Release Updates

Planful for Marketing: Custom Fields Bulk Update for Expenses

With this release, you can now update custom field values for one or more selected expenses directly from the Actions dropdown on the Expenses page in a single step. Previously, updating individual custom field values was challenging and tedious. This new functionality significantly streamlines expense management, supporting single-select and multi-select custom fields. The new Edit Custom Fields option appears below the Create Expense Group option in the Actions menu, whether or not custom fields have already been created.

With this option, you can see:

• Increased efficiency in managing custom fields
• Enhanced bulk editing capabilities for users
• Improved guidance and error handling

To learn more about bulk updating custom fields, click here.

Planful for Marketing: Introducing the Forecast Feature for Budget Planning

With this release, we’ve introduced the Forecast feature to help you manage mid-year budget changes without losing sight of your original plans. Forecasting allows you to retain your initial budget while making adjustments, offering greater visibility and control. 

You can enable Forecast when creating a new budget or editing an existing one. Once enabled, a new Forecast column appears across the Plan Budget and Manage pages, allowing you to track updated budget projections alongside your original totals.

Let's understand this with a use case: Let’s say your marketing team receives additional funds mid-year. Instead of overwriting the original budget, you can use the Forecast feature to reflect the revised spending while keeping the initial plan intact for comparison and reporting.

To learn more about the Forecast feature, click here.