Quotes and invoices now open without a chart of accounts
You can open, edit and send a quote or invoice even if your business has never set up a chart of accounts.
Fix · Operations ·
You can open, edit and send a quote or invoice even if your business has never set up a chart of accounts. Line items go to the default Sales account automatically, and Finance can re-map them later. Owners and finance managers see a small note they can dismiss, linking to account setup.
October 2026 · Releases & improvements
AI team members now work towards a goal · Incoming emails now show everyone they were sent to, not just you
