v1.3.34 (Jan 29, 2026) Bank Accounts: track deposits, withdrawals and transfers
You can now track your business bank accounts right inside ClientCee.
Manage your accounts:
- A redesigned Bank Accounts list and account detail page
- Change an account's status straight from the list, without opening it
Record transactions:
- Log deposits, withdrawals and transfers between accounts in a few clicks
- A full transaction history with a running balance after every entry
See your cash flow:
- A cash flow chart on each account shows money coming in and going out, based on your real transactions
Download statements:
- Generate a statement for any date range and download it as a CSV file
Proposals:
- The whole Proposals area, from the list to creating, editing and viewing, has a refreshed design with smoother date pickers, lead filters and status badges