Agiled Change Log
Feb 19, 2023

Subscriptions Made Available in Teammate's Portal 🥳

We've made subscriptions available in your teammates/employees portal! 🎉 That means your teammates can now create and manage subscriptions for you. This will save you loads of time and make managing subscriptions a breeze!

But we know that some of you may not want to give your teammates access to this feature. No worries! You can easily turn off the module for employees/teammates in the settings > portal settings > teammate portal. You can manage permissions for the module in settings > roles and permissions.

4 months ago

Better Invoices Management 🥳

Super excited to announce that we have rolled out some significant improvements to the invoices section! 🎉

Your recurring invoices are now shown in a separate tab, so you no longer have to search through a long list of invoices to find the recurring invoice you're looking for. You can go to the Recurring Invoices tab, find your invoice and make desired updates to it.

We understand how important it is to have a clear and organized invoicing system, and this new feature will make your life a whole lot easier! 💼

In addition, the invoices table now shows you if the invoice is related to a subscription or a recurring invoice in the "Related To" column. This will give you a clear understanding of what each invoice is for, making it easier for you to manage your finances. 

We are constantly working to improve the Agiled's experience for you, and these improvements are just the beginning. Our goal is to help you reach your goals faster and more efficiently.

New feature
Feb 01, 2023

Introducing Recurring Expenses 🚀

We've been working hard to bring you the latest and greatest in expense management i.e. Recurring Expenses. 🙌

With this feature, you can now create and manage your recurring expenses with ease.

All you have to do is turn on the switch "Make it Recurring" when creating or editing an expense, set the schedule, and Agiled will automatically create expenses for you. 

Imagine not having to enter the same expenses every week or month manually. With Recurring Expense, you'll save time, and effort, and reduce the chances of forgetting to record an expense. Plus, the feature is super easy to use.

We know you're busy, and we want to help you simplify and automate your business management as much as possible. This update is just another step towards that. 

New feature
Jan 30, 2023

Introducing Mileage Tracking 🚀

🎉 We are thrilled to announce the addition of a game-changing feature to our expense management section - Mileage Tracking!

With Mileage Tracking, you can now easily track the distance you travel for business purposes within Agiled 🚗.

Simply turn on the switch labeled "Include distance" when creating/editing an expense and add the necessary details, and Agiled will automatically calculate and add the mileage to your expense.

Gone are the days of manually tracking your business miles and keeping track of receipts. With Agiled's Mileage Tracking, all the information you need is in one place, accessible, and organized.

We understand the importance of accurate and detailed expenses, and this new feature is designed to make it even easier for you and your team to manage your expenses.

New feature
Jan 25, 2023

Introducing Bulk Expenses 🚀

Agiled just got a whole lot cooler with the introduction of our new Bulk Expense Feature!

This feature is going to change the game when it comes to managing expenses.

Here's how you can access the feature:

  • Go to the expenses section
  • Click on Add Expense
  • Go to the Multiple tab
  • Add your expenses info
  • Click save. 

With this feature, you can add multiple expenses at once, making it easier for you to keep track of all your expenses.

It's perfect for when you have a lot of expenses to add at once or when you're in a rush.

Jan 24, 2023

Invoicing Experience got a lot better 🥳

We are super excited to announce that we have updated our Invoices and Estimates creation experience to make it even easier for you to create and send invoices and estimates.

With this update, you no longer have to click on the "choose from products" button to select a product. We have completely removed it and will now automatically suggest products to you when you try to add a line item. 🚀

In addition to this, we have also made improvements to the user interface, removing extra buttons and clicks to make the experience even smoother for you.🛠️

We are constantly working on improving Agiled, and we hope this update will make your experience with invoices and estimates efficient and enjoyable.

New feature
Jan 17, 2023

Introducing Form Cloning

We are super excited to announce another update to Agiled that will make creating new forms as easy as copying and pasting (but way cooler).

With this update, you can now clone forms with just a few clicks, making it easy to create new forms without starting from scratch 🚀

We've also added a Form Lock Feature, which ensures that your form becomes read-only once you've received a submission. This means that you can be sure that your forms are safe from accidental edits and loss of submissions. 

To clone a form, 

  1. Go to CRM > Forms.
  2. Click the 3 dots menu for the forms you want to clone and click Clone. 
  3. Your new form will be created instantly with “- Copy” appended to the title.

We hope these updates will make your Agiled experience smoother and more efficient. 

Jan 12, 2023

Another Upgrade to Finance Section 🚀

With this update, you will now be able to assign invoices and estimates to specific sales agents. 

This will allow for more efficient tracking of sales and better management of financial operations. Each sales agent will only have access to invoices and estimates that are relevant to their specific sales efforts and assigned to them.

In addition, your team members can now create their own invoices and estimates, giving them more ownership and control over their sales. This will empower them to manage their sales more effectively, streamlining the entire process 🤩

Previously, in order to access invoices, team members had to have the "View Invoices" permission turned on, which granted them access to all invoices in the system. However, with this update, if the "View Invoices" and "View Estimates" permissions are turned off for a team member, they will only be able to view invoices and estimates that are assigned to them or that they are the owner of. If these permissions are turned on, they will have access to all invoices and estimates in the account. 

This new feature allows for more control over the financial aspect of your business, helping you keep track of your team's sales and financial operations.

You can assign the invoice or estimate to a sales agent from the settings panel on the right when creating/editing an invoice or estimate. 

Jan 10, 2023

Improved Estimate Approval Process

Previously, when an estimate was accepted, the invoice would be shown to the client immediately for payment. We heard feedback from many of you that this caused confusion and was not the most efficient workflow for the estimate approval process.

We've listened to your concerns and made a change to give you more control over when invoices are shown to clients 🤩

When you create or edit an estimate, you will now find a new checkbox that allows you to choose whether you want to show the invoice to the client immediately or later. 

This will give you more flexibility and streamline the approval process 🎉

Also, when an invoice is generated from an estimate, all the information from the estimate, including your branding and theme color, will be synced to the invoice automatically.

Dec 28, 2022

Financial Docs Made Consistent

As of now, all three types of financial documents - invoices, estimates, and subscriptions - use the template chosen in the finance settings for PDFs and Public Views instead of the default template/view. This means that you can maintain consistent branding and presentation across all of your financial communications, which can help improve your business's professionalism and clarity.

Not only will this make it easier for your customers to understand and trust your business, but it will also simplify the process of managing your finances. 

No more worrying about conflicting branding - everything is streamlined and cohesive with this update. To check it out, 

  • Go to Finance > Estimates.
  • Click the 3 dots menu for any estimate.
  • Click View as Client.

You can do the same for Subscriptions.