Roadmap

🔗 What’s New We’ve expanded the Expenses Accounts page to give you a full picture of your payment activity. Previously, this page only showed received ACH payments. Now, you’ll also see: Domestic Wire transactions Originated ACH payments All debits and credits in one place 💡 Why This Matters With every payment type now visible, you can more easily track cash flow and understand exactly how money is moving in and out of your Workyard Business Checking account. 🛠️ Get Started Go to Expenses → Account. View all payments in the Payment table provided.

🔗 What’s New We’ve added a new CSV export option to the Transactions page, making it easier to move transaction data into your accounting or ERP system. You’ll now see an Export button on the Transactions tab that lets you download the transactions you’re viewing. The export includes key transaction details—such as date, merchant, amount, cardholder, and any linked Workyard project or cost code—along with a downloadable receipt link for each transaction. 💡 Why This Matters This update streamlines accounting and reconciliation workflows. You can filter transactions in Workyard, export exactly what you need, and import clean, structured data into your accounting system—while still having quick access to receipts when you need them for verification or audits. The export respects your current filters and downloads instantly, helping you move from review to reconciliation in just a few clicks.

This new Smart Forms feature allows you to capture location and/or timestamp data as part of the form submissions, for any question type, including photo uploads. This means your team's forms responses will accurately collect meaning location/time data to help as evidence of work completed at a jobsite, at the relevant time. 🎯 What’s New You can now configure any question in your Smart Forms templates to automatically capture geolocation and/or timestamp data. This gives you control over which responses require added verification, making it easier to track compliance, validate work performed, and maintain accurate records. Your crew will see what questions ask for this information, and the location/time data will be shown in the form submission. This keeps the workflow simple for workers while delivering accurate information to your admin staff.

🔗 What’s New You can now export Workyard Visa Debit Card transactions directly to QuickBooks Online (QBO). Approved expenses—including receipts and job or cost code allocations—can be pushed into QBO instantly. You can also mark eligible transactions as billable, making invoicing in QBO faster and easier. 💡 Why This Matters * Eliminate manual data entry between Workyard and QBO * Speed up month-end close with fewer reconciliations * Improve accuracy of expense categorization * Keep project costs clean and up to date * Turn expense tracking into effortless client billing * Maintain real-time financial reporting without extra steps 🛠️ Get Started Go to Expenses → Accounting. Connect to QuickBooks Online (if you haven’t already). Select your Workyard Business Checking Account in QBO. Choose the transactions ready for export and send them over.

Smarter, Clearer Project Imports from QuickBooks Online We’re making major improvements to how Workyard imports and organizes your projects from QuickBooks Online (QBO) so your setup in Workyard matches the structure you’ve already built in QBO. QuickBooks Online has evolved over time, and now supports the structure of setting up "projects" aside from "customers". 🎯 What’s Changing We’re enhancing our integration to better understand and respect the project structure you’ve built in QuickBooks Online. Any projects you create in QBO will appear when importing projects to Workyard.

🔗 What’s New You’ll be able to connect your Procore and Workyard accounts by installing a simple, secure custom app Import your Procore projects and cost codes directly into Workyard. This ensures your project data stays perfectly aligned across both platforms, saving time and reducing errors. 🛠️ Get Started Go to integration settings and select connect Procore and follow the prompts to set up your connection. Alternatively, you can also contact the support team to walk through the set up process.

Are you tired of chasing employee receipts? Are you fed up with spending countless hours trying to match receipts to jobs? Do you want to be able to streamline and automate this process? Do you want to: Eliminate the time-consuming process of manual receipt collection and allocation to specific jobs for accurate job costing and billing? Enforce employee controls for wise spending and added fraud protection? Automate material purchase transactions to go directly to your ERP and bookkeeping software? If you answered YES to any of these questions, vote for this feature and share your feedback in the comments!

As supervisor or worker, consolidate the time cards' hours into a weekly view to review and update the weekly time activity of your team. And add a single sign-off once a week (or pay period) instead of daily. Workers can quickly review all the hours, including regular and overtime, reported for the week instead of going through all the time cards.

Is your team required to fill out any type of forms while at work? We're looking for ways to help you standardize how you capture information from the field for jobs and your customers using work forms. We would like to hear your feedback on the types of work forms you are currently using today with your team and if you are utilizing paper or other software solutions. Note: while we are committed to exploring this idea, it is not in development or being committed to until it is marked as Building Now on our roadmap. If this item moves into this status, we will then be able to provide an estimate delivery timeframe.

Track your crew's attendance using a single centralised device on-site. Prevent unauthorized clock-ins with biometric authentication.