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Release Notes

What's New?

MyCloudBook is updated continuously to keep getting better for you.

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.
New
  • Sales Tax Tracking now supports tax groups (combine multiple taxes into a single group).
  • Files Attachment with each document reached general availability — attach receipts, contracts, and photos.
Improved
  • Tax Settlement workflow now suggests the deposit account based on the agency configuration.
  • Smaller payload on the Reports list API (down ~35%).
  • File upload supports drag-and-drop on every document form.
  • Files preview pane on the right side of the Document detail page.
Fixed
  • Fixed an issue where attaching files larger than 8 MB caused a silent timeout.
New
  • Per-user notification preferences (email digests for invoice payments, overdue invoices, and low-stock alerts).
  • Cash Flow Statement reached general availability — track how cash moves in and out of the business across the selected date range.
Improved
  • Customer Statement aging buckets are now configurable (default 30 / 60 / 90 / 120).
  • Better contrast on chart tooltips across the Dashboard.
  • New keyboard shortcut: "/" focuses the global search anywhere in the app.
  • Page titles in the browser tab now include the document number for easier multi-tab use.
Fixed
  • Resolved an issue where a deleted Custom Field still appeared on the Invoice print template.