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What's New in Easy Business App? [May 2025]

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What's New in Easy Business App? May 2025
2:12


Bank rules, pay schedules, customer archiving, BAS drill-downs, NDIS invoicing and more... read on to see the latest product updates in Easy Business App.

Remember — we prioritise our features based on what you, our users, want — check out our feature request board and vote (and add) the features you want us to build next.

We completed several of our top 10 feature requests in the last few months! 🎉

 

Our Newest Features

Feature - Bank Rules
Easy Cashflow
Most Requested

Bank Rules

Create bank rules that run automatically to categorise your transactions. Saves you hours each week on your bank reconciliation.

Learn more >>

Feature - Pay Calendars
Easy Cashflow
Most Requested

Pay schedules

No more getting the dates wrong when creating payruns — use pay schedules to have the dates set automatically.

Learn more >>

Feature - Customer Archiving
Easy Invoicing
Most Requested

Customer archiving

You can now archive old Customer records to keep your screen tidier. This was our most requested feature ever!

Try it out >>

Feature - BAS Drilldown
Easy Reports

BAS Drill-downs and Performance Improvements

The BAS Report now has drill-down so you can easily see which transactions are being included. The GLD is now much snappier to load and you can also filter it by tax code to quickly find rogue transactions.

Try it out >>

Feature - NDIS Invoicing
Easy Invoicing

NDIS invoicing improvements

Enter NDIS details such as NDIS Participant ID and Plan Manager Email on Customer records and they'll appear on your invoices. And you can easily send the invoices to the Plan Manager too.

Try it out >>


Plus even more great features:
  • Run a quotes report to quickly see all your quotes and their statuses.
  • Export your bank transactions direct from the Transactions screen.
  • Create a bank rule straight from a transaction in the More Options menu.
  • Added client search, inline editing of subscriptions and one-click member inviting to the Advisor Portal.
  • ...and numerous bug fixes and performance improvements!

 

👀 Coming Soon  👀

We're hard at work building even more of the great features you've been asking for, including:

  • Payslip editing and draft payruns
  • Bank transactions report
  • Side-by-side Balance Sheet comparisons
  • Keyboard date entry
  • Smart receipt scanning

What should we build next?

Tell us on our feature request board — we actually read it and build the most popular things — unlike some of our competitors 😜.

Read On