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May
Product Updates
Screenshot 2025-06-03 at 10.00.50 PM

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