New Updates Summary

Nov 19, 2024

Excel Data Sheets

We’ve added the ability to upload Excel sheets directly into the data sheets section, making it easier than ever to import non-financial data or other information from your bookkeeping software. You can now seamlessly showcase this data in your metrics or live text.

Data Sheet Insights in Dashboard Live Text

You can now use data from your added data sheets directly within the live text on your dashboard. This allows you to showcase non-financial or external data seamlessly integrated into your display.

Oct 15, 2024

Reference Column in Budgets Pro

The reference column boosts your budgeting by enabling quick, side-by-side comparisons with the previous year's data.

Retained Earnings Override

This feature is essential for users needing flexibility in financial reporting. In cases like restructuring, mergers, dividends, or major financial changes. Simply override your retained earnings by typing over or use equations in your budget or forecast.

New Number of Months

You can now add number of months as a data point from the data picker, this will return a count of the months for columns this data point is added to.

Sept 10, 2024

EBIT / EBITDA

Introducing the new EBITDA feature! Easily set up and track this key financial metric to focus on core operating performance. Simply configure relevant accounts in your settings and view insights through updated dashboards and KPI scorecards. Start optimizing your business analysis today!

Secondary Admin Permissions

Secondary admin permissions can now be granted by the workspace owner by clicking the gear next to the users name and selecting "Make Secondary Admin".

A secondary admin can do everything the workspace owner can except manage billing or remove the workspace owner.

July 19, 2024

July New Updates

We are excited to introduce a new feature in the "My Templates" section for reports, dashboards, and metrics/statements. With the new "Hide" option, you can now easily clean up your template libraries. This feature allows you to streamline your workspace by hiding templates that are not currently in use, making it simpler to focus on the templates that matter most.

By utilizing the "Hide" option, you can maintain a clutter-free and organized template library, ensuring that your most frequently used templates are always at your fingertips. This improvement is designed to enhance your productivity and improve your overall user experience.

Try out the new "Hide" option today and take control of your template management with ease!

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.

Learn how to update Budgets PRO when your Chart of Accounts changes.

Bank & Credit Card Mapping for Xero

You can now map your bank and 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!