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Release Notes

Latest updates, improvements, and bug fixes for SyncBooks.

v1.0.0major
March 2026

SyncBooks — Initial Release

Core Accounting
  • Chart of accounts with full account hierarchy and custom account codes
  • Journal entries with multi-line debit/credit posting and period locking
  • General ledger with account drill-down and date-range filtering
  • Bank accounts, transactions, and bank feeds management
  • Bank reconciliation with difference tracking and match suggestions
  • Bank rules engine — auto-categorise transactions by vendor, amount, or keyword
  • Bank transfers between internal accounts with automatic GL entries
  • Multi-entity accounting — manage multiple business entities under one organisation
  • Period close workflow with pre-close checklist and locked periods
Sales & Invoicing
  • Invoices, estimates, sales orders, and sales receipts
  • Recurring invoices with pause/resume
  • Payments received with overpayment handling
  • Credit notes with GL posting and invoice application
  • Payment reminders with configurable schedule
  • Customer management with transaction history
  • Customer portal for invoice viewing and online payment
  • Shareable invoice links with public view
Expenses & Purchasing
  • Expense management with category tracking and approval workflow
  • Bills and bill payments with vendor management
  • Purchase orders with status tracking
  • Recurring expenses with pause/resume
  • Vendor portal for self-service invoice submission
  • Expense approvals queue for managers
Payroll & HR
  • Employee management with profiles, roles, and departments
  • Payroll runs with tax calculations and deductions
  • Payroll history and pay stub generation
  • Benefits and deductions management
  • Leave management with approval workflow
  • Time tracking for hourly employees
  • Payroll loans management
  • Employee self-service portal for pay stubs, leave requests, and profile updates
  • W-2 and 1099 form generation
Point of Sale
  • Full POS terminal with product grid, cart, and payment processing
  • POS offline mode — sales queued locally and synced when connectivity returns
  • POS session management with opening float and closing cash count
  • Manager approval workflow for discounts exceeding configured threshold
  • Customer loyalty points with Bronze / Silver / Gold / Platinum tiers
  • Layaway and deposit system for reserving items with partial payment
  • Split payment across multiple methods (cash, card, mobile money)
  • Barcode scanner support (USB and Bluetooth)
  • POS analytics dashboard with daily revenue and cashier performance
  • Sales history and void/refund with automatic reversal journal entries
Inventory & Products
  • Product catalogue with categories and variants
  • Inventory tracking with stock levels and reorder points
  • Stock adjustments and transfer between warehouses
  • Warehouse management
  • Inventory valuation reports
Tax Management
  • Sales tax configuration and tracking
  • VAT/GST return filing
  • Tax summary reports
  • W-2 and 1099 generation
  • Tax settings per organisation
Fixed Assets
  • Asset register with categories and depreciation schedules
  • Automated depreciation runs with GL posting
  • Asset disposal and write-off
Reports & Analytics
  • Income Statement
  • Statement of Financial Position
  • Statement of Cash Flows
  • General ledger report
  • Trial balance
  • AR and AP aging reports
  • Bank reconciliation report
  • Tax summary report
  • Audit log report
Budgeting & Projects
  • Annual budgets with department-level breakdown
  • Budget vs actual variance analysis
  • Cash flow forecasting
  • Project management with budgets, time tracking, and profitability reports
CRM & Marketing
  • CRM module — leads, opportunities, sales pipeline, and contacts
  • Email marketing campaigns
  • SMS marketing with credit-based sending
AI Assistant
  • AI Agent chat panel — create invoices, bills, expenses, journal entries, payments, and more via natural language
  • AI-powered anomaly detection for unusual transactions
  • AI cash flow forecasting
  • OCR receipt scanning for automatic expense entry
  • AI-powered bank reconciliation suggestions
  • Natural language financial search
  • Monthly AI request limits per plan (Starter: 500, Professional: 2,000, Enterprise: unlimited)
  • AI disclaimer shown at the start of every conversation
Platform & Settings
  • Role-based access control with granular permissions per module
  • Custom roles and team member management
  • Two-factor authentication (2FA) for all accounts
  • API keys and webhooks for third-party integrations
  • Email template customisation per document type
  • Integrations management
  • Keyboard shortcuts
  • Deleted items recovery for admins
  • Audit logs for all financial operations
  • Onboarding checklist for new organisations
  • Module-based subscription system (Starter, Professional, Enterprise)
  • Loans and equity management
Security & Compliance
  • AES-256-CBC encryption for sensitive data at rest
  • JWT-based authentication with refresh tokens
  • Bcrypt-hashed API keys with prefix-based lookup
  • Ghana Data Protection Act (Act 843) compliance
  • 7-year financial record retention per Ghana Revenue Authority Act (Act 896)
  • Full audit trail on all financial operations

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