Smarter, faster, clearer. Your new Transactions page is built entirely around how you work.
Built on Your Feedback
This isn’t just a design refresh. It’s a rethink:
“I want to know what’s pending and what’s been handled—without needing to ask.”
“It’s hard to upload documents if I missed the flow.”
“I just want to filter by date.”
We heard you. And now you can.
The below feature is currently only available for Osome Accounting clients, not Xero clients.
Find What Matters, Instantly
No more endless scrolling or lost receipts.
- “Needs Attention” filter – See at a glance which transactions need your action (missing docs, unresolved items).
- Date & account filters – Focus on the timeframe or bank account that matters.
- Bulk or direct uploads – Drag and drop supporting docs right into your list view. No more opening each transaction.
Collaborate Where It Matters
Work seamlessly with your accountant:
- Start a comment directly from any transaction — open the transaction details and add a note or question. This is the easiest way for you to give context or ask for help.
- Reply to your accountant’s questions right in place — even from the list, you can view and reply to comments. Everything stays linked to the correct transaction, so nothing gets lost in email or spreadsheets.
This way, both you and your accountant always see the full story in one place!
Smarter Statuses, Less Guesswork
Every transaction now clearly shows its state, so you always know what’s happening:
No more guesswork. You’ll know exactly what’s done and what still needs your input.
Everything in Sync
Your Transactions page is now the command centre for your bookkeeping: filters, uploads, comments, and statuses all in one place. No more spreadsheets, email chains, or guesswork — just clarity.
And this is just the start. We’re continuing to improve how you and your accountant work together, so you can spend less time chasing receipts and more time running your business.
Log in to my.osome.com, open Transactions, and try the new filters and direct uploads to keep your books moving.
