Expense Tracker Revamp!
It's time to get rid of that old shoe box you are using to store all of your receipts!
If you are like me you probably despise the accounting and bookkeeping process...but in order to keep tidy books for Uncle Sam you need to have a system in place to keep your expenses and receipts organized to calculate your project profitability.
We've been pushing up a bunch of updates to our Expense Tracker the last couple of weeks that makes your project bookkeeping less painful and dare I say kinda fun (I guess)...
New Invoice # Column
We added in a new Invoice # column which you can use to help you organize all of your expenses by a specific receipt # or invoice #. Soon we will be launching a new Invoice Report which will organize all of your expenses by Invoice # so you can match your invoice/receipt balances with your expenses in your Expense Tracker.
New Tax Amount Column
We also added in a new tax column where so you can breakdown your invoices and receipt sales taxes.
New Sorting Functionality
We also injected new sorting functionality so you can quickly sort every single column on the Expense Tracker:
- Sort expenses by Date (oldest to newest 🔃)
- Sort expenses by Amount (smallest to biggest 🔃)
- Sort by Invoice #
- Sort expenses alphabetically by Description, Account, Vendor or Category
You can also filter data to see specific Accounts, Vendors or Categories
New Expense Searching
Now you can search the Expense Tracker to help you find expenses! You can search the Expense Tracker by any column data!
- Search by Description
- Search by Invoice #
- Search by Account, Vendor or Category
- Search by Amount
New Copy to Clipboard and Export to CSV
Now you can easily copy expenses to your Clipboard to paste, or directly export your Expenses to a CSV spreadsheet file.
New Pagination, Usability, and Performance Improvements
On the average house flip you might have a couple hundred expenses items loaded to your Expense Tracker which caused the page to load fairly slowly. Our new pagination functionality only shows the latest 25 entries, which significantly improves page load speeds!
If you want to see more entries, simply change the # of entries to 25, 50 or 100 entries shown.
More Updates Coming Soon!
Checkout Our Software Road Map To See What We're Building Next
We welcome your feedback and hope to provide a collaborative experience so we can build the best house flipping & rehab project management software together.
If you have any feedback, ideas or suggestions, collaborate with our community to help us decide what we should build next.
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