3.16 - Compound Anything

April 9, 2025
Written by Katherine Schraeder
Updated 1 month ago

🚀 New Features

  • Compound Anything

    • Use the compound feature on any fixed amount, dynamic, or relative adjustment.
  • Allocations

    • New forecast type: allocations
    • Available when you select "relative" forecast, which has been split into two subtypes - dependency and allocation
    • An allocation will reduce the account total by pushing the adjusted total into the target account
    • Split option, which can split the percentage into each account selected (default is equal allocation to each account)
  • Show Units on Account

    • Show the units instead of amount when you add an inventory item to the account*
    • Converts all items to units based on unit price
    • Automatically exclude the account from totals
    • Add units field to Edit Item window in sidebar

    *Automatically calculates units based on first item that has a unit price added

  • Display Mode

    • Show/hide or include/exclude items
    • Show/hide or include/exclude sections

⚠️ Changed Functionality

  • Include manual actuals in sidebar

🔧 Fixed

  • Legacy update section name
  • Open bills and invoices are not showing up for excluded accounts
  • Spreadsheet import is not setting the income property on accounts
Did this answer your question?