Our newest monthly summary of InvoiceOcean updates for April 2021

Hello, welcome to the monthly summary of new features in InvoiceOcean for April. Today we write a lot about tags and a new feature regarding the Cost inventory report. Enjoy!

Keeping your invoicing software up to date matters more than it might seem. Every small improvement, from a new report filter to a clearer notification, is meant to make it easier to create an invoice, track payments, and keep your books in order without wasting time on manual work. Below is a full rundown of what changed in InvoiceOcean this April.

What's New in InvoiceOcean This April

This month's update focuses on two areas that many of our users asked for: better reporting and clearer information on documents. Online invoicing only saves time when the data behind it stays organised, so we spent this cycle polishing the reports and notifications you rely on every day.

Smarter Reporting with Tags and Reservations

We have added a tag filter to the Product report for both sales and purchase. In practice, if transport costs are among your products, you can see exactly how much you spend on a parcel locker, post, or courier by assigning them the tag "Transport". The filter can be found in Reports > Reports list > Products: sales or Products: purchase > more options > Tags. Tags can be added to a product when it is created, or later when editing it under Warehouse > Products. This feature was created at the request of our users - your feedback is important to us, and we keep improving InvoiceOcean based on the ideas that make the daily work of entrepreneurs easier.

The "Include reservations as release documents" option has also appeared in the Cost inventory report. This is useful for devices and products that are issued for reservation. When you generate a cost inventory report, all reserved items - the ones that technically remain in the warehouse - are now included in the report, so your stock count stays accurate.

Cleaner Data Exports to CSV and XLS

We have standardised data exported to CSV with the export to XLS, so all columns and rows in both files now correspond to each other. On top of that, we added the export of the list of companies supported by an accounting office to the XLS file. Consistent exports matter for recurring invoices and month-end bookkeeping, since they let you move data into spreadsheets or external accounting tools without having to reformat anything by hand.

Better Usability and Security Notices

For users still on Internet Explorer, we have added a notification about the recommended browser change. This is meant to improve both the day-to-day use of InvoiceOcean and the security of your account, since Internet Explorer is no longer supported by Microsoft.

We also know that the help and warning messages that appear while you create an invoice were disappearing too quickly. We want issuing documents to stay as transparent as possible, so we added a button to restore closed notifications. You can find it in the upper right part of the generated document.

Sort Code and Account Number on British Invoices

You can now add a sort code and account number to British invoices. With them, you can indicate the bank, the branch, and a specific account directly on the document. Getting these payment details right on your invoice template matters for small business invoicing - accurate bank information means fewer failed payments and less need to chase clients with a payment reminder later on.

Thank you for your support and for all the ideas you keep sending us! Feel free to contact us and follow us on Twitter and Facebook.

Sign up for free and create your invoice with just a few clicks - start your 30-day free trial today.