MakersHub Product Enhancements Archive | Latest Updates & Features

Product Updates

At MakersHub, we are dedicated to continually improving our platform to meet your evolving needs. Our latest updates bring enhanced functionality, streamlined workflows, and increased flexibility, ensuring you get the most out of your accounts payable operations. Below, you'll find a comprehensive list of our recent product enhancements designed to boost efficiency and make your experience even better.

Shift + Click to Select Ranges of Bills

March 23, 2025

We’ve added a highly requested and intuitive feature to improve bulk bill selection: Shift + Click to select a range of Accounts Payable records for scheduling payments or marking as paid.

1. Simplify Bulk Payment Selection

Previously, users had two options:

Manually click each bill one by one 😫
Use "Select All" after creating a filter—which could be time-consuming and rigid

Now, with this update:
✅ Click one bill,
✅ Hold Shift,
✅ Click another,
👉 And the entire range of bills in between will be selected—just like in Excel.

2. Perfect for Common Payment Scenarios

This feature is especially useful for cases like:

“I want to pay all bills past due”
“I want to pay all bills due within a certain timeframe”
“I’m scheduling payments by vendor or amount and want to grab a block of related records quickly”

Sort by Due Date, Vendor, or Amount, then use Shift + Click to select and schedule in just a couple of clicks.

Why This Matters

✔ Reduces clicks and saves time
✔ Makes bulk actions faster and more intuitive
✔ No need to create filters for one-off tasks

A small change that makes a big difference—especially for teams managing large AP volumes.

‍

Major Mobile Experience Upgrade for Financial Pages

March 22, 2025

We’ve launched a significant upgrade to the mobile experience across all financial pages—making it easier for users to access and take action on-the-go.

1. Full-Feature Mobile Capability

As our user base grows, mobile access isn’t just a nice-to-have—it’s essential. While a native app is on the roadmap, this update creates a feature-rich bridge for users who need to manage approvals, payments, or invoices from their phone.

2. Smarter Navigation & Filtering on Mobile

This update included non-trivial refactoring of our code base to ensure proper handling of:

Top-page navigation
Filtering controls
Page responsiveness across different device sizes

Now, mobile users enjoy a streamlined interface that’s just as functional as desktop—no more workarounds or limitations.

3. Laying the Groundwork for Document Scanning

This upgrade also sets the stage for future capabilities, including:
📸 Scanning documents directly into the dashboard
(no more taking a photo and emailing it in!)

Why This Matters

✔ Empowers users to work from anywhere
✔ Bridges the gap until a full app is released
✔ Makes mobile access intuitive, fast, and powerful

Whether you’re approving a payment from the job site or uploading a receipt from your phone—MakersHub mobile just got a whole lot better. 🚀📱

‍

Create Bills & Receipts from Templates

March 17, 2025

We've introduced the ability to create a bill or receipt from a saved template, making it easier to manage complex manual entries and streamline recurring transactions.

1. Why This Matters

For users who frequently manually enter similar bills/receipts, this update eliminates the need to start from scratch each time. Now, you can:

✅ Pre-configure bill/receipt details for complex manual entries
✅ Save templates for recurring bills and receipts
✅ Reuse templates on demand, reducing manual data entry

2. How It Works

Set Up a Template – Users can pre-fill bill/receipt details, including vendor, line items, tax, and classifications.
Save for Future Use – Templates can be used anytime or set as recurring for automated creation.
One-Click Reuse – Select a template, make any necessary adjustments, and generate a new bill/receipt instantly.

3. The Benefits

✔ Saves time by eliminating repetitive manual entries
✔ Ensures accuracy by keeping bill/receipt details consistent
✔ Supports recurring transactions for users who frequently process the same bills

This update is perfect for businesses handling complex invoices, vendor contracts, or recurring expenses—giving them more control and efficiency in their AP workflows! 🚀

‍

Tag & Attach Support Documents for Later Reference

March 16, 2025

We've streamlined the process for handling non-bill/receipt documents that users may need to reference or attach later, eliminating the need for manual downloads and reuploads.

1. The Challenge

With auto-forwarding, users often receive non-bill/receipt documents (e.g., shipping summaries, packing slips, log reports) that end up in the Bill/Receipt Review Dashboard, even though they don’t need immediate processing.

Previously, the only option was:
❌ Download the document to a desktop folder
❌ Label and organize it manually
❌ Reject the document in MakersHub
❌ Later, re-upload it as a support document when reviewing the related bill/receipt

2. The Solution: Tag & Attach Support Documents

We’ve added a one-click workflow to handle this efficiently:

✅ Tag as Support Document – Instead of rejecting a non-bill/receipt, users can now tag it for later use.
✅ Optional Tagging – Users can label the document (e.g., "Packing Slip," "Shipping Summary") for easy reference.
✅ Auto-Organized in MakersHub – These tagged documents are removed from the bill/receipt review count and stored under "Support Documents."
✅ Instantly Available When Needed – When users review a bill/receipt from the same vendor, previously tagged documents appear under "Related Documents."
✅ One-Click Merge – Users can preview the related document and merge it as a support file with a single click.

Why This Matters

✔ Eliminates tedious download/reupload steps
✔ Keeps non-bill/receipt documents organized within MakersHub
✔ Ensures quick access to relevant documents when reviewing bills/receipts

This update significantly simplifies document handling, making it easier and faster to keep vendor records complete and well-organized. 🚀

‍

Smarter Exclusions for Auto-Forwarded Documents

March 12, 2025

With higher processing volumes and many users configuring auto-forwarding, we’ve introduced smarter exclusion controls to reduce false-positive document processing and unnecessary manual reviews.

1. Addressing Unwanted Document Processing

Many vendors auto-send additional non-invoice documents (logos, boilerplate files, attachments that don’t need processing).
Auto-forwarding often sends these unnecessary files into the system, increasing processing burden and requiring users to manually review and reject them.

2. Advanced Exclusion Settings

Previously, we allowed excluding files by image size, but that wasn’t enough to cover all cases. Now, users can exclude files based on:

✅ File Type + Size → Example: pdf:125000 (excludes PDFs that are exactly 125 KB)
✅ File Size Only → Example: 30000 (excludes any file of this size, regardless of type)
✅ File Type Only → Example: jpg (excludes all JPGs)

Payment Remittance Notifications & Communication

March 11, 2025

We've rolled out a major update to payment remittance notifications, reducing friction between payors and payees while giving users more control over payment-related communication.

1. Smarter Reply-To Handling

Previously, all payment remittance emails were sent with a fixed reply-to address: support@makershub.ai.
This led to high volumes of vendor replies (e.g., requests to update contact or payment details) going to our support team instead of the actual payors.
New Behavior:
- By default, remittance emails will use an authorizer’s email as the reply-to address.
- Users can also designate a primary contact for vendor replies in the Payment Settings view.

2. CC Users on Payment Remittance Notifications

Many users want to receive a copy of the remittance emails sent to vendors for reference.
Previously, the only way to do this was by manually adding themselves to the vendor contact list—a tedious process.
New Feature: Users can now configure a list of recipients to be CC’d on remittance emails, ensuring visibility without extra manual steps.

3. Resend Payment Remittance Details

Previously, remittance data was only gathered at the time of execution, making it difficult to resend details after the fact.
New Feature: Users can now resend payment remittance details directly from the Payment Details window.
- Useful when vendors request a copy or contact information needs updating after payment.

Why This Matters

This update significantly improves payment communication workflows, reducing unnecessary back-and-forth emails and ensuring vendors get the right information from the right person. 🎉

‍

Improved Sidebar and Navigation Experience

March 7, 2025

We've made significant updates to the sidebar and overall navigation of the platform, setting the stage for future enhancements like Purchase Orders (PO) and Item Receipts.

1. Enhanced Sidebar Navigation

Full Financial Navigation: The sidebar now displays the entire Financial tabs menu, along with all sub-navigation options.
Faster Access: Users can now reach any page in a single click, compared to the 2-3 clicks previously needed (e.g., accessing Archive Payments).
Hover Popover Feature:
- When the sidebar is collapsed, hovering over it will reveal the full navigation, allowing quick access to specific pages.
- This feature is also available on mobile view, improving navigation on all devices.

‍

2. Improved Mobile Navigation

Mobile-Ready Enhancements: The sidebar improvements provide a clear path to support more mobile capabilities as the platform evolves.
Future Updates: Some mobile pages will receive additional enhancements, but this update creates a solid foundation for building out advanced mobile features.

3. True 1-Click Navigation

Auto-Expanding Sub-Navigation:
- When the sidebar is open, hovering over the Financial tab will automatically expand the sub-navigation.
- This offers a true 1-click experience, allowing users to get exactly where they need to go without extra steps.

These improvements make navigation faster, reduce clicks, and create a more intuitive experience—whether on desktop or mobile—enhancing your workflow and efficiency!

PO Receiving by Amount & Advanced Invoice Items Manipulation

March 2, 2025

1. PO Receiving by Amount & Enhanced Invoice Items Manipulation

We've introduced powerful new features to streamline Purchase Order (PO) and Invoice Management workflows in both QuickBooks Online (QBO) and QuickBooks Desktop (QBD):

Receive PO Items by Amount:
- Users can now receive PO items based on the amount as well as quantity, offering more flexibility for managing partial receipts and complex invoices.
- This is particularly useful for handling lump-sum costs like sales tax, shipping, and partially received items.
One-Shot Quantity Calculation:
- Added the ability to auto-calculate the received quantity against the PO price/total with a single click.
- Instead of an all-or-nothing approach, users can match the PO price and accurately allocate sales tax, shipping, or partial quantities.
- This feature simplifies scenarios where line items are fully entered, but costs like sales tax or shipping are listed with a quantity of 1.

2. Vendor Address Reference for Invoices

To enhance accuracy, we’ve also added the ability to display the QuickBooks supplier's address on the invoice once a match is identified.

Visual Confirmation: This feature gives users an additional checkpoint to verify they’ve selected the correct vendor, helping avoid mismatches and improving overall data integrity.

‍

These updates provide more control over PO processing, improve invoice item management, and boost vendor selection accuracy, ensuring a smoother and more efficient accounts payable workflow.

Sticky Invoice Items Header & Inverse Selection Shortcut

March 1, 2025

We've introduced two new features to improve efficiency when managing long invoices:

Sticky Invoice Items Header:
- The header of the invoice items table now remains visible once scrolled to the top, making batch actions easier to perform.
- This ensures that column headers and the summary of selected items stay in view, even when working with lengthy invoices.
Quick Inverse Selection:
- We've added an inverse selection option directly to the summary bar, streamlining the selection process.
- This feature is perfect for workflows where you need to select key items (e.g., taxes, subtotals, shipping & handling), quickly inverse the selection, and then delete or collapse the remaining items with fewer clicks.

These enhancements make managing large invoices smoother and help reduce manual effort, allowing for faster, more accurate processing.

‍

Vendor Management, Performance Improvements, and Approval Status Update

February 23, 2025

1. Archive and Restore Vendor Records

We've added the ability to Archive and Restore vendor records directly within the Vendor Dashboard, offering a safer and more flexible alternative to QuickBooks' Merge feature.

Prevent Data Loss: Unlike merging, archiving preserves records, allowing you to restore them if needed.
Reduce Duplicate Vendors: Easily manage and correct accidental duplications without risking data reconciliation headaches

‍

2. Performance Improvements: Sticky Headers & Virtual Rendering

We’ve made key updates to boost performance and usability across the platform:

Sticky Summary Headers: All dashboard summary headers are now sticky, so you can always see important information as you scroll.
Virtual Rendering in Accounts Payable Tab:
- Supports large AP lists (1,000+ records) by only rendering visible items as you scroll, significantly reducing memory usage and eliminating browser freezing.
- This is particularly helpful for users with extensive outstanding AP records.
Next Steps: Applying this performance boost to the Archive tab, where users often pull in 5,000-10,000 records for reporting.

3. Improved Handling of Partially Approved Bills & Receipts

We’ve updated the Bills/Receipts Tab to display items that are paid but not fully approved.

Previous Behavior: Bills/receipts were hidden if paid but not fully approved, causing confusion—especially for those using the Sync on First Approval feature.
New Behavior: These items will now show as Paid but Pending Approval, providing better transparency.
Proactive Update: We ran a script to mark previously hidden bills as "approved" based on their payment date, preventing a sudden influx of unexpected records.
- Action Needed: We recommend reaching out to companies with a high count of these bills, particularly "Pyne Sand", to ensure their approval workflow is aligned with best practices.

These updates enhance data management, improve system performance, and provide greater clarity in the approval process—making your AP workflow even more efficient!

‍

QuickBooks Bill Import and Auto-Sync Setup

December 15, 2024

We’re excited to introduce a major platform update that simplifies the onboarding process and enhances workflow automation.

Import Bills Directly to AP Tab:
Admins and users with Accounting Access can import bills directly from QuickBooks to the AP tab, streamlining the initial batch import for new users.some text
No Manual Review Required: The system automatically checks for duplicate invoices, syncs supplier records for new vendors, and ensures bills meet all approval logic before moving them to the AP tab.
Auto-Sync Foundation:
This update lays the groundwork for the upcoming Auto-Sync feature, allowing users to toggle on automatic bill imports in the Bill Settings dashboard.

How It Works: Users can choose to automatically bring new bills to the Bills Review tab for approval or directly to the AP tab for payment.

Why It Matters: This feature is ideal for users with bills flowing into QuickBooks from their ERP systems who rely on MakersHub for payment processing, reducing manual stepsand simplifying workflows.

‍

Inverse Selection for Invoice Items

November 17, 2024

Enhancement Date: November 17, 2024

We’ve added the ability to perform inverse selection of invoice items, making it easier to manage and manipulate large invoices. This feature provides a more efficient way to select items you want to exclude or modify, without manually selecting every irrelevant item.

How It Works:
- Select only the items you want to keep, then use the inverse selection option to select all other items.
- Perform batch actions like deleting or collapsing the inversely selected items into a subtotal.
Key Use Cases:
1. Keep Subtotal Line Items: For bills where you want to retain only subtotal lines but MakersHub has extracted sub-line items as well, inverse selection lets you quickly delete all sub-line items.
2. Simplify Long Invoices: For lengthy bills, retain key items like sales tax, shipping, or handling, and collapse all other line items into a single subtotal for clarity.
Additional Features:
- Once items are selected, you can Click to Copy the total quantity or amount of the selection for calculating taxes or other tasks.

‍

Advanced Purchase Order Matching

November 6, 2024

‍Enhancement Date: November 06, 2024

We’ve introduced enhancements to invoice items manipulation, providing users with greater precision and flexibility in managing Purchase Order (PO) quantities and costs.

One-Shot Calculation for Received Quantities:
- Users can now calculate the "received" quantity against a PO price or total in a single action.
- Partial Receipt Handling: This feature is especially useful for partially received POs, where users have entered quantities for line items but need to allocate a portion of sales tax or shipping.
- How It Works: Clicking the auto-calculate icon will match the PO price and use the extracted bill total to proportionally adjust sales tax, shipping, or other remaining costs.
Use Case: This enhancement simplifies workflows for businesses managing partial receipts.
- Example: Todd at Addison Homes will benefit from the ability to streamline sales tax and shipping allocations during PO reconciliation.

‍

Integration Mapping: Backup and Restore Settings

November 1, 2024

‍Enhancement Date: November 1, 2024

We’ve introduced the ability to back up and restore Integration Mapping, Bill Settings/Notifications, and Payment Settings/Notifications, making workflows more secure and efficient.

Snapshot Settings: Safely take a snapshot of your configuration settings at different points in time for future restoration.
Simplified Multi-Entity Setup: CPA partners managing similar workflows (e.g., restaurants, HVAC businesses) can now configure one entity and restore those settings to others.
- Accounting codes will need to be re-selected, but all filters will pre-populate for faster setup.
Use Case: Perfect for managing complex configurations or quickly onboarding new companies.

‍

Purchase Order Matching and Bill Integration with QuickBooks

October 15, 2024

Enhancement Date: October 15, 2024
Enhancement Description: We are thrilled to announce a powerful new enhancement: the ability to add and match bills against Purchase Orders (POs) in QuickBooks. This feature supports adding a bill across multiple POs and enables seamless editing of quantities and prices, with real-time updates and tracking across all associated POs and bill line items.

Multi-PO Bill Creation: Users can now create a bill that spans multiple purchase orders, giving greater flexibility in handling complex orders.
Real-Time Editing and Tracking: Quantities and prices on the bill can be edited without breaking the link to the POs, as our system maintains a record of individual line item IDs on both the bill and each PO. This complex tracking is essential for accurately reflecting changes and maintaining data integrity.
Linked PO Details Overlay: The bill view now includes an overlay of linked PO details alongside bill line item details, making it easy to spot any discrepancies with a price difference indicator.

This enhancement enables users to efficiently manage and reconcile their bills with POs directly in QuickBooks Online (QBO). We’re conducting final testing, with deployment scheduled for later today, and the feature will be available for demos tomorrow.

‍

Email Handler Re-Architecture and Advanced Features

September 29, 2024

We have rolled out a substantial update focused on re-architecting the email handler system to improve robustness, speed, and functionality as daily volumes increase and in preparation for the upcoming POModule. Key updates include:

Parallel Workers for Email Processing: We’ve introduced parallel workers to handle email parsing, matching, and attachment processing separately, significantly improving processing speed and reducing bottlenecks.
Support for HEIC Image Format: Our system now supports HEIC (iOS native image format) for both direct uploads and email attachments. HEIC files are automatically detected and converted to standardized JPEGs for processing rather than being ignored.
Image Size Filtering: Users can now filter specific image sizes (e.g., embedded logos) to ignore processing. When viewing bill details, users can see the image size and "Click to Copy," then add that exact size to be ignored under Bill Settings. The unique image size ensures a low chance of false positives.
HTML Email Body Parsing: If an email doesn’t contain an attachment, the system will parse, collect, and record the HTML body. The email is then flagged as an "ignored email" and linked to the company ID. Soon, users will be able to view these emails in their mailbox interface and have the option to process them into a bill or receipt directly.some text
- Original Email Viewing: When viewing bill or receipt details, users will be able to see the original email, providing additional insights and unlocking future global search capabilities.
Default Account for Receipts: A new feature in User Settings allows companies to assign a Default Account for Receipts, streamlining the process for AP teams by auto-assigning employee receipts via email. This reduces errors and saves time. Employees must send receipts to receipts@makershub.ai.
Vendor Name Cleanup in Integration Mapping: To avoid creating additional matches, we now automatically strip out commas and any text following them when copying and pasting vendor names (e.g., "ABC Supply, Inc." becomes "ABC Supply"). Empty spaces are also detected and ignored during the matching process to avoid confusion.

This update enhances the email handler's performance and efficiency, providing users with more control over document processing, error reduction, and workflow automation.

Sequential Approval Workflow

August 23, 2024

Enhancement Description: We have introduced a new feature that supports sequential approval workflows, allowing approvers to review and approve bills in a specific order. This enhancement is designed to accommodate larger organizations where enforcing a sequence of approvals makes sense.

Default Parallel Approval: By default, assigned approvers can view and approve bills in parallel, as has always been the case.
Sequential Approval Option: Users can now turn on "Approve Sequentially" within the approval workflow settings. This enforces a specific order of approvals, where each approver (excluding admins or those with accounting access) will only see bills when it is their turn to approve.

Use Case: For example, after the AP team enters and reviews a bill, it is then passed to the project manager for final approval. With sequential approval, project managers can easily filter and view bills that have already been approved by the AP team.
Notification Option: There is an option to toggle notifications for approvers when it is their turn to approve, ensuring they are promptly informed.
Flexible Rule Configuration: Sequential approval can be set independently for each set of rules, allowing users to mix and match approval methods based on their needs.

This update provides a more structured and organized approval process, particularly beneficial for larger organizations with multiple levels of approval. It ensures that each approver is notified and can efficiently manage their responsibilities within the approval workflow.

‍

Advanced Payment Control and Notifications

July 29, 2024

Enhancement Description: As payment volume increases,we’ve encountered scenarios that require manual interventions, potentially creating bottlenecks. To address these challenges and streamline the process,we've introduced significant updates to our payment handling system. This includes automation and enhanced user control over various payment scenarios:

Scenarios Addressed:
- Invalid ACH Remittance: Handling payments to accounts with incorrect account numbers, closed accounts, or routing numbers intended for wire transfers instead of ACH.
- Check Payment Issues: Addressing scenarios where checks are not deliverable, returned, or never received.
- Payment Method Changes: Allowing MakersHub users to stop a check payment and switch to ACH or vice versa.
- Duplicative Payments: Handling cases where a scheduled and processed payment was duplicated (paid outside of MakersHub) and needs to be stopped and refunded.
Automation and Notifications:
- Direct Notifications: Authorizers now receive direct notifications for:
  - Deposited mailed checks
  - Returned or undeliverable mailed checks

Deposited Checks

Automation and Notifications:
- Direct Notifications: Authorizers now receive direct notifications for:
  - Processed ACH Refunds
  - ACH Credit or Debit returns, including error codes and reasons

Dashboard Actions: Notifications include direct links to the payment records for review and modification.

Payment Handling Enhancements:
- Cancel and Request Refund: Users can cancel scheduled outgoing remittances and request refunds.

Payment Handling Enhancements:
- Stop Payments: Users can stop ACH Debits or Credits in-queue but not yet submitted to the Federal Reserve and stop outstanding checks before deposit.

‍

Payment Handling Enhancements:
- Modify Payment Method: After stopping a check or canceling an ACH Credit, users can change the payment method and reschedule a new outgoing remittance or request a refund if choosing to pay the vendor through a different method.

These updates streamline payment handling, reduce manual interventions, and provide users with greater control and transparency over their transactions. We understand that transitions can be challenging, and we're here to support you every step of the way.

‍

Batch Actions and Distributable Items for True Cost of Goods (CoGs)

July 17, 2024

Enhancement Description: We are excited to announce two highly requested features that enhance the efficiency and accuracy of managing line items on bills: Batch Actions for Multiple Line Items and the ability to make any item distributable for calculating the "True Cost of Goods" (CoGs).

Batch Actions for Multiple Line Items:
- Selecting Multiple Items: Users can now hold Ctrl (or Cmd on a Mac) when clicking on the Item column to select multiple items. Clicking on a selected item again will un-select it.
- Selection Summary: A summary of the selected items, including count, quantity, and total, will be displayed.
- Batch Action Options:
  - Delete Items: Delete the selected items in one go.
  - Collapse Items: Consolidate the selected items into a single sub-total line item.
  - Additional Actions: Copy and paste the assigned item, account, or class to the selected items. This function is similar to the down arrow button next to the column header but limited to the selected items only.

Distributable Items for True Cost of Goods (CoGs):
- Default Distributable Charges: Shipping, Discount, and Tax charges are flagged as distributable by default, indicated by a calculator icon next to the item total.
- User-Defined Distributable Items: Users can now make any item distributable by selecting the action arrow on the item line and clicking "Make item distributable." A calculator icon will appear near the item description, which will distribute the total across all standard line items in a weighted calculation.
- Enhanced Cost Calculation: In cases where users want to distribute a particular charge not flagged by default, they can now designate it as spreadable or distributable.

These enhancements significantly improve the management of line items and the accuracy of cost calculations, providing powerful tools for users to streamline their workflows and ensure precise financial records.

‍

Improved New Item Creation in QuickBooks

July 14, 2024

Enhancement Description: We've enhanced the new itemcreation process, allowing users to configure new items as taxable and presetpreferred vendors. This update is now supported on QuickBooks Online (QBO) andQuickBooks Desktop (QBD).

· Taxable Item Configuration:Users can now designate new items as taxable during the creation process. Thisaddresses a previous flaw that caused invoices to be generated without tax dueto non-taxable item settings.

· Preset Preferred Vendors: Users can set preferred vendors for new items, which is particularly beneficial for companies with large purchase volumes. This streamlines the purchasing process and ensures consistency across transactions.

These enhancements improve the accuracy and efficiency of new item creation,ensuring that tax settings are correctly applied and preferred vendors are easily managed. This update significantly benefits businesses with extensive inventories and complex tax requirements.

‍

Advanced Discount Extraction and Price Adjustment for Retail and Wholesale

July 11, 2024

Enhancement Description: We've introduced a significant update that enhances our ability to handle complex billing scenarios typical of retail and wholesale companies. This update builds upon our previous enhancement, allowing for the accurate recording of List Price, Discount, and Net Price.

‍

Advanced Discount Extraction: Our OCR Training now allows users to handle bills that include a single note about discounts rather than listing separate prices. For example, if a bill states that prices reflect a 12% discount, users can:
- Pre-Indexed Discount Line: Search for and identify the discount note line during OCR training.

Inclusive Discount Adjustment: Specify whether the discount is inclusive of the listed price. If the discount is part of the price, our system will automatically adjust the prices it reads to account for the discount, ensuring accurate data capture.

Separate Discount Line Calculation: Calculate the discount into a separate line item, making it clear and distinct from the net price.

This enhancement significantly reduces manual data entry errors and the need for complex calculations, ensuring that retail and wholesale businesses can accurately track true prices and discounts. This feature is particularly valuable for organized stores that negotiate discounts and need to maintain precise records of List Prices and Discounts.

‍

Deep Scan for Improved PDF Data Extraction

July 9, 2024

Enhancement Description: We've introduced a "Perform Deep Scan" option to address issues with complex and poorly formatted PDFs that can affect data extraction. This feature significantly improves the accuracy of extracting data from PDFs, particularly those with hidden layers or non-standard formats.

Deep Scan Option: Users can now request a deep scan when the reader makes mistakes, such as missing line items or dropping lines in the middle of a table. This option allows the reader to clone the PDF data pixel by pixel and reconvert it for better formatting.

User-Directed Deep Scan: Simply select Perform Deep Scan, specify the start and end pages of the invoice, and select Deep Scan. The system will create a cloned copy of the invoice, reformat it, and rerun the extraction process.

Improved Accuracy: This process is designed to fix extraction issues or significantly improve the accuracy of data extraction, especially for invoices spanning multiple pages.

This enhancement is particularly valuable for users relying on line item data for tax or discount calculations, as it reduces the need for manual adjustments and improves overall data integrity. To avoid unnecessary overhead, the deep scan feature is limited to direct requests from users.

‍

Enhanced Bills Export to Excel

July 3, 2024

Enhancement Description: We've upgraded the bills export functionality to Excel to provide a more detailed and structured output. This enhancement includes:

Summary Sheet: The export now includes a comprehensive summary sheet that provides an overview of all bills. This summary includes key details such as Vendor, Amount, Due Date, and Status.

Individual Bill Sheets: Each individual bill now has its own dedicated sheet within the Excel file. These sheets include:
- Summary Fields: Key information about the bill, such as Vendor Name, Bill Date, Due Date, Total Amount, and other pertinent details.
- Line Item Data: Detailed line item data for each bill, structured in an easy-to-manipulate format for further analysis or integration into other systems.

Summary_Full Sheet: Our export now includes a "Summary_Full" sheet, which combines all line item data and invoice summary fields into a single sheet, connected by a unique invoice ID. This allows advanced users, especially those using other accounting packages, to easily convert this sheet to a pivot table and analyze the data in various ways.

These updates ensure that users have access to detailed and well-organized bill data, making it easier to review, analyze, and use for various business purposes.

‍

Document Splitting and Data Extraction Enhancements

July 1, 2024

Enhancement Description: We've significantly improved our document handling and data extraction capabilities, providing users with a more robust and flexible workflow. Key updates include:

Enhanced Document Splitting: Our system now natively splits multi-page documents, especially non-standard or mixed documents from different vendors or emails, more effectively. Users can:
- Tag a single invoice as a group, indicating there are more pages to extract.
- Add a missing invoice by specifying a page range, allowing the reader to extract relevant data from the specified range. This eliminates the need for manual PDF splitting or screenshots.
- Combine a group back into a single invoice.
- Browse back to the top level of an invoice group by selecting Action > View Invoice Group without closing the window.

Improved Invoice Management:
- Users can easily delete unwanted invoices at the tile level.
- Easily switch a bill to a vendor credit, flipping the sign of the line item price and total. This is particularly useful for e-commerce, where credits are often shown as positive amounts rather than negatives.

Advanced Data Indexing:
- Users can now configure and specify a particular column in a table to extract data for fields such as SKU, Quantity, Price, Total, and Description. This is essential for accurately capturing data from invoices with multiple columns.
- The reader will note the horizontal position of the columns of interest, ensuring consistent data extraction. This update handles cases where column headers may not be captured correctly or where phantom columns are created from merged/split cells.

‍

These updates provide users with greater control over document processing and data extraction, enhancing accuracy and efficiency. Stay tuned for more user-directed adjustments coming soon.

‍

Enhanced Workflow Configurations and Export Features

June 23, 2024

Enhancement Description: We've implemented several updates to provide more flexibility in workflows and enhanced data export capabilities:

Configurable Warnings for Missing Data: Users can now configure whether to pop up warnings for missing Customer/Job, Classes, or if new items are detected and auto-created. This replaces the previous "Disable Customer Warning" setting and allows for a more adaptable workflow.

New Item Detection: When enabled, only an Admin or a user with Accounting Access can approve bills and auto-create items. For standard users, new item detection will block the process, preventing accidental creation of new items.
Item Description Management: The system now defaults to maintaining item descriptions as extracted from the bill. It will only override the description with the item description from QuickBooks if the override setting is turned on.

Export Scheduled and Archived Payments: Users can now export scheduled payments and archived payments. Since there can be multiple related invoices and authorizers for a single payment, the cell data is configured to display them as multiple lines within a single cell. To view this correctly in Excel, highlight the sheet and select "Wrap Text."

These enhancements provide better control over data entry and item creation, improved workflow flexibility, and more detailed and readable export capabilities for payment records.

‍

Enhanced Physical Check Customization

June 10, 2024

Enhancement Description: We’ve introduced several enhancements to improve the customization and functionality of physical checks:

Courtesy of Line at Payor Address: Added a "Courtesy of" line at the payor address on the physical check, making it clearer and freeing up the memo line for custom memos.
Custom Memo Line: Users can now add a custom memo on the memo line of the check, which is crucial for paying vendors with multiple references.
Attach Documents for Mailing: Users can attach documents to be printed and mailed along with the check. This feature is particularly useful for sending additional information or references with the payment.

For more details, see the reference document.

These updates enhance the clarity, customization, and utility of physical checks, ensuring better communication and record-keeping for payments.

‍

Notification Toggle for Pre-Assigned Approvers

June 6, 2024

Enhancement Description: We've added the ability to toggle notifications on or off for approvers who are pre-assigned under the approval rules when a bill is processed. This enhancement ensures that all relevant approvers are notified without requiring manual tagging during the review process, reducing the chance of mistakes.

For example, if an AP clerk wants all bills from "ABC Supply" to be assigned to themselves and Joe Smith (the project manager), they can now ensure Joe Smith receives a notification even if he doesn't log in regularly. Previously, only approvers added during the review process received notifications, requiring reviewers to manually tag them, which often led to errors.

With this update, admins can configure approval rules to automatically send notifications to pre-assigned approvers when a bill is processed. This streamlines the approval process and ensures all designated approvers are informed promptly.

‍

W-9 Module Launch

June 2, 2024

Enhancement Description: We are excited to announce the launch of our new W-9 module, designed to streamline and secure the process of managing tax forms. Here are the key features and benefits:

Always Require Tax Form Setting: In the Admin -> Payment Settings tab, you can now toggle on "Always Require Tax Form (W9)." This ensures that a verified tax form is on record before a payment can be scheduled. Only an Admin can override this requirement for urgent one-time payments.

Vendor Dashboard Enhancements:
- Tax Forms Section: Manage various tax forms for specific vendors. Users can upload and verify W-9 forms directly or send a request to the vendor.
- Automated Requests: MakersHub will send an automated email with a secure link for vendors to submit their details, similar to requesting vendor payment details but with enhanced security and validation.
- Secure Link Submissions: Vendors can upload the latest W-9 form or fill out a self-guided form with built-in validations and instructions, ensuring compliance with the latest IRS requirements

Automated Updates: Once submitted, MakersHub updates QuickBooks Online (QBO) to track payments for 1099s and updates the EIN or SSN on record. Submissions are timestamped, and IP recorded, providing superior audit trails.
Data Security: All data is encrypted at rest with AES-256.
Vendor Request Process:
- Email Notifications: Vendors receive an email with a unique link to submit their W-9 form. The form is pre-filled with known details about the vendor, simplifying the process.
- Auto Validation: The form includes auto-validation matching IRS instructions, ensuring it is completed correctly.
- Review and Verification: Upon submission, the requester receives a notification to review and verify the form.
Payment Requirements:
- Mandatory Verified Tax Form: If the "Always Require Tax Form" setting is enabled, all outgoing payments require a verified tax form on record.
- Admin Override: In urgent cases, an Admin can force a one-time payment through.
- Vendor Dashboard Access: Directly from the schedule payments window, users can click on the vendor name to access the Vendor dashboard and add or review tax forms as needed.

These features provide a robust and secure method for managing W-9 forms, ensuring compliance and reducing the risk of errors.

‍

New Export and Configuration Features

May 20, 2024

Enhancement Description: We've introduced several new features to enhance functionality and user experience:

Export Payment Records to PDF: Users can now export payment records to PDF for record keeping, providing an easy way to maintain accurate and accessible financial documentation.

Toggle Document URL in Memo Field: Users can now toggle ON/OFF the option to append the Document URL to the memo field versus the MakersHub Bill Record zero-dollar line item, giving more control over how information is documented.
Sales Price Cents Rounding Configuration: Users can configure the rounding of sales prices to end in a specific value after applying a multiplier to the Cost of Goods Sold (COGS). For example, a purchase cost of $97.09 marked up by 2.3x can be set to always round to $223.95.

Spreadsheet Export Enhancements: The spreadsheet export of bill records now includes PO Number and Submitted_by columns, adding more detail and clarity to exported data.
Backend Compression Algorithm: A new compression algorithm has been implemented on the backend, reducing data transfer size by 10.4x (from 6.9MB to 664KB). This significantly enhances the app's responsiveness, making browsing and clicking through the app much faster.

These updates streamline processes, enhance data management, and improve overall app performance, ensuring a better user experience.

‍

Improved Pop-Up Positioning and Bank Chart of Account Mapping

May 8, 2024

Enhancement Description: We've made several updates to enhance user experience and integration capabilities:

Vertically Centered Pop-Ups: The "Add New Vendor" and "OCR Training" pop-ups are now vertically centered and offset to the right. This allows users to make changes while viewing the actual document simultaneously, improving workflow efficiency. Previously, these pop-ups were horizontally centered, blocking portions of the bill.

Bank Chart of Account Mapping: Users can now reference a bank chart of account in integration mapping. QuickBooks Online (QBO) allows the assignment of a bill line item to a bank chart of account, a feature previously seen with asset accounts for inventory accounting. This update expands flexibility and ensures better alignment with QBO's capabilities.

‍

User-Defined Date Format Training

May 7, 2024

Enhancement Description: Users can now explicitly train the system to extract specific date formats, enhancing the accuracy and consistency of data extraction. For example, a date like 22-APR-24 could be interpreted as either 2022-04-24 or 2024-04-22. At baseline, we use LLM to guess the most recent date, but with this new feature, users can declare the explicit format for each vendor. This customization ensures more consistent and reliable data extraction tailored to individual vendor formats.

Frontend-Backend Compression Algorithm

April 29, 2024

Enhancement Description: We've implemented a new compression algorithm between the frontend and backend that significantly improves the response time of our app and queries by more than 10x. This infrastructure update is particularly meaningful for customers with large bill volumes, as it dramatically reduces load times.

For example, Cahill Construction's 1-month archive tab, which contains approximately 800 bills, previously took 5-6 seconds to load due to the 4MB data size. With the new compression, this data is now reduced to 490KB and loads in just 94ms.

‍

Enhanced Document Handling and Payment Reconciliation

April 22, 2024

Enhancement Description: We've introduced several new features to improve document handling and payment reconciliation, providing a smoother and more accurate experience:

Multiple Support Documents: Users can now add multiple support documents at once, or drag and drop them, simplifying the expense reimbursement process.

Main Document Selection: After merging or adding support documents, users have the option to switch which document is the main document.

Auto-Reconciliation of Partial Payments: Previously, we only detected fully paid bills and moved them from the AP tab to the Archive tab. This update now includes partial payments. When a payment record is created in QuickBooks Online (QBO), a corresponding "2-way synced" payment record will be created in MakersHub, ensuring all payment records are accurate and up-to-date

‍

Duplicate Bill Detection for QuickBooks Online

April 17, 2024

Enhancement Description: We've addressed the issue of creating duplicate bills that already exist in QuickBooks prior to integration with MakersHub. This update ensures better data integrity and reduces redundancy.

Duplicate Detection: This feature works exclusively with QuickBooks Online.

Setup Instructions: Turn on duplicate detection in QuickBooks Online under Advanced Settings.

Functionality: Once enabled, MakersHub will detect and avoid syncing duplicate records. If a user tries to re-sync, an error message will appear, and they can delete the duplicate record from our platform.

‍

User Interface and Settings Improvements

April 16, 2024

Enhancement Description: We've implemented several key updates to enhance user experience and reduce confusion:

Removed Lock Account View Settings: The Account View setting in the bill review window will now maintain consistency across the app, avoiding confusion from turning it on or off.
Vendor Address Display: The vendor address will only be shown for unknown vendors. For vendors with a green check mark, the extracted address will be hidden to prevent confusion.
Potential Duplicates Display: Potential duplicates are now shown directly under the vendor name for better visibility.

Default Recurring Bill Setting: The default setting for recurring bills has been updated to Net0 instead of empty (Net30), aligning with the most common usage for recurring bills.
QuickBooks Integration Links: Direct links to support articles have been added in each QuickBooks integration window, providing easy access to helpful resources.

Address Suggestion List: Users now have the ability to close the address suggestion list for a cleaner interface.
Payable Out Reference: The payable out section now shows a reference to the QuickBooks chart of account name, making it easier for users to select the correct account.

Enhanced Chat Board Function

March 22, 2024

Enhancement Description: We've made significant updates to our chat board functionality to improve communication and streamline approvals. When a user mentions someone with @, the email notification sent out will now include:

External Approval Enabled: The receiver will have the option to view the record of the bill directly.
Respond Option: The receiver can view all the messages in the conversation chain and respond directly.
Authorized Approvers: If the receiver is an authorized approver, they will also see options to Approve or Reject the bill.

These enhancements address various nuanced scenarios, particularly for CPA partners and their clients, improving overall workflow and communication efficiency.

‍

Screenshot Support for Documents

March 22, 2024

Enhancement Description: Users can now copy and paste screenshots as support documents within the platform. This enhancement simplifies the process of adding support documents, allowing users to quickly screenshot packing slips or purchase orders without needing to download and re-upload files.

Partner Portal Pay-as-you-go Plan Selection

March 18, 2021

Enhancement Description: The Partner Portal now includes the ability to select the Pay-as-you-go plan. This flexibility allows partners to choose a billing option that best suits their business needs, providing a more tailored subscription management experience.

Subscription Management Enhancement

March 9, 2024

Enhancement Description: Completed enhancements to subscription management, providing users with the ability to update, cancel, or renew their subscriptions directly from the Billing Portal. If a subscription expires (following a 3-day grace period after the Free Trial period or the end of the billing period), the platform will automatically lock users out, redirecting all tabs to the billing page. Users can continue using the platform only by renewing their subscription.

RevOps Rollout Phase 1

March 9, 2024

Enhancement Description: Phase 1 of the RevOps rollout is now complete, introducing several key updates:

Billing Management on MakersHub: Users can now manage their billing directly on MakersHub, viewing pricing, discounts, and usages clearly. The platform allows users to add and attach credit cards, as well as switch between different plans seamlessly, with the system automatically adjusting to different pricing tiers.
Updated Interface Rollout: We have started rolling out the updated interface, enhancing user experience and navigation.
Bank Account and Vendor Bank Details Updates: Addressed confusion around adding new bank accounts and verifying vendor bank details, making these processes more intuitive.

‍

Toggle On/Off Consolidated Sync

February 21, 2024

Enhancement Description: We've introduced the ability to toggle consolidated sync on and off, providing users with greater flexibility in how data is synced to QuickBooks. This feature addresses the common request to collapse all line items into one, particularly useful for users like ServiceMaster, whose job costing reports have become overwhelmingly detailed due to the extensive data extraction.

Under Admin > Bill Settings, users can now independently toggle consolidated sync for bills and receipts. When enabled, the system will group line items with the same accounting configuration (Product/Services, Customer/Project, Class, Billable) and sync them to QuickBooks as a single line item. If there is only one item in a group, the description remains unchanged. For multiple items, the description changes to "Vendor Name | Invoice Number," facilitating easy reference on both MakersHub and QuickBooks.

This enhancement not only simplifies bookkeeping for users unaccustomed to handling large amounts of data in QuickBooks but also enhances user retention by making the comprehensive data insights exclusively accessible through MakersHub.

‍

Recurring Bills and Receipts Management

February 20, 2024

Enhancement Description: We've added the ability to manage recurring bills and receipts, providing users with full flexibility and control over recurring schedules. By marking a bill as recurring (Action > Make Recurring), users can set up schedules that suit their needs:

Daily
Weekly: On a particular day, every xx weeks
Monthly: On a specific day of the month or a particular day of the week (1st to last week of the month), every xx months
Yearly: On a specific day of the month, month of the year, every xxx years

Users can also set bills to be created xx days in advance and customize the invoice number notation with prefixes and suffixes. Recurring bills are tagged with "Recurring" and given the status "auto-generated." Additionally, a new dashboard allows users to review, manage, and create recurring bills, enhancing workflow automation and ensuring timely payments. For instance, we can now ensure our office lease is paid on time by adding it as a recurring bill. Please update relevant customers on this new feature.

‍

Enhanced Date Extraction Model

February 16, 2024

Enhancement Description: Our extraction model has been updated to accurately extract mixed date formats (combining numbers and month names) on invoices for both the invoice date and due date fields. This improvement increases the accuracy of data capture, ensuring that dates are correctly recognized and processed regardless of their format, thus enhancing the overall reliability of the system.

Disable Group View on Bills and Receipts Review

February 15, 2024

Enhancement Description: Users can now disable the Group View on Bills and Receipts review. By default, invoices parsed from large multi-page documents are grouped together, which can be cumbersome for reviewers as it hinders sorting by Name, Total, or Due Date. Disabling Group View displays all invoices individually, allowing for easier and more efficient sorting and review.

Summary of Selected Payables Before Scheduling Payments

February 15, 2024

Enhancement Description: We've added a summary view of selected payables before scheduling payments. This enhancement provides users with a clear overview of all selected payables, ensuring accuracy and allowing for better decision-making before finalizing the payment schedule.

Schedule Payment Immediately

February 15, 2024

Enhancement Description: Users now have the option to schedule payments to be sent immediately. While the default setting schedules payments exactly on the due date, this new toggle allows users who prefer immediate payment to automate this process easily, enhancing flexibility and convenience in managing payables.

2-Way Sync for Vendor Management

February 15, 2024

Enhancement Description: We've added 2-way sync functionality for creating and updating vendors in both QuickBooks Online and Desktop. This significant enhancement bridges the discrepancies between how Online and Desktop handle supplier data and manages the asynchronous nature of Desktop integration. This update ensures that vendor data remains consistent and up-to-date across both platforms.

Approve and Reject from Notification Emails

February 5, 2024

Enhancement Description: Users can now approve and reject bills directly from notification emails without logging in. This new feature also allows users to view and add notes to their approvals or rejections, providing greater flexibility and convenience, and streamlining the approval process. This update significantly enhances user accessibility and workflow efficiency.

Vendor Dashboard Filters

February 5, 2024

Enhancement Description: We've added filter options by name and tag on the Vendor dashboard. As the vendor list grows, these filters make it more manageable for users to navigate and organize their vendor information efficiently, enhancing user experience and operational efficiency.

CreditCardCredit Record Creation Issue Fix

February 5, 2024

Enhancement Description: We've resolved a racing issue causing intermittent problems with creating Credit Card Credit records in QuickBooks Online (QBO). This fix is crucial for maintaining accurate financial records and was particularly important for addressing concerns raised during a recent CPA call.

Improved Remittance Email Formatting

February 5, 2024

Enhancement Description: The format for Amount Paid in remittance emails has been improved for better readability and clarity. This update enhances the professional appearance of emails and ensures that payment information is communicated clearly to recipients, reducing confusion and improving communication.

Bill Approval Setup Requirement Fix

February 5, 2024

Enhancement Description: We've fixed the issue where newly configured accounts could not approve a bill until an approver was set up in Bill Settings. This enhancement ensures that all users can seamlessly approve bills without encountering setup barriers, streamlining the onboarding process and improving workflow efficiency.

Fixed Address Import and Handling with QuickBooks Desktop

February 5, 2024

Enhancement Description: We've resolved the issue with address import and handling for QuickBooks Desktop (QBD). Previously, QBD spread addresses across five lines instead of the standard Line1 and Line2, causing the system to miss crucial information like Suite/PO Box numbers during import, particularly affecting check cutting. This fix ensures all address details are accurately captured, significantly improving automation reliability. This update addresses the concerns raised by Greg at Visit Potter Tioga, enhancing the overall user experience.

Purchase Order (View Only) Support for QBO

January 21, 2024

Enhancement Description: We have introduced view-only support for Purchase Orders in QuickBooks Online (QBO). This enhancement allows users to access and review Purchase Orders directly within the platform, improving transparency and ease of access without altering the original documents. With this feature, users can quickly reference Purchase Orders to verify details, ensure accuracy, and maintain control over their procurement processes. This addition streamlines workflow by integrating Purchase Orders into the QBO interface, enhancing user experience and operational efficiency.

Split Item Groups in Bills

January 21, 2024

Enhancement Description: We have added the ability to split item groups within a bill into multiple groups. This enhancement is especially useful for businesses like Miracle Ear, where a single customer may manage multiple franchise locations. For instance, a customer handling 9 locations can now split costs among 9 accounting classes within a single bill. This eliminates the need to manage and approve multiple bills, simplifying the process and improving efficiency by keeping all splits visible in a single bill.

Updated User Settings for Admin

January 15, 2024

Enhancement Description: The User Settings section for Bill and Payment Limit for Admin now shows "infinity" instead of 0, reducing confusion and enhancing clarity for users managing these limits.

Enhanced Invoice Total Options

January 15, 2024

Enhancement Description: New options next to Invoice Total allow users to split bills and apply custom multipliers seamlessly. The split bill feature is streamlined to reduce errors, enabling users to divide bills into multiple jobs or locations easily. The system automatically manages even splits and adjustments for accurate totals. Additionally, applying multipliers is now part of a cleaner dropdown menu and includes math functionality for efficient FX bill handling.

Math Calculation Mode for Numeric Fields

January 15, 2024

Enhancement Description: Users can now perform math on any numeric field in an invoice by starting with "=" to activate calculation mode. This feature, beloved in QBDesktop but absent in QBO, is perfect for complex bills where combining multiple rows, adding custom tax, or discount line items as a percentage of the total is required. This enhancement simplifies these tasks and increases accuracy.

‍

This is the default state example

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod.

This is the default state example

Are you an Accountant or Bookkeeper?