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:

See full support article here:

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:

See full support article here:

Choose which email notifications you receive from your account settings. Control updates about comments, shares, and other activities.

How to Use:

See full support article here:

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

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

Add notes to accounts and top sheet. Give clear instructions and context right where it matters.

How to Use:

Full article here - https://support.saturation.io/en/articles/10098198-project-notes

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:

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:

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.

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:

Benefits:

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.