Now you have the option to set default task labels in your task templates, giving you even better visibility over work in your firm.
For example, if you have multiple bookkeeping templates, you can apply a 'bookkeeping' task label to them all, and then filter this in the work report for an instant pulse on the status of all your bookkeeping jobs.
3. Updates to custom client fields
We've always prioritised making it easy for you to add new custom client fields to your Pixie workspace. Here are 2 new updates to those:
Numbered fields - you can now add negatives and decimals in numbered fields (great for payment amounts)
Clickable URLS - you can now add clickable URLS as fields (great for links to other apps e.g. Xero, Dext, or anything else)
Our integrated email inbox is one of our most popular features, allowing you to manage your email in the same place you manage your work, clients, and deadlines.
Now with our improved email functionality we've made it even easier to:
Create adhoc tasks from emails
Link emails to existing jobs, and
Associate emails with multiple client records
Watch this short video for an overview of how our email integration works.
If you're an existing Pixie customer ,please keep putting forward your ideas and voting for features you'd like to see in our Roadmap (just click 'Get help' inside your workspace).
A Portuguese expat in London, Celso founded Pixie after learning first-hand about the challenges faced by small accountancy and bookkeeping practices. A product-focused leader with over 20 years experience in the software industry, at Pixie you'll frequently find him listening to customers and distilling their feedback into the product and go-to-market strategy.
We recently caught up with Dan Ryder from Level Accounting to learn about his experiences with choosing an accountancy practice management software,...
