Latest product news from Float
New feature
Projects

Projects: Add regularly occurring incomes and costs

Graeme avatar
Shared by Graeme • January 30, 2023

Add regular incomes or costs to a project using the "repeats monthly" and "repeats weekly" options.

For example, repeats every 2 weeks for 10 occurrences will create 10 placeholders each 2 weeks apart

These placeholders can then be individually edited and replaced via the existing edit and replace options.

Projects
Improvement

Projects: editing placeholders and invoices/bills

Graeme avatar
Shared by Graeme • January 11, 2023

Edit placeholders and invoices/bills within a project

The date, reference and amount of a placeholder are now editable, along with the expected date of an invoice or bill.

Whether updating an overdue date or changing an amount, clicking the edit button on the right-hand side of the row will allow the details to be updated.

Projects
New feature
Improvement

Projects: visibility of overdue project items in main cash flow

Alastair avatar
Shared by Alastair • December 21, 2022

The Projects section on the cash flow tab now shows when projects have overdue items:

Hovering over the red-highlighted projects shows how many overdue items you need to resolve to get an accurate project (& company!) cash flow.

Product update
Improvement

Projects section now collapsable on the cash flow tab

Alastair avatar
Shared by Alastair • December 20, 2022

The Projects section on the cash flow tab is now collapsable, just like Cash In and Cash Out.

Thanks to everyone who provided us feedback. Get in touch via chat if you have any suggestions, ideas, or feedback.

If you still don't see the new Projects section, hold tight! You'll see it in early-2023.

Improvement
Projects
New

Float Projects updates

Alastair avatar
Shared by Alastair • December 13, 2022

Hi there,

We've been improving Float projects with lots of little changes recently. Here's a rundown:

Project page: Net Cash Movement widget

This widget gives you a glanceable view of the net cash movement for a project.


Project Overview page: Net cash movement amount

We're also showing the net cash movement amount in the rows on the project overview page, so you can quickly glance to see how each project is doing:


Visual improvements

We've added icons to all the major types of 'thing', with a handy icon if something is overdue.

Figures are now easier to compare as we've changed fonts. No more eye-straining to see if $1111 is the same magnitude as $8888 🧐. We've also found a way of showing the precise values, but de-emphasised


As ever, feedback always appreciated. What would you like to see in Projects? Drop me a message.

Best wishes

Alastair, Head of Product