May 2023 (0.45)

Introducing Auto-categorization with GPT-4 ✨ [new]

New dashboard on missing items✨ [new]

• Transactions with missing document, counterparty or category
• Documents with missing counterparty or transaction
• Counterparty with missing category
• Categories with missing department or financial segment

Change the status of transaction ✨ [new]

Counterparty cash flow overview✨ [new]

Category cash flow overview✨ [new]

Introducing Department page✨ [new]

Visualize the total amount of transactions selected [new]

Improvement and bug fixes [refresh]

• Enabled users to update the document status of a document when matching suggestions were being displayed
• Fixed a major bug caused when the size of the transactions payload was reaching over the limit of 6MB
• Switched the ordering of the quick horizontal filter buttons in the Transactions sections
• Improved the navigation flow toward the Counterparty, Category, Department and Bank Account page

April 2023 (0.44)

Delete bank accounts ✨ [new]

March 2023 (0.43)

Introducing new sections in the navigation bar ✨ [new]

Show / Hide documents from the interface ✨ [new]

• Press ⌘ + K
• Search for “Hide documents”
• Press Enter
• Et voilà!

Improvement and bug fixes [refresh]

• Improved the experience of connecting a bank account for the first time
• Fixed a bug that was causing an error notification modal to show up when the Qonto synchronization was successful
• Improved the design of the onboarding step when users need to connect their bank accounts
• Extended free trial period to 14 days instead of 7 days
• Improved Department picker modal by adding hashtag icon on each result item
• Improved the experience in the Cash Report section by adding the emoji of the category and putting a # sign in the department section
• Fixed a bug that caused the color of the histogram to stay the same when switching from “cash in” to “cash out” mode in the Cash Flow section of the app
• Fixed a bug that was preventing the cash flow histograms to display correctly when switching from Cash In to Cash Out
• Fixed a bug that was causing the first loading to be slower than usual
• Improved the speed of data retrieval when querying transactions on a specific key word
• Replaced department’s emoji by a hastag and re-introduced the usage of emojis for categories
• Improved the category picker modal by inserting the category and department name on a one-liner, instead of two lines
• Implemented a new “code” column in the department row to enable better categorization and grouping for P&L reporting
• Improved the readability of each counterparty row by making the logo bigger
• Improved the rainbow border rendering of the Command Bar modal in dark mode
• Fixed a bug that was causing the free trial modal to show up when navigating from a free trial workspace to a paid on
• Fixed a bug that was causing a glitch when hovering a counterparty row when the “invoice mode” was active
• Fixed a bug in the onboarding process that prevented the company logo to be uploaded
• Updated the free trial period from 14 to 7 days. Credit card is still not required to try out the product.
• Fixed a navigation bug when creating a new workspace without providing a logo
• Fixed a display bug with country flag emojis during the onboarding process
• Improved the experience of connecting a new bank account by making the design simpler and the modal size smaller
• Fixed a minor bug caused when switching from a company to another
• Improve the Stripe redirection workflow for new users subscribing after the free trial

February 2023 (0.42)

Evolution of your cash position ✨ [new]

Dynamic navigation tooltips ✨ [new]

Free trial indicator got a fresh new look 😎 [new]

Reconnect your bank accounts faster ⚡️ [new]

Copy your data into the clipboard⚡️ [new]

Improvement and bug fixes [refresh]

• Improved the transaction search experience - it is now possible to enable global search, across all transactions, without the need to set up the search filter
• Simplified the experience of opening a counterparty and a category from the transaction management area
• Simplification of the experience of opening a counterparty from the document management area
• Simplification of the experience of opening a category from the counterparty management area
• Simplification of the experience of opening a department from the category management area
• Improved financial analytics area - clicking on a bar in the expense distribution histogram opens the transaction history related to the selected counterparty or category
• Improved spreadsheet experience - clarified the name of the indicative labels when transactions are not categorized
• Improved bank connection experience - the geographic coverage area of each connector is explicitly highlighted
• Improved the experience of associating a category to a transaction by hitting the keyboard C when hovering over a transaction
• Improved the experience of associating a counterparty to a transaction by hitting the keyboard K when hovering over a transaction
• Improved the experience of uploading a document to a transaction by hitting the keyboard D when hovering over a transaction
• Improved the export format for transactions and invoices with more enrichment data columns
• Improved the naming format of documents with the following format {date} - {counterparty} - {amount} {currency} - {index}.pdf
• Improved the experience of changing the logo from the counterparty edit modal
• Fixed routing navigation on login after the user token expired
• Fixed navigation issues during free trial

January 2023 (0.42)

Dark mode is now available ✨ [new]

Improvement and bug fixes [refresh]

• Improved transaction search experience - improved performance of the search algorithm
• Improved counterparty management experience - improved transitions during bulk deletion
• Improved document management experience - improved transitions during bulk deletion
• Improved experience of downloading invoices in packages - significant improvement in data extraction time + ability to continue to navigate the application during load time
• Improved spreadsheet experience - it is finally possible to export business plan lines
• Improved counterparty editing experience - we removed the accounting categories from the user interface
• Fixed a display bug in the document editing mode that prevented the interface from being updated after the counterparty was modified
• Fixed a display bug in the transaction edition mode that prevented the interface from being updated after changing the counterparty or the category
• Improved the navigation experience from the selection modals - we removed the keyboard shortcut that allowed to go back by pressing the Backspace key
• Improved the experience of managing departments - added an icon to indicate the "General & Admin" department, which is a native department in Luego and cannot be deleted
• Improved department management experience - it is possible to open the list of related categories directly from a department row
• Improved category management experience - now it is possible to open the list of related transactions directly from a category row
• Improved counterparty management experience - it is now possible to open the list of related transactions and documents directly from a counterparty row
• Improved counterparty, category, department and segment selection experience - the selection list is automatically scrolled and activated at the selected item (if any)
• Improved transaction management experience - implemented a discrete sound effect when a counterparty or category is disconnected from the transaction by the user
• Improved counterparty management experience - when a category is associated with a counterparty, the category is automatically propagated to all transactions connected to that counterparty
• Improved transaction management experience - when a transaction is associated with a category, and the associated counterparty does not have a category, the category is used as the default category
• Improved document upload experience - the user can continue operations while the files are being uploaded and is no longer interrupted by the validation modal appearing at the end of the upload
• Improved transaction management experience - loading time when opening a transaction is now instantaneous
• Improved department quick edit experience - it is now possible to edit the department associated with a category without returning to the department management area
• Improved quick category editing experience - it is now possible to edit the category associated with a transaction without returning to the category management area
• Improved counterparty quick editing experience - it is now possible to edit the counterparty associated with a transaction or document without returning to the counterparty management area
• Improved department editing experience - clicking on the emoji at the top of the line opens an emoji selection modal
• Created a new "Departments" navigation section that matches the operational segmentation of teams
• Improved category selection experience - created a new selection modal / the emoji corresponding to the associated department is now displayed / improved quick search algorithm / quick navigation with the ↑ and ↓ arrows on the keyboard / quick selection with the Enter key
• Improved counterparty selection experience - created new selection modal / improved quick search algorithm / quick navigation with ↑ and ↓ arrows on keyboard / quick selection with Enter key
• Fixed an internal cache management bug when associating a transaction with a counterparty
• Improved horizontal navigation of the document area - tabs appear and disappear dynamically depending on the documents without counterparties and transactions
• Improved horizontal navigation of the document area - introduction of dynamic notifications
• Improved horizontal navigation of the transaction area - tabs dynamically appear and disappear based on transactions without counterparties, categories and documents
• Improved horizontal navigation in the transaction area - introduction of dynamic notifications
• Improved horizontal navigation in the counterparties area - creation of a tab for suppliers, customers, team members and others
• Improved horizontal navigation in the transaction space - created a tab for undocumented transactions
• Improved horizontal navigation in the documents area - created a tab for documents without transactions
• Improved micro-interactions in the transaction area - the bank logo is displayed when hovering over the transaction
• Improved search algorithm from the transaction area - search anticipates possible typos
• Improved experience of opening a modal from the transaction, document, counterparty, category and department management area - the use of the right click has been allowed again after opening a modal
• Improved the calendar navigation experience using the ← and → arrows on the keyboard
• Resolved a bug that prevented the quick search bar from being used from the transaction area
• Fixed a bug that prevented the quick search bar from being used from the document area
• Fixed a bug that prevented automatic scanning when uploading an invoice to the interface
• Fixed a bug that prevented the counterparty of an invoice to be updated during the quick validation flow