New Updates Summary

June 11, 2024

✨AI Enhanced Reporting ✨

• Create a month-end summary.
• Detect trends and make better-informed financial decisions.
• Provide data-driven recommendations.
• Save hours of your time.

XERO Bank/Credit Card Mapping

You can now map your bank/credit cards for Xero companies.

May 14, 2024

Email Notifications to Client Portal Users

Enhance your client experience with our new alert client function. Effortlessly notify individual clients or broadcast updates to your entire client base directly from the client portal.

Reset Demo Company

Easily refresh the data within your demo company directly from your company settings. The demo company is best used to test and showcase what is possible. This can be accessed in the upper right menu. 

Keyboard Shortcuts in Metric/Statement Builder

Checkout some of our newly added keyboard shortcuts that can be used inside the metric and statement builder HERE. 

April 9, 2024

Hide Zero Value Rows in Budgets PRO

Our new Hide Zero Value Rows feature in Budgets PRO simplifies your financial planning. Now, with just a click, you can hide all zero value rows, making your budget clearer and easier to analyze.

Bold Icon Easy Access

This enhancement allows users to quickly bold values or text within the metric and report builder, simplifying the process of highlighting essential data.

Mar 19, 2024

Google Sheets in Budgets Pro

Now, with the enhanced capabilities of Google Sheets, you can seamlessly integrate an even broader array of data into your budgeting processes. By effortlessly linking your data from Google Sheets, you can efficiently incorporate it into your budget, facilitating more comprehensive financial analysis and decision-making.

New Align Options

The report builder now offers new horizontal and vertical distribution options in its align settings, allowing users to easily arrange elements with precision. These features streamline design, saving time and effort while improving the overall appearance and readability of reports.

Multi-Select in Data Picker

The latest update to the data picker feature brings a handy improvement: the shift-click functionality. Now, users can quickly select a range of accounts by holding down the shift key while clicking. This enhancement simplifies the process of data selection, saving time and improving overall workflow efficiency within the data picker interface.

Right Click to Insert Columns

Users can now insert new columns effortlessly by right-clicking on column headings, akin to the existing functionality for rows. This update simplifies data organization and enhances user efficiency within spreadsheets.

Show Zeroes in Bar Charts

The latest update introduces the ability to display 0 values on Bar charts, providing users with more comprehensive data visualization options.

Feb 13, 2024

Client Portal List View

Simplify organization and unlock a world of convenience with our client portal featuring tailored access with folders and now a list view option for easier viewing

Copy and Paste Cell Formatting

Improve the metric and statement building experience with our intuitive copy-and-paste cell formatting feature. Simply copy and right-click or use the shortcut Ctrl+Alt+V.

Jan 16, 2024

Linked Data Sheet templates

Our latest update revolutionizes data management by integrating a connected data sheet with any dashboard or report. Create and save any template with a connected data sheet, which can be effortlessly transferred and applied across different companies, streamlining the report building process.  Save hours, enhance your reporting capabilities and explore new supplementary reports and dashboards in our template library.

Become a Reach Reporting Pro!