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