Changelog

You can now create custom lists to organize your records and multi-spaces in a way that works for you. Dynamic lists update automatically based on your selected criteria, while manual lists let you add or remove specific items as needed.

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.

You can now import information for multiple clients from a CSV file to automatically create their profiles in Psylio. A template is provided to help you prepare the file and map its columns to the corresponding fields. You can preview the information and identify any errors before importing.

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.