Episode V: May 2023 product release notes

A short time ago in our headquarters not so far away… we released:

Keep scrolling to learn more you must. If questions you have, email me you should.

Remember: Yoda best - see ya in June!

💙 Home is where the sales and budgets are

Once you login to the MarginEdge app, you’ll now see a brand new look which includes helpful metrics for when you’re on the go! Easily view your sales for the week, budgets for the month and the status of any recent orders - giving you more control over your business even when you’re away from the back office. Download the app.

⬆️ "Upload ready" accounting file formats - tailored to fit your system

For users that use an accounting system that MarginEdge doesn’t directly integrate with: good news! You now have an easier workaround for getting all the juicy accounting goodness into whichever system you use. Once you configure your specific accounting export format, all you have to do each time is download the file from MarginEdge and you’ll be well on your way to faster financial visibility without having to spend time to manually manipulate data. Customizable Accounting Integrations.

Reach each out to discuss if this will work for your accounting system, here. 

🔍 Ensure all sales transactions are properly accounted for

 💤 Code and pay recurring invoices in your sleep

Did you know you can now schedule cyclical invoices, especially for things like rent, insurance and other overhead expenses? Pair those recurring invoices with AutoPay and… chef’s kiss - never worry about accounting for or remembering to pay those expenses ever again. We got you covered!

What's new with [me]

• We welcomed TWO new [me] babies in April (sorry for no pictures, both parents are enjoying their parental leave so we didn’t get a chance to ask for permission to post!):

  • Rich Diaz (Senior Software Engineer Manager) welcomed his baby on April 18th

  • Zenia Anthony (Senior Accountant) welcomed her baby on April 6th

• For those who don’t already know, [me] has a sponsorship program through our Bangladesh and India-based teams called the MarginEdge Education Fund that provides support for children in local orphanages. Eid is a religious celebration and a big festival where our Dhaka, Bangladesh team is based, so they wanted to make it special for the children at the SJA orphanage there. The Dhaka team organized a surprise visit and pampered the kids with gifts, handing out goody bags with clothes and chocolates, and also organized dinner for all the children.