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Follow up on the latest improvements and updates.
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Combine multiple actuals into one organized split actual with a single click. Perfect for consolidating related expenses from the same invoice, receipt, or vendor transactions.
How to Use:
- Select multiple actual line items (hold Ctrl/Cmd to multi-select)
- Right-click on the selected items
- Choose "Group actuals" from the context menu
- All selected items automatically become sub-actuals under one grouped entry
- View the consolidated total in your actuals column
Based on user feedback, we noticed that many of you were manually entering split actuals or keeping related expenses separated. This feature eliminates that tedious work by letting you retroactively organize actuals that belong to the same transaction. Whether it's multiple related charges on one invoice or various line items from a single vendor receipt, you can now group them efficiently and maintain clean, organized budget tracking.
Filter your actuals by specific date ranges to better understand cash flow and spending patterns over time. This is perfect for quarterly reviews, period-specific analysis, and budget tracking.
How to Use:
- Navigate to your project's budget view
- Click "Set Date Range" in the Actuals column header
- Select your date range
- View dynamically updated actuals that reflect only transactions within your selected timeframe
Understanding when money was spent is crucial for cash flow management and financial planning. Whether you're preparing quarterly reports, analyzing spending patterns, or tracking costs for specific production periods, this filter gives you precise control over which transactions appear in your actuals view. The dynamic updating means your budget instantly reflects the filtered timeframe, making period-specific analysis quick and accurate.
Organize and manage contacts at the project level with our new dedicated contacts tab. Keep project-specific contact information synced with your line items for better organization and easier access.
What's New:
- Project-level contact view: All contacts used in your project are now consolidated in one dedicated tab
- Enhanced contact fields: New Instagram and IMDb fields for better industry tracking. Automatically converts formats to clickable links (with or without @ symbol for Instagram)
- Customizable contact cards: Choose which fields to display based on your project needs
How to Use:
- Navigate to any project
- Click the new "Contacts" tab in the left sidebar
- View all contacts associated with that project's line items
- Customize which contact fields appear by editing contact cards
- Add Instagram handles or IMDb profiles to contact records
- Export or filter contacts for call sheets, crew lists, and vendor management
- Contacts automatically sync with their associated line items
This feature addresses feedback from customers who needed project-level contact organization alongside our existing global contacts system. Now, you can easily access the specific vendors and contacts working on each individual project without searching through your entire contact database.
Streamline information gathering from all your vendors with our new onboarding system. Generate custom links for your workspace or project that vendors can use to submit their information, documents, and payment details all in one place.
How to Use:
- Generate a custom onboarding link for your workspace or project
- Set requirements (startwork forms, required documents, etc.)
- Share the link with vendors who can then upload their basic info, payment details, W-9s, and invoices
- Track completion status for all vendors in one dashboard
Markup rows now work like normal line items. Place them anywhere in your budget and assign account IDs to them for better tracking and organization.
How to use:
- Create a markup row by right clicking any cell and choosing markup
- Drag and drop to position it where needed
- Add an account ID like with regular items
Try the new markups Markups →
Line items now display a comments button that shows any unresolved comments. This makes it easier to see which items need attention without having to check the comments tab.
How to Use:
- Look for the comments indicator on line items with unresolved comments
- Click the indicator to view the comment details
- The system takes you directly to the relevant comment for quick resolution
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:
- Go to the Import menu
- Select CSV import option
- Choose "Replace existing content" from the import settings
- Upload your CSV file
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:
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:
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