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Invoice reminders that sound like you
Reminders now use your own wording, and you choose exactly when they go out.
- NewWrite your own reminder templates, with placeholders for client name, amount and due date.
- NewPick reminder timing per invoice: before the due date, on the day, and after.
- ImprovedPaid invoices are matched to incoming bank payments automatically, even when the reference is missing.
- FixedInvoice PDFs no longer cut off long line-item descriptions.
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Faster categorisation
A round of speed and accuracy work on the categorisation engine.
- ImprovedNew transactions are categorised in under two seconds on average (down from around six).
- ImprovedBetter handling of card payments at fuel stations that also sell food.
- FixedRefunds are now categorised against the original purchase instead of as income.
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Exports for your accountant
One click gives your accountant everything, in the format they prefer.
- NewAccountant pack: a ZIP with a categorised transaction CSV, receipt images and a summary PDF.
- NewInvite your accountant with read-only access (Business and Limited company plans).
- ImprovedCSV exports now include a VAT column and the category code.
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Dark mode, properly
Ledgerly now follows your system theme, and remembers if you change it.
- NewLight and dark themes, following your device setting by default.
- ImprovedAll figures use tabular numbers so columns line up.
- FixedFocus outlines were hard to see in some dialogs.
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VAT return preparation
See your VAT position build up as you go, instead of in a panic at quarter end.
- NewVAT summary for each quarter, with the figures laid out the way a VAT return asks for them.
- NewFlag transactions with no VAT, reduced-rate VAT or mixed VAT.
- ImprovedReceipts with VAT are matched to the right transaction more often.
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Receipt capture
Snap a receipt, forward an email, and Ledgerly pulls out the details.
- NewPhotograph receipts in the app, or forward them to your own Ledgerly inbox address.
- NewMerchant, date, total and VAT are read from the receipt and matched to a bank transaction.
- FixedSome PDF receipts were being saved twice.
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Self Assessment estimate
A running estimate of what to put aside for your tax bill.
- NewLive estimate of Income Tax and Class 4 National Insurance for the current tax year.
- NewSet-aside suggestion each time money comes in.
- ImprovedPersonal spending is excluded from all tax figures automatically once tagged.
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Rules and bulk edits
Teach Ledgerly once, and it remembers.
- NewCreate rules like "anything from Timbermill Yard is Materials".
- NewSelect several transactions and change their category in one go.
- FixedSearch now matches transaction references as well as names.
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Private beta opens
The first 50 businesses join the private beta.
- NewInvoicing: create, send and track invoices.
- NewKeyboard shortcuts across the app (press ? to see them).
- ImprovedOnboarding now takes about four minutes from start to first categorised transaction.