You can now track expenses in Torch Project Management. This is really handy if you buy products on behalf of your client and later bill for them. You can also use expense tracking to make sure your project expenses don’t get out of control (whether you later bill for them or not).

The Expense Page:

Importing into Invoices:

Just like time entries, you can import expenses into invoices. Torch keeps track of which entries have been billed, so you can continue to use the same categories throughout the entire project.

First, click “Expenses from Category”:

Then, select the correct category:

The category now shows up on your invoice as a section:

Accessing Expenses from the Offline Mobile Interface (for iPhone and Android):

Over the next few usages of the Offline Mobile Interface your app will be upgraded to support expenses automatically. Here is the new main screen:

Adding expenses:

Adding Expenses from E-Mail:

You can add expenses from any e-mail being sent into Torch using the following command:

[expense:Note about expense:200]

You can have as many of these on a single message as you want, however each must be on its own line.

Adding Expenses from a WebHooked App (like Beanstalk or GitHub):

You can add expenses using the following command:

[expense:Note about expense:200]

You can have as many of these on a single commit as you want.

The API has also been updated to support expenses.

You can now assign an e-mail template to an event created via the the event e-mail command in Heap CRM. For instance, this would create an event sending an e-mail template titled “Follow-up”:

[event:+1 Week:Send E-Mail Confirmation->My Calendar-@Follow-up]

This command works in for incoming message and prospect e-mail as well as outgoing e-mail.

You can now include events as part of default categories in Torch. Each event is defined in relation to the date you create your project:

The number of days can be any whole number (including negatives) and you can have as many default events as you want.

You can now see related messages in Heap CRM. Looking at any message there is now a box on the right of the comment screen that looks like this:

If the message is associated to a prospect, related messages will show messages within that prospect with the same subject line. Otherwise it will show all messages with the same subject line.

Do you sometimes have e-mail messages that go back in forth? Now in Torch, you have the option to have the entire conversation collapsed into a single message.

First you have to enable e-mail threading:

Now, let’s say I need to reply to this e-mail (where the first message is already in Torch):

The reply shows up as a comment instead of an entirely new message:

This works regardless of how many people are involved in the conversation or how many replies you have.

There are two features as a result of the survey:

• You can customize the names of the tabs
• E-Mail templates are better organized

Under Settings->Interface you will see this screen:

E-Mail templates now show the first few words of the message body when you select them from a drop-down. This is useful when the you have multiple e-mail templates with the same subject line. There is also a few modifications to the e-mail templates page.

There are two new features as a result of the survey:

• Import sections from bids and invoices
• Remove the comment box on invoices and bids when printing

The import feature allows you to duplicate any invoice or bid in an active project (making it basically a template). You can find this feature here:

The second feature was pretty minor, but a large number of people requested it: Hiding the comment box when printing invoices and bids. The box will still appear when you viewing on screen but will disappear when print.