The PDF viewer now highlights bookmarked invoice pages. Users can return to the correct page with one click. This reduces confusion in large invoice groups.

Two important quality-of-life improvements are now live, smoothing out everyday friction and laying the foundation for future “power features”: (1) Consistent & Controlled Date Input for Invoice/Due Date fields, and (2) a cross-browser compatible PDF viewer (first rollout). Previously, clicking into those date fields triggered the native browser date picker – which auto-switched format to MM-DD-YYYY even though we display dates as YYYY-MM-DD. This often caused confusion and incorrect entries when users started typing without noticing the format change. We’ve now rolled out a custom date input component that retains consistent YYYY-MM-DD formatting across all interactions – a small change with big impact (no more second-guessing what format you’re typing!). Meanwhile, our new PDF viewer in “compatible mode” ensures consistent rendering across browsers (Chrome, Firefox, Safari, Edge) – unlocking advanced features we couldn’t build before. (Future possibilities include: locking scroll to specific invoice pages in grouped PDFs, one-click jump back after scrolling, and teaching the system to extract text by drawing a box.) For now, the viewer is opt-in so we can iterate safely.

We recently launched our custom PDF viewer to give you full control over how invoice documents render in MakersHub. With this latest enhancement, the viewer now detects when a PDF has a bookmarked page (e.g., within a multi-invoice bundle) and highlights it for quick access.

MakersHub can now serve businesses in Canada! This includes:

We’ve significantly expanded our support for Canadian sales tax workflows – introducing deeper accuracy, greater transparency, and full line-item level reconciliation automation. 🧮 Rate-Level Tax Indexing & Calculation: Tax is now calculated based on the exact tax rate(s) applied per line item, indexed and displayed independently for complete visibility into how totals are constructed. ✅ Reconciliation Between Extracted vs Calculated Tax: When extracted tax values from the document don’t align with what’s calculated from applied codes, the system now holds and matches those lines for comparison – discrepancies are clearly surfaced for resolution. ⚡ One-Click Tax Reconciliation: Users can now reconcile tax differences in one click – the system will back-calculate the correct net amount based on the tax rate, insert a taxable adjustment line, and add a non-taxable offset to preserve the total – all automatically, without manual recalculation. ✏️ Direct Tax Amount Editing: Users can also override the calculated tax amount manually; the platform will generate the necessary adjustment pair to keep totals balanced while preserving accuracy. 🚩 “Tax Lookalike” Detection: If the system detects charges (e.g. environmental fees) that resemble tax but should be categorized separately, these are now flagged for review, with a one-click option to insert the correct line item. 🔄 QuickBooks Sync Accuracy: All line-level tax and adjustment logic is fully compatible with QBD and QBO, ensuring synced bills reflect correct totals – whether syncing as expenses or items, consolidated or not.

As invoice volume grows – especially with more international documents – we’ve made two critical improvements to our data extraction engine for numeric values. 1️⃣ Improved Handling of Spaced Digits: European invoices often include spaces within numbers (e.g. “1 000,00”), which previously caused our reader to clip the number – misreading totals or unit prices. This formatting quirk isn’t exclusive to Europe (we’ve seen it in North America too); the reader now properly recognizes and parses these spaced/grouped digits as intended. 2️⃣ Smarter Credit Detection (Trailing Minus Sign): We improved detection for credits that use a trailing minus (e.g. “100-”). This style is increasingly common, and failure to catch it could result in a credit being processed as a bill – creating workflow headaches. These credits are now accurately identified, preventing misclassification and ensuring smoother downstream workflows. (Big shoutout to our engineer for adding thorough test coverage to avoid breaking any existing edge cases!)

The system can now detect when taxes are included in line item amounts on Canadian invoices. MakersHub reconciles totals correctly without manual math. This reduces penny discrepancies.

We’ve taken a big step forward for our Canadian customers by introducing Tax Code allocation for QuickBooks Online Canada. This update allows the platform to query and apply preconfigured QBO tax codes and associated rates – including complex province-specific combinations like GST + PST. In QBO Canada, a Tax Code can reference multiple tax rates (e.g., a single code might include both federal GST 5% and a provincial PST of 5–10%). MakersHub now supports assigning these composite codes accurately on line items. We also added support for detecting if tax is included in line item totals – a common invoicing practice in Canada. The data reader now handles this intelligently and will auto-code it via Integration Mapping, enabling faster and more accurate reconciliation. (This update is now live and ready for onboarding customers like Foster Heating & Cooling.)

We’ve released the first iteration of invoice table customization – a meaningful UI/UX upgrade giving users more control over how invoice line items are displayed. Previously, the invoice table had a fixed layout with locked columns and widths, often showing too much irrelevant data or forcing dreaded horizontal scrolling to find needed info – an issue that grew with complex integrations and edge-case fields. With this update, users can now select which columns to show/hide, adjust column widths via simple percentages (normalized behind the scenes), and even save layouts per user/company – allowing accountants and bookkeepers to tailor the view for each client. (This lays the groundwork for future enhancements like column reordering, renaming, and additional fields such as QBO Canada sales tax.)

We’ve expanded the filtering capabilities on the Payments tab, allowing users to now create and save custom filters – similar to what’s already available for invoices. Previously, users could only apply one standard filter at a time, limiting how they could view and manage large volumes of payments. With this update, users can build multi-criteria custom filters to target exactly what they need – e.g. all payments that are pending, in transit, or tied to specific vendors or bank accounts, all in one view. This is especially valuable for teams managing high volumes of payments across multiple statuses – enabling quicker follow-ups, better visibility, and more personalized workflows.