Changelog
Follow up on the latest improvements and updates.
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![accounting table](https://canny-assets.io/images/86ec358664aec15d3623ee26b842b8a9.png)
The QuickBooks integration now includes automatic syncing options and a new Accounting Table for better transaction management. Track GL codes, finalize transactions, and handle bulk changes more efficiently.
How to Use:
- Connect QuickBooks in Settings > Integrations
- Choose automatic sync or manual transaction finalization
- Use the Accounting Table to review and finalize transactions
- Track GL codes and categorization in the new columns
See full support article here:
![Exclusions](https://canny-assets.io/images/30c508e7f1c659879003dff039842fcf.png)
Filter out tagged items from your budget view with the new exclude option in tag filters. Create custom views by hiding specific tagged items.
How to Use:
- Click the tag filter
- Select 'Exclude' option
- Choose tags to filter out
See full support article here:
![Email Notifications](https://canny-assets.io/images/cd52d30feff4597571b8db4f40a14524.png)
Choose which email notifications you receive from your account settings. Control updates about comments, shares, and other activities.
How to Use:
- Click your profile icon
- Select 'My Account / Notifications'
- Toggle your preferred notification settings
See full support article here:
![Export 1099s](https://canny-assets.io/images/c795edaf49da6b2613753ec38d06d1a9.png)
Quickly gather vendor transactions and W9s for tax season. Export all your 1099-tracked vendors' payment details in one click.
How to Use:
Go to Contacts section
Click the download button
Select "1099s" from the export menu
Choose your export options (transaction details, summary, include W9s)
Download your files
![Purchase Orders in Saturation](https://canny-assets.io/images/67890507ff63ea20edf50b1b66e1a4e9.png)
Manage purchase orders directly in Saturation. Create, approve, and track POs for your production costs. Link POs to your budget with our smart phase integration to see committed costs and automatically update actuals when paid.
How to Use:
Go to Purchase Orders in your project menu
Click "Create" to make a new PO
Fill in vendor details and line items
Submit for approval based on your workspace settings
Use "Add Phase" to track PO totals in your budget
See our full article on how to best use purchase orders here: https://support.saturation.io/en/articles/10258118-purchase-orders
![Project Notes](https://canny-assets.io/images/bc3f996cccbe49defd21184d0830b16b.png)
Add notes to accounts and top sheet. Give clear instructions and context right where it matters.
How to Use:
- Hover over any account title and click "Add Notes"
- Write your note - it shows under the title or in the notes column
- Toggle notes visibility or click "Full Notes" to see everything
- Notes from top sheet can sync to PDF exports
Full article here - https://support.saturation.io/en/articles/10098198-project-notes
![Export Attachments](https://canny-assets.io/images/97b99d74dcca152560dbe76b9c18870e.png)
Export all project attachments as a zip file, organized by your budget's account structure. Perfect for wrapping projects or sharing organized files with stakeholders.
How to Use:
- Go to Actuals tab
- Find Attachments header
- Click "Export Attachments" to download zip
![Share Project as Templates](https://canny-assets.io/images/0be4f96b8eb1b9e5ae6586accea5a9cf.png)
We've added the ability to share projects as templates through share views. This feature allows others to use your shared projects as templates in their own workspaces, making it easier to onboard new team members, collaborate with freelancers, or share with your community.
How to Use:
- Go to the Share View settings for your project
- Enable the "Allow use as template" option
- Share the view link with others who can now create a copy in their workspace
We've released a comprehensive tutorial video on YouTube, showcasing Saturation's budgeting key features and workflows. From top sheet navigation to advanced collaboration tools, this 25-minute guide covers everything you need to maximize your budgeting efficiency. Check it out on our youtube channel to discover tips and tricks you might have missed! We will be adding more videos so please subscribe to our channel.
![project spaces](https://canny-assets.io/images/dff216b51be9c1bdaa23f61710c42ac7.png)
We're excited to introduce Project Spaces aka folders, a new way to organize and group your projects for better management and clarity.
What's New:
Create Project Spaces: Easily create new project spaces to group related projects together.
Flexible Organization: Drag and drop existing projects into spaces or create new projects directly within a space.
Quick Access: Click on a project space to view all projects within that group.
How to Use:
- Click the down arrow next to "New Project"
- Select "Add Project Space"
- Name your new space in the pop-up
- Create new projects within the space or drag and drop existing projects into it, you can also right click or click on the 3 dots to move projects into spaces.
Benefits:
- Improved project organization
- Enhanced workflow management
- Better visibility of related projects
- Streamlined navigation for large project portfolios
We hope this new feature helps you keep your projects organized and your workflow smooth. As always, we welcome your feedback to help us continue improving your experience.
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