New & Improved in FreshBooks: Advanced Client Search, KeyPay Payroll, and More

Here’s a look at all the new and improved features that launched in July—built for owners.

Trying to track down a specific client within pages of listings? Now you can find the one you’re looking for faster, by applying filters to search by Phone Number, Email, Primary Contacts, Total Outstanding Invoice Amounts, and more.

Review All of Your Team Members’ Hours

Review all hours tracked by you and your team using the new sub-tab on the Time Tracking page. This gives you an at-a-glance summary of particular projects, helps you track which entries have been billed or not, and allows you to search for specific entries.

Country Now Displayed on the Classic Invoice Template

In case you missed it, there is now a third template available for all of your invoices: Classic. It’s a simple, clear template that will also show your address in an envelope window when printed out for mailing. And now, it displays the country associated with your business’ address.

Seamlessly Run Your Payroll With KeyPay

Payroll is now available for UK and Australian users through our integration with KeyPay. They allow you to easily run your payroll and seamlessly sync journal entries with FreshBooks for quick pay runs.

Use Advanced Search to Find Invoice Payments

Looking for a particular payment? Use Advanced Search to filter by Client, Payment Type, Currency, and Date to narrow down and find exactly what you’re looking for. Here’s what it looks like:

FreshBooks Is Here to Help

If you need help getting started with any new features, support is just a click away. Feel free to reach out and the team will give you a hand in no time.

about the author

FreshBooks is software that makes invoicing, billing, accounting, and reporting easy for business owners.

Get automated invoicing and payments to save you 550+ hours/year, reports that tell you how things are going, and access to time-saving tools for your whole team.

Learn more about features, pricing, and who it's for at www.freshbooks.com.

Freshly picked for you

Best Productivity Apps and Integrations in FreshBooks: 2023 Roundup New: Time Tracking on FreshBooks Has Been Fully Redesigned How Long Should You Actually Keep Your U.S. Business Records?  Ana Streamlined Her Franchise's Books and Saved 100 Hours a Year Using FreshBooks Now's the Time to Learn to Love Your General Ledger Track These Key Performance Indicators (KPIs) for Your Small Business
Sign up for the FreshBooks Blog Newsletter
Exit mobile version