![]() When you make changes, they are automatically saved on a regular basis but you can also trigger the save by touching the save button under the accounts list. You can close a document by touching the close button in the top left corner of the main list to go back to the list of documents. You can rename a document by touching the edit button in the top right corner and then by touching the blue pencil button. You can delete a document by touching the edit button in the top right corner and then by touching the red delete button. Create a new document as explained above and make a local network synchronization using the replace mode. If you have installed iCompta on another device you can also get your document back with a local network synchronization if the two devices are connected to the same local network. Getting an existing document from another device If you have installed iCompta on an other device and have already synchronized a document on the cloud, you can get this document back by touching the iCloud or Dropbox icon in the bottom toolbar. Getting an existing document from the cloud ![]() You can create a new document by touching the + button in the top left corner. If you need to restore your device or reinstall iCompta make sure to save your documents using the embedded web server or iTunes file sharing so that you can copy them back when done. ![]() In iCompta you can manage different sets of accounts in separate documents, one for your personal accounts and one for your professional accounts for example. Finally you can now handle estimates and credit notes in addition to invoices, you can set a discount for an invoice and you can manage several companies.Ī document is where all your data (accounts, transactions, etc.) is stored. The invoices now have a due date which make them appear in red when the payment has not been received yet. It's now easier to keep the link between your invoices and your transactions as you can create the corresponding transaction directly from an invoice. You can print the list of invoices and there is also a new default invoice printing template. You can import clients and invoices from a CSV file. The rules engine offers new possibilities and you can extract a date from text for example. Transactions previewģD Touch is supported in reports and budgets so you can make a deep touch on a line in a report or a progress bar of a budget item to preview the corresponding transactions. The display of all reports has been improved with a particular attention to keep the legend visible while scrolling. ![]() The balance evolution graph is now more customizable and allows you to see the evolution of your net worth over years for example. There is also a new action to add missing categories to a budget and you can change the start date and the end date of several lines of a budget at once. You can put a 0 amount line in a budget and you can add a line that will include transactions not included in other lines. The previous periods of a budget are now frozen and keep the budgeted amount they had when they were created even if you change the budgeted amount later. There is also a new action to categorize transactions from previous transactions automatically.Īn WATCH app has been included to enter a new transaction quickly and see the balance of your accounts at any moment.Īll details in the transactions section. Splits are handled in a better way to avoid entering same information twice. There is also a new window for creating a new transaction quickly and easily. For example it's now possible to hide the fields you don't use in the transaction editing window to free some place. TransactionsĮverything has been done to make creating a new transaction faster and easier. Many interface changes were implemented for greater ease of use. The database format has been rewritten completely to be faster and more reliable. There are a lot of changes in iCompta 6 if you've already been using a previous version of iCompta so here is a short list of major new features.
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