A smarter dashboard

Better insights lead to better decisions. The new desktop dashboard has a tighter focus on the numbers that matter and some new tricks up its sleeve to bring deeper business data to the surface

Updated financial chart 📈
Comparing data over time is crucial to spotting trends and planning for the future. The main chart now plots and compares your position in the current financial year or previous 12 months against the preceding period.

Top earners pie chart 🥧
The new top earners chart helps you focus on the most lucrative areas of your business by identifying your most valuable clients and services.

Bank connect updates

We’ve been working hard to bring more up-to-date bank data to Rounded with deeper integration into the rest of the app. Here’s our bank connect to-do list:

✅ Remove the two day delay from bank feeds
✅ Manually refresh accounts for up-to-the-minute data.
⬛️ Include more data when reconciling purchases (in progress)
⬛️ Add bank connect to our iPhone and Android apps (in progress)
⬛️ Mark transactions as personal
⬛️ Split credit transactions across multiple outstanding invoices

What else is new?

We knocked a few other pesky issues on the head too:

✅  Selections for BCC, online invoice link and PDF attachments will be remembered when sending quotes or invoices.

✅ See when an automatic reminder was sent to your client

✅ The income description field will be automatically pre-filled with an invoice summary when recording a payment

✅ Profit and loss report is now available on mobile

As always we love hearing your feedback, and if there’s anything we can give you a hand with please let myself or one of the team know!

Until next month!

Grant McCall
Founder and Product Director