We’re always looking to create the best experience possible within our small business bookkeeping tools.

This page is where you can find all of our latest product updates for the Neat desktop and mobile applications. If you have an idea or feedback for an upcoming release, you can submit it here.

View image/PDF on a new tab

In response to customer feedback, we have added the ability for our users to view their images fullscreen. 

  • Users can have their attached image/PDF open on a new tab from the Preview and Image viewer.
    • An open in new tab icon has been added on the image preview on the grids and within the image viewer on the item and transaction detail view. When clicked the attachment will open on a new tab.

Neat product release notes for June 1

  • The tab view supports all of the PDF controls available when viewing the attachment from the item detail view. 

Neat product release notes

Virtual File Cabinet, Transactions Search, Categorization Improvements, and more

Version v3.0.10 – Released 05/15/20

  • Users can now view all items in their file cabinet from one location, All Files.
      • This is a new virtual folder that presents the user with every item in their file cabinet on one grid.
      • This folder supports all of the same filter and grid action items, i.e reprocess, send to accounting, export, combine, and separate.
      • This folder will allow users to filter all items regardless of what folder they belong to.
        • Previously users could only see items saved in multiple folders from the search results and item type grids.
      • As a virtual folder, users will not be able to select this folder from the folder selection when moving items between folders or importing new items into Neat. Files will automatically appear when received in Neat.
  • Neat users will now be able to perform a search of their transaction records.
        • The global search will now include an item record selector.
          • The Files option will search for items in the File Cabinet
          • The Transactions option will search Transactions
          • Search results for transactions will be presented in the Transactions grid
          • Search results for item records will be presented in the All Files folder
        • Transactions can now be filtered by a keyword search.  From the Filter drop-down, users will find a Keyword Search filter option.
          • The keyword filter will allow the user to search the transactions currently being presented in the grid.
          • E.g. if transactions are currently being filtered by a vendor, the keyword search will return results that match with the vendor(s) being filtered.
  • Support for Transaction- related Attributes when viewing mixed item types in a grid
    • Date, Amount, and Category fields are now presented as individual columns in the folder grids under the File Cabinet as well as in Needs Review.
    • Date, Amount, and Category columns are supported in the Column sort drop-down.
      • Columns can be added or hidden from the grid view
  • Date and Category can now be filtered when viewing mixed item types in a grid.
    • Users no longer need to filter by item type first in order to filter by the receipt, invoice date, or the category. These fields have been added to the common filter menu.
    • Additional filter options are still available when viewing a single item type
      • I.e. users can filter by the vendor, reimbursable, billable, and payment type values when viewing items in the grid are filter to only show receipts.
  • Category field added to Check and Bill item types
    • Users can now assign a category value to their Check and Bill item types.
      • Category field added to the Item Detail view for a Check and Bill.
      • Category field added to the grid view for a Check and Bill.
      • Category filter is supported on the Check and Bill item type specific grids.

Enhanced Transaction Refresh Functionality

Version v3.0.9 – Released 04/15/20

  • Improved Refreshing of Accounts
    • Neat will trigger a refresh of the transaction data when a user logs in
    • Neat will pull in the most recent transactions available for each account on Yodlee
    • The user does not need to be on the Transaction page for the refresh to occur
    • Each account tile will reflect a refreshing state while the refresh is in progress
    • Account refresh can be manually triggered by the user.

Business Insights, Cash Flow, Sign In With Google

Version v3.0.8 – Released 03/16/20

  • Business Insights including Cash Flow
    • The account owner on a Complete plan will be presented with a Monthly Cash Flow graph on the Dashboard.
    • The graph will provide users with a monthly Cash Flow value for the current month, past 3 months, and current month a year prior.
    • The graphical data will be populated, using transaction data from the connected Bank and Credit Card accounts.
  • Sign in to Neat using Google credentials

Version v3.0.7 – Released 02/18/20

  • API preparations for sign in to Neat using Google credentials
  • API preparations for Business Insights

Version v3.0.6 – Released 01/29/20

  • Transactions Reporting enhancements
  • Improvements to Suggested Matches for Transactions
  • Ability to Create A Report from the Transactions Grid
  • Pending Transactions – Improved experience with Vendor Name and Description in the grid

Version v3.0.5 – Released 12/20/19

  • Combine & Separate attachments from app.neat.com

Version v3.0.4 – Released 12/02/19

  • Transactions metadata now searchable when matching an item record
  • Visibility of matched items in the File Cabinet

Version v3.0.3 – Released 11/15/19

  • Update Expense Category to just “Category”

Version v3.0.2 – Released 11/11/19

  • Billing Settings added to main drop down menu
  • Previous folder selection remembered for faster utilization

Version v3.0.1 – Released 10/28/19

  • Misc. bug fixes

Version v3.0 – Released 10/16/19

  • Transaction Streaming with bank account connectivity
  • Transaction mapping for reconciliation
  • Line itemization of expenses for detailed classification

Version v2.0.5 – Released 9/12/19

  • Added Account Name option from Account Settings
  • Enhanced Drag and Drop functionality from outside File Cabinet
  • Added progress indicator when sending items to QuickBooks

Version v2.0.4 – Released 8/23/19

  • Optimized Add Folder functionality & availability
  • Added new Keyword Search filter option to all grids
  • Grid column sorting, reordering and visibility improvements

Version v2.0.3 – Released 8/2/19

  • Bulk editing improvements/enhancements
  • Grid text refinements
  • Changed Email Item “Send From” to no-reply@neatcloud.com

Version v2.0.2 – Released 7/19/19

  • Added option to change existing email address
  • Drag and drop Items directly to Import screen
  • Removed 10MB limit for Imported files
  • Added Total number of Items and Total amounts above grid
  • Fixed placement of lists hindering field input
  • UI re-styling and refinements
  • Added auto refresh to grid Items

Version v2.0.1 – Released 6/27/19

  • Edit/change metadata fields for multiple items at one time (“Bulk Editing”)
  • Filter search results by item type and/or metadata fields
  • Create new account option for folder or account share recipients
  • Enhanced item view Controls (i.e. select text, hand-tool, print, search etc.)

Version v2.0 – Released 5/22/19

  • Updated UI (User Interface)- New look applied to navigation, dashboard, grids, menus and more!

Version v1.7 – Released 5/10/19

  • UI re-styling and refinements
  • Updated icons and tool-tips
  • QuickBooks Desktop integration & adjustments
  • Various backend fixes & improvements

Version v1.6 – Released 04/24/19

  • Send loose Mileage items to Quickbooks (w/o Expense Report)
  • Folder & Account Share invitation/acceptance
  • Control access for Shared Folder recipients
  • Various backend fixes & improvements

Version v1.5 – Released 04/16/19

  • Export to PDF adjustments
  • Various restyling of pages, message boxes etc.
  • Mileage Item missing information improvements
  • QuickBooks Online large data send fixes
  • Various backend fixes

Version v1.4 – Released 03/29/19

  • Add image or document to manually created Item
  • Item detail view UI refinement / enhancements
  • Preview Item directly from grid
  • Identify & download attachments directly from grid
  • Less than zero dollar amounts support
  • Billing portal via Upgrade action added
  • Account-level ownership of Integration connections
  • QuickBooks Desktop  support for multiple accounts (Share token)
  • Additional Invoice Item Type fields added
  • Class Receipt Item Type field added
  • UX refinement of Calendar views
  • Check Item edits prior to export/sending

Version v1.3 – Released 03/05/19

  • Grid filtering: Quickly filter data presented within a grid by item type and/or other key fields to quickly see just what you want to.
  • Simplified trash prompting: No more prompts asking you to confirm that you want to send items to the trash. We now only ask you to confirm emptying the trash.
  • Bug fixes and performance improvements: We’ve made numerous changes to improve the performance and stability of the application.

Version v1.2 – Released 02/14/19

  • Support for additional reports: Spending Summary, Spending Detail, Tax Category, and Sales Tax.
  • Reports now drive off of filters, rather than requiring data to be consolidated into a single folder.
  • Items are now marked as reviewed whenever they are viewed in the item detail view, unless there are data warnings (i.e. incomplete mileage entries, etc.).

Version v1.1 – Released 01/18/19

  • Enabled the integration with QuickBooks Desktop.
  • CSV export now supports all item types, not just receipts, as well as includes all primary fields for each item type.
  • Addition of link to release notes in the footer of the application.