Our latest release!

We’re so excited about our latest release, version 1.5. We call it “You Rang” because it reflects many of the requests and enhancements that you specifically asked for… and it comes at a time of the year when a lot of bells ring. (Seasonal movie quote: “every time a bell rings, an angel gets its wings”).

So, here’s what we’ve created for you in this release:

New Features
You’ve asked for it, you’ve got it! We’ve brought in some account-based features for those of you who choose to use the account-based method of bookkeeping instead of the transactional-based method. (But hey, if you’re happy with the transactional-based method, you don’t need to switch).

Specifically, you’ll be able to…

• Add your balance sheet accounts
• See your balance sheet
• Add your bank accounts
• Reconcile your accounts
• Track your balances
• Show your account on your dashboard

And, you’ll also be able to remove archived, viewed messages.

All these changes have also necessitated a change in…

User Interface
The User Interface has been updated because we had to squeeze in all of these really cool features somewhere. We busted out the shoehorn we got in our stocking and made it fit!

Sneak Peak at 1.51/Tax Time!
As we gaze into our crystal ball for the new year, we are sorry to point out that it’s tax time. But, to help make tax time easier and maybe a wee bit more fun, our upcoming release – release 1.51 – will be related to tax time.

Jessica Routier, IAC-EZ

Version 1.49 has arrived!

Are we there yet? Yes we are!

It’s been a long haul, but Version 1.49 (or as we like to call it, Round Trip) has arrived.

So here is what this means for you:

User Interface improvements
We’ve made a few tweaks here and there as part of the ongoing evolution to enhance your IAC-EZ experience. You may notice them, you may not. But they’re there either way.

FreshBooks Enhancements
Your journey from IAC-EZ to Freshbooks and back is now a roundtrip! You can now make changes to your FreshBooks imported data inside of IAC-EZ, and the accounts will sync automatically! No more having to open both accounts to make that adjustment.

Now, this does give the leaf icon new meaning. Instead of meaning “export to FreshBooks”, it now means “in sync with FreshBooks”. To protect your data, any category that is already in sync, will need to still be changed in FreshBooks.

So now you can go ahead and change that number! It’s so EZ!!

SurePayroll Integration
Do you use SurePayroll? We now offer you the TSV file format for importing and exporting your information to and from IAC-EZ. Just look under Import and Export for the SurePayroll center.

For those of you who are not familiar with SurePayroll, they are an online payroll processor for small businesses. They allow you to add the current hours, offer direct deposit solutions, and take care of your tax filings to make your payroll processing EZ! You can check out their site and information at http://www.surepayroll.com.

New Features
As if the above improvements, enhancements and integration weren’t enough, there are all sorts of additional new things you can do thanks to Roundtrip:

• You can now view your past messages in your User Message Center.
• You can now choose how many rows of data to view on a page.
• You can now remove an attachment before saving.
• You now have an option for invoices to read “Tax Invoice”.
• You can add fax and account numbers to all contacts and CSV files.
• You can now choose Cayman Dollars ($KYD) as your currency.
• You can now import and export CSV files for mileage.
• You can now undo your last CSV import.

Sneak Peak at v1.50
I know you’re probably thinking, “Wow! How could IAC-EZ get much better?” Well, for those who have been asking politely and patiently waiting, with v1.50 we are adding new account-based features!

New version released today!

We’ve just released a new version today. Technically, it’s called v1.48 but that’s boring. So we’re also calling it “Whoa!” because that’s what you’ll shout with excitement when you see what we’ve come up with for this version. (It’s also what you’d shout if you happened to be in this carriage in Salt Lake City this past Saturday).

So, here’s what’s exciting about this release:

User interface upgrades
Lots of user interface improvements: Some are tiny tweaks; some are a little bigger. But we always make lots of them because we love to find ways to make it just a bit easier for you. We’ve tested these changes, of course, but occasionally someone uses a rare browser configuration that we haven’t tested, so let us know if you have any complications while you’re clicking around.

Freshbooks enhancements
We made two major changes with Freshbooks.

• The one you’ll notice is this: You can import an assigned vendor when you make Freshbooks expense import.
• The other one you won’t notice is this: We’ve made some changes to the Freshbooks utility to improve how things sync up. It’s one of those tweaks that you may never see but it will improve your Freshbooks/IAC-EZ experience.

New features
We’ve got a few new features that will make your bookkeeping even easier:

You can now see sub-category details on reports! When viewing your P&L report, you used to only be able to see the main categories. That’s okay for an overview but not useful if you want to see a breakdown. So now, your P& L details that out for you. (For example, if you’ve created a sub-category for paper clips, it used to be lumped in with other office supplies in the main office supply category but now it will show up in your P&L report as “paper clips” to make it clearer for you.)

We’ve added another currency: United Emirates Dirhams (AED) is now included so all of the United Emirates oil exporters who use IAC-EZ can finally use their own currency!

When you import a CSV file, you can now process multiple items at once.

Sometimes when you need help, it can be hard work to describe what you were doing when an issue arose. So you can now grant access to customer support to take a look at your account and help you. It’s a checkbox you can click to give Customer Support access to your account to help you. You have full control so you can click it if you want to grant access and then unclick it when you don’t.

There’s also a new message center that allows you to mark messages as viewed so you can keep your screen clear of messages you’ve already read. (And don’t forget, you can choose your preferences to receive status message under “edit your account”).

Minor fixes and adjustments

• You asked for less scrolling, so here it is! We’ve implemented resolution supporting 1024 x 768.
• Drop down menus are now sorted by date so you can find what you’re looking for faster.
• We’ve added new accounts in the Chart of Accounts payroll section to make it more useful to those of you who have employees.
• We’ve developed a new Flash uploader so you can upload multiple attachments at once. (Talk about multitasking!)
• Unassigned entries will no longer remain in the list after being processed.
• Payments will show up on the edit screen so you can see all of the information at once when you edit an invoice.
• Protection is now in place from changing vital data on a saved item: So, no worries about making changes where we don’t warn you first!
• We updated the headers on the PDF report downloads. Looks nicer now.

State taxes estimates
We’ve added tax estimates for Vermont, South Dakota, Utah, Rhode Island, Wyoming State, and Washington DC (so Obama can do his bookkeeping if he wants to).

And guess what! We’re done with the states. All of them have tax estimates now. Yippee!!!

And there’s more coming!

We have a whole bunch more improvements, changes, and upgrades in the pipeline. Version 1.49 will include SurePayroll integration, as well as lots of other exciting features.

Jessica Routier, IAC-EZ

Version 1.47 is here!

We’ve just unveiled a shiny new update: Version 1.47/Shoeboxes made easy!

Here are all of the awesome things you get in this version:

New Features

• Integration with www.shoeboxed.com. While some of IAC-EZ’s users will scan and upload their data themselves, many of our users use ShoeBoxed to scan and enter data. And now that data can be imported to IAC-EZ! Everything from receipts to business cards.
• Recurring bills over different intervals. You asked for it, you’ve got it! Not all recurring bills are monthly. You can now set recurring bills at 3 month, 6 month, 1 year, 18 month, 2 year and 3 year intervals!
• Don’t lose your place! This is another “you asked for it, you got it” feature: After entering something and hitting submit, you don’t go back to the beginning but rather you return to where you were when you performed the action. It might seem like a small thing but it’s a huge timesaver. Now here’s an important note: If we missed a spot, let us know. There are lots of places this submit-and-return action can take place and we THINK we got them all (but there might be one still hidden in there somewhere). Drop us a line so we can fix it: Support@iacez.com

Minor Fixes or Adjustments

• Mileage Total on the fly. We used to have it set up so that you’d only enter your total mileage. But what if you want to add a mile every time your odometer clicks? (LOL, or, more practically, what if you want to add mileage at the end of every leg or whenever you fill up with gas?). Now you can! You can add mileage on the fly and it will add to your total.

Taxes

• We’ve added Iowa, Montana, Louisiana, North Dakota, and Alaska State Tax estimates. Former Governor Palin can now esimate her own taxes.

Sneak Preview for Version 1.48

• Great news! We’re nearly done with the state tax estimates! In version 1.48, we’ll be adding our final batch of state tax estimates for Washington DC, Vermont, South Dakota, Utah, Rhode Island and Wyoming. And now that we’ll have all of them complete, perhaps the good folks in our nation’s capitol will want to balance the nation’s books using IAC-EZ? Just a thought. Let us know because we don’t currently have enough space for “trillions” of dollars… but we’ll see what we can do if you need it.
• Also in Version 1.48 we will be releasing the first of many steps toward account based bookkeeping. We love transactional bookkeeping (after all, that’s what makes IAC-EZ so “EZ”). However, we have developed a completely optional and non-intrusive way for you to perform standard account based bookkeeping if you want.

Jessica Routier, IAC-EZ