{"id":3924,"date":"2026-06-01T14:00:14","date_gmt":"2026-06-01T14:00:14","guid":{"rendered":"https:\/\/trulysmallstg.wpengine.com\/?p=3924"},"modified":"2026-05-26T20:17:18","modified_gmt":"2026-05-26T20:17:18","slug":"workflow-upgrades-in-trulysmall-accounting-product-update","status":"publish","type":"post","link":"https:\/\/trulysmall.com\/es\/product-updates\/workflow-upgrades-in-trulysmall-accounting-product-update\/","title":{"rendered":"Mejoras en el flujo de trabajo de TrulySmall Accounting (Actualizaci\u00f3n del producto)"},"content":{"rendered":"<p>We\u2019re thrilled to announce some time-saving upgrades that will improve your workflow in TrulySmall Accounting.<\/p>\n<div class=\"intercom-interblocks-subheading intercom-interblocks-align-left\">\n<h2 id=\"h_6ed52d94bf\">\u2728 What&#8217;s New:<\/h2>\n<\/div>\n<div class=\"intercom-interblocks-unordered-nested-list\">\n<div class=\"intercom-interblocks-paragraph no-margin intercom-interblocks-align-left\">\n<ul>\n<li>\n<div class=\"intercom-interblocks-paragraph no-margin intercom-interblocks-align-left\">\n<p><b>Automatic Client Reminders<\/b> You can now automatically send friendly email reminders to your clients before or after an invoice is due, helping you get paid faster without the awkward manual follow-up. We also added automated expiry alerts for your estimates to keep your proposals top of mind and help you close deals faster. [<a href=\"https:\/\/help.trulysmall.com\/en\/articles\/14895762-trulysmall-accounting-automatic-reminders\">learn more<\/a>]<\/p>\n<\/div>\n<\/li>\n<li><b>Expense Splitting<\/b> You can now define exactly what percentage of an expense is for personal use versus business use. Unlock valuable insights about your spending behaviour and make better decisions, both at work and at home. [<a href=\"https:\/\/help.trulysmall.com\/en\/articles\/14487275-personal-use-portion-expense-splitting\">learn more<\/a>]<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"intercom-interblocks-unordered-nested-list\">\n<div class=\"intercom-interblocks-paragraph no-margin intercom-interblocks-align-left\">\n<ul>\n<li><b>Cash Flow Projections<\/b> You can generate 30, 60, or 90-day cash flow forecasts based on your current balances and upcoming unpaid bills or invoices. Run up to three different forecasting scenarios simultaneously, and make operational decisions for your next monthly or quarterly cycle with total confidence.<\/li>\n<\/ul>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-3926 size-large\" src=\"http:\/\/trulysmall.com\/wp-content\/uploads\/2026\/05\/Reports_-_TrulySmall_Accountingcfr-1024x740.png\" alt=\"Cash Flow Forecast\" width=\"1024\" height=\"740\" \/><\/p>\n<\/div>\n<\/div>\n<div class=\"intercom-interblocks-unordered-nested-list\">\n<div class=\"intercom-interblocks-paragraph no-margin intercom-interblocks-align-left\">\n<ul>\n<li><b>New Business Performance Dashboard <\/b>We have overhauled the <i>Dashboard <\/i>page to prioritize the most critical insights for managing your daily operations. New features include month-to-month comparisons, visually distinct colors, progress bars, and a recent transaction summary, all presented on a single page for easy access to key business highlights.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-3925 size-large lazyload\" data-src=\"http:\/\/trulysmall.com\/wp-content\/uploads\/2026\/05\/tsa_web_apps_copy-1024x300.png\" alt=\"TrulySmall Accounting\" width=\"1024\" height=\"300\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/300;\" \/><\/p>\n<div class=\"intercom-interblocks-unordered-nested-list\">\n<hr \/>\n<h2><\/h2>\n<h2>\ud83d\udee1\ufe0f Fixes &amp; Updates: Settings Redesign<\/h2>\n<div class=\"intercom-interblocks-paragraph no-margin intercom-interblocks-align-left\">\n<div class=\"intercom-interblocks-unordered-nested-list\">\n<div class=\"intercom-interblocks-paragraph no-margin intercom-interblocks-align-left\">\n<ul>\n<li><b>New Settings Menu:<\/b> We completely revamped the <i>Settings<\/i> section to make managing your core business information, subscriptions, and user permissions easier than ever. This clear, easy-to-navigate redesign helps you quickly adjust your workspace and bank feeds without digging through complex menus.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-3927 size-large lazyload\" data-src=\"http:\/\/trulysmall.com\/wp-content\/uploads\/2026\/05\/Settings_-_TrulySmall_Accounting-1024x527.png\" alt=\"TrulySmall Settings\" width=\"1024\" height=\"527\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/527;\" \/><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"intercom-interblocks-unordered-nested-list\">\n<div class=\"intercom-interblocks-paragraph no-margin intercom-interblocks-align-left\">\n<div class=\"intercom-interblocks-unordered-nested-list\">\n<div class=\"intercom-interblocks-paragraph no-margin intercom-interblocks-align-left\">\n<ul>\n<li><b>Display Theme Settings <\/b>You can now personalize your workspace with <i>Light<\/i>, <i>Dark<\/i>, or <i>System<\/i> color schemes to perfectly match your environment and reduce eye strain. This sleek new update ensures your screen is always comfortable to read, whether you are working late into the night or in a brightly lit office. [<a href=\"https:\/\/help.trulysmall.com\/en\/articles\/14856003-accessibility\">learn more<\/a>]<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><a href=\"https:\/\/app.trulysmall.com\/tsa\/setup\/user\"><img decoding=\"async\" class=\"alignnone wp-image-2270 size-full lazyload\" data-src=\"http:\/\/trulysmall.com\/wp-content\/uploads\/2023\/05\/Blog-CTA.png\" alt=\"Get better insights with TrulySmall Accounting\" width=\"3000\" height=\"1244\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 3000px; --smush-placeholder-aspect-ratio: 3000\/1244;\" \/><\/a><\/p>\n<p><!-- notionvc: 68618da8-35f7-4e77-873c-92c1fe7dd654 --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We\u2019re thrilled to announce some time-saving upgrades that will improve your workflow in TrulySmall Accounting. \u2728 What&#8217;s New: Automatic Client Reminders You can now automatically send friendly email reminders to your clients before or after an invoice is due, helping you get paid faster without the awkward manual follow-up. We also added automated expiry alerts [&hellip;]<\/p>\n","protected":false},"author":18,"featured_media":3055,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_seopress_titles_title":"Workflow Upgrades in TrulySmall Accounting (Product Update)","_seopress_titles_desc":"Learn about new features like expense splitting, automatic client reminders and cash flow projections...","_seopress_robots_index":"","_seopress_robots_follow":"","_seopress_robots_imageindex":"","_seopress_robots_snippet":"","_seopress_robots_primary_cat":"none","_seopress_robots_breadcrumbs":"","_seopress_robots_freeze_modified_date":"","_seopress_robots_custom_modified_date":"","_seopress_robots_canonical":"","_seopress_social_fb_title":"","_seopress_social_fb_desc":"Learn about new features like expense splitting, automatic client reminders and cash flow projections...","_seopress_social_fb_img":"http:\/\/trulysmall.com\/wp-content\/uploads\/2023\/06\/Frame-2-1.png","_seopress_social_fb_img_attachment_id":2704,"_seopress_social_fb_img_width":4000,"_seopress_social_fb_img_height":1200,"_seopress_social_twitter_title":"","_seopress_social_twitter_desc":"Learn about new features like expense splitting, automatic client reminders and cash flow projections...","_seopress_social_twitter_img":"http:\/\/trulysmall.com\/wp-content\/uploads\/2023\/06\/Frame-2-1.png","_seopress_social_twitter_img_attachment_id":2704,"_seopress_social_twitter_img_width":4000,"_seopress_social_twitter_img_height":1200,"_seopress_redirections_value":"","_seopress_redirections_enabled":"","_seopress_redirections_enabled_regex":"","_seopress_redirections_logged_status":"both","_seopress_redirections_param":"","_seopress_redirections_type":301,"_seopress_analysis_target_kw":"cash flow,expense splitting,automatic reminders,invoice reminder,dashboard,business dashboard","footnotes":""},"categories":[25,24,10],"tags":[193,191,188,192,194,189,190],"class_list":["post-3924","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-all","category-featured","category-product-updates","tag-automatic-reminders","tag-business-dashboard","tag-cash-flow","tag-dashboard","tag-expense-splitting","tag-invoice-reminder","tag-reminders"],"acf":[],"_links":{"self":[{"href":"https:\/\/trulysmall.com\/es\/wp-json\/wp\/v2\/posts\/3924","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/trulysmall.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/trulysmall.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/trulysmall.com\/es\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/trulysmall.com\/es\/wp-json\/wp\/v2\/comments?post=3924"}],"version-history":[{"count":0,"href":"https:\/\/trulysmall.com\/es\/wp-json\/wp\/v2\/posts\/3924\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/trulysmall.com\/es\/wp-json\/wp\/v2\/media\/3055"}],"wp:attachment":[{"href":"https:\/\/trulysmall.com\/es\/wp-json\/wp\/v2\/media?parent=3924"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/trulysmall.com\/es\/wp-json\/wp\/v2\/categories?post=3924"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/trulysmall.com\/es\/wp-json\/wp\/v2\/tags?post=3924"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}