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Check Deposits in the Field, Expense Tagging, and More!

Matthew avatar
Shared by Matthew • October 17, 2023

We are thrilled to announce a series of exciting updates to Truss that will streamline your workflow and make managing your finances even easier.

Here's a quick walk-through video of what's new – or keep reading below.

1. Check Deposits in the Field

Now, users with sales permission have access to the Mobile Check Deposit feature without accessing the bank account information. This powerful addition allows your sales staff to deposit checks wherever they are, whether they're on-site with clients or back at the office.

2. Expenses Page in Dashboard

We have simplified your expense tracking further. You can quickly access all your card transactions under the new 'Expenses' dashboard, displaying the same table as the 'Expenses' tab on your Card Account.

3. Tagging for Expenses

To enhance your expense organization, we have introduced expense tagging. Now, you can add tags to each expense to categorize them, making it easy to sort and track expenses, for example by project.

Note: All users can create tags and update tags on purchases. Only admins and bookkeepers have the authority to delete or update tags in the Settings section.

4. Send Reminders for Missing Receipts

Admins and bookkeepers can now send email reminders to users who have transactions with missing receipts. No more hunting down missing documentation; simply send a gentle nudge to your team members.

5. Streamlined Card Issuing

With our new streamlined card issuing feature, you can now seamlessly invite staff and issue cards to them in a single step.

6. Export Filtered Transactions View

You now have the ability to export specific subsets of your Cash Account transactions. Simply apply your desired filters to display only the transactions you need, and then export them as a CSV file.

7. Updated TOS

In addition to these exciting features, we want to inform you that we have recently revised our Terms of Service (TOS) to align with our current product offerings. We value your trust and are committed to providing you with a secure and reliable platform for managing your finances.

These enhancements were developed with your feedback in mind, and we are confident they will greatly improve your Truss experience. As always, your feedback is crucial to us, and we would love to hear your thoughts on these new features.