We continue to improve financial management tools in if.team. This time — payroll planning and a major upgrade of transactions.
Now in Cashflow, you can work not only with actual balances but also with forecasts. You get a complete financial picture at a glance: current balance, planned inflows and outflows, and expected balances for upcoming periods.
We’ve prepared a major package of updates in if.team. Working with tables, projects, and finances has become even more convenient
In June, the if.team crew rolled out a host of updates designed to make your daily workflow smoother and more intuitive. Based on your feedback, we’ve enhanced leads, projects, transactions, the interface, and reporting.
This update focuses on practical improvements—not large-scale renovations—but changes you use every day.
Now in if.team, you can create custom fields in client and contractor cards — exactly the fields your business needs. Store specific information such as contact persons, cooperation terms, internal codes, client categories — all organized and always at hand.
Now, in if.team project cards, you can create custom fields to store the information that truly matters to you. This lets you keep budgets, dates, specifications, and special conditions under control — without relying on external documents or chaotic notes.
You decide which data to keep in your projects. And now you can do it simply, structurally, and all in one place.
You can now create custom fields in lead cards to store the information that matters most to your business. This gives you better control over your sales processes, automates data collection, and boosts your efficiency when working with potential clients.
Thanks to this flexibility, if.team becomes a tool that adapts to your unique business needs — not the other way around.
if.team has updated the P&L functionality so business owners and managers without a financial background can better understand their company’s true earnings. Now the report allows separate tracking of dividends, investments, and capital injections — without distorting the real profit of the business.
if.team оновила функціональність P&L, щоб власники бізнесів та менеджери без фінансового бекграунду могли ще краще розуміти, скільки насправді заробляє їхня компанія. Тепер у звіті можна окремо враховувати дивіденди, інвестиції та поповнення рахунку — без спотворення реального прибутку бізнесу.
if.team has updated the Gantt chart for tasks and projects. It now offers improved task dependencies, new sorting options, and a cleaner interface for everyday use.
These updates make planning easier, progress more visible, and give teams greater control over their work.
