for multiple points of contact, payment instructions, and internal notes.  Your lists can be filtered by customers or vendors, and all the information is integrated into the invoice and bill creation process.

Other wins

  • General performance improvements from Danny made the experience of opening and closing panels snappier.

  • Brian’s iOS mobile app upgrade improved loading times throughout the app.

  • Dylan rolled out Income Statement exports and the ability to more easily manage your balance sheet accounts right from your ledger.

  • When changing the enterprise that a transaction is tagged to, the currently selected enterprises now appear at the top of the menu so it can be easily unselected.

If you want a walkthrough of any of these new features, reach out to our customer support team to set up a training.  We’d love to hear from you about what else you’d like to see on Ambrook that would improve your bookkeeping experience.

Let us know what you think!


Photo of Paige Wyler

Paige Wyler

Paige first developed a love for local food in her home state of Vermont, visiting the farmers market weekly for as long as she can remember. She is passionate about technologies that help make sustainable practices profitable - she spent 2 years on Indigo Ag’s Innovation team and most recently worked at Mineral, Google’s moonshot in agriculture. Paige holds an MBA and an M.S. in Operations Research from MIT and a B.A. in Applied Math-Economics from Brown and currently lives in the Bay Area.

Illustrative image of a person looking out a window at a field

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