We’ve released a major quality-of-life improvement to how users manage and apply tags across bills, receipts, and vendors – turning what was previously a free-text field into a structured, discoverable, governed system. Tags are a powerful way to categorize docs beyond what’s in the accounting system (e.g., marking bills “awaiting PO,” “for subcontractors,” or “review ASAP”). But freeform tags led to duplicates, inconsistent formatting, and no easy way to see existing tags. This update changes all that. 🔖 Tag Auto-Indexing & Hashtag Selector: Tags are now auto-indexed company-wide; users can type # to see a dropdown of existing tags – preventing inconsistent or duplicate tags (e.g., Subcontractors vs subContractors) and improving tagging speed/consistency. 🔐 Role-Based Tag Permissions: Admins and Accounting Access users can create new tags or delete outdated/mistyped tags, while Standard users can only apply existing tags – maintaining clean tag hygiene. (Coming next based on this framework: vendor tags with the same auto-indexing, tag color labels for grouping, save/recall payment request templates by tag, save/recall W-9 request templates.)

Users can choose which columns appear in the invoice table and adjust widths. Layouts can be saved per user or company. This reduces clutter and scrolling.

We’ve rolled out additional improvements to Custom Filters, making them smarter and more context-aware – especially for multi-entity environments. Key updates include: Entity-Aware Filtering – MakersHub now detects if your account supports multiple entities and dynamically enables filtering by Entity when constructing custom filters; Payment Sync Status Filter – users can now filter payment records by sync status (e.g. synced, failed, pending) for easier troubleshooting and reconciliation. (Heads-up: filtering by Accounts and Classes is temporarily disabled on multi-entity instances, because those filters rely on internal IDs which vary by entity even if names are same. We’re working on a fix to allow name-based filtering, and will re-enable these once ready.)

We’ve added a powerful improvement to the approval workflow – the ability to reject a bill with “Changes Requested” instead of fully archiving it. This was built for a specific customer’s workflow and benefits all teams with multi-approver flows. Previously, if an approver rejected a bill, it was marked rejected and moved to Archive, even if they just needed a correction/clarification – making resetting the approval process frustrating and error-prone. Now, if an approver selects “Changes Requested” when rejecting: (a) the system notifies all previous approvers that a bill they approved was sent back, (b) their approval timestamps are cleared (resetting the workflow), (c) the bill remains active (not archived), and (d) the final approver’s rejection timestamp is maintained until changes are made. Once updates are completed, the approver can un-reject and approve to resume the process – enabling collaborative back-and-forth without derailing the entire bill.

We’ve updated our check mailing system to support standard PDF attachments, including multi-page documents – making it easier to include contracts, statements, or other backup materials with mailed checks. Previously, due to bank API restrictions, we were limited to image-based attachments only, and PDFs required tight formatting to avoid errors. With our new check processor, we can relax those limitations and support a much wider range of document types and formats. Whether it’s one page or ten, users can now attach full-length PDF documents to outgoing checks confidently.

We now fully support Tax Code assignment and reconciliation for QuickBooks Desktop (QBD) Canada – a key milestone in expanding our Canadian AP capabilities. This release includes significant improvements to how we calculate, allocate, and reconcile tax amounts at the line-item level, required for accurate Canadian sales tax (e.g., GST, PST, HST). We implemented detailed penny-math logic to match vendor totals – something QBD doesn’t handle well natively, especially when tax is included in line totals. QBD requires a specific setting to support tax-inclusive line items – and when that isn’t enabled (as with Foster Air), entering those bills is cumbersome. MakersHub now automatically detects and reconciles tax-inclusive values, streamlining bill entry even when QBD lacks native support. (We’re testing edge cases and GL reconciliation with Foster, but this update is production-ready for Canadian QBD users.)

Users can resolve tax discrepancies with a single click. MakersHub auto-creates adjustment lines to balance totals. This removes manual correction steps.

Taxes are now calculated and reconciled at the individual line-item level. This ensures precise math when multiple tax rates apply. It improves balance sheet accuracy.

As we deepened support for Canadian sales tax, we uncovered a critical detail: tax must be calculated at the line-item level, not on the subtotal. This leads to small but important rounding differences that can throw off reconciliation if not handled correctly. For example, tax codes like GST + PST are applied per line item, and each line rounds to two decimals before summing. This is why some invoices (e.g. Foster Heating & Cooling) appear to have penny discrepancies when using standard subtotal math. With this update, MakersHub now (1) calculates/applies sales tax per line item (respecting how real invoices are structured), (2) breaks out each tax code and rate used on a line (matching what’s shown on the vendor’s invoice), and (3) improves matching logic consistency with Canadian formats – laying the foundation for automated tax reconciliation next.

Building on our recent custom PDF viewer release, we’ve shipped a powerful new feature that improves navigation within grouped invoice PDFs – one of MakersHub’s differentiators. Grouped invoices (like Home Depot batches) are kept intact (untampered), which is key to preserving original documents. But this also means users often scroll far away from the targeted invoice page and lose track of their place. With this update, the PDF viewer now (a) detects and flags bookmarked pages (pages linked to a specific invoice in the group), (b) highlights the current bookmark position, and (c) allows users to instantly jump back to the correct page with one click – no matter where they’ve scrolled. This makes navigating large PDFs easier, faster, and less error-prone – especially when handling batches of 20–50+ invoices. (📌 Note: currently in opt-in beta for the viewer; once testing is done, it will become default.)