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Changelog

Changelog

<h2>17/01/2018 - Winter 2019 Update</h2> <ul> <li>Improvement of travel options (single-trip, round-trip, points)</li> <li>Addition of deleting your account directly from the interface</li> <li>Reports according to fiscal year</li> <li>Fixed errors</li> </ul> <h2>12/10/2018&nbsp;&ndash; Fall 2018 Update</h2> <ul> <li>Launch of mobile version (responsive) of Momenteo</li> <li>Performance Optimization for Billing Items</li> <li>Automatic backup for invoices and quotes</li> <li>Shortcut to duplicate and delete an invoice or quote</li> <li>Importing contacts via CSV</li> </ul> <h2>17/06/2016 &ndash; Release 2.0 (The New Momenteo, pt. 2)</h2> <p>While&nbsp;building the New Momenteo, we promised a better guided tour, with clear call-to-actions and coherent steps. We had a first prototypical version of the concept in the last version, but it clearly wasn&rsquo;t on-par with the quality of the rest of the application.</p> <p>We&rsquo;re proud to say: <strong>now it is</strong>!</p> <p>(Digest: <a href="https://momenteo.com/the-new-on-boarding-is-now-live">The New On-Boarding is Now Live!</a>)</p> <p><strong>General</strong></p> <ul> <li>The new on-boarding is now live, you can access it by clicking the dots under your name</li> <li>The signup has been reviewed and upgraded to better fit between the landing page and the web application</li> <li>Fixed dozens of typos (again)</li> <li>Added pop-ups when something is archived. A lot of stuff was happening magically, without any feedback.</li> <li>Performance optimization when switching context</li> </ul> <p><strong>Invoices and Estimates</strong></p> <ul> <li>You will now be asked to save or dismiss changes done to an invoice or an estimate before changing state</li> </ul> <h2>8/06/2016 &ndash; Release 2.0 (The New Momenteo, pt. 1)</h2> <p>We got hundreds of comments on the Momenteo experience over the last 4 months, which led to long reflexion about every single flow.&nbsp;The team has been working in the shadows to release the first part of the revamped experience.</p> <p>It&rsquo;s not perfect yet, but we feel like it&rsquo;s a major step in the right direction. Let us know what you think about it in the live chat!</p> <p>(Digest: <a href="https://momenteo.com/new-momenteo-now-available">The New Momenteo is now Available</a>)</p> <div><strong>General</strong></div> <ul> <li>Fixed dozens (if not hundreds) of typos across the product</li> <li>Fixed dozens of minors usability bugs</li> <li>The main controls of the app got a visual rework. The main action button is now always sitting in the top right corner.</li> <li>New standardized icon set for the menu</li> <li>Added sub-menus to easily find archives and recurring items</li> <li>Drag and drop is now supported for every attachment (Expenses, receipts, notes, etc.)</li> <li>The error messages are now useful (The good days of &ldquo;Please in all the required fields&rdquo; are gone)</li> <li>Added some cool imagery when there is no entry in a section</li> <li>Added an overlay on resolutions and browsers that aren&rsquo;t supported</li> <li>Drag and drop is now supported across the product whenever you have to upload a file</li> <li>You can now pick your gender to switch your initial avatar</li> </ul> <div><strong>Calendar</strong></div> <ul> <li>The calendar received a lot of love and is now much lighter visually</li> <li>An hover state was added on each of the calendar dates</li> <li>Animations were added for key actions</li> </ul> <div><strong>Reports</strong></div> <ul> <li>You can now export every reports to CSV and import them into your favorite spreadsheets software</li> <li>There are a few new reports <ul> <li>Open tabs</li> <li>Aging payables</li> <li>Aging receivables</li> <li>Time to pay</li> <li>Payments collected</li> <li>Revenues per invoice item.</li> </ul> </li> <li>Your dashboard is now much clearer with pie charts for <ul> <li>YTD net profit</li> <li>Cash in bank</li> <li>Available money</li> <li>Due taxes</li> </ul> </li> <li>Every reports can now be printed as a beautiful PDF</li> </ul> <div><strong>&nbsp;</strong></div> <div><strong>Invoices</strong></div> <ul> <li>The invoicing flow was completely reviewed</li> <li>You now have 4 clear steps in the top bar, allowing you to easily track your progress</li> <li>There are now 3 customization options for your color palettes <ul> <li>Custom &ndash; Allows you to pick every color manually</li> <li>Momenteo Default &ndash; The simple yet elegant Momenteo palette</li> <li>Generated &ndash; A palette generated using your logo color</li> </ul> </li> <li>The email sent to your client is also customized to your brand, for more coherence</li> </ul> <div> <div><strong>Travels</strong></div> <ul> <li>A well deserved visual revamp</li> </ul> <div><strong>Expenses</strong></div> <ul> <li>Support for multiple attachement formats</li> <li>New interface, with highlights for missing information</li> </ul> </div> <div> <div><strong>Estimates</strong></div> <ul> <li>Estimates got a treatment similar to invoices</li> <li>You can now customize the estimates</li> <li>You can now customize the estimate email template</li> </ul> </div> <div> <div><strong>Contacts</strong></div> <ul> <li>The contact profile has been completely revamped</li> <li>Pie charts were added to the profile</li> <li>You can now add attachment to a contact (like a contract for example)</li> </ul> <p><strong>Side Panel [NEW]</strong></p> <ul> <li>A new side panel has been added on the right side of the web app</li> <li>It makes contextual operations (search, support, settings) accessible from anywhere in the application</li> <li>It shows up when your screen is wide enough or when you toggle it through the top right buttons</li> </ul> </div> <h3><strong>18/03/2016 &ndash; Release 1.03</strong></h3> <ul> <li>New users will now get access to a 13 steps onboarding process</li> <li>The first version of the affiliate program is now online</li> <li>A prototype of the accountant portal is now online</li> <li>[MOBILE] Added the feature to view estimates and invoices on mobile</li> </ul> <h3><strong>18/02/2016 &ndash; Release 1.02</strong></h3> <ul> <li>Added the Community tab in the main menu</li> <li>Added the Changelog page</li> <li>Added the Flight of the Freelancers referral program</li> <li>Updated the main menu (You can now access you preferences by clicking on your name)</li> </ul> <h3><strong>9/02/2016 &ndash; Release 1.01</strong></h3> <ul> <li>Added communication history for client&rsquo;s account statement</li> <li>Added foreign currencies support for expenses</li> <li>Added similar elements grouping on invoices</li> <li>Added the ability to reorder elements on invoices and estimates</li> <li>Added a warning before deleting anything related to an invoice.</li> <li>Added the ability to transfer money from one financial account to another</li> <li>Added the ability to individually set a payment method for each client.</li> <li>Reviewed the whole &ldquo;End of trial&rdquo; flow (Which was initially confusing)</li> <li>Fixed a bunch of visual glitches</li> <li>[MOBILE] Launched the first version of our iOS and Android mobile application (For expenses tracking)</li> </ul> <p></p>
Philip Barclay

I like building cool products and marketing them.

Philip Barclay CMO@Momenteo