We're celebrating 2024 with increased efficiency and a significant enhancement to Truss invoicing: the ability to edit invoices directly!

You can now easily edit the data on any existing, unpaid invoice.

Gone are the days of canceling and creating a new invoice for every small change.

How It Works

1. Select the unpaid invoice you wish to edit from your Truss dashboard.
2. From the Actions button in the top-right of the sidebar, select "Edit Payment" (Note: For Quickbooks Online invoices, you will be sent to Quickbooks to make edits directly.)
3. Make the necessary changes.
4. Choose whether to send an updated invoice notification to your client.
5. Save the changes, and you're done!

This improvement saves you time and reduces the administrative time of invoice adjustments. Learn more here.

Looking forward to a productive 2024 together.

Our support team is always here to help if you have any feedback or questions.

We're thrilled to announce a new feature on Truss: Custom Payments.

This method lets customers send custom payments directly through your Truss payment portal.

You don’t need to create a payment request in Truss to accept custom payments; simply share your payment portal link with your customers.

They can then easily enter any payment amount along with their email and name. They don't need to have a Truss account to send you a payment.

This new feature brings you greater flexibility and makes the payment collection smoother for both you and your clients. Learn more about how custom payments work here.

Our support team is always here to help if you have any feedback or questions.

We're thrilled to share some important updates to Truss. Our team is committed to continuously improving your experience, and these latest enhancements are designed to streamline your financial operations even more effectively.

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

1. Simplified customer & vendor management

We've revamped the 'Contacts' section! Now, you can easily distinguish between customers and vendors:

• Customers Tab: All contacts from whom you've requested payments.
• Vendors Tab: All contacts to whom you've sent payments.

This update requires no action from you. Contacts are automatically categorized based on your previous transactions.

Note: The same contact can appear in both tabs if applicable.

2. Multiple customer email options

To ensure greater flexibility for your customers, you can now add both a primary and secondary email to each customer. This means that payment requests can be accepted and paid by either email recipient.

3. Send payment via Direct Deposit

To enhance the convenience for your vendors, we've introduced a direct deposit feature. You can now effortlessly transfer funds to your vendors' bank accounts by entering their routing information. This streamlined process deposits the money directly into their accounts, eliminating the need for them to accept each payment.

4. Default payment methods for vendors

You now have more control over how you pay your vendors by setting a default payment option. Choose between:

• Sending payments via email, allowing vendors to select their preferred deposit account
• Direct bank transfers using routing numbers

5. Comprehensive transaction history

Visit any customer or vendor page to view all associated transactions, providing you with a clear and detailed financial history.

6. Instant payables with verified Truss network

Adding a new vendor? If they're already part of the Truss network, you can quickly select them for instant payables, without having to add additional payment information.

We are excited for you to experience these updates and are confident they will make managing your business finances smoother and more efficient. As always, your feedback is invaluable to us. If you have any questions or need assistance, our support team is here to help.

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.

We're thrilled to announce some exciting updates that will enhance your Truss experience and streamline your financial management.

1. Mobile Check Deposit

We're excited to introduce the highly-anticipated mobile check deposit feature. Now, you can add funds to your Truss account via mobile check deposit alongside the existing options of bank transfer and manual entry. It's as simple as taking a picture of your check and uploading it.

Learn how to use check deposits.

Note: This feature is currently only available to user with Admin roles.

2. Improved Filtering

Managing your transactions just got easier with our new filtering options. We've added advanced filtering capabilities to all Transactions tables, allowing you to effortlessly locate specific transactions by amount, date, or other variables.

3. Updated Dashboard

Our commitment to enhancing user experience continues with a revamped dashboard and navigation system. We've made it easier than ever to navigate your accounts, payables, and receivables. Here's what's new:

Accounts Overview

This page provides you with an overview of your cash account and card account, making it easier to access all the details for your accounts in one place.

Wallet Tab

Each user can now keep track of their personal cards in the new 'Wallet' tab. This allows employees to see all their cards, purchases and receipts in one place.

Actions Button

We've introduced the 'Actions' button in the navigation bar, allowing you to access essential functions from any page within Truss.

These new features are part of our ongoing commitment to improving Truss and providing you with the best possible financial management tools.

As always, your feedback is valuable to us. If you have any questions or suggestions, please don't hesitate to reach out to our support team.

Dear Valued Customer,

We are thrilled to inform you that the transition of our banking services to Thread Bank has been successfully completed.

Key Benefits of the New Partnership

• Enhanced FDIC Insurance Coverage: Your accounts are now automatically covered by FDIC insurance of $2.5 million through Thread Bank; Member FDIC

• Increased Flexibility for Tier Limits: As part of this transition, we have increased limit tier flexibility. Contact your account manager to learn more.

• Faster Withdrawals and Payables: Outgoing ACH payments of settled funds are now processed on the same day as initiated, reducing processing times by up to two business days.

• Exciting New Features on the Horizon: We are actively working on introducing highly requested features. Stay tuned for updates on the following features: Mobile check deposits, sending checks to pay invoices, and lines of credit.

Important reminders

Transactions Scheduled on Transition Day:

Outgoing payments set to process on the transition day, August 9th, will be delayed by one business day. This is a one-time delay due to the bank partner change.

Updated Terms of Service:

If you haven't already done so, we kindly request that you log in to your Truss account immediately to review and accept the updated terms of service. Your acceptance is essential to continue using our services seamlessly.

We understand that change can sometimes be accompanied by questions, and our dedicated support team is here to assist you. If you have any inquiries or require further clarification, please don't hesitate to contact us.

Truss is now better equipped to cater to your financial needs, offering improved services and increased benefits through this partnership with Thread Bank. We remain committed to providing you with the best banking and payment solutions for your construction business.

Truss is a financial technology company and not a bank. Banking services are provided by Thread Bank, Member FDIC. Visa® Cards are issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa is accepted. FDIC Insurance is provided through Thread Bank; Member FDIC.

Dear Valued Customer,

We are excited to bring you an important update regarding the transition of our banking partner and the launch of enhanced benefits at Truss.

We have diligently worked to finalize all necessary arrangements with Thread Bank, and we are now pleased to announce that the new launch date is set for Wednesday, August 9th, 2023!

Once the transition takes place on August 9th, you can look forward to enjoying the following enhanced benefits:

• $2.5M FDIC insurance provided through Thread Bank
• Increased flexibility for tier limits
• Faster withdrawals and payables

Note: Outgoing payments set to process on the transition day will be delayed by one business day. This is a one-time delay due to the bank partner change.

As we proceed with the transition, we want to highlight a few important action items for you to keep in mind:

1. Approve updated service agreements

We are updating the following user agreements to support banking partner changes:

• Business Deposit Account Agreement
• Charge Card Terms of Use
• Authorized User Terms of Use

You will be prompted to agree to the updated agreements upon logging in to your Truss account. To ensure a smooth transition, please review and agree to the new terms by Thursday, August 3rd, 2023.

Note: We will close accounts setup with our previous bank partner on August 23rd, 2023. To keep using Truss, you are required to agree to open a new account with Thread Bank before August 9th, 2023.

2. Reissuing of cards

Due to the banking partner change, we will need to reissue all existing cards for our users. Your current cards will stop working after the transition. Rest assured, we will contact all cardholders directly to assist with the transition.

To receive your new card before the transition, please ensure to accept the new cardholder agreement through your Truss dashboard by August 3rd.

Note: New cards will need to be activated through the dashboard before you can use them.

We understand that these changes may raise questions or concerns, and we want to assure you that our team is available to assist you every step of the way. If you have any inquiries or need further information, please don't hesitate to reach out to our support team.

Thank you for choosing Truss as your trusted banking and payments partner. We will be in touch very soon with additional details about the launch on August 9th.

Best regards,

Matthew Smith

CEO & Co-Founder

Truss

Truss is a financial technology company and not a bank. Banking services are provided by Thread Bank, Member FDIC. Visa® Cards are issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa is accepted.

Dear Valued Customer,

We are excited to inform you of an important change at Truss that will significantly improve our banking and payment services.

Effective August 9th 2023, we will transition our banking partner from Blue Ridge Bank to Thread Bank.

We are currently working diligently to finalize the new launch date, and we will inform you as soon as possible once we have the updated information.

What this means for you

Enhanced FDIC insurance

Thread Bank is a member of the FDIC, and we are excited to announce that with this change, we can offer you enhanced FDIC insurance coverage of $2.5 Million on your account with us – no action required by you. When we open your account on Thread, it will automatically have $2.5M of FDIC coverage.

Increased flexibility for tier limits

We have increased limit tier flexibility to make sure you're able to run and grow your business, without worrying about limits. Please contact your account manager if you would like to learn more about increasing your account limits.

Faster withdrawals and payables

Our partnership with Thread Bank allows us to start processing outgoing ACH payments on the same day as initiated, which accelerates deposit times of outgoing payments by up to two business days.

Reissuance of cards

As a result of this banking partner change, we will need to reissue all existing cards for our users. Your current cards will stop working after the transition on August 9th.

We will contact all cardholders directly to assist with the transition.

Updated service agreements

We are updating our Business Deposit Account and Cardholder agreements to support banking partner changes. These agreements will be available online for review.

All users are required to approve the new agreements by August 3rd, 2023. You will be prompted to review and accept the updated agreements upon logging in to your Truss account.

If you would not like us to transition your account to the new partner, please notify us immediately, as this will require us to close your account with Truss.

Note: We will close accounts setup with our previous bank partner. To keep using Truss and ensure a smooth transition, you are required to agree to open a new account with Thread Bank.

Launch of highly requested features

The change in banking partners unlocks the development of new, highly requested features, such as

• Mobile check deposits – estimated August 2023
• Sending checks to pay invoices – estimated September 2023
• Lines of credit – estimated Fall 2023

We continuously strive to improve our services, and this transition marks a significant step towards delivering the industry's best banking and payment solution.

We value and listen to all feedback you share with us. Please don't hesitate to book a call with our team to learn more about this upcoming improvement or send us a message as we develop and launch new features.

Thank you for choosing Truss as your banking and payments solution. We are genuinely excited about the benefits this banking partner change brings to you and your business.

Best regards,

Matthew Smith

CEO & Co-Founder

Truss

Hi there,

We've got some great news to share that will make your payment experience even better. At Truss, we're all about simplifying things for you, and we're thrilled to introduce two awesome updates:

1. Connecting a bank account by entering routing numbers

If you or your contacts prefer not to login to your online banking to make a payment, you can now manually enter routing information within our system to connect a bank account effortlessly. Manually connecting a bank account via routing numbers allows to make a payment without logging into a bank connection service.

Learn more about how Manual Entry works here.

2. Payment Reminders

Waiting for a client to pay an invoice? You can now send friendly reminders to your customers directly through our platform.

More details on how to send payment reminders here.

We always appreciate your feedback, and it's been instrumental in shaping these updates. If you need any help or have questions, don't hesitate to drop us an email or schedule a call with our team.

Thank you for your continued support!

Hi there,

Transparency in cash flow is vital for every construction business. At Truss, we understand this need and continuously strive to enhance your payment experience. That's why we're excited to introduce our latest feature:

Track the progress of your payments in real-time and view estimated deposit dates.

Whether it's payables or receivables, you now have complete visibility into the progress of your payments, from payment initiation to funds settlement. We've also included an estimated deposit date, enabling you to plan your finances more effectively.

Note: When a Receivable has the status 'Available' (like in the image above) the funds can be spent right away on a Payable transaction or on your Truss cards.

To check the progress of your transaction, go to the Receivables or Payables table in your dashboard and click on any transaction. A sidebar will open up that shows the payment status in real-time.

As always, if you have any questions or feedback, please do not hesitate to send us a message or schedule a call. Thank you for your continued support!