Feature Enhancements

  • Easier to add new bank accounts from right inside the Account Selector and enter account balances right inside the Account Creation popup. Account 3100 is automatically debited or Credited as the Opening Balance Adjustment on your balance sheet.

Add new bank accounts and credit cards right inside the account selector

Enter your opening balance inside the Account Creation popup, no need to hunt for the opening balance setting anymore


  • Updated the Chart of Accounts for new users in the USA with 4-digit account numbers and account names that are more reflective of a Schedule C tax form
  • Updated VAT country accounts to replace “Tax ID” with “VAT ID” on contact records and on Invoices for a more consistent UI

Bug Fixes

  • Fixed: wasn’t able to match an income transaction when Org Settings has manual invoice numbering. Now Billy picks the next number automatically for matched income transactions