When you open a transaction to review or edit it — from the Transactions list, Bookkeeper AI, or Bulk Upload — the receipt now shows right beside the form, so you can check every field against the document instead of flipping back and forth. Zoom and pan photos, read PDFs in place, and open any file full-size in a new tab. It also appears when you type an entry by hand, so you can copy the figures straight off the receipt. Works with photos (including iPhone HEIC), PDFs, and statement files.
當你開啟交易覆核或編輯（無論在交易列表、記帳 AI 或批量上傳），收據現會即時顯示於表單旁，讓你逐項對照文件核對，毋須來回切換。相片可縮放及拖移、PDF 可即時閱讀，亦可在新分頁開啟原尺寸檔案。手動輸入時同樣會顯示，方便你直接照單據抄寫數字。支援相片（包括 iPhone HEIC）、PDF 及月結單檔案。
Improvement · 改進
More reliable statement imports
月結單匯入更可靠
We've made CSV statement imports sturdier: the original statement file you import is now reliably kept and bundled with your transactions in the Audit Export, including in rare cases where it previously might not have been saved. And if any attached file ever can't be included in an export, the package now clearly lists it rather than leaving it out quietly — so what you hand your accountant is always complete and transparent.
Bulk upload now processes several receipts at once, so a big batch finishes much faster. It's also smarter about saving: clearly-readable receipts save on their own, and anything the AI is less sure about — a handwritten note, a blurry photo, or a document where income vs expense isn't obvious (like a bank deposit slip) — still saves, but with a clear flag to double-check rather than stopping to make you retype it. A new "Needs review" filter on the Transactions page gathers every flagged item in one place and clears each as you confirm it. Net result: far fewer receipts that stall waiting for you.
批量上傳現在會同時處理多張收據，大批單據可更快完成。儲存方式亦更聰明：清晰可讀的收據會自動儲存；而 AI 較不確定的項目 — 例如手寫單據、模糊相片，或收入與支出不明確的文件（如銀行入數紙）— 仍會自動儲存，只附上清晰標示提醒你覆核，而非停下來要你重新輸入。交易頁面新增「待覆核」篩選，將所有已標示的項目集中一處，並在你逐一確認後自動移除。結果是：需要你停下來處理的收據大幅減少。
Improvement · 改進
More reliable PDF uploads — now works on iPhone
PDF 上載更可靠 — iPhone 同樣適用
Attaching a PDF receipt or invoice now works reliably on every device — including iPhone and iPad — in both the Bookkeeper AI chat and Bulk Upload. Digital and scanned PDFs both come through, and you can tap any PDF to preview it. (Photo and image receipts are unchanged.)
現在於任何裝置（包括 iPhone 及 iPad）附加 PDF 收據或發票都能穩定運作 — 「記帳 AI」對話及「批量上傳」均適用。電子版及掃描版 PDF 都能順利讀取，並可點按任何 PDF 預覽。（相片及圖片收據維持不變。）
Improvement · 改進
Free plan: export your transactions + receipts
免費計劃：匯出交易紀錄連單據
The Audit Export page is now open to everyone — including the free plan. Free users can download a complete transactions.csv plus a zip of all attached receipts for any period, so you can hand a tidy package to your accountant or keep your own backup at no cost. The financial reports build on top: Profit & Loss, the fixed-asset register, and the invoice list + invoice PDFs come with Pro; bank reconciliation, DCA, and shop revenue detail with Business. Find it under Tools → Audit Export.
「審計匯出」頁面現已對所有人開放，包括免費計劃。免費用戶可下載完整的 transactions.csv，連同任何期間所有附加單據的壓縮檔，讓你免費整理一份齊備檔案交予會計師或自行備份。進階報表在此之上：Profit & Loss 損益表、固定資產登記冊、發票清單及發票 PDF 為 Pro 計劃；銀行對帳、DCA 及店舖營業額明細為 Business 計劃。可於「工具 → 審計匯出」找到。
Improvement · 改進
Sub-category breakdown in your Profit & Loss
損益表支援子類別明細
Your Profit & Loss now drills into sub-categories. On the P&L page, tap any category to expand it and see the split — e.g. how much of "Professional & Bank Fees" was Legal vs Audit vs Bank charges — with each sub-category's share of the parent. All default and custom sub-categories show, with an Expand all / Collapse all toggle; the headline P&L stays clean by default. The CSV export carries the detail too, splitting the amount into separate Category Total and Sub-category Amount columns so each adds up cleanly for your accountant.
When you download the audit pack with receipts, it now bundles a ready-to-file PDF of every issued invoice and quote, organised by date in an invoices/ folder — so your accountant gets the actual documents, not just a list. Each PDF is generated fresh at export time, so it always reflects the latest status and payments. We also polished a few export details, including clearer financial-year labelling on the downloaded file.
下載連附件的審計檔案時，現會一併包含每張已發出發票及報價單的 PDF，並按日期歸入 invoices/ 資料夾 — 讓會計師取得實際文件，而非僅一份清單。每份 PDF 於匯出時即時生成，故必定反映最新狀態及收款。我們亦優化了匯出的若干細節，包括下載檔案上更清晰的財政年度標示。
Improvement · 改進
Improved AI accuracy for receipts & statements
提升收據及月結單的 AI 準確度
We've upgraded the AI engine behind receipt reading and statement import for better accuracy, and smoothed out a number of edge cases in **CSV statement import** and **bulk receipt upload** so more of your documents go through cleanly the first time. And when something can't be read in full, the AI now keeps whatever it managed to extract and lets you review and complete it — no need to start over.
我們升級了負責收據辨識及月結單匯入的 AI 引擎，準確度進一步提升；同時修正了 **CSV 月結單匯入**及**批量收據上傳**的多項細節問題，讓更多文件能一次順利處理。當文件未能完整辨識時，AI 現會保留已成功讀取的內容，方便你檢查並補全，無需從頭再來。
Improvement · 改進
Spot possible duplicate transactions
找出可能重複的交易
A new **Possible duplicates** filter on the Transactions page helps you catch accidental double-entries. Tap it and the list collapses to just the transactions that look like duplicates of each other — the same amount on the same day, or the same invoice number. From there you can open them, compare, and delete any extras. It uses the same duplicate check that runs during receipt and statement import — now available on demand, whenever you want to tidy up. We also reorganised the filter bar into two rows — transaction type on top, the category / payment / receipt filters below — so it's easier to scan. **A tip for CSV imports:** vendor statements (like Uber or ad platforms) are brought in as monthly summaries, so if the same spending also appears on an imported card statement, give it a quick check for duplicates.
Every transaction now shows its attached files as small colour-coded chips right on the row — a blue **JPG**, a red **PDF**, a green **CSV** — so you can confirm "did I attach the right receipt?" without opening the transaction first. **Tap a chip to view:** images open in a full-screen preview, PDFs and CSVs open in a new tab. It works whether the file lives in Booksaidso or in your synced **Google Drive**, and read-only rows show their files too — invoice rows reveal the invoice link plus any payment slips, daily-revenue rows show the day's slip. It pairs with the existing amber "no receipt" reminder: rows with files show chips, rows still missing one keep the reminder — so what's there and what's missing are both visible at a glance.
Log capital purchases — computers, equipment, furniture, vehicles — as **fixed assets**, kept separate from everyday expenses and out of your Profit & Loss (capital, not an expense). Add and manage them right on the **Transactions page** (a new Fixed Assets tab with its own total card); **Bookkeeper AI** and **Bulk Upload** now recognise asset purchases and auto-suggest a useful life based on the category. A read-only **Fixed Asset Register** under Reports → Fixed Assets lets you browse by financial year, with By Item and Summary views. When it's time for your accountant, **export an auditor-ready register CSV** — item, date, cost, estimated useful life, a straight-line depreciation estimate, and a Hong Kong tax-treatment hint (s.16G / Schedule 4 pool). Booksaidso captures the facts; your accountant prepares the depreciation schedule.
When you edit a transaction and click Save, a confirmation now shows every change before it's applied — old value → new value for each modified field, plus added or removed attachments by filename. Changes that also update your **Google Drive** files (date, vendor, client, item name, description, attachment add/remove) are flagged with an amber ⚠ Drive marker so there are no silent side effects. **Why we shipped this:** the edit modal used to save silently — a typo on amount or date would quietly mutate your P&L. This closes that loop. Cancel keeps you in the edit modal; Confirm proceeds with the save.
Invoices, Daily Revenue & CSV Import marked as Beta
「發票」、「每日營業額」及「CSV 匯入」標記為測試版
Invoices and Daily Revenue now show a small Beta badge in the sidebar and a one-time banner on the page; the CSV Import mode on the Bulk Upload page is also tagged as Beta. **What this means:** these features are stable for everyday use, but UI and workflow may evolve as we iterate on feedback. **What stays unchanged:** your data is safe, tier limits still apply, and financial-correctness bugs remain top priority. Please email **hello@booksaidso.com** with any feedback — especially around invoice milestones, payment recording, revenue grid UX, or CSV statement classification.
Refine every transaction with an optional sub-category under its main category. **Defaults** are AI-aware: chat, bulk upload, and CSV import all auto-fill sub-categories like "SaaS Tools", "Legal Fees", or "Local Transport" — 27 defaults across 8 common parents, free for all plans. **Custom labels** (Pro & Business): add your own sub-labels under any of 13 categories — e.g. "Video Production" under Advertising, "Insurance" under Other Operating Expenses, "Wedding" under Sales & Service Revenue. AI never auto-fills customs; you stay in control. Manage everything from Settings → Sub-categories. Sub-categories show up in the transactions filter, CSV export (new "Sub-category" column), and audit zip layout.
Selected multiple transactions? You can now bulk-edit them in one click. Toggle Select mode, pick any number of rows, then use the Quick Edit bar to mass-update type, category, sub-category, or payment method — no more opening each transaction individually. Cap of 1,000 rows per update; daily-revenue and invoice-sourced rows are intentionally excluded to keep those flows authoritative. Also new: a sub-category filter dropdown in the filter row, derived from the current view.
Drop a credit card, Uber driver, or any vendor monthly statement CSV onto the Document AI page. The system auto-detects columns (date, amount, description), classifies every row into the right category, item name, and payment method, and converts foreign currencies to HKD using real market rates. Vendor statements are grouped by month × fee type before classification to save credits. ~0.5 credit per row, with batch review and one-click confirm. All resulting transactions share a single CSV attachment for a clean audit trail.
Business plan users can now connect Google Drive. Attachments from transactions, daily revenue, and invoice payments are automatically uploaded to your own Drive — organised by category, year, and month. Three storage modes: Supabase only (default), Both, or Drive-only (Supabase copy deleted immediately after a successful upload for maximum privacy). Connect from Settings → Attachment Storage.
Business 方案用戶現可連接 Google Drive。交易、每日營收及發票付款的附件，將自動上傳至您自己的 Drive，並按類別、年份及月份整理。三種儲存模式：僅 Supabase（預設）、兩者同時保留、或僅 Drive（上傳成功後立即刪除 Supabase 副本，最大程度保護隱私）。於「設定 → 附件儲存」連接。
Security · 安全
Privacy & Security Improvements
私隱及安全性改進
Error monitoring is now configured to strip IP addresses, cookies, request bodies, and financial field values from all error traces — nothing beyond an anonymous user ID is ever sent to Sentry. Privacy Policy updated to document subprocessors (Sentry, Resend, Google), all three attachment storage modes and their data flows, and your rights under PDPO DPP6.
錯誤監控系統現已設定移除所有錯誤追蹤中的 IP 位址、Cookie、請求內容及財務欄位數值——除匿名用戶 ID 外，不會向 Sentry 傳送任何個人資料。私隱政策已更新，列明次處理者（Sentry、Resend、Google）、三種附件儲存模式及其數據流程，以及個人資料（私隱）條例的用戶權利。
Improvement · 改進
Transaction Category & Payment Filters
交易類別及付款方式篩選
The transactions page now has two new filter dropdowns: filter by category (e.g. Software & Subscriptions, Staff Expenses) and by payment method (personal, company bank, cash, credit card). A running subtotal updates as you filter — handy for questions like "how much did I spend on software this month?"
You can now attach CSV files to transactions as supporting documents — useful for bank export files, payroll summaries, or any tabular data you want to keep alongside a transaction record.