💼 Product Update — 2/6/2025

Welcome to our weekly product update. Each week, we highlight Briefcase’s latest features and AI improvements designed to make bookkeeping and accounting workflows simpler and more efficient. Here’s what’s new.

Searchable and sortable client dashboard 🔍

The client dashboard has a fresh look. You can now:

• Search for a client by name

• Sort clients by name, number of pending transactions, ledger type, or connection status

Collapsable sidebar 🎨

You can now collapse the sidebar, giving you more space to review the important details on every page.

Other things that we shipped 🚢

• Admins can now remove users from the Settings page

• Maximum attachments from a forwarded email increased to 60 (previously 30)

That’s all for this week. Have any questions, ideas or feedback? Hit reply to this email and let us know.