Every one of the 28 updates shipped on the Finance side, newest first.
Invoice, expense, collection, cheque, cash movement and aging lists now move by cursor rather than page number. In a ledger with hundreds of thousands of rows, jumping to the last page is as fast as the first, and rows no longer shift when a record in between changes. Purchase order and delivery note queues moved to the same mechanism.
Receivables aging now has its own screen, and collections work has its own. The aging page shows how much sits in each bucket and the records behind it; the collections screen is about who to chase and when. Trying to do two different jobs on one page is over.
How much of a collection was applied to which invoices is shown with its totals. For partial applications, "how much of this receipt is still unallocated" is answered on screen — no calculator needed to check it.
You can record a cash event that isn't tied to an invoice straight onto a party's account: an advance, a refund, an FX difference, a cash payment. The movement sits in the account's timeline alongside the other documents and enters the balance with the right sign.
A party's timeline is no longer hundreds of individual rows: events of the same kind on the same day collapse under one heading that you expand for detail. On a customer with a long history, what happened when becomes readable.
When you start a report or an export, the screen states plainly what is happening: preparing, ready, truncated, or failed. You no longer have to guess why a downloaded file came back empty.
If a large accounting import is interrupted you don't start over: progress is saved and the run continues from where it stopped. Recurring invoice and expense templates now carry their tags across, so you don't re-tag every repetition by hand.
You can narrow report charts by category and by company. "How much of this year's expense came from that supplier" is answered inside the report, without leaving it for a spreadsheet.
Clicking a bar in the monthly income/expense chart opens the records that make it up. The list reconciles with the bar exactly: the total you see is the sum of the rows listed. "Why was this month like that" is one click away.
Charts that show amounts now draw the zero line explicitly and shade the negative region. Losses and profits no longer look alike at the same height, and the chart frame states the range it is displaying.
Invoices, expenses, collections, cheques and cash movements now appear in the general activity feed as readable sentences. On a customer's record, CRM events and accounting events share one timeline, and who changed what and when is written to the audit log too.
The current-account card gained a document timeline filterable by event type: sales invoice created, invoice linked to the account, supplier expense imported, cheque or promissory note recorded, and more. An invoice now pins a snapshot of its billing and delivery address, and recurring invoices can be tagged and filtered by tag. The account list has role-based filters with counts, a shareable view link that states “your data scope does not change”, and a summary card with balance, last movement and due status for the selected account. The statement dialog can export the page you are looking at as CSV, and Shift-click range selection works across the accounting tables.
Sent and partially received purchase orders now appear in the projection as a separate “Supplier commitment” layer; orders missing exchange-rate information are excluded from the total and their number is stated. You now choose which account provides the opening balance the cumulative series starts from. The screen gained “Critical exceptions” and “Plan assumptions” summaries, and scenarios can be named and versioned.
When a total comes from more than one currency, or contains lines that were never converted, a warning mark appears next to the figure. The number is not hidden — you are simply told it cannot be labelled with a single currency symbol. It shows up in the collections list, expense payment reports, statement risk, exchange differences and cash flow projections.
Accounting now shows your CRM customers and companies as current-account cards without copying them into a second table. One card carries the roles, the document timeline and the movements together, and the column manager lets you shape the list your way. The card appears only when the accounting module is on and the person's CRM data scope allows it.
The cash ledger, reconciliation, statement preview, cheque form and the invoice and recurring invoice/expense forms all moved into a wider workspace, and cash movements can now open full screen. Duplicate an invoice design safely, and see the outcome of a statement delivery right on screen.
Disconnected steps between accounting and inventory are now one guided process. See which document a payment closes, which account records it and which invoice a delivery becomes—without leaving the flow.
You can now pay a USD invoice from a TRY cash account (or vice versa). Each payment seals its own exchange rate, so your customer balance and reports stay accurate regardless of currency fluctuations.
Added a customer address field (for e-invoicing), a net/VAT breakdown and invoice PDFs generated in the user's language. You can now edit tags/project/notes on finalized invoices, get suggestions for recently used accounts, and switch the Cash Flow projection between table and chart views.
Corporate customers are now managed as a dedicated "Company", and account balances, statements and collections are company-aware. The company detail page brings together a payment score, an accounting summary, the invoice list, statements, one-click "Issue Invoice", an activity timeline and company files.
The shared tag component works consistently everywhere, new tags get an automatic color, and your accounting records are now included in tag usage stats.
Column resize and freeze, a Leads-style bulk-selection bar, a row action menu ('…') and date-range quick filters are here. In invoice and expense forms you can add cash/bank accounts, projects and contacts (corporate/individual, auto-created) inline.
When creating an invoice you can now manually set the document type (e-Invoice ↔ e-Archive).
Due payables/cheques and reorder/backorder alerts now appear in your workspace summary (by plan) — see what needs attention at a glance.
Added Income Statement (P&L), Accounts Payable (AP) aging, Current Accounts (open receivable/payable balances), Cheque Portfolio and Expense Analysis reports — each exportable as CSV.
We've come a long way since pre-accounting arrived: from VAT withholding to bank reconciliation, bulk actions to collection tracking, your day-to-day accounting now lives entirely inside Rocketly.
See open balance, recent payments, overdue-invoice alerts and a payment-behaviour score on the customer card. Payment-risk badge on deal cards. Overdue invoices turn into CRM follow-up tasks automatically.
From invoicing to collections, manage your pre-accounting inside Rocketly — e-invoices, expenses, checks/notes and cash in one place.
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