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.

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.

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.

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