April 2026

Note templates — reusable note structures like meeting agendas, review forms, and onboarding checklists — are now available when creating notes on clients, projects, and vendors, not just team members.

Watch the video

Click “Choose template” in the note editor to browse and select a template. Each area has its own template pool — client templates are separate from project or vendor templates. New templates can be created directly from the template selection dialog.

Why? Teams writing recurring notes were rebuilding the same structure every time. Templates eliminate that repetition across all note contexts.

Available to all paid customers.

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Mark many invoices paid (or unpaid) in one action straight from the invoice list — no need to open each invoice individually.

Why: Reconciling a bank statement at month-end used to mean clicking through dozens of invoices. The bulk action turns it into a single confirmation.

Try it: Open the invoice list, select the invoices, then choose Update payment status from the bulk-actions menu.

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A new pair of views — Missed Billing and Extracted Billing — surface revenue that didn’t make it onto an invoice and the time/disbursements you’ve already reclaimed.

Why: Revenue leakage was previously only visible by drilling into individual clients. The new views give the whole picture in one place so leakage can be spotted and recovered every month.

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• Marking one task from a recurrence as done no longer affects the other tasks in that recurrence series.
• The Activity Log on a task is now complete — every change is captured, including email deletions, with WebSocket sync so other open tabs update immediately.
• Opening a task from the Calendar view now shows all related time entries.

• Contract invoice generation reliability fix — recurring contract invoices now generate correctly on schedule.

• Charts and KPIs across BI reports are recalculated for accuracy; This Year and timeline-chart edge cases are fixed.
• BI cache improvements speed up first-load time for large reports.

• Document digitisation now runs on a durable spool with retries, an audit trail, and task-log + notification + WebSocket updates — failures surface clearly instead of silently disappearing.

• Major Public API v3 expansion — see the API reference for new endpoints and capabilities.