Release Notes
Version 2.16.0
- Allow re-arranging item rows in invoices
- Remove Project column from Received Invoices
- Improve email notifications
- About 15 other enhancements and bug fixe
Version 2.15.0
- Add email verification during on-boarding
- Add additional on-boarding security checks
- Improve Plaid connectivity
- Allow pressing “Enter” on login screen
- About 25 other enhancements and bug fixes
Version 2.14.0
- Allow applying a coupon to active or pending-cancel subscription
- Improve visibility in transaction list
- Improve Plaid connectivity
- About 22 other enhancements and bug fixes
Version 2.13.0
- Allow marking categories as favorites
- Add checkbox for 1099 tracking of agencies and clients
- Add 1099 tracking report filter
- Redirect LLC formation onboarding link to website
- About 25 other enhancements and bug fixes
Version 2.12.0
- Add system notifications management settings
- Allow undo of a manual payment
- Remove calculator tools
- Admin panel updates
- Allow header to be clickable
- Improvements to Square integration
- About 20 other enhancements and bug fixes
Version 2.11.0
- Add pagination to list pages
- Add PDF, Print, Excel exports for reports
- Open invoice PDF’s directly in new tab
- Update tax tables for 2021
- About 15 other enhancements and bug fixes
Version 2.10.0
- Allow cancellation of trial period
- Improve Square integration
- Improve PayPal integration
- New Invoice Status report
- Add project and alternate contact fields to Invoice
- Allow user to include a personal note in the email sent to clients
- Send overdue email to clients
- Add support for 50% SECA deduction
- Redesign taxi and mileage tracker
- Rename subscription plans
- Add Affiliate Marketing system integration
- Various UI enhancements
- Over 20 other enhancements and bug fixes
Version 2.9.0
- Attach documents to Contacts and Invoices
- New Income and Expense summary reports with date and project filters
- New Income and Expense transaction detail reports with date and project filters
- Allow re-sending a partially paid invoice to a client with payments shown
- Allow transfers between accounts
- Support white label functionality with logo placement
- Onboarding checklist for new users to guide them
- Allow connecting invoices that are received to those that are sent for subcontractors
- Allow Namu Bookkeepers to provide remote bookkeeping functionality
- Allow Namu AI to provide category and type suggestions for downloaded transactions
- Populate Top 5 clients in dashboard
- Various UI enhancements
- Over 20 other enhancements and bug fixes
Version 2.8.0
- Newly designed dashboard with stats
- New Agency, Client, Project pages with new settings pages
- Allow linking multiple invoices to a single transaction
- Add social signup options for Google and Facebook
- Add PayPal support
- Add Square support
- Store hourly rate and phone number per Agency, Client and Project
- Default enable Invoice paid notifications
- Various UI enhancements
- Over 25 other enhancements and bug fixes
Version 2.7.0
- Adding help text throughout system
- Add comments box to tax planner
- Added linking projects to transactions for project reporting
- Add status filter to Invoice List and Received Invoices
- Newly designed tax planner pages
- Send emails to users when trial plans end or plans are canceled
- Add Re-Send invoice button
- Various UI enhancements
- Over 35 other enhancements and bug fixes
Version 2.6.0
- Newly design transaction management page
- Filtering on transactions page
- Newly designed retirement planner page
- Various UI enhancements
- Over 47 other enhancements and bug fixes
Version 2.5.0
- Add sorting on columns in Historical Invoices
- Allow adding Agency and Client and Projects directly from a new invoice
- Brand new Invoicing system pages
- Add filters to Historical Invoices
- Add Invoice scheduler to automatically generate invoices on a schedule
- Various UI enhancements
- Over 25 other enhancements and bug fixes
Version 2.4.0
- Allow forwarding an invoice
- Allow sharing an invoice via standard mobile sharing options
- Warn if invoice number is re-used
- Allow hiding and deleting manual accounts
- Allow invoice fields to be turned on and off per each invoice
- Add hide and delete for Received Invoices
- Various UI enhancements
- Over 30 other enhancements and bug fixes
Version 2.3.0
- Replace toasts with new brand style
- Allow invoice level notifications
- Brand new Invoice settings pages
- Brand new Financial Account settings pages
- Brand new Billing settings pages
- Add smart invoice numbering system to automatically number invoices
- Various UI enhancements
- Over 30 other enhancements and bug fixes
Version 2.2.0
- Brand new onboarding and sign-up pages
- Brand new User and Company profile pages
- Brand new Account, Password, Email settings pages
- Show totals by Invoice status in Historical and Received Invoices
- Add support for multiple email addresses to be stored and used
- Add standard deduction to tax planner
- Show Invoice Recipient and Amount in transaction register
- Send monthly email to remind users to update their tax data
- Various UI enhancements
- Over 45 other enhancements and bug fixes
Version 2.1.0
- Brand new top and left navigation aesthetic for easier use
- Build new backend invoice scheduling system
- Send unpaid invoice reminder emails
- Send a credit card receipt upon payment to invoice recipient
- Automatic logoff after 15 minutes of idle time
- Allow user to store multiple emails within account
- Show transaction history for invoices in audit area
- Various UI enhancements
- Over 40 other enhancements and bug fixes
Version 2.0.0
- Mark invoices as overdue automatically
- Change reply-to of emails to customer email address
- Show email address of recipient when sending
- Allow invoice to be marked final even if not emailing
- Create a private note on an invoice that is not sent to Client
- Various UI enhancements
- Over 45 other enhancements and bug fixes
Version 1.13.0
- Mark invoices as overdue automatically
- Change reply-to of emails to customer email address
- Show email address of recipient when sending
- Allow invoice to be marked final even if not emailing
- Create a private note on an invoice that is not sent to Client
- Various UI enhancements
- Over 45 other enhancements and bug fixes
Version 1.12.0
- Add invoice payment via ACH through Stripe
- Allow invoice to be voided for bad debts
- Create auto mileage tracker
- Create taxi trip tracker
- Allow adding manual transactions to downloaded accounts for backfill
- Allow creation of new manual accounts
- Allow splitting manual transactions
- Allow credits to be applied to invoices
- Add PayPal integration into UI
- Various UI enhancements
- Over 37 other enhancements and bug fixes
Version 1.11.0
- Allow invoices to auto-save
- Allow downloaded transactions to be split
- Allow downloaded transactions to be deleted
- Add Date Paid for invoices manually paid
- Created detailed and summary P&L reports
- Create backends for PayPal, mileage and taxi tracking
- Various UI enhancements
- Over 35 other enhancements and bug fixes
Version 1.10.0
- Creation of cash account for manual cash transaction tracking
- Add address to real estate listings
- Combine auto and manual tax transaction systems into 1 system
- Build out backend components for future reporting systems
- Allow show/hide of all list based items
- Show calculated Social Security tax attributed to W2 income
- Various UI enhancements
- Over 35 other enhancements and bug fixes
Version 1.9.0
- Add sales tax functionality for invoices
- Improvements to LLC formation purchasing
- Various invoicing enhancements
- Various UI enhancements
- Over 40 enhancements and bug fixes
Version 1.8.0
- Improvements to the tax automation system
- Better invoice formatting
- Allow tagging downloaded transactions to real estate listings
- Removal of signup code to move to public beta
- Add FICA marginal rate calculation
- Various UI enhancements
- Over 35 enhancements and bug fixes
Version 1.7.0
- Allow tagging of downloaded transactions
- Addition of concierge plans
- Redesigned onboarding workflow
- Tax and Retirement planning automation mode
- Additional contact fields
- Over 40 enhancements and bug fixes
Version 1.6.0
- Track taxes paid
- Setup one-time purchases checkout
- Security enhancements
- Over 60 enhancements and bug fixes
Version 1.5.0
- Namu Real Estate Workflow – the beginnings of the real estate agent workflow system
- Improve tax calculation engine
- Pull transaction data from banks and credit cards
- Various UI enhancements
- Over 30 enhancements and bug fixes
Version 1.4.1
- over 30 bug fixes and enhancements to the previous 4 releases based on user feedback
- sales tax calculations and collection
Version 1.4.0
- Namu Invoicing Workflow – the beginnings of the invoicing workflow system
- Integration of Stripe credit card payments
- Support for multiple tax years
Version 1.3.0
- Namu Retirement Planner – Provides calculations for how much a self employed person can save for retirement based on their income so far, manual entry
- Namu Billing and Subscriptions – ability to subscribe to a plan and setup credit card auto-pay;
- Enhanced FICA tax calculations
Version 1.2.0
- Namu Tax Planner – Estimated tax calculator for IRS, FICA, NY and CA taxes via manual entry
- Create user login, logout, signup workflows
Version 1.1.0
- Namu Tax checkup – basic help for people to assess what they have paid in penalties
- Create application login shell
- Create admin panel
