Release Notes

Easily search and link projects, clients, and categories directly inside the expense form. You can now also remove obsolete or mistyped categories from the dropdown with one click, while keeping all previous expense history completely intact.

Financial overview cards across the Expenses dashboard now feature smooth, animated odometer counters for a more fluid and engaging visual experience.

The AI assistant now provides faster, more accurate answers to your questions, lets you share quick thumbs-up/thumbs-down feedback, and includes a "New Chat" button to start a fresh conversation whenever you need.

If your trial period ends, you retain continuous access to view, search, filter, and export all your existing invoices, clients, and expense records without interruption while you consider an upgrade.

Resolved a calendar calculation issue that caused inaccurate trend charts and date range filtering on months ending on the 31st.

Fixed an issue that could cause transaction pages to freeze or fail during export, ensuring seamless record browsing and accurate balance calculations.

Access Xpendee anywhere with our official Android mobile application, featuring an intuitive bottom navigation bar and ultra-fast screen transitions designed for working on the go.

Receive real-time alerts directly on your phone whenever invoices are paid, new transactions occur, or critical account updates require your attention.

Protect your business finances using fingerprint or facial recognition on your mobile device for fast, secure, and password-free access.

Stay informed if your internet connection drops with a friendly banner that automatically restores your session the moment you're back online.

Snap clear photos of physical receipts using your phone's camera and attach them directly to your expense records in seconds.

Enjoy effortless account onboarding with automatic detection that instantly unlocks your dashboard the moment you verify your email on any device.

Explore detailed, side-by-side feature and pricing guides comparing Xpendee to 11 top industry tools (including Bonsai, Plutio, HoneyBook, and FreshBooks) to help you maximize your agency toolkit.

Resolved an issue where freelancers were occasionally missing from the expense modal, ensuring you can seamlessly attribute payouts to any team member or contractor.

Removed redundant badges and experimental tables from public comparison pages to deliver a cleaner, more focused reading experience.

Updated website and footer links to give you direct access to official Xpendee guides, community discussions, and feature tutorials on YouTube and Instagram.

Provides a safe 7-day recovery window whenever an account deletion is requested. You can easily reactivate your account and fully restore all business data at any time during this period with a single click via email or by simply logging in.

Users who signed up with Google can now create a dedicated account password using a secure email verification code, allowing direct email-and-password sign-in whenever preferred.

Added a 'Days Left' indicator directly to the recurring invoices table, showing an immediate real-time countdown to when your client's next scheduled invoice will be generated.

Added default bank account and wire transfer configuration to the initial setup wizard, automatically pre-filling your payment details on every newly created client invoice.

Launched a dedicated Help Center with instant search, categorized topics, and step-by-step guides to help you quickly find answers regarding billing, contracts, and platform capabilities.

Resolved an issue where generating or downloading invoice and proposal PDFs caused formatting distortion or failed downloads. All exported documents now generate as crisp, print-ready A4 PDFs with accurate tables and branding.

Fixed an issue where previewing invoices, contracts, or proposals restricted mouse wheel scrolling. Preview windows now scroll smoothly across all desktop and mobile devices.

Fixed an issue where converting an accepted contract into an invoice omitted custom bank details and terms, ensuring all agreed payment information carries over automatically.

Removed the legacy comment section from client-facing proposal portals to eliminate clutter and provide clients with a streamlined review and approval experience.

Removed the obsolete standalone print button from the reports header in favor of dynamic screen views and integrated data exports.

Refreshed the analytics dashboard with modern financial metrics, real-time date filters, and clean ledger tables to provide instant visibility into your agency's cash flow and revenue.

Replaced complex dual-action buttons on the invoice editor with a single, clear 'Save Invoice' action to make drafting and updating invoices fast and intuitive.

Enhanced the brand color selectors across settings and onboarding to automatically format hex codes, ensuring your custom brand identity renders consistently across client-facing documents.

You can now create recurring invoice schedules with Bi-Weekly (every 14 days) and fixed 30-Day billing intervals, alongside weekly, monthly, quarterly, and annual cycles. Calendar-based monthly billing also automatically handles months with fewer days (such as February and 30-day months) so invoices are always generated on schedule without date drift.

A side-by-side feature comparison table is now available on the pricing page, making it simple to evaluate everything included in the 7-Day Free Trial versus the Pro Agency plan before making a subscription decision.

Resolved instances where certain header, footer, and social media icons led to empty placeholder links, ensuring every link navigates directly to its intended destination.

Placeholder client reviews and mockup testimonials have been completely removed from public pages and login screens to maintain complete transparency and authenticity.

Superfluous pill badges above page headers have been removed across all marketing pages for a cleaner, modern corporate presentation.

The top navigation bar has been updated with a sleek, borderless aesthetic and balanced link spacing, delivering a cleaner, distraction-free browsing experience across all pages.

Key marketing, product, and legal pages—including About, Security, Features, Terms, and Privacy—are now seamlessly linked together, allowing you to discover information and navigate across the site effortlessly.

Agencies can now snooze the initial setup wizard for 6 hours with a single click. A compact, non-intrusive floating checklist on your dashboard tracks your setup milestones and lets you resume setup whenever convenient without interrupting your daily workflows.

Cancelled subscriptions now accurately display a "Cancelled" status along with your exact access validity date and confirmation that auto-renewal is disabled, eliminating confusing active badges and replacing redundant cancel buttons with a simple renewal option.

Removed all outdated manual bank transfer notices and payment verification prompts across billing dashboards and policies, standardizing all subscription plans on secure, instant automated checkouts.

The subscription upgrade page has been redesigned into a sleek, focused view featuring an instant Monthly and Yearly billing switcher, clear annual savings badges, and an all-in-one feature overview that fits comfortably on your screen without excessive scrolling.

The billing dashboard now presents a clean overview of your evaluation period, displaying your exact trial expiration date and days remaining countdown alongside seamless Pro upgrade options.

A unified financial intelligence hub that brings together your business revenue, cash collections, direct expenses, project profitability, and client balances onto a single interactive dashboard with instant date filtering.

Download any essential business report in a single click, featuring one-click CSV exports for consolidated master financial ledgers, revenue collections, project margins, and outstanding client balances.

A dedicated cash flow tracking module in your navigation bar that records every money-in payment and money-out expense with lightning-fast instant filtering and export capabilities.

Measure the exact financial return of your team members directly on their profiles with live metrics showing total client revenue earned, contractor costs, net profit generated, and profit margin percentages.

Configure recurring billing templates to automatically generate a linked client project and assign designated freelancers with agreed costs whenever a recurring invoice is issued.

Resolved an issue on client profile pages where cancelled or voided invoices were erroneously counted toward total revenue and outstanding balance summaries.

Retired standalone Tax and Aging report pages from the navigation sidebar, consolidating all financial tracking and outstanding balances into the new unified Reports Center for a clean, focused workspace.

Exporting expenses now strictly downloads only the records matching your active search, category, and date range filters, complete with descriptive date-stamped file naming.

Newly generated invoices now automatically detect and reuse sequence gaps left behind by deleted invoices, maintaining unbroken, audit-compliant sequential numbering.

Modernized the project profitability view with quick-access navigation shortcuts to the central Reports Center and standalone CSV data export.

You can now easily manage your email preferences with a single click directly from your inbox. Opt out of product updates and announcements at any time while continuing to receive essential billing receipts, security alerts, and invoice notifications without interruption.

Never worry about losing your important business data. If your trial period expires, timely reminders are sent ahead of time with a 30-day recovery grace period, ensuring you have ample opportunity to preserve, export, or reactivate your client records and invoices.

Our Terms of Service and Privacy Policy have been updated to provide complete clarity on account evaluation timelines, automated data preservation policies, and our commitment to maintaining secure, high-standard email communications.

The Email History dashboard now features instant visual purpose badges and category filters, making it effortless to see whether an email was an invoice, payment receipt, subscription reminder, or client communication at a single glance.

All notifications, invoices, and system emails are now fully responsive and optimized for mobile email apps on Android and iOS, ensuring text and tables display comfortably without getting squished or misaligned.

Updated the inquiry form to prevent intrusive browser autofill from interfering with your input, delivering a smoother and more reliable message submission experience.

Experience a faster, seamless upgrade process powered by Paddle. Subscriptions now activate instantly upon checkout, and official PDF invoices with transaction details are immediately accessible from your Billing dashboard.

Resolved an issue where users authenticating through Google were prompted with unnecessary email verification screens, restoring instant one-click dashboard access.

Deprecated manual bank transfer uploads and receipt submissions in favor of fully automated, instant payment processing.

Retired legacy coupon discount fields and the referral program to deliver a simplified, clean, and transparent pricing experience for all users.

Trial accounts now feature transparent, real-time expiration timelines and status badges across your workspace, keeping you clearly informed of your remaining trial days.

Enhanced session protection ensures your workspace automatically times out after periods of inactivity, keeping your sensitive financial records safe when away from your device.

Automatically manages plan transitions upon expiration by seamlessly switching accounts to a read-only mode and guiding users to renew their subscription, protecting business operations from unmonitored plan lapses.

Delivers automated email reminders at key milestones (7 days, 5 days, 3 days, 2 days, 1 day, 12 hours, and 1 hour before expiry) to help business owners renew their plans ahead of time and avoid any service interruptions.

Ensured all outgoing client emails, invoices, proposals, and contracts are accurately attributed to their respective agency account, providing clear transparency across all agency email records.

The Company Signature section in Profile Settings has been redesigned with a simplified, text-only input flow. Users can now easily set their business signature by simply typing their name, with a real-time cursive font preview generated instantly. This ensures high compatibility and hassle-free updates for documents, letters, and client notices.

Easily manage advance payments and credits for your clients. If a client overpays an invoice, the excess amount is automatically saved to their digital wallet. This balance can then be automatically or manually applied to settle future invoices, including recurring profiles. A complete ledger history is provided under each client’s profile, and safeguards prevent the deletion of clients with active balances.

A new financial insight panel has been added to the dashboard. You can now track your total advance client holdings and your actual bank position. The bank balance dynamically aggregates all payments received minus business expenses, giving you a true cash flow picture that automatically turns red and highlights deficits if your expenses outpace your earnings.

Resolved a session-handling issue that caused standard login and Google OAuth logins to disconnect during redirects. You can now log in and connect your Google account securely and seamlessly.

The onboarding wizard and trial status banners have been optimized to display only on the main dashboard homepage. This keeps your client details, invoices, and expense workflows clean and free of unnecessary interface clutter.

Integrated canonical URL tags across the application. This ensures search engines like Google index the correct domain version, improving your site's search presence and resolving duplicate indexing warnings.

(Resolved an intermittent background issue that occasionally prevented the rich-text editor from loading during notice creation, ensuring a consistently stable and reliable writing experience.)

Eliminated unintended excessive blank spaces at the top of generated documents. Additionally, corrected a formatting glitch where exceptionally long, continuous words or web links would spill out of the page margins instead of properly wrapping to the next line.)

(Overhauled the document rendering engine to intelligently distribute text across multiple pages without premature breaks, maximizing A4 page space. The signature block now dynamically aligns directly beneath your final paragraph for a natural look, and the real-time Live Preview has been strictly synchronized to perfectly match the final downloaded PDF.)

While recording an expense, the "Link Invoice" dropdown was incorrectly displaying invoices from other accounts. You can now only see and select your own invoices, ensuring your data stays completely private and accurate. Freelancer Payments Not Updating in Projects When a freelancer payment was recorded through the Expenses page, the "Amount Paid" and remaining balance on the Projects page were not updating to reflect it. Payments now sync correctly — your project financials stay accurate the moment a payment is logged.

The Projects page now opens with all your projects visible by default. Previously, it defaulted to the "Working" filter, which could cause confusion if you were looking for completed or incomplete projects. The filter tabs now start with All, followed by Working, Completed, and Incomplete.

We resolved an issue where recurring invoices occasionally failed to automatically advance to their next billing date. Your automated billing cycles now strictly follow your selected frequency (daily, weekly, monthly, or yearly), ensuring your future invoices generate exactly when they should without requiring any manual intervention.

We have completely revamped the AI Support Assistant to provide a lightning-fast and seamless experience. Your chat history now stays perfectly synced across multiple browser tabs, allowing you to multitask without losing your conversation. We’ve also introduced a beautiful focus overlay and crisp, native sound effects for sent and received messages to make getting support feel more premium and responsive.

When adding a new expense, the currency now automatically defaults to your agency's base currency instead of reverting to USD. This ensures your financial records remain accurate and seamless without requiring manual adjustments.

Resolved an issue where users were occasionally experiencing a "Forbidden" error when trying to view or reply to their own support tickets. You can now flawlessly track and manage all your communications with our support team.

We have launched a brand new, fully interactive support ticketing system. You can now communicate with our support team directly through a modern, seamless chat interface built right into your dashboard. The system features a highly responsive full-screen design, instant message updates, and reliable email notifications to ensure your queries are resolved faster and you never miss a response.

Your AI Support Assistant is now smarter than ever! Before escalating an issue, it actively understands your platform workflows and offers step-by-step troubleshooting for common scenarios (such as email delivery or contract signing) to provide you with instant solutions.

When an issue requires human intervention, the AI now automatically creates a highly detailed support ticket on your behalf. It intelligently summarizes your conversation and the exact problem you are facing, ensuring our support team has all the necessary context to assist you faster.

We have supercharged the floating AI Chatbot. The chat window now opens and closes instantly with absolutely zero loading times, providing a highly responsive and fluid interaction experience.

Your support experience now feels uniquely yours. Both the floating AI Assistant and the main Support Ticket interface now dynamically inherit your agency's custom brand colors. We have also introduced a modern, premium chat interface featuring curved message bubbles and soft shadow depth for a consistent visual identity.

Users can now create, live-preview, and download official company notices on branded A4 letterheads directly from their dashboard.

A secondary brand color option has been introduced in the profile settings, allowing for richer and more personalized document designs.

Experience lightning-fast document loading. Invoices, contracts, proposals, and emails now open instantly within the application without requiring page reloads or full-screen interruptions.

Introduced a completely new setup experience for first-time users. Upon your initial login, a guided setup modal will now help you efficiently configure your essential company details, branding preferences, and lock in your preferred base currency before accessing the dashboard.

To prevent financial reporting errors, your base currency is now strictly locked once selected during the initial onboarding process. The currency selection within your general invoice settings has been disabled to ensure complete data consistency across all your financial records.

Resolved an issue where submitting a drafted notice would occasionally refresh the page without successfully saving the document.

Addressed a bug that caused the rich-text typing area to unexpectedly crash, freeze, or disappear while drafting long notices

Fixed an export error that sometimes resulted in the generation of an unwanted blank second page or caused the bottom letterhead graphics to be clipped.

Corrected a visual issue where uploaded signatures with solid white backgrounds would incorrectly overlap and hide the decorative borders of the letterhead.

Resolved an issue where the decorative letterhead shapes in exported PDFs would fail to render the correct brand colors or mistakenly appear as large solid blocks.

Resolved an issue where document previews occasionally appeared off-centre or featured excessive empty margins on larger monitors. Previews now sit perfectly centred with optimal spacing regardless of your device size.

Removed overlapping borders and double-shadow effects from document containers. Your invoices and contracts now display as a clean, crisp single page with an elegant, natural shadow.

We have resolved visual inconsistencies regarding currency symbols across the entire application. All financial figures, revenue metrics, and invoice summaries will now accurately display your personalized base currency instead of defaulting to static regional symbols.

Addressed an issue within the Contract and Proposal creation tools where pricing tables were displaying hardcoded currency formats. When drafting new agreements or pitches, the estimated costs and deliverable pricing will now perfectly synchronize with your globally configured base currency.

The exported document layout has been completely redesigned to feature dynamic top and bottom decorative waves that automatically adapt to your agency's selected brand colors.

The authorized signature and sign-off block have been repositioned to the bottom right of the document to align with formal business letterhead standards.

All system documents now follow a consistent, beautifully scaled A4 layout. The viewing experience has been standardized across all modules to provide a premium, realistic paper-like feel directly on your screen.

We have significantly enhanced the performance of the date filtering system on your main dashboard. Switching between different date ranges (like "This Month" or "Last 30 Days") now updates your charts, financial metrics, and recent invoices instantly, completely eliminating any loading screens or page refreshes.

The premium plan upgrade experience has been completely revamped for a smoother user journey. Navigating through the pricing tiers and checkout steps is now completely fluid and responsive, eliminating any previous screen loading interruptions.