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Release Notes

What's New?

MyCloudBook is updated continuously to keep getting better for you.

New
  • AI Import is now generally available. Upload a PDF, image, CSV, or text file, and the system reads it and extracts your records. It covers the Chart of Accounts, Customers, Suppliers, and Items.
  • Every extracted record is shown for review before it is imported. You can search the list, download it as a CSV file to correct it outside the application, and upload the corrected file. Each import session keeps its earlier versions.
  • An invoice now lists the credit notes that refund it, with each credit note number and amount.
  • A project can be marked as completed. A completed project locks its documents, so they can no longer be edited or deleted.
Improved
  • The Journal and the Ledger now include a Project column, and the invoice and expense lists show a project badge.
  • A project no longer requires a customer. You can also filter the projects list to show only the projects that have no customer.
  • The transactions grid on the project page can be filtered by document type.
  • The products list now has a search box. The product pickers on the invoice and expense forms search on the server, keep the selected item visible, and show a clearer message when nothing matches.
  • You can set default income, expense, and inventory accounts for your items in Settings. An account that is used as a default can no longer be deleted.
  • The Chart of Accounts is now sorted by account type, then account number, then account name.
Fixed
  • The Balance Sheet now uses the To date that you select as its "as of" date.
  • The Trial Balance now includes every account that has a non-zero value in the selected period.
New
  • You can now export your financial reports to Excel. This includes the Trial Balance, Balance Sheet, Income Statement, Cash Flow Statement, the Accounts Receivable and Accounts Payable Aging reports, the Inventory Product Movement report, and the Sales Tax Liability and Sales Tax Statement reports.
  • You can pin a project to keep it at the top of the list and set a progress percentage to track its completion. You can also change a project's status from a quick dialog.
  • The project page now shows all of its invoices, bills, and expenses in one transactions grid, where you can edit or delete each document.
Improved
  • The projects list now shows each project's income, cost, profit, and margin as colored badges.
  • The Project Estimate form now separates your internal cost columns from the customer-facing columns using two-line headers, with tooltips that explain each column.
  • You can reorder the report tabs by dragging them into the order you prefer.
Fixed
  • When you open an existing Tax Settlement, the payment view no longer shows editing controls that do not apply.
New
  • The new Projects module links invoices, bills, and expenses to a project. Each expense line can belong to a different project.
  • Each project shows its profitability: actual income, cost, profit, and margin. Filter the projects list by customer, status, or name.
  • The new Project Estimate document plans a project with a unit cost and markup per line, then compares the estimate against the actual result.
  • Verify your email or reset your password with a six-digit code, in addition to the email link.
Improved
  • After you verify your email address, you are signed in automatically.
  • Refreshed the verification and password-reset emails so the code is shown clearly.
  • The Invoices and Expenses lists can now be filtered by project.
New
  • Customer Statement redesign reached general availability — refreshed layout with totals summary and a polished PDF template.
  • Supplier Statement redesign — same modern look as the Customer Statement, with AP aging and outstanding-bill summaries on one page.
Improved
  • Polished the badge layout on the Subscription Plans grid so long plan names no longer push the price column out of view.
  • Added a "Print" shortcut next to the Save button on Invoice and Receipt forms.
  • Sped up the global search by ~35% for companies with more than 50,000 documents.
Fixed
  • Fixed a rare case where the AR Aging Summary excluded credit notes issued on the report's "as of" date itself.
  • Resolved a session-timeout edge case that could ask the user to log in again immediately after a long file upload.
New
  • Customer Statement now supports a "Hide zero-balance lines" option for a cleaner export.
  • Dashboard refresh — the Income vs. Expenses chart, Total Receivable / Payable summary, and Cash Flow section now share a single date-range selector.
Improved
  • Sales Tax Liability report now sorts tax agencies alphabetically by default.
  • Expense form remembers the last-used payment method per user.
  • Total Receivable and Payable figures on the Dashboard now refresh automatically when an invoice or bill is saved.
  • Faster initial paint on the Dashboard when the Income vs. Expenses chart spans many months.
Fixed
  • Fixed an issue where the Customer Statement PDF total did not match the on-screen total when a line had a zero-amount tax.
  • Fixed a chart overlap on the Dashboard when the browser window is narrower than typical tablet width.
New
  • Roles for Multi-users reached general availability — assign each teammate one of five system roles: Reports Only, Expenses Only, Sales Only, Standard, or Admin.
  • Role-based menu filtering — users only see the modules and reports their assigned role grants access to.
  • Object History timeline — see who last changed each document and when, directly from the document's detail page.
Improved
  • Re-invite flow refreshed — admins can resend a pending invitation with one click from the Users list.
  • Improved the FIFO inventory engine when an item is sold and re-stocked on the same calendar day.
  • A clearer empty-state graphic on every list when there is nothing to show yet.
  • Customer Statement export now respects the user's selected date format (DD/MM/YYYY or MM/DD/YYYY).
Fixed
  • Corrected a rounding mismatch in Group Tax calculation when a line uses a percentage discount and the unit price has more than two decimal places.
New
  • Roles for Multi-users beta opened to all paying customers — the five system roles (Reports Only, Expenses Only, Sales Only, Standard, Admin) give each teammate just the access they need.
  • User Invitations module — invited users receive a secure sign-up link and automatically inherit the role you selected when inviting them.
Improved
  • Refreshed iconography across the Reports menu for clearer visual hierarchy.
  • Reduced memory use on the Income Statement when the date range spans more than 24 months.
  • Customer card now displays the AR (Accounts Receivable) balance at the top for quick reference.
  • Quicker page transitions when navigating between Invoices and Receipts of the same contact.
Fixed
  • Fixed an issue where a Custom Field marked as required did not block saving when it was left empty on the Bill form.
New
  • Roles for Multi-users private beta — first version of role assignment using the five system roles defined in the platform.
  • Accounts Payable Aging Detail report reached general availability — drill into every unpaid bill bucketed by age, with one-click navigation to the source bill.
Improved
  • Users list now shows the assigned role and the user's email next to each name.
  • Faster Trial Balance report generation for accounts with very deep sub-account trees.
  • Numeric inputs on financial forms now select-all on focus, matching desktop accounting-app conventions.
Fixed
  • Fixed an issue where invited users could not accept an invitation if their email address contained a plus-alias (e.g. [email protected]).
  • Fixed a wrong total on the AP Aging Detail report when a bill was partially paid with a foreign-currency receipt.
New
  • Accounts Payable Aging Summary report reached general availability — bucketed view of total payables by age range across all suppliers.
  • Accounts Receivable Aging Detail report — drill into every open invoice grouped by aging bucket with one-click navigation to the source document.
Improved
  • The Global Search box now de-duplicates results when the same document matches across multiple fields.
  • Email templates for sales documents support a refreshed list of merge fields, including {CompanyName}, {ContactDisplayName}, {EntityNo}, and {DocumentUrl}.
  • Estimate PDF now renders ~12% faster on first generation thanks to template precompilation.
  • Better autocomplete ordering in the Item picker — most-used items rise to the top per user.
Fixed
  • Fixed a layout regression on the Login page when the interface language is right-to-left (Arabic).
New
  • Accounts Receivable Aging Summary report has been completely redesigned with configurable aging buckets (default 30 / 60 / 90 / 120).
  • Draft Documents module reached general availability — save any Invoice, Receipt, Bill, or Expense as a Draft and convert it to a final document when ready.
Improved
  • All Aging reports (AR & AP, Summary & Detail) now export to PDF and Word with the company logo and footer applied.
  • Lowered first-paint latency on the Dashboard by ~200 ms on cold session start.
  • Customer Statement now supports a "Show paid invoices" toggle.
  • Tax Settlement screen pre-fills the deposit account from the previous settlement.
Fixed
  • Fixed a stale-cache bug where a renamed Account did not appear with its new name on the Chart of Accounts until refresh.
  • Fixed wrong sort order on the AR Aging Detail report when the user selects "Sort by Due Date".
New
  • Draft Bills and Draft Expenses joined the Drafts beta — save a partially filled bill or expense and complete it later without affecting your final totals.
  • One-click "Convert Draft to Final" on every Draft document with automatic journal-entry creation and inventory posting.
  • Draft Invoices and Draft Receipts beta opened to all customers — work-in-progress sales documents no longer interfere with your final numbers.
Improved
  • Paginated lists now render the first page in under 1.5 s on a fresh login.
  • Streamlined the empty state of the Customers list with a single "Add your first customer" call-to-action.
  • Subscription invoices now group prorated lines under a single "Pro-rata adjustment" sub-heading.
  • The Inventory Adjustment form now supports an "internal reason" code in addition to free-text notes.
Fixed
  • Fixed the search behaviour on the Items list when the search term contains a hyphen.
New
  • Bulk archive action on the Subscriptions list to clean up legacy customer subscriptions.
  • Subscription Services now support prorated upgrades and downgrades within the same billing cycle.
Improved
  • Subscription Lifecycle entries now show currency in the header to disambiguate multi-currency cases.
  • Receipt-form date picker now snaps to the closest valid posting period.
  • Pause and resume actions on a Subscription now create a Subscription Lifecycle entry for full auditability.
  • Improved formatting of the trial-end notice email.
Fixed
  • Resolved an issue where editing a subscription-plan price did not invalidate the cached value on related subscription records.
New
  • Subscriptions list now includes filters by status (Trial, Active, Past Due, Cancelled, Paused, Expired).
  • Coupons can now be restricted to specific subscription plans or specific items.
Improved
  • Smaller payload on the Subscription List API (down ~28%).
  • Better keyboard navigation on every modal dialog (Esc closes, Enter submits).
  • The Stripe Checkout session now pre-fills the customer's billing email when available.
  • Lighter colour palette on the Subscription Status badges to improve readability.
Fixed
  • Fixed a crash on the Subscription edit screen when a plan is deleted while another user has the edit screen open.
  • Fixed an issue where a 100%-off coupon caused Stripe to reject the checkout session.
New
  • Coupons module reached general availability — create percentage or fixed-amount coupons and apply them at checkout.
  • Coupons list now shows the total number of redemptions and the last redemption date for each code.
Improved
  • Improved validation messages on the New Coupon form.
  • Smaller payload on the Reports menu API for accounts with many configured Document Templates.
  • The Currency drop-down on Invoices now sorts by recently used.
  • Faster signed-URL generation for company file downloads.
Fixed
  • Resolved an issue where coupon validation accepted leading or trailing spaces and counted them as separate codes.
  • Fixed an issue where the AR Aging Summary missed entries dated on Dec 31 if the report "as-of" date was Dec 31.
New
  • Custom Fields are now supported on Bills and Expenses (in addition to Invoices, Receipts, and Estimates).
  • Custom Fields can now be marked as "required" so the document cannot be saved until they're filled.
Improved
  • The Files Attachment widget now shows file thumbnails for image-type attachments.
  • Faster loading of the Income Statement when many drill-down accounts are involved.
  • Customer Statement now lets you toggle aging columns (current, 30, 60, 90+) on or off.
  • The Invoice form auto-saves a draft every 30 seconds.
Fixed
  • Fixed a Spanish translation typo on the empty Suppliers list state.
New
  • Coupons private beta — create discount codes and apply them on customer-facing checkout pages.
  • Subscription Services reached general availability — recurring billing with automatic invoice generation and Stripe collection.
Improved
  • The Sales Tax Liability report now exposes the agency's contact email in the header.
  • Sped up the Customer search by ~40% for accounts with 10,000+ customers.
  • New onboarding wizard for the Subscriptions module.
  • Inventory Items list now supports a "low stock" quick filter.
Fixed
  • Resolved an issue where the Subscription Lifecycle history did not show the user who triggered a cancellation.
  • Fixed inconsistent currency formatting on the Subscription Plan card for currencies that use a leading symbol vs. a trailing symbol.
New
  • Subscription Plans editor — set price, billing frequency (Monthly / Quarterly / Semi-Annual / Annual), trial length, and proration mode.
  • Subscription Lifecycle audit — every status change (Trial → Active → Past Due → Cancelled) is logged for compliance reporting.
Improved
  • Tax Group editor now shows a preview of the combined effective rate.
  • The Login page now caches static assets at the edge for faster first paint outside the EU.
  • Inventory Adjustment now supports increase and decrease in one document with mixed lines.
  • Receipt printing template optimised for half-page (A5) paper.
Fixed
  • Fixed a bug where the trial-length spin button on the Plan editor could be set to zero, silently disabling the trial entirely.
  • Fixed an issue where reopening a closed Invoice from the Receipt page sometimes failed to refresh the outstanding balance.
New
  • Subscriptions private beta opened — recurring billing for SaaS-style and service businesses.
  • AI Receipt Scan now extracts line-item tax amounts where the receipt clearly itemises them.
Improved
  • Currency-rate refresh job now logs the source feed and retrieval timestamp.
  • Receipt list now displays the deposit account at a glance.
  • AI Receipt Scan accuracy on receipts longer than 2 pages improved by ~12 percentage points.
  • Better handling of curled or folded paper photographs.
Fixed
  • Fixed a race condition that could double-post a journal entry when "Save and Send" was clicked twice in rapid succession.
  • Fixed a misread of the receipt total amount when the receipt uses a comma decimal separator (European format).
New
  • AI Receipt Scan reached general availability — snap a photo of a receipt and we'll create the matching Expense.
  • Multi-page receipts are now supported (the AI stitches lines across pages).
  • AI Receipt Scan beta widened to all paying plans (was previously limited to Advanced Plus).
Improved
  • AI Receipt Scan results now appear in a side-by-side preview so you can verify before saving.
  • Better keyboard accessibility on the Expense form.
  • PDF rendering of the Trial Balance is now ~20% smaller in file size.
  • New keyboard shortcut: Ctrl+S on any document form now triggers Save.
Fixed
  • Fixed a bug where the company logo appeared blurry on PDFs generated for high-DPI screens.
New
  • AI Receipt Scan beta — automatic field extraction (date, vendor, amount, tax, currency).
  • Daily AI document-processing limits per company (configurable by plan) — clearer messaging when the limit is hit.
Improved
  • The Receipt camera capture now auto-rotates portrait-mode photos.
  • AI Receipt Scan now accepts JPEG, PNG, HEIC, and PDF inputs (HEIC support is new for iPhone users).
  • AI processing queue now shows the expected wait time when load is high.
  • Refined the colour contrast on the Dashboard cards for WCAG AA compliance.
Fixed
  • Fixed an issue where the rear-facing camera was not preferred by default for AI Receipt Scan on Android devices.
  • Resolved a transient error on Sign-In when the master DB connection had been idle for more than 6 hours.
New
  • AI Document Processing — initial private beta integration with Google Gemini for invoice and receipt OCR.
  • Per-plan rate limits on the public API (configurable in appsettings).
Improved
  • Tax-agency picker on the new Tax form now groups agencies by region.
  • Faster company switch on the main toolbar (down to ~400 ms from ~900 ms).
  • Audit log for Stripe webhook events now shows the full event payload (sanitised).
  • Refreshed empty-state copy across Sales, Purchasing, and Reports.
Fixed
  • Fixed a bug where Swiss-style cash rounding to the nearest 0.05 was not applied to the receipt printing template.
  • Fixed an issue where deleting a contact with active subscriptions silently failed.
New
  • Stripe Checkout sessions now include the company name on the payment page for a clearer customer experience.
  • Stripe deposit-account mapping per currency — receive USD into one bank account, EUR into another.
Improved
  • Stripe webhook signature validation now logs the reason on failure for easier debugging.
  • Stripe webhook handler now idempotently processes charge.succeeded events.
  • Stripe payment intents now carry the company GUID in metadata to simplify reconciliation.
  • Improved column widths on the Stripe Payments list for high-resolution displays.
Fixed
  • Fixed a bug where Stripe checkout sessions did not honour the discount when the discount type was "Fixed amount" in a non-USD currency.
New
  • Stripe Checkout integration reached general availability — accept credit-card payments straight from invoice share links.
  • Stripe webhook events are now stored in a dedicated log table for transparent audit and troubleshooting.
  • Stripe settings page (publishable key, secret key, webhook secret, deposit account).
Improved
  • New onboarding card on the Dashboard for "Connect Stripe" if not yet configured.
  • Better error messages when Stripe rejects a payment intent (now mapped to user-friendly text).
  • Customer search supports searching by phone number (international format).
Fixed
  • Resolved a webhook replay edge case where the same Stripe event could be processed twice if Stripe retried it within 3 seconds.
  • Fixed an issue where the Stripe test-mode badge stayed visible after switching to live mode.
New
  • Stripe integration private beta — accept card payments and auto-record the journal entry.
  • Re-organised Payments settings into Stripe and PayPal tabs for clearer separation between gateways.
Improved
  • PayPal callbacks are now logged in a dedicated PayPal audit table for clearer support diagnostics.
  • Refreshed the welcome email template for new sign-ups.
  • The Customers list grid now lazy-loads in chunks of 100 for accounts with very large customer bases.
  • New "Send a test email" button under SMTP settings (admin only).
Fixed
  • Resolved a corner case where the PayPal cancel flow left the invoice in an "Awaiting payment" state.
New
  • Spanish localisation polish — translations refined across the Sales, Purchasing, and Reports modules.
  • Arabic localisation across all customer-facing PDFs (invoices, receipts, statements).
Improved
  • Multi-language interface now persists the user's choice in a cookie so it survives logout.
  • Better grouping of accounts on the Trial Balance report (parent → children).
  • Right-to-left layout polish on Customer Statement export.
  • Reduced cold-start time on the Reports menu by ~150 ms.
Fixed
  • Fixed an issue where the Cash Flow Statement double-counted certain inter-account transfers.
  • Fixed a glyph-clipping issue on Arabic invoice PDFs when a line description wraps mid-word.
New
  • Multi-language interface — the entire UI is now translated, and each user picks their preferred language from the profile menu.
  • Customer-facing document share links — send an invoice, estimate, or receipt link without an attachment.
Improved
  • Settings page UX overhaul, splitting Preferences / Localisation / Billing / Integrations.
  • Better empty-state copy on the Estimates list.
  • PDF generation for Estimates is now ~25% faster on average.
  • Inventory Adjustment now supports a per-line free-text reason field to document why the quantity changed.
Fixed
  • Resolved a layout glitch on the Invoice template when the company name exceeds 60 characters.
New
  • Custom Fields module — add up to 10 custom fields per document type (invoice, expense, bill, etc.).
  • Multi-currency support on Bills (was previously invoice-only).
Improved
  • Tax-rate history is now retained when editing an existing tax (old rate stays in effect for past documents).
  • The Audit log now records the IP address and user agent in addition to the user ID.
  • Faster paint on the Bills list by virtualising long rows.
  • Better date picker on touchscreens.
Fixed
  • Fixed a wrong sign on the Sales Tax Liability report when the period crosses a fiscal-year boundary.