When selected the PDF of the invoice is downloaded to the user’s mobile device.Export is available from the invoice action menu on the invoice list view and the preview.The Invoices list view supports the ability to filter invoices by:įrom within mobile, invoice users can download a PDF of the invoice to their device. Online payments do not support the edit/and delete option.A tag is displayed on the card view of the payment.
Online payments will be shown along with the manual payment.The payments view supports a list of all payments received for a specific invoice both manual and online.When a payment(s) is recorded on an invoice, the Record a Payment action will display all of the payments on the invoice fro within the mobile app Payments cannot be entered for more than the amount due.Manual payments support the same features and functionality as the web.Action menu available from the invoice list view and when viewing the preview.Record a Payment option available from the invoice action menu.Mobile Invoice users can add a new manual payment and edit and remove manual payments Manual Payments can now be managed from within the mobile app. Discounts cannot be greater than the invoice total.Discounts/Fees can be applied after one Product/Service is added to the invoice.The same rules/logic on the web apply on mobile:.+ Discount/Fee CTA available when creating/editing an invoice.Users creating/editing an invoice on mobile can now add, edit, and remove a discount or fee. For accounts that are not set up to receive online payments, the user is presented with the Accept Online Payments button.Īdd Fee/Discount when creating/editing an invoice on mobile.At least one payment option must be enabled.Default Payment Options is added to the Global Invoice Settings.This feature comes after feedback from invoice users who only want their customers to pay their invoices via Bank/ACH. The payment options presented on the external portal align with the option(s) enabled for the invoice.Ĭustomers that have signed up to receive online payments will now have the ability to set the default payment option for all new invoices.Users can disable one or both payment options on an invoice.A payment option button is added to the menu on the Edit Invoice screen.Payment options are configurable after the invoice has been saved as a draft.Merchant customers now have the ability to set which payment options are available for each of their invoices.
Improved Control with Payment Options Ability to define payment options per invoice The Edit Image button was removed in favor of giving you the ability to tap the image for the rotate and manual crop actions.When the item type is set as Auto-detect, you can add a note to the item before sending it.The capture flow supports the ability for you to add a note for the newly captured or imported item and fill in the metadata fields available per the item type selected before saving the item in Neat.It has been a long-awaited request to be able to add a note at the time of capture before sending the item to Neat. Mobile Enhancements Assign Metadata at the time of capture Saved Filters can be removed and renamed.When a saved filter is selected, the insight is updated to display the selected categories.Saved Filters are listed at the top of the category filter.Save Filter CTA provides you with the option to name and save the filter.Saved Filters will allow you to quickly change the categories being returned in the insight. You’re now able to save selected categories as a filter for easy and quick access to your Top Expense Categories. You can export the report as a PDF, CSV, or email a PDF.When included, you can see a breakdown of the categories and amounts.Line items can be included or excluded from the report.Date, Account, Vendor, Category, and Reviewed.Transaction Report supports filtering by:.Transaction Report is accessible from the Reports Dashboard for NeatBooks accounts.This utility allows you to scan documents into Neat or save them to your local computer (PC/Mac) from a Neat-branded scanner or any TWAIN-compliant scanning device.Introducing a new report to Neat: the transaction report allows you to see a list of all transactions and your line items.
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