New features to better manage your invoices and fill in missing transactions
This month, we’ve made it easier for you to navigate your open bills and invoices through column sorting. We’re also continuing to add features that help you modify or import your data into Ambrook.
Easily find outstanding invoices or bills
When you’re reviewing bills and invoices, you can now choose how to sort your data to fit your needs. Want to know which invoices are coming up on their due date? Filter on the Due column for invoices that are due first. Looking for a bill that was created recently? Sort by the Created column. Once you customize how you sort the first time, we’ll remember your preferences for your next bookkeeping session.
Next up, we’ll allow you to choose which columns are in view to remove any clutter and better suit your workflows. Stay tuned.
Manually Import Transactions
Sometimes you may catch errors caused by automatic bank feeds – they aren’t perfect, which is why we recommend periodic account reconciliation. Now, you can upload missing transactions yourself with our Import Transactions feature. Navigate to your Ledger and use the +New menu to import transactions.
You can also use this feature when:
You’ve made a few business transactions made on a personal account that is not connected to Ambrook
You don’t use online banking for your bank account or credit card, or
Your bank isn’t supported by Plaid, our third party bank connection provider.
We hope this makes it easy to get all your transactions into Ambrook. You can find a more in-depth guide in this article.
A few more wins
If you’re trying to pay a bill via ACH or mailed check, but don’t have enough funds in your Wallet, we now have a “Deposit then pay” option under the bill scheduling section. This will transfer funds into your Wallet and initiate the payment as soon as the money is available.
We’ve launched our support library in-app. Navigate to the Support button and click on Search for Help to find what you need. You can always reach out to our team if you can’t find what you’re looking for!
Our media publication, Ambrook Research, is launching a podcast! Learn more and subscribe here.
What’s sprouting next 🌱
We’re getting closer to launching tools to support your end-of-year tax prep, including self-serve reports and the ability to review those statements in-app. You’ll also be able to make adjustments to activity on your ledger and exclude transactions that you do not want in your statements. We hope this helps make year-end review easier!
