Getting an existing document from another device If you have installed iCompta on an other device and have already synchronized a document on the cloud, you can get this document back by moving the mouse on the File > New document from menu item and clicking on the document name when it appears. Getting an existing document from the cloud You can create a new document by clicking on the File > New document menu item. If you need to reinstall your computer or move iCompta on a different computer make sure to save your documents, you'll just have to reopen them when done to get all your data back. In iCompta you can manage different sets of accounts in separate documents, one for your personal accounts and one for your professional accounts for example. Finally you can now handle estimates and credit notes in addition to invoices, you can set a discount for an invoice and you can manage several companies.Ī document is where all your data (accounts, transactions, etc.) is stored. The invoices now have a due date which make them appear in red when the payment has not been received yet. It's now easier to keep the link between your invoices and your transactions as you can create the corresponding transaction directly from an invoice. You can print the list of invoices and there is also a new default invoice printing template. You can import clients and invoices from a CSV file. The rules engine offers new possibilities and you can extract a date from text for example. You can select a line in a report or a progress bar of a budget item and hit space to preview the corresponding transactions. The display of all reports has been improved with a particular attention to keep the legend visible while scrolling. The balance evolution graph is now more customizable and allows you to see the evolution of your net worth over years for example. There is also a new action to add missing categories to a budget and you can change the start date and the end date of several lines of a budget at once. You can put a 0 amount line in a budget and you can add a line that will include transactions not included in other lines. The previous periods of a budget are now frozen and keep the budgeted amount they had when they were created even if you change the budgeted amount later. There is also a new action to categorize transactions from previous transactions automatically.Ī Today extension has been included to enter a new transaction quickly without having to leave what you are currently doing.Īll details in the transactions section. Splits are handled in a better way to avoid entering same information twice. For example it's now possible to hide the fields you don't use in the transaction editing panel to free some place. TransactionsĮverything has been done to make creating a new transaction faster and easier. Support of the Touch Bar of the new MacBook Pro has been added to further simplify the most common tasks. Many interface changes were implemented for greater ease of use. The database format has been rewritten completely to be faster and more reliable. There are a lot of changes in iCompta 6 if you've already been using a previous version of iCompta so here is a short list of major new features.
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