Q: anything other than invoices
It mentions invoices repetitively, but can I send Purchase Orders? Can it track my billable time? Can I connect my credit card/bank accounts for my bookkeeper? Does it give annual reports needed for taxes? Is there any chance of AI?
Thanks
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Ay_
Jan 22, 2025A: Hello!!
Yes, you can manage other documents. We provide a header field where you can use names like "Invoice", "Tax Invoice", etc. The same applies to estimates - for example, "Estimate", "Quote", etc. For reports, yes, we support them (General Ledger, Tax Summary, etc.) and you can create reports with custom intervals: https://invoiless.tawk.help/article/reports
For transactions (income & expenses), we currently support import from CSV files. As for bank connection, it's a feature on our roadmap: https://invoiless.com/roadmap
For feature requests, please join our community. We have a dedicated channel for feature requests: https://invoiless.com/community
Thanks! 😊
questions appreciated, as I'm wondering the same!
Thanks for the follow-up! I missed that question before. I've answered it now! 🙌