May
Product Updates

May Product Updates
This month’s updates are all about giving finance teams tighter controls, improved reporting, and higher visibility—so you can move faster, close faster, and stay audit-ready. Here's what's new in May.
- Historical AR Aging Reports
You can now generate AR aging reports as of any past date—not just today. This allows you to:- Track overdue or outstanding invoices on specific dates (e.g. quarter-end or audit checkpoints)
- Analyze historical balances and partial payments with greater accuracy
- Accelerate month-end close and support audit readiness
- Salesforce Integration Enhancements
We've made it easier to configure and manage your Salesforce integration, with new tools to streamline syncing and reduce data errors:- Self-Serve Setup: Quickly configure the integration from a new dedicated setup page
- Sync Controls: Choose what syncs and apply cut-off dates for closed-won opportunities
- Smart Sync Logic: Automatically validate and sync only customers, contracts, and invoices
- Custom Field Mapping: Sync custom account fields from Salesforce directly into Tabs
- Revenue Recognition Upgrades
We’ve added more flexibility and control to our revenue automation engine:- Support for mid-contract changes and partial-term proration
- Smarter contract-level rollups for clearer revenue reporting
- Cleaner audit trails and improved subledger views
- Expanded API Capabilities
Tabs APIs are now even more powerful, with new endpoints that let you:
- Create and update invoices programmatically
- Attach custom metadata to contracts and receivables