NEW
1. Notes: Note permissions
Notes now support per-note access control. Owners can restrict who can view or edit a note, preventing unauthorized deletion or modification of sensitive content such as HR reviews or salary discussions.
Why? Previously, any team member with access to a client, project, or supplier could delete or edit all notes. Permissions make it safe to store confidential information in notes without risk of accidental or unauthorized changes.
2. Notes: Search and filter notes
Notes lists on client, project, supplier, and team member cards are now filterable. Filter by note type, author, pinned status, or use free-text search to find specific notes instantly.
Why? As the number of notes on a record grows, scrolling through the full list becomes impractical. Filtering lets you find the right note without manual scrolling.
3. Notes: Create a task from a note
You can now create a task directly from a note. The note is automatically attached to the new task for context, so action items captured in notes can be turned into trackable work in one step.
Why? Notes often contain follow-ups and action items. Previously, you had to manually create a task and remember to link the context. Now it's one action.
4. Notes: Templates
Companies can define reusable note templates with pre-filled headings and structure. When creating a new note, select a template to start from a consistent structure instead of a blank page.
Why? Teams writing recurring notes — annual reviews, one-on-ones, onboarding checklists — were recreating the same structure from scratch every time. Templates eliminate that repetition.
Ream more about Note Templates
Improvements
Billing: Bulk invoice creation now works reliably — all invoices are generated in one go, every time.
Billing: Invoices now display the translated product name when a translation exists.
Billing: Hourly product topic selection is now visible even for client-customized products.
Billing: Invoice PDF and e-invoice row grouping — merge rows by description or article code, with quantity or total display mode.
Billing: New "Not sent" and "Not exported" invoice list filters to surface invoices pending client delivery or accounting export.
Billing: Billing users with the relevant permissions can now bulk-send and bulk-export invoices, not just owners and admins.
Tasks: Selecting a template suggestion now copies over the description, bill-at, and bill-by fields.
Tasks: Finishing a task on the dashboard now shows the next task instantly, without a page reload.
Tasks: Hovering over a task attachment now shows the full file name.
Reports: Task start date is now included in XLS and PDF report exports.
Calendar: When filtering by specific team members, only their vacations are shown; group selections expand to display individual member vacations.
Monitoring: Value and agreement targets can now be set, edited, and copied per period per client, enabling historical comparison.
Client Portal: Your firm's client app remains visible in the App Store even when the account is paused or the trial has ended.
Email: Outlook and Gmail connection stability improvements.