Stay informed with every improvement — features, fixes, and enhancements to UBD Pro thanks to the Business Dashboard Pro Changelog!

1.9
December 17, 2025
Fixed
Proper variation calculations for manual data entries (Personnel Costs, Other Costs, Interest).
1.8
November 23, 2025

Version 1.8 brings a new Print/PDF button on Ratios & Reports, a dedicated “Depreciation, Amortisation & Provisions” section, and fixes for annual amortised investments.

Improved
In “Data” page, renamed “Taxes” → “Local Taxes (excl. VAT)” and moved this item under “Other Operating Expenses” in the dashboard
Fixed
“Depreciation Expenses (from Invoices)” now correctly displayed in French (instead of English only)
Fixed
Amortised investment amounts from invoices are now properly calculated and displayed in the relevant dashboard sections
Added
New section “Depreciation, Amortisation & Provisions” in the dashboard grouping Manual Amortisation and Depreciation Expenses from invoices
Added
Added: Print / Save as PDF button on the Ratios & Reports page
1.7
October 23, 2025

This update introduces a new CSV export feature for the dashboard, allowing users to download the full financial table.

Added
Support for exporting CSV in the active WordPress language (e.g., French when WordPress is set to French), ensuring consistent translations for all metric labels.
Added
New CSV export functionality for the dashboard, including the complete table structure with all sections, sub-rows, percentages, and variations, matching the dashboard display.
1.6
October 22, 2025

This update brings a major overhaul to the Dashboard and Reports pages, with new financial metrics like Gross Margin, EBITDA, and Pre/Post-Tax Results. It introduces support for marking invoices as amortizable investments and adds Corporate Tax calculation options.

Improved
Complete overhaul of the Dashboard page, now including Gross Margin, Occupancy Costs, EBITDA, Operating Profit, Depreciation and Provisions, Exceptional Charges, and Pre-Tax and Post-Tax Results for enhanced financial insights.
Improved
Optimized the Financial Dashboard for better readability and usability on smartphones.
Improved
Comprehensive redesign of the Reports page for improved functionality and user experience.
Improved
Expense categories are now displayed in alphabetical order for better organization.
Added
New feature allowing invoices to be marked as amortizable investments.
Added
Support for Corporate Tax calculation options.
Fixed
Corrected calculations for fixed and variable costs to ensure accuracy.
1.5
October 18, 2025

Upgraded Dashboard with annual table, print button, and French translation; removed version 1.3 migration and moved “Delete All Invoices” to Settings.

Improved
Enhanced the Dashboard with a new "Previous Month" column and a "Variation" column to show changes in financial metrics, along with the percentage weight of each expense category relative to the monthly revenue.
Added
"Print" button to the Dashboard, allowing users to print the financial tables for reporting purposes.
Added
New "Year" section at the bottom of the Dashboard.
Improved
"Delete All Invoices" action from its standalone button to the Settings page for a more streamlined user experience.
Added
Full French translation support for the plugin interface.
Removed
Migration code for version 1.3.
1.4
July 18, 2025

NEW – This update introduces direct integration with QuickBooks Online for seamless invoice import.

Added
Direct integration with QuickBooks Online for automatic invoice imports, enabling seamless synchronization of income and expense data without the need for intermediate tools.
Improved
Plugin menu reorganized in the WordPress admin sidebar for clearer navigation and faster access to key features.
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

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