SoftbooqSoftbooq
Changelog
A complete record of new features, improvements, and fixes shipped to Softbooq.
October 2026
Your mobile money accounts, wherever customers pay you
Add the mobile money accounts you collect into in Settings, Business, Business Profile, in Togo, Ghana, Nigeria, Kenya, Côte d'Ivoire, Senegal, Uganda, Tanzania, Cameroon or Benin. Customers see each one with its provider, the amount and the reference to quote: on your invoices and their email, on the pay page and in your shop. When you record a mobile money payment, choose which account it was received on, and the provider is named in your books and on the receipt.
Take mobile money at the register, and refund it
The register has a Mobile money box beside the card box: the receipt shows it, and the day's Paid by line counts it. A return can be refunded to mobile money too. The drawer's expected cash still counts only cash.
Customers can send a proof of payment from any invoice
When an invoice shows your bank details, payment instructions or mobile money accounts, its pay page lets the customer send a photo or PDF of the payment. An Admin is notified, and the proof appears on the invoice in Finance: Payment received records the payment, and Not matched emails the customer your reason so they can send another.
Your business documents are filed in Files as they go out
Quotes and purchase orders are filed in Files when they are sent, credit notes when they are issued, payslips when a payroll run is finalised and delivery notes when they are printed, each under its own date and kept for the legal period. A quote, purchase order or payslip corrected after it went out is filed as a new version, and the one that was sent is kept. If filing fails, Books Health lists the document with File again.
Pay for Softbooq by bank transfer or mobile money
Where it is offered for your country, an Admin can choose a quarterly or yearly plan in Billing and get an invoice at the same price as by card, with the details to pay into. Send the proof of payment there, and the plan starts as soon as the payment is confirmed. AI credit packs can be paid the same way from Buy credits.
Error messages in your language
When something goes wrong in Finance, Files, the register, leases, fixed assets, documents and scanning, or when saving an integration's credentials or someone's system access, the message now reads in your language. The status of an invoice or a project, and an asset's depreciation method, read in your language too.
Books Health never offers a Post that would be wrong
A credit note in a different currency from its invoice, or one that would credit more than the invoice, is no longer offered for posting: Books Health says to void it instead. A payroll run with no payslips is not offered either. When payments were posted against supplier bills that were never booked, the line about bills owed now names those bills, and on the standard and Spanish charts Cash over / short is no longer flagged for its balance.
Where Softbooq does not submit e-invoices yet, it says so
Softbooq does not yet submit invoices to FIRS in Nigeria, KRA eTIMS in Kenya, GRA E-VAT in Ghana, SdI in Italy or KSeF in Poland. In those countries, each invoice and Settings, Business, Tax & VAT now say so plainly, so you know to submit through the authority's own system if your business must. Nothing is marked as failed.
An invoice is credited only by notes in its own currency
What an invoice shows as credited now follows its issued credit notes in its own currency, older ones and those made by returns included, so its balance, status, reminders and statements agree. An invoice paid by credit alone goes back to Sent, or Overdue, when the credit no longer covers it. A new credit note starts at what is left to credit on its invoice.
Jacinta stays out of your way
Clicking elsewhere no longer closes Jacinta. On a computer, minimise her to a bar that says when an answer is ready, drag her where you like, or choose Expand to a side panel to keep her beside your work. Ctrl+J (⌘J on a Mac) opens and minimises her, and she opens the way you left her in this browser.
BI in your language
Statuses, stages, movement types and payment methods now read in your language in BI's charts, tables, boards and filters. Explore all your data names most tables and columns in your language too, in Softbooq's own terms, and the filter panel fits on a phone.
This year means your financial year
If your financial year does not start in January, set its first month in Settings, Business, Accounting (Fiscal Year Start Month). This year, Last year, Year to date and the quarters then follow it in reports, dashboards, budgets, on the phone and in BI, which can also group figures by fiscal year. Payroll and leave keep the calendar year.
See how much storage your workspace uses
Billing & Plans shows the storage your workspace uses against your plan: 10 GB on Go, 50 GB on Plus, 200 GB on Pro, on the phone too. Administrators get an email at 80% and at 100%, and Files shows a banner. Nothing is blocked, and files in a connected drive do not count.
A history for every customer and supplier, and a successor when they become a new company
The History tab of a customer or supplier shows who changed the name, address, VAT id or registration numbers, when, and from what; people who see payments also see bank detail changes, masked. When a business becomes a new legal entity, choose Replace with another party: its open documents stay, and new documents and its recurring invoices and orders go to the new one.
SEPA files carry the addresses banks outside the EEA need
A SEPA payment file now includes your company's address and each supplier's, in the structured form banks expect. When a payment goes to or from a bank outside the EEA, such as in Switzerland or the UK, and an address is missing, Softbooq says so before it makes the file.
Shop receipts in the shopper's language, with the method they paid by
A shopper who orders in English from a German shop now gets the payment receipt and the emails after it in English too. A payment by iDEAL, Klarna, EPS or another method is booked and receipted under that method, not as Card.
BI shows a single answer as a figure
When a question has one answer, such as a year's total, BI shows the number itself, with its comparison, instead of a single bar. A chart whose values are all 0 says so.
Audit Logs in your language
Every line in Audit Logs now reads in each person's language: closing the books, posting into a closed month, a legal hold, API keys, support access, a member leaving, a reversed payment, a customer replaced by a new one, and the rest.
Books Health reminds you of what is still open
Every Monday, by your workspace's clock, the people who get Books Health alerts receive one email about the problems open for more than 7 days: how many, since when, and a link to Books Health.
A credit note never credits more than its invoice
All the issued credit notes on an invoice together can no longer come to more than the invoice, and a credit note must be in its invoice's currency. The credit note form shows Left to credit, and says so before you go past it.
Files in your language
The Files home, its sidebar and every phone screen now read in your language, from the drive states to the item counts.
A leave request starts on annual leave
Request Leave and My absence now open on annual leave, not on whichever type sorts first, which in German was parental leave with 0 days available.
German headline figures keep their cents
A headline amount such as 24.493,11 € no longer loses its last cent in German, where large numbers are written out in full. French, Spanish and English still shorten large amounts, on purpose.
Signing up in German, and on a phone
A German company name now suggests a handle with ae, oe, ue and ss instead of hyphens, so Bäckerei Sonnenschein becomes baeckerei-sonnenschein. The name you type at sign-up appears in every app's header, the sign-up buttons fit a phone, and a new person's What's New starts from the day they joined.
Delivery and payment in your online shop
In Settings, Business, Online shop, name the areas you deliver to, each with its fee, set an amount above which delivery is free, or confirm the fee yourself for an address outside your areas. Customers can collect in store, and pay by card, by transfer or mobile money with a proof of payment you check, or on delivery.
Deliveries for your own riders
Sales & POS, Deliveries lists the orders your riders take out: where to go, what to collect at the door, and proof of delivery with a name or a photo. A rider records a pay-on-delivery payment on the spot, and marking a delivery Delivered ships the order.
The German UStVA by box number, and the OSS return
In Reports, Financial Statements, the UStVA puts every figure of your VAT return in its box and lists what still needs a choice from you. The OSS return shows your sales to consumers in other EU countries by country and rate. Both come from your VAT return and export as CSV or PDF. Softbooq does not file them for you.
SKR04, and a DATEV export with your numbers
German workspaces can use SKR04 beside SKR03, chosen before the first posting. Enter your DATEV consultant and client numbers in Settings, Business, Accounting, and Export DATEV (EXTF) writes them into the file with your chart. Bookings on the accounts DATEV calculates VAT for carry key 40, so the VAT is not counted twice.
Invoices to EU businesses say what they supply
An invoice to a business in another EU country now says whether it supplies goods or services: goods as a tax-free intra-Community supply, services as reverse charge, the same on the PDF and in both e-invoice formats. Customer and supplier addresses now have their own fields for street, postcode and city.
Send email from your own domain
In Settings, Messaging & Channels, Email Service, add your domain and publish the records shown. Once they are verified, your invoices and other documents go out from an address on your domain through Softbooq's email service. You can also send through your own Brevo account with its API key.
Card payments straight to your own Stripe account
A Stripe account you connect now is fully yours, with its own Stripe Dashboard: you pay Stripe's fees, and Stripe, not Softbooq, carries a loss your account cannot pay back. An account connected earlier shows Reconnect Stripe, and one Stripe still needs details for shows Finish setup with Stripe.
Quotes expire on their last valid day
A sent quote becomes Expired at the end of its valid-until day, in your workspace's time zone. After that its link tells the customer to ask for an updated quote.
Closed months stay closed
Entries in a closed month, or in a VAT return you have filed or paid, can no longer be deleted, re-dated or changed in amount, by anyone. A correction is a new entry in an open month.
Purchase orders, quotes and credit notes go with their PDF
A supplier gets the purchase order as a PDF when you send it. Credit notes can now be emailed with their PDF, and a quote email carries its PDF beside the link to accept it.
A refund offers its credit note
After a card or bank refund, Softbooq offers the credit note straight away, so the revenue and the VAT come back too. Books Health lists every refunded invoice still without one.
Register discounts are booked at the price charged
A discount given at the register is now booked as the lower price, with the VAT on it, instead of the list price plus a cash-discount account. What the customer paid and the VAT are the same as before.
Jacinta knows what you are looking at
Ask about the invoice, asset, work order or policy on your screen and Jacinta answers about that record. She can also read the schedule and leave balances, and propose a booking or a leave request for you to confirm.
Google Drive, OneDrive, Dropbox and Box in Softbooq Files
Softbooq Files now connects Google Drive, OneDrive, Dropbox and Box beside SharePoint. Files keeps the sidebar and preview pane widths and each folder's sort, and someone without download rights can preview a file without downloading it.
Tables keep your sort
Every sortable table remembers how you sorted it, on every device you sign in on, and lists fill the window. The Orders queue shows when each order came in, where from, its total and whether it is paid.
One sign-up for every new workspace
Creating a workspace from any Softbooq app now goes through the same sign-up. It records your acceptance of the Terms, starts the trial and brings you back to the app you came from, with a welcome email in your language. Practice is made once setup is finished, as a copy of your set-up workspace.
SharePoint and work OneDrive in Softbooq Files
Softbooq Files now connects SharePoint sites and their document libraries, and OneDrive with a work account as well as a personal one. If your company lets only its IT admin approve apps, Files shows you the link to send them, with a Copy link button.
Team events in Microsoft Teams
Post the team events you choose to a Microsoft Teams channel, such as an invoice paid, an expense approved, low stock or a new order, through a workflow you set up in Teams. You find it in Settings, Messaging & Channels, Team Channels.
Integrations that are not ready say Coming soon
An integration that cannot be connected yet, such as QuickBooks Online, Salesforce or Microsoft Planner, now says Coming soon everywhere and offers no Connect button until it is ready. A workspace that connected one before keeps it.
An updated Privacy Policy and Terms
The Privacy Policy now says who is responsible for which data, how long each kind is kept, what happens when a trial ends or a workspace is closed, and what Disconnect does. The services you can connect, who runs each one and what it receives are listed on a new Third-party services page. Softbooq deletes data on those schedules, for example sign-in code emails the day after they are sent. A supplier portal link is shown once, when you make it. The Terms describe the customer account on your site.
Removing a product that holds stock keeps your books right
Removing a product that still holds stock now writes the stock off and removes it in one step, so your stock value and your books agree. A product deleted in your Shopify or WooCommerce shop is hidden, not removed, while you still hold its stock.
One payment buys one eSIM
When a payment was confirmed twice at the same moment, two eSIMs could be bought. Each order is now bought once, and Books Health lists any eSIM order that is not fully booked.
Money is counted once
A sale paid through a Stripe payment link is no longer counted twice, a Stripe refund pressed twice refunds once, and a dispute fee is now booked. A bank feed that missed a page fetches those days again. Pushing an invoice to sevDesk no longer counts its revenue twice.
Syncs say what failed, and never create a record twice
HubSpot syncs now say which records failed instead of reporting success, and retry them. Invoices, bills and contacts sent to Xero, lexoffice, sevdesk and MoneyBird are never created twice. A task that could not reach Asana or Trello is listed on the task.
Team channels get team events only, and Slack failures are listed
Personal notices, such as a payslip or a leave decision, no longer go to your Slack or Teams channel: it gets only the team events you switch on. If Slack refuses a daily summary or an approval message, it is listed, and a revoked connection asks you to reconnect.
Files keeps your drives connected
A Dropbox or Box drive added while setting up Files now stays connected. If a drive cannot be saved, Files says so and adds nothing, instead of showing a drive that stops working an hour later.
Sign-in and security emails in your language
The sign-in code and security emails now come in English, German, French or Spanish, in the same design as every Softbooq email, and every email's footer is in the language of the email.
Large imports are faster
Importing or creating thousands of customers, suppliers or notes at once is now much faster.
Sample data starts clean, and clears completely
A new sample workspace now opens with its books in order, a real sales forecast and an org chart. Clear Sample Data removes every example record and the entries made from them, so your books start at zero. If any of the sample data falls in a month you have closed or a VAT return you have filed, nothing is removed and you are told.
A fuller FEC file
The FEC export now fills in the customer or supplier account on receivable and payable lines, letters settled invoices and bills with what settled them, and gives each entry its validation date.
Draft follow-up emails and ticket replies with Softbooq AI
On a quote you sent, a customer in the CRM and a helpdesk ticket, "Draft follow-up email" or "Draft reply" writes a draft from that record, in the customer's language. It opens in the email window marked as an AI draft: nothing is sent until you read it, change what you need and press Send. It uses your business data only when "Read my business data" is on in Settings > Softbooq AI.
Every AI button follows your Softbooq AI settings
Summaries, categorising, product descriptions, reminders, reorder explanations and account suggestions now ask first: they work only for roles that include Softbooq AI, only while Softbooq AI is on, and only with "Read my business data" on. When one cannot run, it says why and where to change it. Account suggestions from your own rules keep working without AI.
Cancel and refund a paid shop order before it ships
A paid WooCommerce order that has not shipped can now be cancelled and refunded in one step from Sales: the refund goes out through the shop, the order is cancelled there too, its items go back into stock, and a credit note records the refund. A refund made in WooCommerce now reaches your books the same way.
Require two-factor authentication for chosen roles
In the security policy, choose the roles that must use two-factor authentication and a grace period to set it up. People in those roles see a reminder until then; after it, the workspace opens for them only once they confirm their code.
When a plan ends, your workspace stays readable
If a trial or plan ends, the workspace becomes read-only instead of locked: you can still open and export everything, but nothing new is recorded. The banner shows the date it would be deleted, and reminders arrive 30, 7 and 1 days before.
Payment runs through Wise and Revolut
"Prepare in Wise" now adds a run's transfers to one Wise batch, which you then fund in Wise; preparing again never adds a transfer twice. For Revolut Business, a run exports as a bulk payment file you upload in Revolut, on Revolut plans that include bulk transfers.
Returns and fulfilment reach Shopify and WooCommerce
A return on a Shopify or WooCommerce order is now recorded in the shop too, and "Also refund the payment", ticked by default, refunds it there. Each return refunds once, and a refund sent from Softbooq is not imported back as a second return. A fulfilled WooCommerce order now reaches the shop with its tracking details.
Disconnect ends access at the provider
Disconnecting HubSpot, Shopify, Slack, Asana, Trello, a bank feed or a drive in Files now withdraws Softbooq's access at the provider first, not only here. If a provider refuses, nothing is cleared and the screen says so.
Integration keys are saved, never shown again
API keys and email server passwords you enter are now stored where only the integration can read them. Screens show that a key is saved, never the key itself, and the activity log never records it.
Undo a shipment that never left
"Undo shipment" in the order reverses what shipping posted, for goods that never left. The order's status follows what actually shipped.
Product photos load faster
Product photos are now stored as images in two sizes. Your shop, the register and product lists load the small one, so they open faster.
Xero payments in a foreign currency at the right value
Payments brought in from Xero in a foreign currency were converted with Xero's rate the wrong way round, so 110 EUR could be booked as 121 GBP. They are now booked at the right value.
Credit notes download as e-invoices
An issued credit note now downloads as a Peppol UBL credit note, with the VAT exactly as it was posted.
Foreign-currency entries show in your own currency everywhere
The General Ledger, the journal, cash flow, cost centre reports and the FEC and SAF-T exports now count a foreign-currency line at its value in your currency, and still show the original amount beside it. In BI, amounts in different currencies are shown per currency, never added together.
What you just did stays on screen
On a slow connection, a screen could briefly show an older state after you acted: a message vanishing from the chat with Jacinta, an approval coming back, stock jumping after a sale, the unread count returning. These screens now always keep the newest state.
Your online shop works the way phones do
Shoppers swipe through product photos, pinch to zoom, and add to cart from a bar that stays in reach. The cookie notice is a slim bar that no longer covers your products, and fields no longer zoom the page on iPhone.
Shopify: stock, fulfilment and refunds reach your store
Softbooq now asks Shopify for permission to update stock, fulfil orders and issue refunds. If your store was connected before, the integration tile shows Reconnect: Shopify asks you to approve only the added permissions, and nothing stops working meanwhile.
Jacinta helps you fix problems
On Books Health, unmatched bank lines, import errors, month-end close, stuck approvals and payment runs, press Ask Jacinta. She explains the problem with your real figures, shows exactly what will change, and fixes it with one click. Nothing already posted is ever edited.
A more accurate VAT return, checked against your books
Single-rate expenses now count on the VAT return, partly reclaimable VAT is claimed at the share you book, and recurring expenses carry VAT. Books Health compares the return with your VAT accounts every night, and "Before you file" lists anything to check first.
Type the receipt total; the VAT is worked out
When you record an expense, enter the total on the receipt. The net amount and VAT are calculated with the right rate and stay editable. "My prices include VAT" now lives in Settings, Business, Tax & VAT.
Documents are only finished when their accounting is
Credit notes, supplier credits, payment runs, approved supplier bills and online shop orders are now posted in the same step that finishes them, so nothing shows as done without its entry. Books Health lists anything from before, with a fix.
See whether your emails arrived
Invoices, quotes and customer records show whether an email was delivered, bounced or was not sent, and why, with the fix beside it. Email activity no longer calls an accepted email "received".
Imports read amounts and dates the way you write them
Imported amounts like 45.000,00 and dates like 12/01/2026 now follow your workspace's format, and an unclear date is flagged instead of guessed. You can also paste a list for Jacinta to import, and fix import errors in place.
Meet Jacinta, your assistant
Softbooq AI now has a name: Jacinta. She answers in plain words, her star shows when she is thinking, and long chats can show earlier messages.
Help where you start
Empty lists suggest a first step, your first invoice or sale gets a small celebration, and when something goes wrong you see one calm sentence about what happened and what to do next.
You decide when Softbooq support can look
Softbooq staff cannot see your data. If you want help, an admin can let support read it, never change it, for the time you choose, in Settings under Legal. You can end it at any time, and every visit is listed.
HR, Finance and Projects fit your phone
HR's admin pages, Billable Time and an opened project now use phone screens instead of a squeezed desktop page.
Scheduled reports with a short commentary
Scheduled reports now come with a few sentences from Jacinta on what changed. The figures are calculated exactly as before; a set number of commentaries is included in your plan.
Ask Softbooq AI where to find something
Ask "where do I approve an expense?" and the answer comes with a button that takes you there. If you cannot open that screen, the AI says why instead of sending you to a closed door.
Shorter, clearer AI answers
Answers lead with the point in one sentence, then use short lists or tables. Numbers and dates follow your workspace's format, tables fit a phone, and Copy gives clean text that pastes into a spreadsheet.
Search every setting
A search box at the top of Settings finds any setting by name and opens its card directly. A "What each role can do" view sits beside the roles in User Management.
A simpler email template editor
Edit an email's subject, headline, message, details and button in plain fields, with the real email beside it in your logo and colour. Every default opens filled in, in your language, and it works on a phone.
US sales tax by state
For workspaces on US sales tax: set the states where you collect, and invoices, quotes, the register and your shop charge each state's rate on the line. A by-state report on the tax return page gives you the figures to file.
Payslips and payroll totals need sensitive-HR access
Reading payslips and payroll run totals now needs the sensitive-HR permission, the same as salaries. Everyone still sees their own payslips.
Tidier on phones and tablets
Section tabs, headers and cards fit cleanly at every phone and tablet width, tables no longer run off the screen, switches are easier to tap, and every form field is named for screen readers.
Billing shows the currency you pay in
Plans on the billing page and at sign-up are priced in the currency checkout charges you, and the billing page is translated.
A new look for Softbooq AI, and setup that starts with it
The assistant looks and works the same in the ERP, BI and the AI app, with sources and actions under each answer. A new workspace starts by talking to it; setting up by hand is one tap away and you can switch at any time.
One brand colour, suggested from your logo
Upload your logo and we suggest a colour from it. That one colour is used on your public site, your documents and the emails you send.
Every email redesigned, with your logo and colour
Invoices, receipts, reminders, invitations and notices share one clean design with your logo and brand colour, and they look right in dark mode on phones and in Outlook and Apple Mail.
Connected apps stay connected through an outage
A short outage or rate limit at Salesforce, HubSpot, Xero or another connected app no longer disconnects it. Only when access is really withdrawn does the app show "Needs reconnecting", and admins get one email.
Contracts renew and remind on their own
Contracts set to renew automatically renew by their own term every night, catching up on any missed term, and you are reminded 30, 7 and 1 day before a contract ends.
Minimum order quantities on price lists
Set a minimum per price-list line. Your shop shows it and holds the order until it is met, counting sizes and colours of one product together. Invoices, quotes and the register warn below it, and going under needs the override permission and a reason.
Receive, write down and revalue stock for each option
A product with sizes or colours lists every option with its own stock and price, and each option can be received, written down or revalued on its own.
Wholesale prices from day one
Tell setup you sell both wholesale and retail and a Wholesale price list is made for you. The customer import has a wholesale column to put customers on it straight away.
One email per expense decision
An approved, rejected or returned expense report now sends the employee exactly one email. A report sent back for changes includes the reason.
Set up your workspace by talking to the assistant
Describe your business and the setup assistant fills in the steps, including what you sell. Paste a customer or product list and check the rows before they are imported.
English, German, French and Spanish, all the way through
Every screen, country names and the careers form in four languages, and emails to customers and suppliers in theirs.
Spreadsheet imports in your language
Customer and contact files with German, French or Spanish columns and values import as they are.
Customer and supplier lists stay fast at any size
Lists load a page at a time, pickers search as you type, and each customer's value and health stay current.
Month-end revaluation of foreign-currency money
Bank, cash and Stripe balances in other currencies are revalued at month end, and Stripe imports post in each transaction's own currency.
Every country, each with its currency
Sign up from any country and its currency comes with it; where we do not know the tax rules, we ask instead of guessing.
Inventory managers own Inventory Settings
People who manage inventory can change its settings themselves, including what the business sells.
AI with a backup provider
If one AI provider is down or slow, requests move to a second one so answers keep coming.
An email when a new device signs in to your account
A device we have not seen before gets you an email naming the device, and the country when we can tell, with one link that signs it out if it was not you.
Phones no longer sign you out at random
An app woken from the background, or a brief network problem, no longer ends your sign-in.
Retentions on both sides
Hold back part of a supplier bill until the work is accepted, then release, pay or keep it. Retentions your customers hold from you are tracked the same way.
Finished goods carry their labour and overhead
Production values what it makes at materials plus labour and overhead, so stock and margins show the real cost.
Foreign-currency balances revalued at month end
Amounts owed in other currencies are revalued at the month-end rate automatically and reversed when paid.
Recurring revenue, churn and customer value
For subscription businesses: monthly and yearly recurring revenue, new and lost revenue, churn and average customer value, per currency.
Leave types know what they are
Each leave type is annual, sick, unpaid, parental or other, whatever you call it. Sick leave stays private and unpaid leave reduces pay.
Long lists open faster
Lists load a page at a time and show how many there are, so they stay quick as your business grows.
Wholesale and retail prices, charged automatically
Set a price list per customer or customer type, with quantity breaks such as 12 or more at a lower price. Invoices, quotes, the register and your online shop charge the right price on their own and show why; changing a price needs permission and a reason.
Sizes, colours and stock for each option
Give a product options such as size and colour, enter quantities in a grid, and every option gets its own stock, code and barcode. The register asks which option, and your shop shows what is in stock.
An invoice for goods takes them out of stock
Invoicing goods directly reduces stock and books their cost in the same step, and a credit note can put returned goods back at the cost they left at.
Stock value always matches the books
Opening stock, stock adjustments and cost changes all post as they happen, and stock valued by purchase batch is included in the figures.
Issued invoices are locked, and months close in two steps
An invoice is booked when it is issued and corrected with a credit note. Close a month softly or completely.
Returns and refunds agree with your VAT return
Register returns, Shopify and WooCommerce refunds and credit notes give back VAT once, at each line's own rate, so the books, the invoice and the VAT return agree.
Every sale books the same way, wherever it happens
Register sales, deposits, online orders, Shopify and WooCommerce post through one path, so stock, cost and revenue match across channels.
Sick-leave reasons stay private
Only the employee and people allowed to see sensitive HR data can read the reason on a sick-leave request.
Every action checks the right permission
Changing stock, settings, numbering, accounts and reconciliations needs the permission its screen requires, and Softbooq AI acts only with the permissions of the person asking.
More of Softbooq in French, German and Spanish
Finance, HR, travel, settings, reports, integrations and every phone screen are translated, and a new workspace starts in its own language.
Supplier bills and payments post exactly once
A supplier bill now posts as one complete entry: tax split by rate, and any difference from the price on the delivery shown as a price difference. Paying a bill, running a payment run, paying a supplier in advance and reversing a payment each post once, even if you press twice. A payment run posts one bank line per currency, so it matches your bank statement.
Pay a supplier before the bill arrives
Record payment on a purchase order with no bill yet, and it is kept as an advance to that supplier. When the bill arrives, the advance is applied to it automatically, exchange difference included.
Customer payments record discounts, withheld tax and exchange differences
An early-payment discount or a written-off balance reduces the tax charged, at each rate. Tax a customer withholds is recorded. A payment in another currency books the exchange gain or loss. Reversing a payment undoes all of it, asks for a reason and tells your finance managers. On cash accounting, revenue and tax are recognised as the money arrives.
An invoice gets its number when you issue it
Drafts show no number yet. The next number in the series is given at the moment of issue, so your numbering has no gaps from drafts that were never sent.
An unknown exchange rate is never treated as 1
When no rate is known for a document or payment in another currency, it is not posted at par: you are asked for the rate. Currencies with three decimals, such as the Kuwaiti dinar, now keep every decimal.
Every figure comes from one place
Revenue, sales totals, receivables and aging, budgets, project profit, travel spend, contract and production figures now come from the same calculation on dashboards, reports, PDFs and in Softbooq AI. Totals are in your home currency at each document's own rate, with each currency shown beside them. Statements and PDFs print each document in its own currency.
Cash reconciliation shows each account
One row per bank or cash account, in its own currency: the balance in your books, when it was last reconciled, and the entries not yet on the bank statement.
Reopen a won or lost deal
Move a closed deal back to an open stage and you are asked why. The reason stays in the deal's history. Quotes, orders and invoices made from the deal do not change.
Module tabs fit on tablets
On a tablet, tabs that do not fit move into More and secondary buttons show as icons, so nothing overlaps.
Documents and emails reach each customer in their language
Invoices, quotes, credit notes, receipts and delivery notes print in the customer's language, and the emails that go with them, payment reminders and receipts included, are written in it too. A customer's language is the one on their record, then your workspace's. Amounts and dates are always written in your workspace's format. A template you have edited yourself is sent as you wrote it.
Customers can pay an invoice by bank transfer from its page
The page a customer opens from an invoice email used to offer card payment only, and said nothing useful without it. It now shows your bank details and the reference to quote, so a customer anywhere can pay by transfer.
Receive stock straight from the product
On a product, choose Receive stock, pick the supplier and enter the quantity and cost. It is recorded as a purchase order received at once, so stock, cost and the accounts are exactly what a receipt in Purchasing gives. Stock you found rather than bought belongs in a stock count instead.
Expense reports carry VAT and reach their approver
Each receipt on an expense report now has a VAT rate from your own tax codes, so a claim posts the net cost and the reclaimable VAT separately and the VAT reaches your return. Submitting a report now tells the person who has to approve it, and it shows in their Waiting on me.
Connecting an app brings its data in straight away
Connecting Xero, HubSpot, Salesforce, Pipedrive, Zoho CRM, Personio, Google device management or a bank now starts the first sync at once, instead of waiting for the next scheduled run, and the card says so. Each app's card also says what it does in the module you are in, and when it last synced.
Books Health finds supplier bills that counted goods twice
A supplier bill on a purchase order could book its goods as an expense after the goods had already gone into stock. Books Health now lists each such bill and corrects it, and it sits on the Finance dashboard beside the figures it checks.
Key figures fit every screen, and stay folded where you fold them
The row of key figures at the top of each screen is now one row on a tablet and a swipe row on a phone. Fold it and it stays folded for you on every device you sign in on.
Customers pay and download invoices from their account
A customer signed in to their account with you can now pay an invoice by card, if you take card payments online, download it as a PDF or as an e-invoice file, and see their credit notes, returns, payment plans and payment reminders. They can also order again, keep their delivery addresses and follow their parcels. The old client portal is part of this account now, and links to the portal take people there.
Customers raise support requests from their account
A customer can open a support request from their account, reply to one, and rate it once it is resolved. It arrives in your helpdesk like any other ticket, and a reply to a resolved request reopens it. While they write, matching articles from your public help centre are suggested.
Collect an invoice from a customer's saved card or direct debit
Customers can save a card or set up a direct debit in their account, after confirming an emailed code. On the invoice you then press "Collect from saved payment method" and the amount still owed is charged. Nothing is taken automatically. If a debit fails or comes back, the invoice reopens and both you and the customer are told.
Record why a payment is short or over
When you link a bank payment to one invoice in the reconciliation Workbench and the amounts differ, you say what the difference is. Paid too much: the invoice is paid and the rest is held as the customer's credit. Paid too little: leave it open as a part payment, or record it as a bank fee, tax withheld by the customer, a retention, an early-payment discount (offered only when the invoice's terms allow it) or a write-off. A write-off is offered only within the limit you set in Finance settings, Getting paid, as an amount and a percentage of the invoice; the stricter one decides, and it is off until you set both.
Payments that quote the invoice reference record themselves
Turn it on in Finance settings, Getting paid. When a bank payment carries the invoice's RF reference and pays exactly what the invoice owes, in its currency, it is recorded on the invoice without waiting for you, after each bank sync or import and once a night. A payment is never recorded this way on a name, an IBAN or an amount alone, and never when it pays part of an invoice or more than it. Off by default, and every payment recorded this way is noted in the audit log with the rule that recorded it.
The register takes amounts with a comma
Cash tendered, the card part, a line's price or discount, the opening float, cash in and out, the counted cash and a custom tip now accept amounts the way you write them. In a German workspace a cashier types 12,50 and the register reads twelve euros fifty. Before, the comma was dropped and 12,50 became 1250. The empty fields show 0,00 or 0.00 to match your format.
Bank statement CSV files from any bank
Bank reconciliation now reads CSV exports the way banks write them: separated by semicolons, commas or tabs, with account details above the column names, amounts like 1.234,56 and dates like 01.10.2026. Columns are found by their names, in German, English, French or Spanish, and the payer's name and IBAN are picked up for matching.
Dates and amounts follow your workspace's format
Screens across the app now show dates and amounts in your workspace's number format, for everyone in it, instead of each person's browser default or language. A German business sees 01.10.2026 and 1.500,00, matching its invoices. Payslips, reports and expense exports follow it too, and so do the register, BI, Softbooq AI, Files, the workspace pages in Accounts and your shop. If your workspace never chose a format, it now uses your country's.
Save a list the way you like it
Set up a list with the search, filters, sort, period and columns you want, and save it as a view under a name. Keep it to yourself or share it with the workspace, and make one your default so the list opens that way. Available on invoices, sales, orders, products, purchase orders, customers, tickets and employees.
Comment on records, and follow the ones you care about
Invoices, bills, deals, products, tickets and most other records now have a comments section. Type @ to mention a colleague who can see that record, and they are told. Follow a record to hear about new comments on it; commenting or being mentioned follows it for you. Softbooq AI can find what was said in a comment, but only for people who can open the record.
Take tips at the register
Turn on tips in Sales settings, choose three suggested percentages, and decide whether the customer taps their choice or the cashier types it. Tips are kept apart from the sale, so your revenue and VAT do not change, and each tip is owed to the cashier who rang the sale. Sales > Registers shows what each person is owed, and someone with finance rights can record a payout.
Books Health tells you what to fix first
Finance has a Books Health tab: one sentence on the state of your books, then a numbered list of fixes in the order an accountant would do them. Each step lists the documents behind it, linked so you can open them, and you can fix a whole selection at once. Every night it checks again and tells the people with finance rights about anything new. The profit and loss, balance sheet and trial balance are now worked out by the database, so they open quickly however much history you have.
Track batches and expiry dates, and see who bought a batch
Products can carry a batch number and expiry date when you receive them. Every sale takes the batch that expires soonest and is still good, and you can write off an expired batch. At the register, expired stock is either blocked until a manager approves it or needs the cashier to confirm, as you choose. "Who bought it" on any batch lists the customers and sales it went to, for a recall. WooCommerce orders now lower your stock in Softbooq too.
Choose how your e-invoices are sent, including Peppol
Settings > Business > Tax & VAT now has "Sending e-invoices". Where the law sets the route, as in Italy or Poland, it stays fixed. Elsewhere you can send over Peppol through your own Storecove account, and the file sent is exactly the one you can download from the invoice.
Put your workspace on legal hold
During a tax audit, a dispute or a lawsuit, an administrator can place a legal hold in Settings > Legal & Compliance, with a reason. While it is on, nothing in the workspace is deleted or anonymised on a schedule, and a customer's erasure request waits until the hold is lifted. Bank lines are now kept for the legal keeping period and anonymised after it.
Audit entries, AI sources and BI rows open their record
An entry in the audit log has "Open record". The sources under a Softbooq AI answer open the record they came from. In BI, a row behind a figure opens its invoice, bill, expense, product or deal. Each one checks you are allowed to see it first.
Module settings show what is set at a glance
Every module's settings page now uses the same layout. On a wide screen, an "On this tab" panel beside the settings lists each section with its current setting in plain words, and points out anything that needs your attention. Click a line to jump to it.
Your logo is back on every PDF
After a page reload, invoices, quotes, purchase orders, credit notes, receipts and payslips could show a grey "LOGO" box or no logo at all. Every document now fetches your logo when it is drawn, so it always appears.
A notification opens the thing it is about
Tapping a notification about an overdue invoice, a bill waiting for you or a ticket now opens that invoice, bill or ticket, on your computer and on your phone, instead of the list it sits in. Deals, tickets, payroll runs, credit notes, candidates and production runs open from a link too, where before the link stopped at the right screen and left you to find the record yourself.
The people named on a bill approve it
A supplier bill now goes to the people its approval chain names, such as the cost centre owner, and they approve it without needing to be an administrator. Once everyone has approved, someone with finance rights books it into the accounts. If nobody in the chain can do that, a finance review step is added for you, so an approved bill always ends up booked.
Your shop customers have their own account
People who buy from your shop can sign in with an emailed code and see their orders, invoices, bookings and the documents you choose to share with them. You can invite a customer from their record, and a customer can ask for their data to be deleted, which reaches you as a request to approve.
Your team sees changes as they happen
When a colleague adds a task, logs a call or updates a contact, it now appears on your screen straight away, without a reload. Deliveries update the same way.
Managers with HR rights can add and edit employees
Adding or editing an employee no longer needs an administrator. Anyone whose role includes managing HR can do it. Salaries stay visible only to the people allowed to see pay.
Tickets no rule catches go to a team you choose
Pick a default team in IT settings, and any ticket that matches none of your routing rules goes to that team instead of waiting with nobody. Tickets raised by staff outside IT are routed and their technician is told, on the phone as on the desk.
Exporting personal data asks you to confirm it is you
Downloading an employee's data pack or a full copy of your workspace now asks you to confirm who you are first, as deleting personal data already did. If someone else has your laptop open, they cannot take everyone's personal data with one click.
A salary says whether it is yearly or monthly
A salary used to be stored without saying what period it covered, and payroll assumed monthly, so a yearly salary could have been paid as a monthly one. Every salary now carries its period. Worth a quick look at your employees' pay to confirm each one is right.
Reloading the page keeps you in your workspace
Reloading could briefly show "Set up your workspace" to someone who already had one, while their workspaces were still loading. It now waits for them, so you land where you were.
September 2026
Every list sorts, filters, and lets you choose its columns
Column headings across the product now sort, and every sortable column can be filtered from the same menu rather than only the one search box at the top. You can hide the columns you do not use, and a table can be worked entirely from the keyboard. This came from moving 153 lists onto one shared table, so a list behaves the same way wherever you meet it instead of depending on when its screen happened to be built.
A client portal, on your own web address
Your clients can sign in at your own address and see the invoices you issued them, the projects you are running for them and their support tickets. The sign-in page carries your name, your logo and your colour rather than ours. They can raise a support ticket from it too, and it arrives in your helpdesk like any other. Signing in is passwordless: an emailed code, or the Google or Microsoft account your client already has.
The assistant answers about people, tickets, stock and your pipeline
Ask how many people are in a department, what tickets are open, what has run low, what is in the pipeline or how a project is tracking, and you get an answer from your own figures instead of a refusal. Every number it gives you came from a tool that actually returned it, so anything it could not source is said to be an estimate rather than presented as your data.
Revenue and gross profit mean one thing everywhere
Revenue had three different definitions in different corners of the product, and gross profit subtracted costs from sales that its own revenue figure had excluded, so the margin could not be reconciled against either number printed beside it. There is now one definition, and the phone and the desktop read it from the same place rather than each working it out separately.
A row that looks clickable now opens something
Eight lists had rows that highlighted when you hovered over them and then did nothing at all. They open the record now. A line on a debtors statement opens the document it came from, so you can see what was actually sold, and on a phone, tapping a customer opens that customer.
One status, one colour
A status could mean different colours on different screens: Refunded was green in one place, red in another and purple in a third, which makes a colour worth nothing at a glance. Every status now takes its colour from one map, so the same word looks the same wherever it appears.
Fix a books problem once, not once per document
Books health would find 24 unposted invoices and then ask you to confirm the repair 24 separate times, which is a repair nobody performs. A problem affecting many documents is now put right in a single action, and you see the full list of what will change before you confirm it.
The finance dashboard opens quickly on a full workspace
Drawing a single sparkline used to read every invoice in the workspace eight times over, in the browser. Those figures are now worked out by the database and fetched once, so the dashboard opens at the same speed on a workspace with years of history as on a new one.
A colleague's private booking shows as busy, not as its contents
When the calendar loads other people's bookings to show you what time is taken, it now asks only for the times. A booking somebody marked private appears as a busy block with no title, customer or notes attached, so you can schedule around it without being shown what it is.
A service you sell credits your services account
A sale of a service posts to the revenue account you nominate for services rather than to the one used for goods, and it applies from a date you choose, so changing the treatment does not quietly rewrite what you have already filed.
Operating leases post every month, in the right shape
The monthly job now posts operating leases as an operating lease should be posted, rather than in the shape used for a finance lease. If you hold both kinds, the two no longer land in the ledger looking alike.
Your customers can sign in and see their own invoices and orders
A customer on a business's public site can enter their email address, receive a code, and sign in to an account page showing the invoices they were issued and the orders they placed. No password to choose or forget. They see only their own records, the code expires in minutes, and revoking someone's access takes effect on their very next click rather than whenever their session happens to end. A business can switch customer sign-in off entirely.
Set your workspace security policy from a phone
MFA enforcement, the inactivity lock, domain-restricted joining and SSO now open on a phone, and they sit in User Management alongside the rest of your access rules. Changing the policy asks you to confirm it is you first, on a phone exactly as on a desktop, so the control that protects every other control is not weaker on the smaller screen.
See every device signed in to your account, and sign one out
Your account lists the devices and apps currently signed in, where each was last used, and lets you end any one of them or every other one at once. Administrators can additionally see the sessions used in their own workspace. Ending a session stops it renewing straight away; a page already open keeps working until its current token expires, which is minutes rather than days.
A quote you send now says when it expires, and that date is enforced
Sending a quote requires an expiry date, and the date now decides what the customer can do: a quote past it can no longer be accepted. Previously the date was printed on the page and governed nothing, so a quote stayed acceptable indefinitely. Accepting is also once only, so a forwarded link cannot accept the same quote twice.
Publish your own help centre
Knowledge-base articles marked Public are readable by anyone on your public site, with no account needed, so you can point customers at your own instructions instead of attaching them to every email. Articles that are not Public stay internal, and both are findable from search inside the app.
Copy a link to almost anything, and it opens where it should
Invoices, contracts, quotes, sales, expenses, leave requests, employees, projects, knowledge-base articles, sales returns and RFQs all carry Copy Link, and the link opens that exact record rather than the module it sits in. A shared link names the workspace it belongs to, so somebody who works in two is not silently taken to the wrong one.
Turning off a notification now turns it off
The per-notification opt-out can be set, and it is read when the notification fires. Until now the preference existed on the screen and nothing consulted it.
Softbooq BI, included with every workspace
A reporting app that answers questions about your own figures. Nine data sets to start from - ledger, sales, purchases, expenses, stock, movements, cash, projects and your deal pipeline - and every figure drills through to the documents behind it, so a total can be taken apart rather than taken on trust. Build a board, print it, share it, or have it emailed on a schedule. BI shows only what a role already permits, so it cannot answer something the ERP would refuse. Beyond the nine, a catalogue opens every table your workspace owns.
Ask BI a question and watch the report change
The assistant does not only reply, it rearranges the screen: ask it to group by a different field and the report regroups, ask for the top ten and the limit changes. It works from the rows already in front of you, so it explains a figure rather than inventing one, and it says plainly when something cannot be done instead of pretending it has done it.
Shoppers can find their own past orders
A customer who has lost their confirmation email can enter their address in your shop and be sent a link to every order they have placed with you. No account and no password: the link is short-lived and goes only to the address that placed the orders. The form never reveals whether an address has ordered before, so it cannot be used to discover who buys from you.
Roles now govern what people can read, enforced by the database
A role that cannot open Finance can no longer be answered finance records by the API or an integration either. Reading the ledger, bank records, invoices, bills and expenses requires the same View permission the role editor already shows, checked by the database rather than by the screen - while what belongs to a person stays theirs: their own expense claims, an invoice they raised, a bill they approve.
Approve a change and the plan updates with it
Raise a change request against a project, and approving it writes the new baseline in the same transaction, so the approved plan and the record of who approved it cannot drift apart. Variance is then measured against the plan that was actually approved rather than the first estimate, which is the difference between a project that legitimately grew and one that overran.
Dated checkpoints, so a slip shows early
Projects carry checkpoints with their own dates. A milestone that passes without being met surfaces while there is still time to do something about it, instead of the slip only becoming visible at the point somebody moves the end date, which is usually too late to be a decision.
A risk register that admits when it is out of date
Record risks against a project with an owner, a likelihood and an impact, and see when each was last reviewed. A register nobody has opened in months says so on its face rather than presenting stale entries as current assessment, which is the failure mode of every risk log kept in a spreadsheet.
See who on the project is already booked elsewhere
A project shows where the people on it are committed to other work over the same dates. The conflict is visible while the assignment is still being made, rather than being discovered later by the person who turns out to have been promised to two places at once.
Budget, spend and commitment across every project
One screen showing, for every project at once, what was budgeted, what has been spent, and what is already committed but not yet invoiced. Commitment is the figure that is normally invisible until it arrives as a bill, by which point it is no longer a number anyone can act on.
WhatsApp that tells you whether it arrived
Send an approved template to a customer, chosen from a list rather than typed from memory, and see what actually became of it - delivered, read, or failed and for what reason. Replies arrive back in the conversation. Consent is checked before the message goes rather than after Meta objects, and opt-in is recorded at the moment it is given, which is the evidence that matters if the account is ever questioned.
Install it as an app
Softbooq, the register, Files, AI and Accounts each install to a home screen or a desktop from a button, instead of depending on someone knowing their browser can do it. An installed app opens on its own launch screen rather than a blank white one, which is the difference between an app and a bookmark.
Pay grades, bands, and a salary history that survives a raise
Define job grades with pay bands and see where a person sits within their band against its midpoint, so “is this person paid correctly” has an answer rather than an opinion. Changing a salary now keeps the one before it: pay history is a record, where it used to be a field that quietly overwrote itself.
Screens update when you save
Saving a record updates the screens that show it. Dozens of views previously held the old figure until you navigated away and returned, so a save that had worked perfectly looked like one that had not - and the natural response to that is to do it again.
Early-payment terms for 7 and 14 days
Payment terms now cover the 7- and 14-day early-settlement windows that are ordinary in Germany and Austria, alongside the 10- and 15-day ones. They are not labels: they compute the due date and the discount deadline, and a payment run shows the discount while it can still be taken.
Your public pages wear your brand
The public portal, storefront and shared documents use your logo and your brand colour rather than ours, so a customer following a link from your invoice arrives somewhere that looks like you.
Count stock at the shelf, approve hours from a phone
A stock count can be entered from a phone in front of the shelf instead of transcribed later, and reporting a loss opens the form it always should have. A manager can approve their team's hours on a phone, not only their leave, so the approval that holds up payroll does not wait for someone to reach a desk.
August 2026
Point of sale prints, and opens the drawer
The register now prints to a receipt printer over ESC/POS and sends the pulse that opens the cash drawer, so a counter with real hardware no longer needs a workaround. Where there is no printer, receipts still go out by native share sheet or a public link.
Cash you can count, in safes and drawers
Money that is not in a bank is now somewhere the books know about. A safe or a drawer holds a balance, and it is verified by counting it rather than by trusting a running total: the count is what the books take as true, and the difference is recorded rather than absorbed. Banking the day's takings is one action that moves the money and writes the entry, instead of a journal somebody has to remember to post.
Bank reconciliation you can prove
A statement file now produces the same rows a live bank feed does, so an account without a feed reconciles exactly like one with it. The tie-out proves the whole reconciliation rather than the matched lines alone: opening balance, what cleared, what is still outstanding, and the closing figure the bank shows.
Budgets over any axis, checked when the money is asked for
A budget can now target a GL account and not only a cost centre, and every axis is managed from one Budgets panel instead of a screen each. Procurement checks the budget when someone raises a requisition, which is while a person can still change their mind, rather than when the bill lands.
Early-payment discounts that are actually taken
A payment run now takes the early-payment discount it advertises, reading the terms off the invoice, and a bill can carry its own terms where a supplier's differ from the default. Fixed-sum Skonto sits alongside percentage terms, which could not be modelled at all before. On the sales side the invoice tells the customer what paying early is worth.
Payment runs: pay part of a bill, and quote the reference that matches
A run can pay part of a bill and leave the rest ageing, instead of all or nothing. Payments quote the supplier's own reference so the money is matched on their side, and the remittance tells the payer what to quote back. Suppliers who collect by direct debit are kept out of runs entirely, so nobody pays them a second time.
A chart of accounts in your language, and books in the law's
Accounts now carry reading translations: the name on screen is the one you think in, while the statutory designation stays on the files the tax office reads. Search finds an account by either. The chart can answer the coding question itself, and coding rules can be set in bulk and arrive seeded, so they work on the first day rather than after a setup session.
The General Ledger has a screen
The General Ledger existed as a service, a drawer and a button that pointed at nothing. It is a screen now: every posting, both sides of it named, filterable by any dimension.
HR: your own record, and approvals that do not hand over HR
An employee's own profile and payslips now live in HR, where people look for them. A manager can approve their team's hours and their leave without being given HR as a whole. Pay has moved off the employee record onto its own table, so the permission around it is a boundary rather than a convention.
Shortcuts you arrange yourself
The shortcuts on your dashboard can be arranged, renamed and removed where you see them, on desktop and on mobile. Every module offers its own tabs to the picker, and the page you are on can be pinned directly, so the row reflects the work you actually do rather than what your job title was assumed to need.
The dashboard answers more before you go looking
Leave can be approved from the widget that already showed it was waiting. Who is away today appears on the screen you already look at. An integration that has quietly stopped syncing now says so, instead of going unnoticed until someone finds the data missing.
A link points at the exact page
Settings hubs, and the Finance, Settings and Reports tabs, now write the open section to the address bar. A link you paste to a colleague opens where you were standing, instead of the module's front page with instructions to click twice.
Party records that fill themselves in
A VAT number can be checked against the EU register, and if you accept the result it fills in the party's registered name and address. An IBAN says which country and bank it belongs to as it is typed. A signed mandate and the agreement a credit limit rests on can be held on the record, a business can trade under one name while being registered under another, and supplier documents can carry an expiry date and warn before they lapse.
Softbooq AI: retention, and a record of what it was used for
Conversations can be given a retention period, set where the rest of the AI policy already lives. The audit record says what the assistant was used for rather than what it answered, which is the part that matters for a review and the part that does not need to store anybody's question.
A role you can hand an auditor
Access can now be granted that ends by itself. An auditor gets a role scoped to what they need to see, with an expiry on it, so the clean-up is not something anyone has to remember.
Collections - work your overdue accounts
A collections worklist under Finance groups every overdue receivable by customer, worst first, and shows what has already been tried: the escalation level reached, when they were last contacted, and how much is outstanding. Accounts the automated reminder schedule has run out of steps for are flagged as needing a decision, so a receivable can no longer quietly stop being chased. Pause reminders on a disputed invoice, record a date a customer has promised to pay, or write the invoice off, all from the same row.
Disputes and promises to pay
Reminders can be paused on a single invoice when a customer disputes it, without sparing them for everything else they owe. Record a promised payment date and chasing stops until it passes, then resumes on its own the next day if the money has not arrived, so a broken promise needs no clean-up. Every pause, resume, and promise is written to the audit trail.
Corrective invoicing
Correcting an issued invoice now raises a credit note and opens a replacement that references the original, on the document itself and as a link between the two. Whether an issued invoice may be edited in place or must be corrected this way follows your country by default, and can be set per workspace under Finance settings.
July 2026
Department-Based Access Control
Folders and AI knowledge bases can now be shared with whole departments, not just named people or broad roles. Grant a folder or knowledge base to Finance, Controlling, IT, or any HR department and every member gets access - and it follows your org chart automatically as people join, leave, or transfer, with no per-file upkeep. Each team sees only the knowledge bases assigned to its department.
Confidential Files Stay Out of AI
Files classified Confidential or Restricted are now never surfaced by Softbooq AI, even if they are dropped in a shared folder or reclassified after they were indexed. The rule is enforced at retrieval time, so a document downgraded to Confidential stops appearing in answers immediately, across the general assistant and every scoped knowledge base.
Point of Sale - offline selling and returns
The register keeps selling when the connection drops: sales are queued on the device and replayed in order once it is back, with stock guarded against overselling on the server. Returns are handled at the counter by looking up the original sale and refunding in one tap, posting to a contra-revenue account and putting the goods back into stock. Receipts can be shared without a printer, by native share sheet or a public link.
Pay later, credit limits and reserve-and-collect
Customers can be given a credit limit and sold to on account, with a per-customer override and an audited manager approval when a sale would exceed it. Overdue balances can block new credit automatically. Shoppers can also reserve online and collect in store, with the reservation held against real stock and released automatically if it is not picked up.
VAT returns and multi-currency accounting
Prepare, file, and pay a VAT return from Reports, with the figures drawn from the ledger rather than re-keyed. Foreign-currency invoices and bills now carry both the transaction and base amounts, with realised and unrealised exchange differences posted automatically at period end.
June 2026
Document Intelligence - AI that reads your files
Upload PDFs, contracts, and spreadsheets and Softbooq AI reads them. Documents are chunked, embedded, and made semantically searchable, so you can ask questions that are answered directly from your own files. Retrieval is permission-trimmed - the assistant only surfaces documents you are allowed to see - and your files are never used to train the AI models that answer you.
Multi-rate VAT & Accounting Correctness
Invoices can now carry multiple VAT rates across their line items via configurable tax codes, with each rate posting to the correct general-ledger account. This release also hardens the accounting core: accounts-receivable settlement, credit-note posting, and opening-balance carry-over for go-live migrations are all double-entry verified.
AI Privacy Controls
A single workspace toggle now governs whether Softbooq AI can read your business data, and it is honored consistently across every AI surface. Knowledge search is permission-trimmed per user, and an automation master switch gates all autonomous AI actions so nothing runs without explicit opt-in.
May 2026
Pipedrive Integration
OAuth bidirectional CRM sync with Pipedrive. Persons sync to/from Customers (email-matched), deals round-trip with your quotes, and a won deal auto-creates an ERP invoice (Draft by default so your approval chain runs; opt in to immediate Sent). Activities and notes sync into the CRM timeline. Real-time webhooks reflect changes in seconds, with a 15-minute catch-up cron. Connect from Settings → Integrations → Pipedrive. Not included in this release: Leads Inbox and deal line-item/product sync (planned), and Pipedrive Projects/Campaigns/Smart Docs (out of scope - Softbooq Projects, email infrastructure, and Contracts are the system of record).
Asana Integration
Two-way sync your Asana projects, tasks, and nested subtasks with Softbooq Projects. BYOK Personal Access Token or OAuth, per-project sync direction (two-way / pull only / push only), bulk-link existing projects or create Softbooq projects from selected Asana projects, webhook for real-time updates, 15-min delta cron, and auto-pause on 3 consecutive failures.
Accounting Integrations - Lexoffice, Sevdesk, Moneybird, Pennylane, Zoho Books
Five accounting platform integrations ship in one batch: Lexoffice, Sevdesk, Moneybird, Pennylane, and Zoho Books, connected via BYOK API key. Each integration pushes outbound invoices and pulls contact records on a configurable schedule. Connect any combination from Settings → Integrations.
Salesforce Integration
Connect Salesforce over OAuth (production or sandbox) with bidirectional sync of contacts, leads, and opportunities. A closed-won opportunity auto-creates an ERP invoice, Draft by default so your approval chain runs. Connect from Settings → Integrations → Salesforce.
Zoho CRM & Projects Integration
Zoho CRM joins the CRM line-up with two-way contact and deal sync and auto-invoicing when a deal is marked Closed Won, while Zoho Projects syncs into Softbooq Projects. Both connect through a single central Zoho OAuth app with multi-data-centre support (EU, US, and more), so there are no API keys to manage.
Project Management Integrations - Jira, Confluence, Linear, Trello
Four issue- and project-tracking tools connect to Softbooq Projects in one batch. Jira and Confluence bring enterprise issue and document sync, Linear adds OAuth 2.0 issue sync, and Trello connects via personal token with full board and card mapping. Each supports per-project sync direction and real-time updates.
PDF E-Signing + Factur-X
Contracts and invoices can now be sent for electronic signature via a unique public verification link - no recipient account required. Signatories sign in-browser; the completed document is stored against the original record. Invoices also export in Factur-X (ZUGFeRD) format, embedding structured XML in the PDF for automated processing by accounting software.
Leave Accrual
Automated leave balance accrual in the HR module. Policies define accrual rate (days per period), carry-over cap, and reset date. Balances update on the configured schedule and feed directly into the leave request approval flow.
Full Internationalisation - German, French, Spanish
The entire platform (ERP, Accounts, Files, marketing site) is now fully translated into German, French, and Spanish. Zero missing keys across all four languages. Language is detected from browser preference and can be overridden per-user from account settings.
Payment Terms
Payment terms (Net 30, Net 60, Due on Receipt, custom) can now be set at the invoice level and defaulted per customer in CRM. Due dates calculate automatically and feed the Accounts Receivable ageing report.
Microsoft Planner - Multi-tenant Hardening
All 7 Planner edge functions migrated to the canonical resolveTenantContext pattern. Fixes a latent bug where members of multiple tenants could trigger cross-tenant Planner reads/writes when using the tenant switcher. CI tripwire now enforces this pattern for every new tenant-scoped edge function.
April 2026
Softbooq AI - Standalone App
Softbooq AI is now its own surface at ai.softbooq.com - a dedicated workspace for the conversational assistant with its own Wallet, Top-up, Actions, and Admin Usage views. Same single sign-on, same tenant data.
Operator Console
console.softbooq.com - internal operator surface for managing tenants, AI credits, and platform admins. Code-complete with full RLS, deployed against the same shared identity layer.
Custom Domain - db.softbooq.com
Supabase backend now lives at db.softbooq.com via Supabase Custom Domains. Edge functions, Auth, and Storage all consolidated under one branded URL. Original supabase.co URL still resolves via CNAME alias for zero-downtime migration.
Softbooq Files
Unified cloud file manager for Google Drive, OneDrive, SharePoint, Dropbox, and Box - available as a progressive web app on desktop, tablet, and mobile. Multi-tab browser interface, native folder navigation, resizable sidebar, and per-user connector management backed by Supabase.
AI Data Context (RAG)
Softbooq AI now retrieves and reasons over your real business data - invoices, contracts, employees, projects, and stock. Answers are grounded in your tenant's records, not just general knowledge.
AI Credit Economics - Bankruptcy-Proofed
Token-based settlement replaces the flat 1-credit-per-chat model. Per-request hard caps (10 normal / 3 trial), tool-round and output-token limits, mid-loop abort with refund, and a CI guard preventing rogue Anthropic SDK imports outside the ai-chat function.
Multi-Tenant Isolation Hardening
27 edge functions migrated to a shared resolveTenantContext + assert_tenant_admin_of pattern. Every privileged path now performs tenant ownership checks before any DB write.
Mobile Settings - Full UX Overhaul
All 8 Settings tabs now have purpose-built mobile variants. Banking (Stripe connect inline), Notifications (toggle groups), Preferences (native selects), Org Security (policy drill-ins), Legal & Compliance (textarea editing), and Email Templates (read-only with desktop notice) were each rebuilt for 375 px viewports with 44 px minimum touch targets.
CRM Pipeline Overhaul
CRM module rebuilt on Supabase with a Kanban pipeline view, deal stage automation, and bidirectional HubSpot contact sync. Contact records now aggregate invoice history, open quotes, and linked projects in a single timeline. Pipeline activity is logged to the platform-wide audit trail.
JWT Role Claim Collision
Fixed Supabase auth hook overwriting the PostgREST-reserved `role` claim. Custom role is now written as `userRole` so RLS policies and PostgREST role resolution work correctly side-by-side.
March 2026
Backend Migration - Firebase to Supabase
The entire data layer migrated from Firebase Firestore to Supabase (PostgreSQL + Row Level Security). 190+ migrations applied to production. All authentication, storage, real-time subscriptions, scheduled jobs (pg_cron), and edge functions now run on the Supabase stack under the custom domain db.softbooq.com. Firebase is fully decommissioned.
HubSpot Integration
OAuth-based bidirectional contact sync with HubSpot CRM. Nightly cron keeps both sides aligned. CRM contact rows show a HubSpot badge when linked. Settings → Integrations → HubSpot for one-click connect.
Reorder Radar - AI Reorder Engine
Predictive stock depletion across all warehouses with AI-narrated recommendations. Nightly forecast cron, on-demand Gemini explanations per item, and a one-click "Create PO" path straight into Procurement.
Per-Order Profitability
New Profitability tab in Reports with 6 KPIs (gross margin, net margin, fulfilment cost, refund impact, channel mix, top/bottom orders) and a virtualised per-order table. Auto-COGS trigger backfills cost on every sale.
Payment Runs
Batch outbound payments via bank file export (SEPA, BACS, ACH). Create a run, select invoices or payroll entries, export a signed bank file, and mark the run as executed. Full audit trail per run.
Wise & Revolut BYOK Integration
Bring your own Wise and Revolut API keys to send outbound payments directly from the ERP. Keys stored in Supabase Vault. Integrated into Settings → Payments with live balance and transfer history.
Email Infrastructure Rewrite
Support for Brevo, SendGrid, Microsoft 365, and Custom SMTP (including Google Workspace). M365 OAuth fixed with the admin-consent flow. Tenant mapper fully rewritten to eliminate cross-tenant routing errors.
HR Module - Attendance & Payroll Fixes
Resolved recharts rendering crash on the Attendance dashboard. ClockInOutWidget now reflects live clock-in state. Grant Access flow patched for edge cases where the employee row was missing a linked user.
February 2026
Xero Integration
OAuth-based connection to Xero for accountants. Contact sync and ERP-to-Xero invoice push, fully automated. Reconciliation links Xero invoice IDs back to the source ERP record.
WooCommerce Integration
Self-hosted WordPress storefronts now sync via Consumer Key - no OAuth required. Full feature parity with Shopify: products, orders, inventory push, refund and fulfilment webhooks.
Auto-Reconciliation Engine
Three-pass bank statement matcher (HIGH / MEDIUM / LOW confidence) with a Reconciliation Workbench in Reports. Nightly pg_cron run keeps unmatched lines fresh. Manual override audited per match.
Multi-Channel Inventory & Performance
sales_channels table unifies Shopify, WooCommerce, POS, and direct sales as first-class channels. New Channels tab in Settings and a Channel Performance report in Reports - see revenue, margin, and fulfilment time by source.
E2E Test Suite
196 end-to-end tests across the ERP, Accounts hub, and Files app using Playwright. Covers critical flows: authentication, invoicing, contracts, HR payroll, client portal, and storefront checkout.
Bundle Performance
Main JS bundle reduced from 539 kB to 350 kB (gzip). All 20 top-level modules moved to lazyWithRetry(). AuthenticatedApp extracted as a lazy chunk. Vendor-react chunk isolated to prevent cache invalidation on every deploy.
Security Audit - Phase 1 & 2
P0 fixes: Stripe webhook signature validation, auth session hardening, and row-level security policies across all tenant tables. P1 fixes: client portal token scoping, Edge Function JWT enforcement, and admin panel access controls.
January 2026
Shopify Integration
OAuth flow, real-time webhooks (orders, fulfilments, refunds, inventory), two-way stock sync, fulfilment and refund push to Shopify, plus an outbound inventory queue with a 2-minute reconciliation cron. Date-range and per-entity import selection in the Integrations UI.
Quotes
New Quotes tab in Sales - draft, send, and convert quotes into invoices in one click. Email templates, e-sign acceptance, and full audit trail.
Admin Portal
Internal super-admin dashboard for managing tenants, subscriptions, feature flags, and billing. Includes Stripe customer lookup, plan overrides, usage metrics, and audit log viewer.
Booking Hub - Travelpayouts Integration
Built-in travel booking powered by the Travelpayouts API. Search flights, hotels, and car rentals within the ERP. Bookings linked to expense records and employee profiles.
Manufacturing Module
Bill of materials, production orders, work-centre scheduling, and yield tracking. Integrates with Inventory for real-time stock deduction on production completion.