Kick now automatically creates Vendors for you, so you can see where you’re spending and stay in control of your finances.
Add any new Vendor from the Transactions or Directory tab and Kick handles it for similar transactions going forward.
Designed with your Accountant in mind, use Locks to prevent changes across one or multiple business entities for reviewed periods.
Excited to announce Kick's new partnership with PayPal. Along with improved reliability, our new direct integration automatically splits revenue and fees and syncs your loan, credit card, and product data – for immediate and accurate categorization.
• Categories: UI feedback and stats improvements for category management.
• Categories: Updated category UI for clarity and consistency.
• Transactions: Added bulk un-matching for transactions.
• Actions: Added entity filters to actions for more precise filtering.
• UI: Improved onboarding text for invoices.
• UI: Added support for pasting multiple values into tag input fields.
• UI: Improved Collapsible and SegmentBar components for better usability.
• Security: Communicate with the Kick team securely in our in-app only support system.
• Categories: Fixed calculation of total count to only include visible categories.
• Categories: Removed duplicate categories and updated obsolete real estate taxonomy.
• Transactions: Fixed PayPal line of credit and transaction code handling.
• Transactions: Fixed similar transactions loop and improved error messages for rule group changes.
• UI: Fixed conditional scroll in entities navigation.
• UI: Fixed layout and responsive design for various UI components.
• UI: Fixed modal layout and improved focus states for form inputs.
• Importer & extraction: Upgraded OpenAI package and improved seed data for better AI performance.
• Migration: Time to migrate prior financials from other softwares reduced from 4 hours to 15 minutes.
For the first time, view all customers across your Stripe accounts and businesses–in one place. Use the chart to set filters and zero in on the right open invoice.
Once you get paid, we auto-reconcile for you–no manual work required. To get started, open the Invoicing tab and connect your Stripe accounts. What payment or invoicing partner we should add next? Let us know on X.
You now have access to a dedicated Categories tab, where you can filter, sort, search and manage custom transaction categories.
You're now able to create one-off cash transactions which map to a cash account. Simply hit CMD + K or use the "Add" button at the top right of the screen in Kick.
• Categories: Custom categories can now include a description, which will show up when hovering over the custom category in the category picker.
• Categories: Updated "Assets" category made to automate your depreciation schedules.
• Integrations: Improved the UI of the Integrations tab to be cleaner and more in-line with the rest of Kick's UI.
• Search: Added search functionality to Integrations, Members, Accounts, Accounting Reports and Chart of Accounts pages.
• Transfer Matching: Improved the selection logic for the transfer matching modal to be more selective and produce less false positives.
• UI: Fixed layout and responsive design for various UI components (accounts filter, skipped actions button, class column, and more).
• UI: Use proper open/closed positioning and colors for carets in tree-based lists across the app.
• Transactions: Perform correct timezone conversion in the Transactions tab.
• Cashflow: Improve accuracy of monthly transaction aggregation when using the Classes Beta.
• Accounting: Reset opening balance to 0 for P&L accounts in transaction reports.
• Workspace: Fixed workspace switcher behavior for entities without an assigned name.
• Receipt Matching: Improved workspace routing logic when a receipt is texted to Kick and the user is assigned to multiple workspaces.
• Importer: Improved accuracy of parsing and extraction of PDF documents.
Starting the Kick Changelog!
Follow along and share your thoughts as we automate all the boring stuff together.
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