News & Updates

New: Beautifully Rebuilt Financial Report with Trends

July 08, 2022

We just rolled out our newly redesigned Financial Report which includes a lot of great new features and improvements. It's available now for all SalesBinder accounts.

Financial Trends

Financial Report preview

We now offer trending data in the financial report so you can quickly see if your numbers are trending up or down in comparison to the previous reporting period that you selected. You can also mouseover any trend to see the previous period's totals. If you would rather not include the new trending data in your report, you can also uncheck it in the reporting options sidebar.

Historical Inventory Valuation

Selecting a historical date for your financial report will now include the historical inventory valuation for the end-date in your selected date range. This means you can now go back in time to see what your entire inventory's valuation was on any given point in time.

Other Improvements

Not only was this new report completely redesigned to be easier to read, you can also apply an inventory category filter, and save your customized report as a PDF file to share. We've also improved the loading reliabiltiy for larger data sets so no matter how much data you have, the report will typically load within a few seconds with subsequent reloads being instantaneous.

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Posted by:
Brodie Kokoska

Software Updates

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Did you know you can review your SalesBinder subscription invoices and download extra copies on your own? Just go to Settings >> Subscription >> Invoices & Receipts. You can also review when your next subscription invoice will be generated, along with the total amount. https://t.co/jK5rKntglZ
In case you missed it, we've been on a roll lately! We recently released a ton of new features for better managing incoming (backordered) stock. In addition to this, today we're also pleased to share that we now support Two-Factor Authentication (2FA) for all users. https://t.co/9PpYRUD7BQ
Our new Low Stock Report is a huge upgrade. Not only is it way more customizable, you can also finally create purchase orders directly from the report! 🔥 https://t.co/n07545136M
Happy Holidays to all our amazing SalesBinder users around the globe! Although many businesses are closed this week, we’re still here to help if you need anything at all.
New Integration: WooCommerce Inventory & Orders Syncing! This is a big one 🎉 https://t.co/69IcyxPyQo https://t.co/80ZNMmmBcH
New Reports Added: Sales Commission Report & a completely redesigned Financial Report. https://t.co/aWl9uAYu8R
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