March 24th, 2025
Expense Accounts, Contact Page improvements
Expense - Payment Account
For each expense, we added a new column that allows you to select an associated payment account (e.g., VISA 4555). It is also synced with QuickBooks.
Improved Contact Page
We added a search function and a sorting feature, making it easier to find a contact quickly.
We are currently working on adding documents and insurance tracking for professionals.
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