Stay informed with every improvement — features, fixes, and enhancements to UBD Pro thanks to the Business Dashboard Pro Changelog!
1.3
June 4, 2025
This release introduces significant improvements to category management, including merging categories, grouping categories by accounting code, and editable codes.
Added
New option to group categories by accounting code in Settings, ensuring invoices from the same expense account are assigned to a single category, regardless of the category name, facilitating standardized accounting plans.
Added
Merge multiple categories to consolidate invoices.
Added
A new dropdown to edit the type field for invoices.
Improved
Categories in the financial dashboard for monthly and annual tables are now sorted alphabetically by name, enhancing readability.
Improved
Manual (Dext/Other CSV) and automatic (Dext via Zapier) imports to support accounting code grouping, ensuring new invoices use existing categories with matching codes when the option is enabled.
1.2
May 29, 2025
This release introduces editable Tax and Total Amount fields for invoices, enhances accounting accuracy with negative Tax validation for credits.
Added
Validation to restrict negative Tax amounts to credits (negative Total Amount) to ensure accounting accuracy.
Added
Editable fields for "Tax" and "Total Amount" on the Invoices page, with automatic calculation of "Net Amount" and support for negative values to handle credits.
1.1
May 27, 2025
Administrators can now assign custom roles to users, controlling access to specific pages of the Business Dashboard.
Added
Option in Settings > Uninstall Settings to choose whether plugin data is deleted when uninstalling from the Plugins page.
Added
Warning message on the Plugins page when data deletion is enabled, with a link to change the setting.
Added
New admin page to manage user access to Ultimate Business Dashboard features.
1.0
May 26, 2025
Initial release!
Added
Responsive design for mobile and desktop
Added
Dashboard and financial reports
Added
Automatic invoice imports from Dext via Zapier
Added
Dext CSV imports and custom CSV imports
Added
Invoice management with categorization and spread functionality
