Flowtly update: Critical Improvements for Budget Accuracy and P&L Reporting (2026-04-30)
What changed
This release brings significant enhancements to how Flowtly calculates and displays your budget and Profit & Loss (P&L) data. We've focused on ensuring more precise project cost allocation, particularly for contractor expenses, and refined P&L reporting by tags. Additionally, you'll notice cleaner visual representations in budget charts and drilldowns for a more intuitive experience.
Related update streams
Enhanced Accuracy for Project Cost Tracking
We've made comprehensive improvements to ensure that all project-related costs, especially those from contractors and various transaction types, are accurately reflected in your budgets. This helps you gain a more complete and reliable understanding of spending per project.
- Contractor expenses linked through attachments are now correctly included in per-project costs.
- Transactions associated with a single project are accurately allocated, even for contractor entries.
- Profit & Loss reports now capture transaction-level project links for more precise cost breakdowns.
- Project allocations from attachment levels are fully integrated into Profit & Loss costs by project.
- Monthly budget details now provide a complete itemized list and correctly merge project-specific rows for clarity.
Improved Profit & Loss Reporting by Tags
Generating Profit & Loss reports using tags is now more robust. These updates ensure that your reports accurately reflect financial performance for specific periods, even when detailed date parameters aren't provided.
- Profit & Loss reports by tags now consistently use the correct year for data aggregation.
- Reports accurately fall back to appropriate date ranges when specific boundaries are not defined.
Budget Charting and Detail Display Refinements
We've polished the visual presentation of your budget data, making charts clearer and drilldown information more professional. These changes enhance readability and the overall user experience when reviewing financial details.
- Actual costs in budget charts now consistently display in a dark blue color, improving visual consistency.
- Tooltips in budget drilldowns no longer show placeholder text, providing cleaner and more useful information.
Additional updates
Alongside the core streams, we also shipped a set of supporting improvements worth highlighting.
- Drop {{amount}} placeholder from full document tooltip.
Why it matters
These updates help teams work faster, reduce friction in daily operations, and improve overall reliability across the platform.
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