What’s new: July 2021

We’re always working to make YourTradebase work better – and smarter – for you. Along with our regular bug fixes and performance updates, here’s what’s new for July 2021:

Add sections to your paperwork

Want to group items on your quotes (or invoices)? Now you can, thanks to our new section headings.

Add as many headings to your quotes as you like, to describe the items that follow, or to group items into different phases of work.

Login faster with your Apple account

Passwords can be a pain, so we’re happy to introduce Apple Single Sign On (SSO) to YourTradebase.

If you’ve got an Apple account, you can now use that to sign into YourTradebase. Just select “Log in with Apple” when you next log in and – we’ll authorise your account with Apple so you can log in without typing out your email and password each time.

Send a sample quote or invoice to yourself

Want to see what your quote or invoice will look like in your inbox? Select our new Send sample to yourself option, and we’ll email you a copy so you can see what your customer will see.

Map CIS deductions to specified account in Xero

If you’re connected to Xero and deduct CIS from any of your invoices, you can now choose which account we should map those deductions to in your Xero account.

Select Settings > Connect to Xero > Make changes to your Xero settings to get CIS mapping set up.