Changelog

Statistics are now displayed in the Invoicing, Payments, Expenses, and Other income tabs of the Finance section. They provide a quick overview of the total amount and number of items in each tab. The statistics automatically update based on the filters applied and the selected period.

Psylio now has a softer look for greater visual comfort, especially during longer work sessions. Cards, windows, and the sidebar are easier to distinguish. The calendar now follows the same visual treatment, and contrast levels across the interface have been validated for accessibility.

A new About tab in multi-spaces brings together key information about the follow-up, including the person responsible for coordination, the reason for opening the space, the context, and the overall orientation. Users with write access can add or update this information.

You can now add an email address and mailing address to third-party payers in the finance settings. When billing a third-party payer, the mailing address is automatically added to the invoice, and the email address can be selected as a recipient when sending the invoice.

When adding an expense or other income transaction, Psylio can now extract key information from a receipt or invoice, including the invoice number, amount, and taxes. The corresponding transaction fields are filled in for you, helping reduce manual data entry. You can review and edit the information before saving the transaction.

Create custom lists to organize your profiles based on your needs. Lists can be manual, allowing you to select the items to include, or dynamic, using filters and tags to keep their contents up to date automatically. Custom lists appear as new tabs in your profile lists.

Creating records is now simpler and requires fewer steps. You can choose from the start whether to create a record with a new client or from an existing profile. Essential fields are also easier to complete so you can get started more quickly.

Coordinators can now choose whether to include archived records when transferring all records from a member. It is also possible to transfer an archived record individually. When searching for a record to transfer, archived records are clearly identified with an Archived badge.

You can now create a new note from an existing note or directly from your latest note. The new note is automatically created as a draft and preserves the original content and formatting. This makes it easy to reuse a previous note without having to copy and paste it.