Sway for iOS 2.0: Invoicing, Reconciliation, Counterparties and Search

Tout le contenu de iOS App 2.0.0

Nouveautés

• InvoicingA new Invoicing tab gathers every bill you receive and every invoice you send in one place
• InvoicingSwitch between Bills and Invoices with a single tap from the tab bar
• InvoicingNarrow any list down to All, Open, Paid or Voided in one gesture
• InvoicingSearch a bill or an invoice by amount, name or number, and get the closest match first
• InvoicingLists load page by page and group themselves by month, so years of history scroll like a single screen
• InvoicingAdd documents from Files, your photo library or the camera scanner, several at a time
• InvoicingEvery workspace now has its own inbox email address — one for bills, one for invoices — copied in a tap
• InvoicingA banner counts the documents still being read, and each one slides into the list as soon as it is ready
• InvoicingA full invoice screen brings together counterparty, amounts, references, line items, taxes, shipping, matched transactions and the original file
• InvoicingOpen the source document full screen, pinch to zoom, and page through a PDF
• InvoicingCorrect any section on a half sheet that keeps the document in sight above it
• InvoicingSelect text right on the document and drop it into the field you are filling, with no retyping
• InvoicingA line editor covers quantity, unit, unit price, discount rate, discount amount, product code and description
• InvoicingThe editor shows what the lines add up to against what the document asks for, as you type
• InvoicingA tax editor covers tax code, rate, amount before tax and tax amount
• InvoicingAdd the bank account the document names, or pick one the counterparty already carries
• InvoicingA principal section covers the days the supplier is not the party who collects the money
• InvoicingA status menu offers only the moves a document can really make
• InvoicingA checklist shows everything a draft still needs before it can go live
• InvoicingA document our reader could not interpret now says so, and you can fill it in by hand instead
• InvoicingDuplicate bills — same file or same number — are flagged before you pay twice
• InvoicingLink a counterparty to a document, or create one on the spot from the name the document carries
• InvoicingPay a bill in two taps, with the payment already open on the account the bill names
• InvoicingWhen a bill names a bank account its supplier does not carry, the screen tells you what to add before you pay
• InvoicingDelete a document you no longer need, confirmation included
• InvoicingOverdue and Payment sent badges tell you where a document stands at a glance
• InvoicingWarm empty states greet you on both lists until the first document lands
• ReconciliationA new Reconciliation deck gives every bank transaction a card, paired with the invoice our matcher believes it settled
• ReconciliationSwipe right to match, left to set the suggestion aside for good, and up to answer it later
• ReconciliationSlide the invoice row sideways to browse every other candidate on the same transaction
• ReconciliationA verdict spine calls each pair a Strong, Likely or Weak match, in plain words rather than a raw percentage
• ReconciliationA headline states the money — exact amount, short, over, partial cover, or the same figure in another currency
• ReconciliationAmount, name, reference and date each get their own chip, so you see what agrees and what does not
• ReconciliationClear flags point out a currency mismatch, an invoice already paid, or a payment running the other way
• ReconciliationA partial match tells you what is still open, and the card comes back around for the rest
• ReconciliationEvery match and every dismissal waits four seconds behind an Undo button before it is written
• ReconciliationA live progress counter and a finish screen total up what you matched
• ReconciliationA one-time tutorial card teaches the four gestures before your first card
• ReconciliationA Reconciliation suggestions card on the dashboard takes you straight into the deck
• Bank TransactionsA transaction now carries a match section, so you can confirm the documents suggested for it or set them aside
• Bank TransactionsLink a bill or an invoice by hand, with a picker that opens on your most recent documents and searches the rest
• Bank AccountsA bank account screen shows the balance drawn over time, the newest transactions, and the full ledger one tap away
• Bank TransactionsThe pending transaction reviewer now has a taller, cleaner and steadier card stack
• CounterpartiesA new Counterparties tab is the directory of every client and supplier your workspace trades with
• CounterpartiesNames file under their first letter, exactly the way the Contacts app does it
• CounterpartiesBrowse page by page, or search and get the best match first
• CounterpartiesAn Active and a Deleted filter keep everything within reach
• CounterpartiesA counterparty screen holds everything you know — how to reach them, where to pay them, and every bill, invoice and payment they carry
• CounterpartiesTap the email to write, the phone to call and the address to open Maps, or long press to copy any of them
• CounterpartiesCorrect identity, contact details, contact people, address or bank account, each on its own half sheet
• CounterpartiesCreate one with entity type, VAT number, several phone numbers, emails, addresses and bank accounts
• CounterpartiesImport from Contacts, or push a counterparty back into your address book
• CounterpartiesCounterparties now wear their own company logo, fetched from their web domain
• CounterpartiesSwipe to delete, swipe to restore, and copy, call or email from the context menu
• CounterpartiesPay a counterparty straight from their screen — one account goes through, several open a picker
• CounterpartiesCurrency chips now carry the flag of 111 currencies
• CounterpartiesAdding a bank account lets you know when the counterparty already carries it
• SearchA new Search tab reaches transactions, bills, invoices, counterparties and payments at once
• SearchScopes narrow the hunt, and the tab opens on the scope of the screen you came from
• SearchResults arrive section by section, so the first answers show while the rest are still coming
• Files AppSway now appears in the iOS Files app as a source of its own
• Files AppA folder per workspace, then one per kind — workspace attachments, bank account attachments, transaction imports and exports, payment attachments and invoices
• Files AppOpen, preview and download any workspace document without ever leaving Files
• Files AppThe app and the Files extension share one session, so you stay signed in on both sides
• NavigationA five-tab bar gathers Dashboard, Invoicing, Counterparties, Payments and Search
• NavigationEach tab keeps its own history, so switching away and back never loses your place
• NavigationA tab starts loading only the first time you open it, which is lighter on your battery and your data
• NavigationA reworked toolbar keeps the workspace avatar and the switcher always within thumb reach
• DesignA rebuilt colour palette matches the web app and is tuned for both light and dark
• DesignAvatars are harmonised across members, transactions, invoices and counterparties, with a status badge that works everywhere
• DesignEvery animation in the app now has a dark theme of its own
• DesignToasts have a glass finish, and now report back on the dashboard and on bills
• DesignOne search indicator, identical on every list in the app
• DashboardA Recent bills card joins the dashboard beside the recent transactions
• FormsClearer validation messages on every form — an error blocks the save, a warning simply tells you
• PaymentClearer wording when a bank rejects a payment or does not confirm it
• InvoicingBills and invoices now carry clearer status tags

Corrections

• Document ScannerAdding a page to a scan is now reliable
• WorkspaceWorkspace pictures show correctly in the workspace switcher
• DashboardWorkspaces keep a stable order on the dashboard
• DesignThe Sway blue is the accent colour everywhere, the lock overlay included
• I18NError messages match the platform catalogue word for word, in English and in French
• I18NTranslation keys are cleaned and harmonised across both languages
• ProfileThe profile screen now keeps to the information that matters to you
• OnboardingConnect another bank now returns you to the bank picker after the first connection
• OnboardingThe country and bank picker now waits for you after a workspace is created
• PaymentThe success screen link now names the place it takes you to
• PaymentA QR bill with several bank accounts now pays on the account its reference belongs to