Apsis
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Changelog

What’s new in Apsis

We ship improvements every week. Here’s what changed recently, in plain words.

Week of November 9, 2026

  • Reminders wait for the bank. Automatic invoice reminders now go out around noon Eastern, after the morning bank sync has finished. If a client paid overnight, Apsis marks the invoice paid first, so they don't get a reminder for a bill they already paid.
  • Better help search answers. Searching help for things like paying a credit card bill or taking money out of the company for yourself now brings up the right article first.

Week of November 7, 2026

  • No extra trial when you already pay. If you already have a plan, or you're already on a trial, adding another company doesn't start a separate 30-day trial, and you won't get emails that the trial is ending for that company. Billing stays with the person who pays.
  • Reconcile names the account in your books. On Bank, then Reconcile, the Your books card now names the account in your chart that you're matching the bank to.
  • Finish waiting bank lines in Transactions. If bank lines are still waiting when you reconcile, Apsis now says to go to Transactions to finish coding them to the general ledger.
  • The account name sits beside the number. When you click Edit on an account, the name box sits beside the account number, where the title is when you're not editing.

Week of November 5, 2026

  • Friendly names on accounts. On each account you can set a friendly name and a short description, and see a history of who changed what. The chart list and category pickers show the friendly name when you set one; reports keep the official name. Edit happens in one place on the account page.
  • Bank suggests a category. When a bank line has no category yet, Apsis may suggest one. You approve or change it — Apsis never books a suggestion by itself. When the plain suggestion label differs from the real account name, a faint line under it shows that official name.

Week of November 3, 2026

  • Transfers pick a chart account. When a bank line looks like a transfer to another of your accounts, you pick the other side from the category menu — your whole chart of accounts. The account the money came from isn't in the menu. There's no separate yes-or-no ask about an account ending.
  • Lilac Hour replaces Harbor. Appearance now includes Lilac Hour instead of Harbor. If you had Harbor saved, Apsis opens Lilac Hour.

Week of October 28, 2026

  • Ask Help about your own numbers. Ask something like how much you spent on auto and travel this year, typos and all, and Help adds up your company's posted accounts and tells you the total, the period and which accounts it counted. It reads your books only; it doesn't change them.
  • Help reads your question first. Help now works out what you're really asking before it answers. If your question could mean two things, it asks one short question in your own words, and it never asks the same thing twice. Say yes or correct and it answers. Follow-ups stay on the conversation you started, so a question like should I mark the invoice paid gets a direct answer with the exact steps.
  • Help answers link to the page. Every Help answer links to the real page in Apsis where you do the work, and the steps are numbered in order.
  • See which address sends your email. Under Settings, then Connections, the Gmail row now says whether your company is using Apsis or Gmail to send, or isn't connected, based on the same mailbox an invoice actually goes out from. The Gmail page leads with that address.
  • Stripe shows when you're connected. The Connect Stripe panel now opens with a summary that says Accepting card payments once your account is working. If Stripe still needs something from you, it stays amber with the button to finish.
  • Where to mail a check. Invoices now say to make checks payable to your company, with the mailing address from Settings, then Company. It's on the invoice PDF, the email and the customer's pay page. No address saved yet? The line stays off what your customer sees, and New invoice reminds you to add it.
  • Your first invoice shows what's left to set up. New invoice points you to Items when you have no products or services yet, and to Set up Stripe when customers can't pay online yet. Each note is one line, and it goes away once that's done.
  • See how you've billed this customer. Pick a customer on New invoice and Apsis names the last invoice you sent them, with the amount and date. If you've billed them on a steady schedule, it says how often, and Make recurring turns this invoice into a recurring one.
  • A reminder on Home to take payments. Until customers can pay invoices online, an Administrator sees one card on Home with Set up payments, which opens Stripe's signup. Not now hides it for seven days. In Settings, the Connect Stripe row stands out until payments are on.
  • Install Apsis as an app. Using Apsis in a browser on your computer? A small note walks you through installing it so it opens in its own window, then pinning it to your taskbar or Dock. Close the note once and it won't come back. The app icon is now a navy tile with the Apsis mark.
  • Linked bank accounts show Ignore. Under Settings, then Bank, an account connected through your bank now offers Ignore and Restore instead of Hide. Hide stays on accounts you added by hand.
  • Ignore a bank account linked by mistake. Linked a personal account by mistake? An Administrator can click Ignore on it under Settings, then Bank. It drops out of Bank, Home, search, Needs a look and Reconcile, and a later sync or reconnect doesn't bring it back. Anything from it already in your books stays, so your reports still balance. Untick it in the Plaid connector too (Choose accounts) so it stops syncing. Restore brings back the lines Apsis already had.
  • Moving your books start date earlier syncs your bank. Save an earlier Books start date under Settings, then Books, and Apsis syncs your bank right away, so earlier transactions it already has come in for review without waiting for the daily sync. If the sync can't run, the date still saves and Apsis tells you to use Sync now. A start date can't be in the future.
  • A heads-up before you count anything twice. Settings, then Books, the setup step for people moving from another system, and Help now warn that if you already entered beginning balances, moving the start date earlier can count the money from the days in between twice. Check your beginning balances first, or ask your accountant.
  • Most people can leave the start date blank. In setup, the books start date now starts empty, and the step says most people can leave it that way. Starting partway through a year? Set a date later under Settings, then Books, where the explanation now sits right under the date.
  • Account numbers on bank categories. The category menu on each bank line is one plain list in account-number order, with the number before each name, like 6200 Rent. History on a line shows the number too, linked to that account in your books. The amount and History no longer crowd the menu on narrower screens.
  • Work your setup list from Settings. Settings, then Show setup checklist again, now shows the Get set up list itself, open, with each step's button, Not needed and Undo, so you can work it right there. Every company sees it, even one set up before Apsis had the list; steps already done in your books show as done.
  • Where to ask for your records. Asking for a copy of a closed or cancelled company's records, or making a privacy request, now goes to privacy@apsisaccounting.com, and the Privacy Policy names that address for state privacy rights. Everyday help stays at support@apsisaccounting.com.

Week of October 20, 2026

  • Personal bank accounts stay out. Right after you connect a bank, Apsis asks whether each new account is a business account. Every account starts as Business; mark any that isn't the company's as Personal and it's left out before anything from it comes into your books. Changed your mind later? Connect the bank again to bring it in.
  • Write-offs work right away. New companies now start with a Bad Debt Expense account, and when you write off an invoice the other side goes there automatically, unless you picked a different write-off account under Settings, then Money In. No trip to Settings first.
  • Handwritten checks need almost no setup. Settings, then Money Out, now says it up front: if you only write checks by hand, the only thing to set is the bank account your checks are drawn on. Each handwritten check takes the number you type on it.
  • Help answers accounting questions too. Ask a general bookkeeping, accounting or tax question, like where an owner's cash withdrawal goes, and Help answers even when no help article covers it, ending with a note to confirm with your accountant or tax professional. It won't advise on a specific tax return or filing, and it won't make up dollar amounts.
  • Search results by type. Top-bar search shows a count on each result type and a table of matches for every type that has hits, so customers, invoices and other records are easy to tell apart.
  • A clearer app icon. If you install Apsis on your computer or phone, its icon is now bigger and brighter, so it's easy to spot next to your other apps.
  • Each company sends from its own address. An Administrator picks Apsis or one Gmail account for the company under Settings, then Connections, then Gmail. Any Gmail you sign in with can be used; it no longer has to match your Apsis login or a domain your company listed. Already connected a Gmail in another of your companies? Click Use this and there's no second Google sign-in. Each company keeps its own sender, so when you switch companies, invoices, statements and reminders go out from that company's address. If that Gmail stops working, the email still goes out through Apsis. The Privacy Policy now says the same.
  • Connect your Gmail right where you choose it. When your company sends customer email from each person's Gmail, the sending settings now show whether your Gmail is connected, with a Connect my Gmail button right there. Apsis saves your choice, Google asks you to allow sending, and you come back to the same page. The team list shows who is Connected, Not connected or needs to reconnect, and anyone who still needs to connect sees a reminder they can dismiss.
  • See where sales tax is booked, and change it. Settings, then Sales tax, now has Where sales tax is booked: the account each state's tax owed goes to, the account for tax customers haven't paid yet, and what's in each one. The balance beside a state is the figure for that state's return. If you already had your own sales tax accounts from your old software, pick them and new tax goes there. Apsis only offers the right kind of account, and anything already posted stays where it is, so you can move an old balance with a journal entry.

Week of October 18, 2026

  • Long lists come in pages. Lists show 50 rows a page, or pick 25, 100 or 250. The number of matching records sits above the grid and follows your filters, and the page you're on stays in the address.
  • Filter on Enter. Each list's own filter box keeps your cursor while you type and applies when you press Enter, starting again from page 1.
  • Search from the top bar. The search box at the top of the app looks through the company you're in and narrows as you type.
  • A full page for a new organization. New organization opens as its own page. Pick customer, prospect, vendor or partner and only that role's sections show; switching role updates the page in place. Add the people who work there as you go, marking the main contact and who gets invoices.
  • No double sends. A second click can't send an invoice or post a payment twice.
  • When a trial ends. If the 30-day trial ends without a subscription, Apsis asks for one before the books open again, the same way it does after a missed payment. Nothing is deleted, and the accountant's free seat stays open.
  • Updated Terms and Privacy. Terms v1.6 and Privacy v1.7 say an archived company is kept for at least seven years from the day it's archived. Bringing one back into Apsis is a paid service, quoted before any work, and needs a current subscription. If an account stays unpaid, we may cancel that company after telling its Administrators, and the 90 days start from that date.

Week of October 16, 2026

  • Organizations and Contacts. Customers, prospects, past customers, vendors and partners now live together on Organizations, each with one or more roles. People are on Contacts, including clients who pay you themselves. A company you both sell to and buy from is one organization with both roles.
  • One page for each organization. What they owe you, what's overdue, what they paid this year and their open deals sit at the top, then the people who work there, their details, a box to log a note or send an email, their deals, the money, and everything that has happened.
  • Deals on a board. Each stage is a column with a count and a total. Drag a card to move it, or use Move to… on a phone. Cards show the expected close date and the next step, and List shows the same deals as a table. Prospect by email? Turn on Outreach for prospecting stages.
  • Win a deal, then invoice. Move a deal to Won and the prospect becomes a customer. A note offers Create invoice with the customer and amount filled in. Nothing is sent on its own.
  • Tasks and calls. Log a call or set a task on an organization or a contact. Home shows tasks that are due today or overdue, and Your tasks lists what's yours, soonest first. Click Done and it moves to the activity timeline.
  • Import prospects, customers, vendors and contacts. Open Organizations, then Actions, then Import. Each list has its own import and a template. Drop a CSV or Excel file, check how Apsis matched your columns, review new, updated and duplicate rows, then import. You see what came in with a link to it, and you can undo the latest import for 24 hours.
  • Take a copy of your data. Settings has a page that downloads your records as spreadsheets: journal entries, chart of accounts, bank lines not yet posted, invoices, bills, 1099 payments, organizations, contacts, owners and reconciliations.
  • Cancel one company on the day you choose. An Administrator picks the last day under Settings, Books. Everything works until then, so you can export and print what you need. After that the company no longer opens and its bank feed stops; your other companies carry on. Records are kept, not deleted, and Don't cancel undoes it before the date.
  • Plan changes at renewal. Adding or removing a person or a company shows the price change before you confirm, and it takes effect at your next renewal with nothing charged or credited today. You can switch between monthly and yearly the same way. A badge on Plan shows whether you're subscribed, on trial, or a payment failed.
  • Bank opens on your transactions. With more than one bank account, Bank now goes straight to the transaction list under a single scrolling row of accounts instead of a stack of summary cards. All accounts stays at the front, accounts that need a look come first, and the account you picked stays in the address, so refreshing or going back keeps your place.
  • Updated Terms and Privacy. The Terms now explain how sales tax works in Apsis (it calculates from the places, rates and exemptions you enter; it doesn't decide where you owe tax, file returns or pay) and what happens when you cancel a company. The Privacy Policy covers the sales tax details we store. The latest versions (Terms v1.5, Privacy v1.6) say how long we keep a cancelled company's records: 90 days in Apsis, then moved to archival storage and kept there. Nothing leaves Apsis until it's in an archive we've read back and checked.

Week of October 15, 2026

  • Sales tax and modules in company setup. When you create a company, Apsis asks whether you charge sales tax and which parts you will use (Money In, Money Out, Deals, Investments). Saying Yes opens places, rates and tax IDs right away — no second checkbox.
  • Skip a setup step, or hide Get set up. An Administrator can mark a Get set up step Not needed (with Undo), or hide the whole checklist for 30 days or for good. Bring it back anytime under Settings.
  • A promo code at checkout. When you subscribe under Settings → Plan, Stripe's checkout page lets you enter a code if you have one. A code that covers the whole price does not ask for a card.
  • How many trial days are left. Administrators and the person who pays see a calm line at the top with days left and a link to Subscribe, until the plan is paid.
  • Your brand on the customer pay page. When a client opens the pay link, they see your company name and logo (from your invoice template), with a small Powered by Apsis at the bottom.
  • Confirm the company before connecting Stripe. Before Stripe opens, Apsis asks you to check which company you are connecting, so payments are not set up on the wrong books.
  • Stripe status in plain sight. Settings shows whether customer payments are accepting cards, need more info, or are not set up yet, in plain words.
  • Who pays for each company. The person who creates a company pays for it, and that stays on the company. When every company on a plan is closed, the plan does not renew.
  • Owner tax ID optional for K-1s. Add an owner without a tax ID and finish later. The owners list notes Tax ID missing; Mark final and Print stay off on a K-1 until that owner's number is on file.
  • Settings on cards, with Apps & integrations. Settings opens as cards. Gmail and Stripe sit under Apps & integrations; Plan is still where you pay for Apsis and turn on customer payments.
  • If a payment is missing, books pause. When a subscription is past due or unpaid with no usable card, Apsis asks for a card (or asks others to talk to the account owner) before the books open again. Nothing is deleted.

Week of October 14, 2026

  • Sales tax, when you need it. Turn on I collect sales tax in Settings, add your state and local rates, and mark exempt customers. Invoices and charges can include tax; Apsis books what you owe on invoice or cash basis. It doesn't look up rates, file returns, or pay them.
  • Clients pay invoices online. An Administrator turns on customer payments once under Settings → Plan. Copy a pay link from a sent invoice; clients pay by card or bank transfer. Card payments keep 0.5% for Apsis, capped at $10; ACH stays free. The invoice total does not go up.
  • Adjust a balance. One place under Money In to add a charge, give a credit, or refund a customer. The separate Credits page is gone; credits still show on the customer and in the activity log.
  • Partly paid and Written off. The invoices list now shows Partly paid when some of the money is in, and Written off when you give up on a balance. Overdue still wins when an invoice is late.
  • More on every vendor. Attach documents (such as a W-9), keep contacts, email the vendor, and log notes — all on the vendor page beside the 1099 card and payment history.
  • Settings named like the app. Money In and Money Out in Settings match the main menu. Sales Items is the name for the things you sell. Sales tax stays on its own Settings page.
  • More looks for Apsis. Appearance adds Linen, Cedar, Sage, Harbor, Slate and Ember alongside the themes you already had.

Week of October 12, 2026

  • Recurring invoices. Bill a retainer or any regular client every week, month, 3 months or year. Turn on Recurring when you make the invoice. If the amount is the same every time, each one goes out by itself; if it changes, Apsis makes a draft for you to check and approve. Type {month} in a line and each invoice fills in its own month. Pause, skip the next one, change the ones to come, or stop at any time.
  • Who changed what. Apsis now keeps a log of every change, with who made it, when, and the old and new values. Click History on an invoice to see its changes, or open the Activity log in Settings to filter and export everything. The log can't be edited or deleted.
  • Every reason a customer owes you, on their page. Charges, credit memos, write-offs, refunds and receipts now sit beside invoices and deposits on the customer's page, newest first, so the balance always has a reason next to it.
  • More on the vendor page. A 1099 card, what's overdue and when you last paid, the vendor's bank lines, notes, and Export history. Make a vendor inactive when you stop using them.
  • Owner or accountant? When you sign up, Apsis asks whether you run the business or keep the books for clients. Accountants can ask a client to invite them, or set up a client's books and invite the owner at the end.
  • A company time zone. Each company has its own time zone, set in Settings under Company. Recurring invoices go out on the company's clock.
  • Accounting opens the chart of accounts. Click Accounting and you land on your chart of accounts (it was called General Ledger). The General Ledger report keeps its name.
  • A tidier New invoice. Customer, issue date and PO number share one row, and invoice lines stack neatly on a phone.
  • Updated Terms and Privacy. Our Terms of Service and Privacy Policy now cover signing in with an email link and sending email through Apsis. You'll be asked to agree again the next time you sign in.
  • Payment terms in one click. Pick Due on receipt, or pay within 15, 30, 45, 60 or 90 days. A new invoice starts on that customer's usual terms, or your company default (30 days unless an Administrator changes it). Invoice the same customer on different terms twice and Apsis offers to keep them.
  • PO numbers on invoices. Click + Add PO number to add your client's purchase order and your supplier number. The PO prints in the invoice header and shows in the email subject, on reminders and on statements, and invoice search finds it. The supplier number fills in on the next invoice.
  • Send through Apsis or your own Gmail. New companies send invoices, statements and reminders through Apsis, under your company name, and replies come to you. No Gmail needed. An Administrator can switch to each person's Gmail instead, and if someone's Gmail stops working, the email still goes out through Apsis.
  • Know when an email bounced. When an email sent through Apsis bounces, the contact is flagged on the invoice, the send screen and the customer, and reminders skip that address until you fix it.
  • Sign in with an email link. No Google account needed. Ask for a sign-in link, or type the 6-digit code from the same email. Invited teammates can accept the same way.
  • Why the bank doesn't match. Reconcile now says in plain words which side is higher and why, opens just the lines to look at, and counts down to zero when bank and books agree. Bank lines from before your books started sit in their own group.
  • What this did to your books. Invoices, bills, receipts and bank lines now say what they did in plain words, like “Cash in Operating Checking went up $100.00.” The debits and credits are one click deeper, under Show the accounting detail.
  • Starter categories for B2B firms. Setup now lists Consultant / advisor, Agency, Professional services and Holding company first, each with categories that fit the work, like Retainers, Reimbursed Expenses or Pass-through Billings.
  • 1099s at year end. A new 1099s tab under Year end shows which contractors need a form and for how much, counting each payment once however you paid. It flags a missing tax ID or address now, not in January, and can find contractors you paid by card, transfer or autopay.
  • Vendor history, any dates. A vendor page now opens on its totals, bills and payments. Pick a calendar year or any date range; pick a whole year for a 1099 vendor to see exactly what the form will say.
  • History that stays put. Posted entries are never deleted. Changing a category or matching a check now reverses the old entry and posts a new one, so past reports still match.
  • Items with their own income account. Each saved item can go to its own income account, and you can edit items in place. Invoices you already made keep their lines as they were.
  • A tidier Settings. Settings now takes over the side menu, with a Back to Apsis button that returns you where you were. Every Settings page saves the same simple way. Adding or renaming accounts is now for Administrators and your Accountant.
  • Friendlier setup emails. Your welcome email offers the bank-file option, a tip on day 5 explains the free accountant seat, and if setup stalls you get one short note from us.
  • Bring in your books. Moving from QuickBooks, Xero or Wave? Pick a switch-over date, then upload CSVs for opening balances, customers and vendors, and unpaid invoices and bills. Apsis previews everything before it saves.
  • Bank accounts without Plaid. Add a checking, savings or credit card account by hand, then import CSV, OFX or QFX files from your bank. Apsis sorts and matches the lines the same way it does for a live bank feed. Undo an import if you brought in the wrong file.
  • Get set up, step by step. New companies get a short setup wizard and a Get set up checklist on Home: business type, categories, books source, bank (connect, upload a file, or add by hand), branding, and invites.
  • Accountant role, free. Invite your CPA as Accountant: they see everything and can edit the books (journal entries, year end, Bring in your books), without admin controls. The seat stays free and doesn't count toward your three users.
  • Export what you need. Download receipts, customers and bills as CSV when you need a spreadsheet.
  • Hints on first visit. The main pages offer a short tip the first time you open them, so you know what to do next.

Week of October 5, 2026

  • A smarter Home screen. Home now works like a console: what needs you today, your cash beside an at-a-glance summary, and a cash chart that shows the exact day under your cursor plus starting and ending cash. Profit months show green, loss months red.
  • Help assistant. Ask a question in plain English and get answers drawn from help articles for every page. It can see the page you're on and look up your books (read-only). If it can't help, ask a person and track your cases under My cases.
  • Your brand on every document. Your logo and colors now appear on invoices, statements, and reports. Invoices and statements sit neatly centered on the page.
  • Statements you can print and email. Customer statements print with your header and can be emailed straight from Apsis.
  • Everyone sends from their own Gmail. Each person on your team can connect their own Gmail to send invoices, safely, from My email.
  • Clearer reconciliation. Reconciliation now names what's still pending at the bank, in one tidy summary.
  • Bank errors in plain words. If a bank connection has a problem, Apsis explains it in words instead of codes, and Sync now shows the reason.
  • More flexible bank lines. A bank transaction can now go to any account, and Apsis tells you when an account code is already in use.
  • Investments, your way. Track any kind of investment using a linked value or your own value, with the account already picked for you.
  • Pick a theme. Choose how Apsis looks (rolling out gradually).
  • Multi-company at a glance. "Which books today?" shows one card per company, with the numbers.
  • Easier navigation. Side menu sections now have sub-menus and fold shut with a second click. Pop-up windows open centered where you are, and confirm dialogs no longer close on their own.
  • Sign-in, refreshed. A cleaner side-by-side sign-in, a menu under your name, and updated Terms of Service and Privacy Policy.
  • Security. Company tax IDs are now stored encrypted.

Week of September 28, 2026

  • Plain-words navigation. One menu for everyone, using everyday words instead of accounting jargon.
  • Cash on Home. Home tells you how much cash you have, in plain words, even before you connect a bank.
  • Bank lines explained. The Bank screen says what each transaction was and highlights what needs a look.
  • Your today, not the server's. Dates now follow your own time zone.
  • Wider invoice screens. Invoice screens use the same roomy layout as every other page.
  • Security upgrades. Bank and email connection tokens are encrypted at rest, with extra company checks on transactions, syncing, and contacts.

Week of September 21, 2026

  • A new look. A new side menu and Home screen, with a company switcher in the top bar.
  • Receivables, simplified. Customers, invoices, and receipts are grouped under one Receivables menu, with aging shown on the overview.
  • Settings hub. A new Settings area, with admin-only user invites.
  • Reports hub. A refreshed reports area.
  • The Apsis mark. Our new logo is now in the app.

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