Transaction source

Your sales and purchase lists (income and expenses lists for basic accounting users) now show where each entry came from in the new "Source" column.

The link will take you to the source document that the income or expense record was generated from.

Edit/undo

Making changes is now quicker with a new edit icon, or undo icon in the case of transactions created directly from an imported bank transaction.

When using undo, the original bank transaction explanation will be removed...

... and you will be taken to the explain page for that transaction so you can redo the explanation straight away.

Emails and attachments

The email icon will be blue when the invoice or payment remittance is ready to be sent, and a green tick will show once it has been emailed. The attachments icon will show the number of files attached.

Note: To reduce confusion, we no longer display dark grey icons to denote an available action that hasn't been used yet, such as the email and attachment icons.

Other actions

All other actions are available behind the ellipsis icon.