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Easy Books Changelog

What's new in Easy Books 7.7.4

Oct 19, 2018
  • Fixed an issue affecting statement selection. When adding an attachment to an old statement the selected statement should not have updated afterwards.

New in Easy Books 7.7.3 (Oct 19, 2018)

  • It's now easier to locate a transaction shown on the Audit report. Transaction ID's are shown in the TID column. If you need to find a specific transaction by its ID, view the 'All Transactions' list and type the TID in the search field.

New in Easy Books 7.7.2 (Oct 19, 2018)

  • Internal improvements (reduced memory usage when displaying and adding new attachments).

New in Easy Books 7.7.1 (Oct 19, 2018)

  • Fixed an issue that could cause the app to close unexpectedly when running comparison reports.

New in Easy Books 7.7 Build 18081601 (Aug 16, 2018)

  • Compatibility changes for macOS Mojave 10.14 beta 7.

New in Easy Books 7.7 Build 18080702 (Aug 8, 2018)

  • Easy Books remembers the width of the Accounts panel if you change it.
  • Popups displaying invoices are scaled to fit the available space better on small screens.

New in Easy Books 7.7 Build 18072501 (Jul 26, 2018)

  • Added support for filing VAT returns online (UK only).

New in Easy Books 7.7 Build 18071601 (Jul 17, 2018)

  • Further updates for the new Dark Mode in macOS Mojave.

New in Easy Books 7.7 Build 18061502 (Jun 18, 2018)

  • Updated for the new Dark Mode in macOS Mojave.

New in Easy Books 7.6.5 Build 18053101 (Jun 1, 2018)

  • Fixed an issue affecting the VAT Transactions report.

New in Easy Books 7.6.4 Build 18051101 (May 13, 2018)

  • Added a warning message when dragging a contact on to an existing account.
  • Fixed an issue preventing receipts showing for payment transactions with splits in different categories (eg cash, bank).

New in Easy Books 7.6.3 Build 18021601 (Feb 19, 2018)

  • Improved the selection of default currency to show when adding a transaction in an account using a foreign currency (Gold Plan only).

New in Easy Books 7.6.2 Build 18013001 (Jan 31, 2018)

  • Improvements to Online Syncing.

New in Easy Books 7.6.1 Build 18012801 (Jan 29, 2018)

  • The time your Mac was last 'in sync' is displayed in the Online Syncing screen.

New in Easy Books 7.6 Build 18011203 (Jan 15, 2018)

  • Fields in a transaction list that exceed the available space show their full content in a tooltip.
  • Sale transactions also list their line items in a tooltip when hovering over the invoice number.
  • The default font size has been increased by 10%. You can choose the size of text using the menu bar under View > Make Text Bigger.
  • Improvements to statements. When taking a transaction off a statement, it no longer drops to the last line in the un-reconciled list. Instead, it moves to the top line.
  • When duplicating a foreign currency transaction with a user defined exchange rate, Easy Books looks up a new rate when the transaction date is set.

New in Easy Books 7.5.7 Build 18011102 (Jan 12, 2018)

  • Fixed an issue affecting reports. When running a MacBook Pro with TouchBar, and the accessibility keyboard or VoiceOver enabled (under System Preferences > Accessibility), running the Profit & Loss caused the app to quit unexpectedly.

New in Easy Books 7.5.6 Build 18010907 (Jan 10, 2018)

  • Fixed an issue where two businesses could appear ticked in the business selection drop-down.
  • Internal improvements.

New in Easy Books 7.5.5 Build 18010901 (Jan 9, 2018)

  • Fixed an issue where two businesses could appear ticked in the business selection drop-down.

New in Easy Books 7.5.4 Build 18010801 (Jan 9, 2018)

  • Fixed an issue affecting the layout of the backup window for older versions of macOS.

New in Easy Books 7.5.3 Build 17121801 (Dec 22, 2017)

  • Added keyboard shortcut Cmd+P to print invoices from the Sales screen.

New in Easy Books 7.5.2 Build 2017121301 (Dec 14, 2017)

  • Improved layout of the backup window.

New in Easy Books 7.5.1 Build 17121201 (Dec 12, 2017)

  • Fixed an issue affecting the manual re-arrangement of columns in screens showing lists of transactions.
  • Create customer and supplier accounts by dragging and dropping from Contacts.

New in Easy Books 7.4 Build 2017120703 (Dec 7, 2017)

  • Added an option to set an end date for repeating transactions.

New in Easy Books 7.3.1 Build 17111502 (Nov 17, 2017)

  • Fixed a minor issue with the option buttons when choosing which template for creating a new business.

New in Easy Books 7.3 Build 17110101 (Nov 2, 2017)

  • New options added to reports. Select from some preset date ranges rather than set the dates manually. Each report remembers its settings to save time when you're switching from one report to another.
  • Added an option to sort accounts in the reports by name or by amount.

New in Easy Books 7.2.4 Build 2017101301 E (Oct 14, 2017)

  • Added the option to sort accounts by name in the Profit & Loss report.

New in Easy Books 7.2.3 Build 17100701 (Oct 9, 2017)

  • Fixed an issue affecting estimates. Fields were incorrectly shown read-only.

New in Easy Books 7.2.2 (Oct 9, 2017)

  • Fixed an issue affecting date and text fields running on macOS High Sierra.

New in Easy Books 7.2.1 (Oct 9, 2017)

  • Fixed an issue affecting import from CSV.

New in Easy Books 7.2 (Oct 9, 2017)

  • Added paste support into attachments window.
  • Improved drag and drop support for attachments (drag content as well as files).
  • Performance and stability improvements.

New in Easy Books 7.1 (Oct 9, 2017)

  • Attachments can now be added to accounts and products as well as transactions, estimates and statements.

New in Easy Books 7.0.1 (Oct 9, 2017)

  • Fixed an issue affecting the 'share' button in the invoice window.

New in Easy Books 7.0.0 (Oct 9, 2017)

  • Attachments. For Gold Plan customers, attach photos, PDF and text documents to transactions, estimates and statements. When you prepare an estimate, attach your calculations so you can refer to it if you need to. Take photos of receipts and attach them to your expense entries. And when you've reconciled a statement, attach the bank's copy as source information. For information, see Using Attachments.
  • Drag and drop transactions such as sales, receipts and payments to create a PDF. You can select more than one at a time, which can be useful if you want to archive a number of invoices.
  • Drag to manually reorder transactions with the same date.

New in Easy Books 6.2.8 Build 17081701 (Aug 18, 2017)

  • Fixed an issue affecting the Balance Sheet. Certain conditions could cause the figure for 'Total Assets' in the comparison report to be calculated incorrectly. If a figure in 'Current Assets and Liabilities' appeared as an asset in one year and liability in another, total asset values in the comparison report were shown incorrectly.

New in Easy Books 6.2.7 Build 17071001 (Jul 13, 2017)

  • Compatibility with macOS 10.13 "High Sierra"
  • Fixed an issue affecting stock qty and value shown in the side panel. After entering a purchase or sale, the values were not immediately updated.

New in Easy Books 6.2.6 Build 17070101 (Jul 3, 2017)

  • Further improvements to the caching system.
  • When changing the name of the VAT scheme, names of VAT accounts are also updated.

New in Easy Books 6.2.5 Build 17061601 (Jun 19, 2017)

  • Fixed an issue affecting VAT selection in the transaction form.
  • Fixed an issue affecting the Accounts list. This was not updated immediately after changes were made to the "Show Inactive Items" preference.

New in Easy Books 6.2.3 Build 17061201 (Jun 13, 2017)

  • Fixed a caching issue. When a statement is saved (or deleted) the accounts panel is updated to show the latest statement date for the account.

New in Easy Books 6.2.2 Build 17060201 (Jun 6, 2017)

  • When adding a new business, if there are businesses available online the default selection is to download from your Online Sync account.

New in Easy Books 6.2.1 Build 17060101 (Jun 1, 2017)

  • Fixed an issue affecting the display of estimates.

New in Easy Books 6.2 (Jun 1, 2017)

  • Speed improvements of 30% or greater when showing lists and editing transactions. If you have over 50,000 transactions or 10,000 accounts, you'll notice the difference!
  • Added a query cache system to further speed up responsiveness.
  • Improved search functionality to include searches by customer detail fields (email address, invoice address and notes).
  • Improved the time taken to restore from backup or start syncing a new business.

New in Easy Books 6.1 Build 17052501 (May 26, 2017)

  • Improved searching in transactions. The details field is now searched as well as the main description field. You can also search by date or range of dates.

New in Easy Books 6.0.13 Build 17052001 (May 21, 2017)

  • Clicking on a sale, purchase or payment transaction in a report now shows the invoice in the thumbnail view.
  • Fixed an issue affecting date fields. When entering just the day and month, sometimes the year could be pre-filled with the previous year.

New in Easy Books 6.0.12 Build 17051601 (May 17, 2017)

  • Improved searching by date or range of dates. Use the search dropdown to select "Search in Dates", then enter a date or range (e.g. 01/01/2016 - 31/12/2016).
  • Statement opening balances that differ from the expected amount are highlighted in red to draw attention to a possible error.
  • Fixed an issue affecting receipts for partial invoice payments. When an invoice was manually marked as fully paid, the receipt should still have been showing the partial amount, but was showing the full invoice amount.

New in Easy Books 6.0.11 Build 17040501 (Apr 6, 2017)

  • Fixed an issue affecting receipts for partial payments. When sending a receipt for a sale that was partially paid and has subsequently been fully paid, the amount on the receipt incorrectly showed the total amount paid. For invoices fully paid in one payment, the invoice details are shown on the receipt. For partial payments, only the amount paid is shown.

New in Easy Books 6.0.10 Build 17040201 (Apr 3, 2017)

  • Fixed an issue affecting payments received in foreign currencies. When adding a payment for an invoice in a foreign currency, Easy Books should use the same currency as the original sale or purchase.

New in Easy Books 6.0.9 Build 17032301 (Mar 24, 2017)

  • Added an option to include subscription features in shared businesses. This means your accountant does not need to purchase their own subscription to use the app when you choose the sharing mode 'full access'.
  • Added XAF (Central African CFA Franc) currency.
  • Fixed an issue in transaction ordering, placing the latest transaction created after transactions of the same date.
  • Fixed an issue that prevented the UI from immediately updating after a subscription was purchased

New in Easy Books 6.0.8 Build 17030801 (Mar 9, 2017)

  • Online Syncing always appears in the sidebar to allow access to "My Account" and to provide feedback when the amber or red status light appears.
  • Added options under app preferences to show or hide the amber and red warnings. Amber indicates a business has no online copy, red indicates a manual backup is overdue.
  • Internal improvements to Online Syncing.

New in Easy Books 6.0.7 Build 17022601 (Feb 26, 2017)

  • Improved the experience of creating foreign currency estimates and sales for stock and services.
  • Minor UI fixes for the menu bar.

New in Easy Books 6.0.6 Build 17020901 (Feb 10, 2017)

  • When a transaction has been reconciled to a statement and cannot be edited, you can now find out which statement(s) the transaction appears on by opening the transaction.

New in Easy Books 6.0.5 Build 17012801 (Jan 29, 2017)

  • Fixed an issue affecting the transaction context menu. When selecting more than one sale, the "Add a tick" option was not added to the menu.

New in Easy Books 6.0.4 Build 17012501 (Jan 26, 2017)

  • Improved performance when adding a payment to an invoice, especially for invoices with many line items.
  • Updated currency symbols. These are less ambiguous, and display based on your system's region settings. In UK as an example, we disambiguate A$ for Australian Dollars and NZ$ for New Zealand Dollars.
  • Improvements to the sign-in process.
  • Small UI improvement on the statements screen.

New in Easy Books 6.0.3 Build 17011801 (Jan 19, 2017)

  • Added keyboard shortcut to speed up the process of adding a payment received when selecting a sale (Cmd Shift =).
  • Select up to 12 transactions and choose "Merge" to combine them into one transaction with splits. This may help if you create draft invoices regularly and want to combine them before sending to your customer.

New in Easy Books 6.0.2 Build 17011301 (Jan 15, 2017)

  • Added more descriptive text to the Online Syncing screen when the status is orange or red.

New in Easy Books 6.0.1 Build 16122801 (Dec 29, 2016)

  • If you have already purchased add-ons in previous versions of Easy Books, you can continue using them. We've updated the wording used in the app to try to make this clearer.
  • The sync status light now shows orange if the business is not being backed up online, and turns red to indicate it is time to make a backup.

New in Easy Books 6 Build 16122102 (Dec 24, 2016)

  • Changes the pricing model of Easy Books. We no longer offer add-ons as separate fees on each platform. Features are now available on a subscription basis and work on both iOS and Mac for a low monthly fee.

New in Easy Books 5.4.1 (Nov 1, 2016)

  • Improvements to how Easy Books pre-fills values in transaction forms. Easy Books will learn based on previous entries, now also making use of transactions in the same account category.
  • Improvements to statements. When an invalid statement date is set, a warning message will help identify why the date cannot be used.

New in Easy Books 5.4 (Oct 17, 2016)

  • Improvements to invoices and estimates. Line item amounts are shown including tax when the Amount Entry preference is set to "Including tax".

New in Easy Books 5.3.10 (Oct 7, 2016)

  • Improvements to suggested bank account in 'make a payment' and 'receive a payment' forms. When the form is displayed, the most recent payment history is taken into account when suggesting which linked account to use.

New in Easy Books 5.3.9 (Oct 4, 2016)

  • Fixed an issue affecting users running Easy Books on macOS Sierra. Screens where lists of transactions were displayed were slow to load.

New in Easy Books 5.3.8 (Sep 13, 2016)

  • Fixed an issue affecting reports. If a control character is present in the business name, the report showed a blank page.

New in Easy Books 5.3.7 (Sep 11, 2016)

  • More changes for compatibility with the next version of the operating system, macOS Sierra.
  • Fixed an issue affecting the currency symbol appearing in the "each" column of an invoice.

New in Easy Books 5.3.6 (Aug 29, 2016)

  • Changes for compatibility with the next version of the operating system, macOS Sierra.

New in Easy Books 5.3.5 (Aug 14, 2016)

  • Fixed an issue affecting the 'All Stock Products' list where transactions contained splits of more than one product line.

New in Easy Books 5.3.4 (Aug 12, 2016)

  • Fixed an issue affecting foreign currency payments received from a customer which includes defined fees as a split in line 2. Digits typed into line 2 appeared duplicated (as if typed twice).

New in Easy Books 5.3.3 (Jul 13, 2016)

  • Changed wording for the Transaction Type when showing refund payments for credit notes.

New in Easy Books 5.3.2 (Jun 7, 2016)

  • Fixed an issue affecting CSV import. When importing transactions by product name instead of account name the app would fail to recognise any tax fields.

New in Easy Books 5.3.1 (Jun 1, 2016)

  • Improved behavior when adding new transactions. Previously, adding a transaction could start with defaults from previous transactions including those with inactive accounts. The app now excludes any inactive accounts and will only suggest linked accounts using previous transactions linked to those still active.
  • Fixed an issue affecting CSV import. Importing transactions with Account 1 selected as a customer account and Account 2 selected as a product incorrectly displayed an error message.

New in Easy Books 5.3 (May 26, 2016)

  • Changed the Balance Sheet report to show Investment accounts under the heading "Long-term assets".
  • Fixed an issue affecting the Monthly Breakdown report. When running the report for periods of 24 months or longer, the number of months was incorrect, leading to incorrect average (per month) figures.

New in Easy Books 5.2.2 (Mar 19, 2016)

  • Fixed an issue affecting CSV files exported from the Monthly Breakdown report. When budget figures were included and percentage differences were greater than one thousand percent, the formatting was incorrect leading to extra cells appearing.

New in Easy Books 5.2.1 (Mar 18, 2016)

  • Fixed an issue affecting CSV files exported from the Monthly Breakdown report. When budget figures were included and percentage differences were greater than one thousand percent, the formatting was incorrect leading to extra cells appearing.

New in Easy Books 5.2 (Mar 8, 2016)

  • Improvements to Online Sync. All updates are cross-checked after the database changes have been committed.
  • Improvements to organisation of accounts. Accounts can now be moved from one container to another, or from their basic category into a container and vice-versa regardless of whether they have statements. This would otherwise lock the account into a single category or container.
  • Fixed an issue affecting the import of transactions. Importing transactions to accounts with names containing brackets caused the import to fail with the error message "Category not found".

New in Easy Books 5.1.3 (Feb 10, 2016)

  • Fixed an issue affecting received payments in foreign currency amounts. For sales raised in the business currency with a customer defined in the same currency, foreign currency payments received were not given a base currency equivalent amount.

New in Easy Books 5.1.2 (Feb 10, 2016)

  • Fixed an issue affecting the Flat Rate (Cash) VAT scheme. Filing VAT under this scheme with adjustments for deferred VAT produced a different amount in the HMRC(VAT) account than shown on the report. If you have been affected by this issue, run the VAT Report, click "Undo Last Return" followed by "File Return". This will correct the accounts.

New in Easy Books 5.1.1 (Jan 25, 2016)

  • Minor improvements and bug fixes.

New in Easy Books 5.1 (Dec 20, 2015)

  • Added the currency XCD (East Caribbean Dollar).
  • Added an option to turn off plain-speaking terms and instead use terms such as "Debit" and "Credit". This option is available under advanced preferences (option key).
  • Added "type to select" in the Accounts, Customers and Suppliers list. This helps locate an account quickly if you have a long list. To use it, click the Accounts list panel and begin typing the first few letters of the account name.
  • Fixed an issue affecting the presentation of aggregate sales and purchases in the VAT report. VAT was correctly reported in the main report and calculation, but if the overall income or expense amount totalled zero in the period, the VAT content did not appear in the tables of aggregated sales and purchases.

New in Easy Books 5.0.6 (Nov 29, 2015)

  • Improved the display of currency amounts. When a three letter currency code is used the extra padding before the first digit helps make the amount more easily legible.
  • Improved behaviour of the sales list screen. Previously editing an item on the same date as another item would re-order it to the bottom of the list.

New in Easy Books 5.0.5 (Nov 29, 2015)

  • Fixed an issue affecting the Trial Balance report. Under some circumstances the report could reload continuously.

New in Easy Books 5.0.4 (Nov 21, 2015)

  • Fixed an issue affecting the Trial Balance report. If foreign currency accounts were grouped under a container the gains/losses figure was incorrectly reported.
  • Fixed an issue where restoring from a backup containing foreign currency accounts may have caused the application to become unresponsive.
  • Fixed a sync issue affecting the display of foreign currency balances in Accounts screen. Under certain conditions the balance was shown incorrectly after syncing changes. The issue was mitigated by running the Trial Balance report, which notices and fixes discrepancies.
  • Fixed a sync issue where sales that were fully paid and entered using an older version of the app did not show the paid tick in the latest version. The issue was mitigated by running the Trial Balance report, which notices and fixes discrepancies.

New in Easy Books 5.0.3 (Nov 21, 2015)

  • Fixed an issue affecting exchange rate gains table when shown in reports.

New in Easy Books 5.0.2 (Nov 6, 2015)

  • Fixed an issue affecting reports. Currency amounts were presented incorrectly if the region settings defined a comma for the decimal separator. This issue would affect anyone using currency formatting such as €1.234,56.

New in Easy Books 5.0.1 (Nov 6, 2015)

  • Fixed an issue affecting the Best Sellers report. Credit notes are now taken into account.
  • Exchange rates obtained from the web are shown in the exchange rate list along with rates set manually.
  • Minor UI improvements.

New in Easy Books 5.0 (Nov 6, 2015)

  • This version of Easy Books has been updated with support for foreign currencies. For more information about this new feature, see Using Foreign Currencies.
  • Time tracker hours per day can now be set as a decimal number of hours.
  • Added an automatic backup feature. When you update the app to a new version, a backup of all business data is taken and stored locally. You should still use the Easy Books Online Sync or manual backup feature to create your own backups and store them off-site.
  • Fixed an issue where reports saved as ZIP format may have contained a blank HTML file.
  • Fixed an issue affecting stock and services where the default sales price was set excluding tax but could be presented as inclusive of tax on invoices.

New in Easy Books 4.7.3 (Jul 8, 2015)

  • Minor changes to Profit and Loss report. Employee costs are now shown separately from the other indirect expenses.

New in Easy Books 4.7.2 (Jun 2, 2015)

  • Fixed an issue where running the Profit and Loss report with cash accounting and no tax, income and expense accounts could cause the application to quit unexpectedly.

New in Easy Books 4.7.1 (Jun 2, 2015)

  • The Profit and Loss report has been improved to show sub totals and gross profit.
  • Fixed an issue where sidebar content could stay visible even when the sidebar was set to hidden.
  • Fixed an issue affecting invoice layout for currencies that use a three letter currency code in place of a symbol.

New in Easy Books 4.7 (May 18, 2015)

  • Invoices now include the currency code (ISO 4217) in the grand total line. Previously the app picked up the currency format from device settings. Whereas Easy Books is a single currency app, this prevented use of businesses with different exponents in the same device. For example, the British Pound contains 100 Pence, the Bahraini dinar is divided into 1,000 fils and the Vietnamese dong no longer uses a minor currency unit. A new business setting in Easy Books allows you to select the currency manually.
  • The Profit and Loss report has been improved. You can now choose between accrual (standard) or cash basis accounting. When using cash accounting the value of unpaid invoices are applied as adjustments to the income and expenses. See the blog post Cash Accounting in Easy Books.
  • Improved pre-filling of fields when entering a new transaction. The description text is now matched with previous entries and can be used as a cue for the app to pre-fill the other fields such as Account 2, amount and details.
  • Customer and Supplier based reports now use today's date by default. Financial reports still run to the end of the open period.
  • Non-billable hours in Time Tracker are now included in sales invoices.
  • Fixed a UI issue affecting the translucent sidebar on Yosemite. When the menu bar was active the sidebar was not always properly redrawn, leaving opaque areas.
  • Navigation between form fields using the Tab key has been improved. Forms now scroll to reveal the next field if it is not already visible.
  • Fixed an issue affecting CSV export. The Qty field was not filled in for product transactions.

New in Easy Books 4.6.8 (Apr 28, 2015)

  • Added a new tax breakdown table to sales invoices.

New in Easy Books 4.6.7 (Apr 27, 2015)

  • Added a menu to navigation buttons in the report screen. Click and hold to navigate to a specific date (or range).

New in Easy Books 4.6.6 (Apr 24, 2015)

  • Selecting "None" as the VAT account in a transaction now reads "Outside the Scope".
  • Fixed an issue where sale transactions not linked to a VAT account were included in sales total. Transactions explicitly outside the scope of VAT are no longer included in this figure.

New in Easy Books 4.6.5 (Apr 24, 2015)

  • Improved auto-suggestion, removing duplicates that differ only in capitalisation.
  • Added manual "Check for updates..." menu.
  • Added a keyboard shortcut to begin searching for a transaction. (CMD+F).
  • Fixed an issue affecting PDF invoices. Lines containing zero VAT should not be presented in the breakdown area.
  • Fixed an issue affecting that could cause the application to quit unexpectedly on startup.

New in Easy Books 4.6.4 (Apr 21, 2015)

  • Import transactions from a CSV file into Easy Books!
  • For further information about the format, see the online help at https://easybooksapp.com/user-guide/mac/csv-import.
  • Form fields now use an auto-completion list to help save you time when entering text you've entered before.
  • Accounts in the selection dropdown lists are now sorted alphabetically instead of the order defined by the Accounts List panel.
  • Invoice total to pay is now presented as bold text to make it clearer for your clients to find the amount to pay.
  • Added buttons to re-order splits in an estimate or a sale.
  • Added a new warning message when a transaction containing splits is about to be deleted.
  • Changed the order of accounts in the Accounts panel, placing income accounts before expense accounts.
  • Improvements to report navigation.
  • Fixed an issue where deleting a transaction from the "All Transactions" list caused the selected account to change.
  • Fixed an issue affecting correct recognition of years in typed dates.
  • Fixed an issue affecting drag and drop from the invoice preview to Mail. These can now be dragged into a new mail message window in the updated Apple Mail app.

New in Easy Books 4.6.3 (Apr 11, 2015)

  • Fixed an issue affecting autocomplete where pasting text could incorrectly suggest completion of the last word.

New in Easy Books 4.6.2 (Apr 6, 2015)

  • UI improvements.

New in Easy Books 4.6.1 (Apr 6, 2015)

  • Fixed an issue affecting the Accounts panel where adding a transaction for a customer could collapse the list of customers.

New in Easy Books 4.6 (Apr 6, 2015)

  • Added auto-completion to form fields to help save you time when entering text you've entered before.
  • Fixed an issue on the transaction form where the tax account could be guessed incorrectly when entering just the tax amount into a new transaction.

New in Easy Books 4.5.2 (Apr 4, 2015)

  • Fixed an issue affecting a disabled Save button in Time Tracker screens.

New in Easy Books 4.5.1 (Apr 1, 2015)

  • Added the PO Reference field to the import process. For more information see Importing Transactions from a CSV File.
  • Accounts in the selection dropdown lists are now sorted alphabetically instead of the order defined by the Accounts List panel.
  • Invoice total to pay is now presented as bold text to make it clearer for your clients to find the amount to pay.
  • Fixed an issue affecting drag and drop from the invoice preview to Mail. These can now be dragged into a new mail message window in the updated Apple Mail app.
  • Improvements to report navigation.

New in Easy Books 4.5 (Mar 28, 2015)

  • Import transactions from a CSV file into Easy Books.

New in Easy Books 4.4 (Feb 21, 2015)

  • Added buttons to re-order splits in an estimate or a sale.
  • Added a new warning message when a transaction containing splits is about to be deleted.
  • Changed the order of accounts in the Accounts panel, placing income accounts before expense accounts.
  • Fixed an issue where deleting a transaction from the "All Transactions" list caused the selected account to change.
  • Fixed an issue affecting recognition of the year in typed dates.

New in Easy Books 4.3.1 (Feb 19, 2015)

  • Internal improvements to Online Sync.

New in Easy Books 4.3 (Feb 17, 2015)

  • Added a new "VAT Transactions" report. This lists all the transactions that affect a VAT Return and can be run after the main report if you need to investigate the transactions that were used to prepare the report.

New in Easy Books 4.2.19 (Feb 3, 2015)

  • Fixed an issue affecting the Time Tracker screen. If long descriptions were used the description spilled over the hours and balance columns.
  • Fixed an issue affecting Time Tracker sales. The user preference for amounts to show amounts inclusive of tax could produce incorrect amounts in invoices. All rates should be defined as exclusive of tax and the preference should only change the way the amounts are presented on screen.

New in Easy Books 4.2.18 (Jan 22, 2015)

  • Added the options to save and send reports from the File > Share menu.
  • Fixed an issue affecting the invoice signature. The signature was not shown if there were no payment terms.
  • Fixed an issue affecting the copying of a sale with linked payments. Initially the new sale appeared with the PAID logo incorrectly.
  • Fixed an issue affecting repeating transactions for payments received. These did not link to original sale.
  • Internal bug fixes and improvements.

New in Easy Books 4.2.16 (Jan 20, 2015)

  • Fixed an issue where gaps could appear in the list of products, especially for large numbers of defined products.

New in Easy Books 4.2.15 (Jan 14, 2015)

  • Fixed an issue where deleting an account caused the accounts list to scroll to the top of the list.

New in Easy Books 4.2.14 (Jan 9, 2015)

  • Fixed an issue where deleting a stock item or account could cause the application to hang.

New in Easy Books 4.2.13 (Jan 3, 2015)

  • Fixed an issue where two or more businesses syncing changes at the same time could cause the application to hang or close unexpectedly.

New in Easy Books 4.2.11 (Dec 31, 2014)

  • Fixed an issue affecting users opening Easy Books the first-time.

New in Easy Books 4.2.10 (Dec 31, 2014)

  • Fixed an issue affecting scrolling in the transaction form if large numbers of splits have been added.

New in Easy Books 4.2.9 (Dec 23, 2014)

  • Further improvements to performance of Online Sync. We've reduced the amount of data transferred per change by 63%, giving faster performance.

New in Easy Books 4.2.8 (Dec 9, 2014)

  • Performance improvements for automatic invoice number generation.
  • Stability improvements to Online Syncing.

New in Easy Books 4.2.7 (Dec 9, 2014)

  • Improvements to performance of Online Syncing, specifically when repeating transactions are created.
  • Improvements to the Best Customers and Top Suppliers reports. These reports now include a breakdown of the invoices, credits, payments and refunds as well as the tax content.

New in Easy Books 4.2.6 (Dec 9, 2014)

  • Fixed an issue where running the Transactions List report could cause the app to close unexpectedly.

New in Easy Books 4.2.5 (Dec 9, 2014)

  • Added an option to show the description field in the Stock Report and Best Sellers Report.
  • Fixed an issue where under some circumstances a blank line was shown in the Accounts List panel.

New in Easy Books 4.2.4 (Dec 9, 2014)

  • Fixed an issue where the aggregate sales on the VAT Report did not show values for the VAT content column.
  • Fixed an issue where customers with credit balances were included on the Aged Debt report.
  • Performance improvements (Transaction Form).

New in Easy Books 4.2.3 (Nov 10, 2014)

  • Fixed an issue affecting the Cash Flow report. Under certain rare conditions amounts could be displayed against other account names in the same general category.

New in Easy Books 4.2.2 (Oct 24, 2014)

  • Fixed an issue where showing a popup transaction form with many splits could be too tall for the screen size available.

New in Easy Books 4.2.1 (Oct 22, 2014)

  • Accounts with reconciled transactions should not be moved to a different category. Drag and drop operations are now checked to make sure this rule is enforced.

New in Easy Books 4.2 (Oct 14, 2014)

  • Added financial columns to the "Accounts by Category" report. Run this report over a time range to show the new sales and payments received for customer accounts (for example).

New in Easy Books 4.1 (Oct 10, 2014)

  • Added a new "Accounts by Category" report. This is useful for listing all customer accounts.

New in Easy Books 4.0.3 (Oct 9, 2014)

  • Fixed an issue where the add-ons screen failed to load under some conditions.

New in Easy Books 4.0.2 (Oct 8, 2014)

  • Transactions not yet reconciled on a statement are listed in date order.

New in Easy Books 4.0.1 (Oct 8, 2014)

  • Added larger font size option (see the View menu).

New in Easy Books 4.0 (Oct 2, 2014)

  • New design for OS X Yosemite.
  • Switch between screens more quickly using the keyboard shortcuts shown in the new View menu.
  • Use the new "Hide Sidebar" feature to make more space available for your content.
  • Make the text bigger to make it more comfortable to read. Or smaller for those with high visual acuity!
  • Control-click a line in the P&L or Balance Sheet report and choose "View Transactions" to find out what went into making that figure.
  • Sort transactions by clicking on the column heading.
  • Export all transactions shown in CSV format using the new Share menu.
  • Navigate quickly between statements using the new navigation buttons. Statements are now grouped by financial period too.
  • Customer statements now show the payment text unless the "Received with Thanks" custom label is filled in.
  • Navigate between financial periods in reports using the new navigation buttons in the toolbar.
  • Inactive (old) products are no longer shown in lists, making it easier to find the product you want when you're entering a sale.
  • Add nearby devices to your Online Sync account quickly using the Online Syncing screen.
  • Transactions by Account totals include tax amounts where appropriate.
  • Added a new "Transactions by Category" report.

New in Easy Books 3.5.1 (May 26, 2014)

  • Fixed issue affecting the list of estimates when opening balances were set on customer accounts.

New in Easy Books 3.5 (May 26, 2014)

  • When viewing contained accounts in the Profit and Loss, Balance Sheet, Trial Balance and Cash Flow reports, the container accounts are shown on a separate line above.
  • Credit note numbers are treated separately from sales and automatically incremented when creating a new credit.
  • Stability improvements.

New in Easy Books 3.4.5 (Apr 25, 2014)

  • Improved process of adding a business as a copy of an existing one. Customer balances are transferred as opening balances to the new business with a calculated VAT content which is used when calculating deferred VAT. This applies to copied businesses using the Cash VAT scheme.
  • Stability improvements.

New in Easy Books 3.4.3 (Apr 23, 2014)

  • Reconcile multiple transactions at once by selecting and tapping SPACE.
  • Add a new transaction using CMD+= while editing the previous transaction. This speeds up the process of entering new transactions.
  • Added the option to separate amounts shown in transaction lists into two columns.
  • Select multiple transactions and right-click to move to another account in the same category.

New in Easy Books 3.4.1 (Apr 14, 2014)

  • New sum indicator appears when selecting more than one transaction. Click on the sum for more options such as average, count, minimum and maximum amounts.

New in Easy Books 3.4 (Apr 12, 2014)

  • Improved energy efficiency.
  • Added support for more invoice numbering formats, e.g. "2014-0001"

New in Easy Books 3.3.4 (Apr 9, 2014)

  • Transactions dated in a filed VAT period but that don't affect the VAT report can now be added, edited and deleted. This takes the place of the previous behaviour of locking all transactions in a VAT period.
  • Added warning message to the VAT report if running for a period later than the current one.

New in Easy Books 3.3.3 (Apr 3, 2014)

  • Improvements to remittance advice. These now list the items on the original purchase invoice.

New in Easy Books 3.3.2 (Apr 3, 2014)

  • Improvements to accounts list layout, making better use of available space.
  • Improvements to Online Syncing. If you're not already using Online Sync to keep your data securely backed up and in sync, find out about the service and give it a try.

New in Easy Books 3.3.1 (Mar 11, 2014)

  • Changed Monthly Breakdown report to show accounts with nil balance that have a set budget amount. Previously accounts with no income or expense value were not shown but the budget amount was still included in the totals.
  • Fixed an issue where using keyboard shortcut Cmd+= to add a new transaction while editing could cause the form to close.
  • Fixed an issue affecting Estimates where VAT fields were shown even when VAT was turned off.
  • Fixed an issue where the Sold column in Estimates was not updated to show estimates successfully converted to sales.
  • Fixed an issue affecting cash scheme VAT where purchases not linked to a VAT account should not be used to apply adjustments for the cash scheme.

New in Easy Books 3.3 (Feb 7, 2014)

  • Added an option to show all accounts in the Trial Balance report, including those with zero (nil) balance.
  • Fixed an issue affecting the creation of sales from Time Tracker which could default to a product sale based on previous sales to the same customer.

New in Easy Books 3.2.2 (Feb 1, 2014)

  • Improved date recognition for two-digit dates.

New in Easy Books 3.2.1 (Jan 30, 2014)

  • Improved navigation from payment to sale in Customer transaction list.
  • Added payment navigation into the sale form.
  • Fixed an issue preventing Ctrl+Click from launching the context menu (right-click menu).

New in Easy Books 3.2 (Jan 23, 2014)

  • Added support for partial payments. Right-clicking on a sales invoice presents a menu listing the payments received and the option to add a new payment. Selecting an existing payment navigates to it.
  • Sales invoices now include a payments received section.
  • A4 or US-Letter page sizes are available for invoices, estimates etc.
  • Best Customers report separated from Customer Aged Debt report.
  • Added Top Suppliers report.
  • Added tax amount columns to Best Customers and Top Suppliers reports.
  • Current Qty and Valuation are shown in the stock products list.
  • Added keyboard shortcut CMD+= to add a new transaction.
  • Added options to search unpaid, paid, unlocked and locked transactions.
  • Added PO (purchase order) reference for sales invoices.
  • Added "Amount Each" column to invoices that show a Qty column.
  • Changed sort order for reports that show contained accounts to group them together.
  • Improved the system of defaulting the first VAT period end and first Year End dates. These are now based on the date of the first transaction.
  • Updated example businesses.
  • Changed account category names to use consistent plural form.
  • Fixed an issue affecting the cash balances in the Cash Flow report when container accounts used in the bank account category.
  • Fixed an issue affecting stock adjustments where the stock value is increased.
  • Box 7 on VAT return (total purchases) does not include any purchases where the purchase VAT is set to "None".

New in Easy Books 3.1.16 (Nov 15, 2013)

  • Fixed an issue affecting the Customer Aged Debt report showing zero values.

New in Easy Books 3.1.15 (Nov 12, 2013)

  • Fixed an issue in app preferences where "Show Inactive Items" was always shown as checked regardless of the actual setting state.

New in Easy Books 3.1.14 Build 1061 (Nov 8, 2013)

  • Performance and minor UI improvements.
  • Fixed an issue that crept into 3.1.13 affecting the PDF display popup window

New in Easy Books 3.1.13 Build 1057 (Nov 8, 2013)

  • Performance and minor UI improvements.

New in Easy Books 3.1.12 Build 1051 (Nov 1, 2013)

  • Fixed an issue where the app could launch with a hidden main window.
  • Fixed an issue under Mavericks with the Save menu option in invoicing.

New in Easy Books 3.1.11 Build 1048 (Oct 23, 2013)

  • Fixed an issue in Mavericks where the preview thumbnail did not appear

New in Easy Books 3.1.10 Build 1047 (Oct 18, 2013)

  • Fixed an issue where reports were not displayed on a machine that had the English language disabled.
  • Fixed an issue where printing a report directly from the app only printed the first two pages.

New in Easy Books 3.1.9 Build 1042 (Oct 7, 2013)

  • Performance Improvements to Online Syncing.

New in Easy Books 3.1.7 Build 1038 (Sep 25, 2013)

  • Improved Online Syncing

New in Easy Books 3.1.6 Build 1029 (Aug 28, 2013)

  • Fixed an issue where invoices could sometimes be saved in landscape format instead of portrait.

New in Easy Books 3.1.5 Build 1027 (Jul 22, 2013)

  • Fixed an issue where the sales details field removed return characters.

New in Easy Books 3.1.4 Build 1022 (Jul 18, 2013)

  • Fixed an issue where leaving the VAT report and switching to Personal Accounts could cause the app to quit.

New in Easy Books 3.1.2 Build 1020 (Jul 13, 2013)

  • Fixed an issue where the Transaction Report could be displayed blank if control characters exist in the transaction text fields.

New in Easy Books 3.1.1 Build 1011 (Jun 29, 2013)

  • Improved performance of Audit and Transaction reports.

New in Easy Books 3.1 (May 27, 2013)

  • Added in-app help, linking to web site.
  • Added fields for setting the email body text when sending invoices, statements and estimates.
  • Added estimate terms to business settings and customer account settings.
  • Changed email output so it sets the "to", "subject" and "body" fields. (OS X "Mountain Lion" only).
  • Changed product description field to multi-line.
  • Fixed issue where invoices may contain a second blank page.

New in Easy Books 3.0.11 (May 22, 2013)

  • Added paid column to stock and services screens (if invoices are marked as paid).
  • Invoice number generation ignores credit notes.
  • Hours and Days text labels in Time Tracker can now be changed by the user.
  • Fixed an issue where "Receive Payment" for a stock product sale could remove the stock devaluation.
  • Fixed an issue where products could not be added if they were named the same as product in a different business.

New in Easy Books 3.0.10 (May 20, 2013)

  • Fixed an issue where repeating sale transactions for products could cause the app to quit unexpectedly.
  • Products are sorted alphabetically in popup menus.
  • Fixed an issue where detail lines in estimates could be blank after adding a new split and setting the amount.

New in Easy Books 2.6.18 (Feb 28, 2013)

  • Fixed issue affecting customer aged debt report where container accounts and opening balances were set.
  • Fixed issue where the calendar height was not adjusted and did not appear properly.

New in Easy Books 2.6.17 (Feb 20, 2013)

  • Added the option to exclude asset accounts from VAT (for purchases of investments).

New in Easy Books 2.6.16 (Feb 18, 2013)

  • Updated balance sheet report to show current assets and liabilities together.

New in Easy Books 2.6.15 (Feb 16, 2013)

  • Updated aged debt reports to include customer/supplier accounts with opening balance and no transactions.

New in Easy Books 2.6.14 (Feb 12, 2013)

  • Added back "none" as a selectable option for VAT account when adding transactions.

New in Easy Books 2.6.13 (Feb 12, 2013)

  • Performance improvements.

New in Easy Books 2.6.12 (Feb 9, 2013)

  • Shows "(multiple)" in Account column for split transactions that split to different accounts. Thanks to Robert for the suggestion.

New in Easy Books 2.6.11 (Feb 8, 2013)

  • Changes to VAT report for purchase of EC goods and services (affecting UK flat rate scheme users).
  • Supplier invoice copies changed to show company logo.
  • Fixed an issue where copying an existing business with container accounts and setting opening balances failed to update the container balance in the new business.

New in Easy Books 2.6.10 (Jan 19, 2013)

  • Fixed an issue affecting OS X 10.7 "Lion" when adding a new transaction.

New in Easy Books 2.6.9 (Jan 18, 2013)

  • Fixed an issue where navigating to payment from the sales popup window could cause the app to become unresponsive.

New in Easy Books 2.6.6 (Jan 12, 2013)

  • Time Tracker rate input field changed to make it quicker to change by keyboard.
  • Fixed an issue where restoring a business that was previously syncing could cause it to instead download the latest online copy.
  • Fixed an issue where deleting a business while editing the name or invoice address could cause the edit to be made in the next selected business after the deletion.

New in Easy Books 2.6.5 (Dec 20, 2012)

  • Fixed an issue where the "add new statement" button could be disabled.

New in Easy Books 2.6.4 (Dec 20, 2012)

  • Added the detail field to the Transaction List report.
  • Transaction report now allows you to select a container account, showing all transactions in contained accounts.

New in Easy Books 2.6.3 (Dec 19, 2012)

  • Fixed a time-tracker issue in 2.6.1 where the hours form was read-only.

New in Easy Books 2.6.1 (Dec 18, 2012)

  • Time Tracker description entry changed to a multi-line field.
  • Added support for background syncing.
  • Added support for sharing businesses with another user as read-only.
  • Fixed a sync issue where "Add a tick" in the sales screen could sometimes cause conflicts if syncing with iOS devices.

New in Easy Books 2.5.1 (Nov 30, 2012)

  • Added support for Macbook Pro with Retina display.
  • Amount fields now support using x (as well as *) for multiplication symbol.
  • Fixed an issue where restoring purchases to an OS X 10.7 "Lion" machine could cause the app to quit unexpectedly.

New in Easy Books 2.4.8 (Nov 15, 2012)

  • Fixed issue where customers were not displayed in Time Tracker properly.

New in Easy Books 2.4.7 (Nov 8, 2012)

  • Fixed issue where five page invoices only showed the first four pages.

New in Easy Books 2.4.5 (Oct 17, 2012)

  • Added support for negative VAT amounts in split transactions.
  • Added support for multiple selections. This can be used to delete multiple transactions quickly, or to mark a selection of sales/purchases as paid.
  • The Transaction Report now waits for an account to be selected before running.
  • The Audit Report now includes the detail description from each transaction.
  • Transactions that are reconciled to a statement always display in grey.
  • Sales invoices sent as PDF now include a breakdown summary of VAT percentages charged.
  • Fixed an issue where debugging information was logged to the system logs.

New in Easy Books 2.4.4 (Oct 17, 2012)

  • Added support for multiple selections. This can be used to delete multiple transactions quickly, or to mark a selection of sales/purchases as paid.
  • The Transaction Report now waits for an account to be selected before running.
  • The Audit Report now includes the detail description from each transaction.
  • Transactions that are reconciled to a statement always display in grey.
  • Sales invoices sent as PDF now include a breakdown summary of VAT percentages charged.
  • Fixed an issue where debugging information was logged to the system logs.

New in Easy Books 2.4.3 (Oct 15, 2012)

  • Added support for multiple selections. This can be used to delete multiple transactions quickly, or to mark a selection of sales/purchases as paid.
  • The Transaction Report now waits for an account to be selected before running.
  • The Audit Report now includes the detail description from each transaction.
  • Transactions that are reconciled to a statement always display in grey.
  • Sales invoices sent as PDF now include a breakdown summary of VAT percentages charged.

New in Easy Books 2.4.2 (Oct 9, 2012)

  • Added context menu to accounts list.
  • Easier setup of container accounts by dragging one account into another (empty) one.
  • Better scroll and initial selection of accounts.

New in Easy Books 2.3.7 (Oct 3, 2012)

  • Added calculator functionality to value fields.

New in Easy Books 2.3.6 (Oct 2, 2012)

  • Added restore button to add-ons screen (no need to keep license files anymore).

New in Easy Books 2.3.5 (Sep 28, 2012)

  • Changed Debit/Credit button into text based selection for easier keyboard navigation.
  • Added buttons to navigate between report date ranges more easily.
  • Fixed an automatic update issue in 2.2.8. (If you are updating from this version you may find Easy Books does not re-launch automatically after the update. If this happens, just click Quit from the Easy Books main menu bar)

New in Easy Books 2.2.8 (Sep 12, 2012)

  • Non-selected businesses sync automatically in the background.
  • Added reminders for year end and VAT period end.
  • Added "exclude from VAT" setting to income and expense accounts to allow users to exclude income such as Interest Earned from VAT reports.

New in Easy Books 2.2.6 (Aug 14, 2012)

  • Fixed an issue where new recurring transactions were not uploaded to Online Sync service.

New in Easy Books 2.1.3 (Jun 14, 2012)

  • When using Online Sync, all businesses are now updated at the same time.
  • Fixed an issue where app crashed when selecting a business when WiFi was disabled.
  • Fixed an issue where long lines of text on invoices ran over the amounts field.
  • Fixed an issue where syncing could stop on one Mac if another device re-uploaded the business.
  • Fixed an issue where right-clicking on sale and choosing 'Send Invoice' produced a popup alert.

New in Easy Books 2.1.2 (Jun 12, 2012)

  • When using Online Sync, all businesses are now updated at the same time.
  • Fixed an issue where app crashed when selecting a business when WiFi was disabled.
  • Fixed an issue where long lines of text on invoices ran over the amounts field.
  • Fixed an issue where syncing could stop on one Mac if another device re-uploaded the business.

New in Easy Books 2.1.1 (Jun 11, 2012)

  • When using Online Sync, all businesses are now updated at the same time.
  • Fixed issue where app crashed when selecting a business when WiFi was disabled.
  • Fixed issue where long lines of text on invoices ran over the amounts field.

New in Easy Books 2.0.0 (May 25, 2012)

  • Added support for creating estimates/quotations.
  • Added a menu option to backup license files.
  • Added keyboard shortcut to add items such as transactions, splits, time entries (Cmd +).
  • Added a setting to show or hide the rate name in invoices created from Time-Tracker.
  • Added an option for custom email body text for invoices and statements.
  • Statement date field now allows text entry.
  • Time entries on Time-Tracker can be entered in text format (in 24 hour or 12 hour plus "PM" format).
  • Invoice footer colour changed from blue to dark grey.
  • Dates and times are presented in local time (backups, reports).
  • Devices that have not connected to the Online Sync system in the last 90 days are removed from the system automatically.
  • Changed column heading for sales and purchases to read "Invoice Number" instead of "Description".
  • Improved keyboard navigation on transaction editor popup to allow account selection by arrow keys and return key with tab to select next field.
  • Improved date parsing
  • Faster upload and download times for Online Sync
  • Fixed issue where pressing "today" button could set the date as the next or previous day.
  • Fixed issue where blue dots were not displayed in Online Sync to show new events.
  • Fixed issue where inactive container accounts were not hidden in account category selection menu.
  • Fixed issue where setting report format to CSV saved in HTML if Finder preferences were set to hide file extension.
  • Fixed issue where user preference for "always show incl-VAT" could be ignored when entering new sales.

New in Easy Books 1.4.1 (Mar 23, 2012)

  • Statement opening balance UI change to show as editable.
  • Accounts are listed in alphabetic order, ignoring case.
  • Changed invoice/delivery note selection at the top of an invoice.
  • Fixed invoice total for invoices with multiple pages.

New in Easy Books 1.3.3 (Mar 10, 2012)

  • Fixed a problem where clicking the "today" button to set a date could result in the previous or next date being used depending on time and time-zone.

New in Easy Books 1.3.2 (Mar 7, 2012)

  • Bug fixes, including occasional crash in response to the "Sync now?" message.

New in Easy Books 1.3.1 (Mar 7, 2012)

  • Added a new "Transactions List" report
  • Fixed dd-mm-yy date entry format for users in the Netherlands

New in Easy Books 1.2.1 (Feb 29, 2012)

  • Added search from X and up (e.g. "1000-")
  • Added invoice preview in Time Tracker
  • Hides document type (invoice, delivery note etc) when only one type is available
  • Fixed display of wide logos in customer invoices
  • Fixed crash when saving a PDF copy of a statement

New in Easy Books 1.1 (Feb 25, 2012)

  • Added a search box for transactions
  • Added keyboard shortcut cmd+D for duplicating transactions
  • Added keyboard shortcut cmd+T to toggle Cr/Cr button when entering or editing a transaction