It’s tax time in the U.S. and today’s 2012.3 release focuses on financial features your accountant will love.

General & Recurring Expenses

Expenses no longer need to be included as part of a job’s ledger. Now when you click on the New Expense button on the homepage, you’ll go directly to the general expense editor. This is a great way to track equipment purchases, rentals, memberships, insurance costs, etc.

Many general expenses are recurring; things like rent, an Adobe Creative Cloud subscriptions, your PPA dues, and of course your Táve subscription. You can configure these recurring expenses in Settings.

Any recurring expenses you set up will be created at 8am studio-local time on the day they’re due to occur.

Income Statement

Also known as a Profit And Loss Report, your income statement is a clear and concise way to easily view the financial health of your studio.

If your taxes involve itemizing and deducting the cost of doing business, this report will be a huge time saver. If you report your assets, clicking on a grey chevron next to a category total will take you to the expense report for that category, making it easy to figure out when you purchased each item.

Initially, all of your existing expenses will be filed under “Other Expenses” but you can reassign them using the expense editor. You can configure your expense categories in Settings, look for the icon in the Lists section.

Expense Reports

Now that you’ll be entering in far more expenses, we’ve put together two new reports to help you monitor your spending.

The first report, Expenses by Category, lists all your expenses in the selected date range and groups them by category. The Income Statement has links to each category on this report as well.

The second new expense report, Expenses by Month, provides a chronological list of your expenses. Even though expenses are grouped by month, you can still use the date filter to review the total for any period, from a single day to all time.

All three new reports are vital when it comes time to prepare your annual taxes, so we’ve added a new Print Report button to make it even easier to pass this information on to your accountant.

Hot on the heels of releasing new contact importers and a new release notes page this past weekend, I’m proud to announce the immediate availability of one of our most requested features from T2. This was completed some time ago as part of Adrian’s large “workflow rework” project, but since that project is still ongoing, we thought it would be worth the time to stop and extract it so that you wouldn’t need to wait any longer to start using it.

Scheduling Work around the Primary Session

You might have noticed the Primary Session concept we released a couple weeks ago. The session marked as the Primary Session is special as any changes to the session’s start date will change the job date. Likewise, the job profile contains a few fields that let you easily change the primary session without having to pull up the full event editor.

With today’s release, you can now set tasks and events to be due before or after the primary session. Even better, and something that was missing in T2, these tasks and events will be updated if you later change the date of the primary session.

Here’s a quick example I put together to illustrate what this could look like:

As you can see, the tasks immediately before and after the Processing milestone are all based on the primary session date.

Thank you for your continued support and we appreciate all the feedback.

As many of you know from joining us in our public chatroom, we’ve been burning the midnight oil on some truly epic features. While we still have a a bit to go on those features, we’ve started to publish some of the more isolated updates from that release and they deserve a blog post.

New CSV and vCard contact importers

Besides helping new users get up and running quickly, these new importers are great for adding new contacts from trade shows or promotions outside the application. If you have a file to upload, just head on over to Settings and click on Imports in the bottom row of icons.

Contact import uploader

It’s also an interesting way to update your existing contacts as you can export your contacts from the contact lists, make changes with any spreadsheet editor, and then re-import them back into Táve using this new tool.

Another great use of this is importing contacts from your phone! In iOS, just pull up a contact and click on the Share Contact button and email it to the contact importer email address.

You’ll want to download the vCard for your importer address by going to Settings in Táve, clicking on the Email Integration link (next to the Imports link you clicked on above), and then clicking on the “Email vCards to Phone” button. Now just check the email associated with your user account and add the vCard to your phone’s address book.

Sharing a contact from iOS

Stay current with our new in-app Release Notes

One of the most common questions we get in our public chatroom is “released anything new lately?” Now you can find the answer even when we’re not around by clicking on the Release Notes link in the Support menu.

new Táve release notes

As you’ll see from reading over the release notes, we’ve published a number of notable updates that we haven’t blogged about. For instance, the new Primary Session concept and a handful of useful new placeholders for them in emails and contracts, PayJunction has been added to the supported gateway list, the Sales Order and Contract printouts have been dramatically improved, and lots of other updates worth reading over.

We expect to keep publishing frequent small updates like these while working on the massive new updates in parellel, so keep an eye on the blog and the release notes to stay in-the-know.