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What's New

March 2024

Last updated: May 4, 2026

  • Clients – Link clients with parent-child relationships, making it easier to find related clients
  • API – When using “Get members” they return to the groups each member belongs to.
  • Language – Choose between British and American English language.
  • Custom fields – Financial year end is a client field that can be defined.
  • Tasks – The tasks start and the due date can be typed manually