You can now see account numbers and parent accounts when selecting categories in actuals. This makes it easier to identify the exact account you want to assign transactions to, especially when you have accounts with similar names. Parent account information helps you quickly understand where each account sits in your budget hierarchy.

How to Use:

Go to your Actuals page

Click on the Category column header

Select "Show Account ID" from the dropdown menu

You can now choose to replace existing content when importing CSV files. This makes it easier to update your budget with revised information without having to manually delete previous entries first.

How to Use:

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: