New Features

Workflow Editor

• Export workflows as PNG images for sharing and documentation

• New workflow action: copy a job date field to a client date field

• Re-apply job field initial values to existing jobs

Charge Rates

• New Charge Out Rates report with user and client filtering

• Import and update charge rates in bulk from a spreadsheet, with a preview of changes before applying

Fee Information

• Import fee information in bulk from a spreadsheet with inline error reporting

Budgets

• Budget template editor with improved usability

• Confirm and approve workflow for budget edits

• Generate budget rows for existing jobs

Reports

• New Leaver Assistant report to help manage staff departures

• New Billed Recovery Detailed report with drill-through from the summary report

• New Time and Expense inputs detailed report with drill-through from the summary report.

• Added user filter and drill-in support on the Time Summary report

• Added invoice filter to the Billed Recovery Detailed report

• Comment badges now shown on job card widgets for quicker visibility

Dashboards

• Delete and reorder dashboards from your user profile page

Staff & Skills

• Enhanced staff tags and skills management with permission controls

Client Management

• UK MTD Filing deadline field with optional working day adjustment

• Added a Clear button for the Xero contact ID on the client page

• Fee information tab on the client page now loads faster

Xero Integration

• Improved Xero Bill Checker with force import option and better handling of expired connections

API

• New fields available in the Clients API: Alternate ID and Next Year End

• Job positions now included in the Jobs API

• Set Job Position API endpoint

Bug Fixes

Workflows

• Fixed an issue where the 'Save as Image' export could fail on certain workflows

• Various fixes to action type settings and defaults in the workflow editor

• Fixed workflow pool steps not filtering correctly in certain action types

• Fixed job position recipients not filtering by active status

Jobs & Client Pages

• Fixed calendar dashboard widget showing duplicate and completed job entries

• Fixed a blank column appearing in the Jobs page spreadsheet export

• Fixed trigger dates displaying incorrectly on the client page

• Fixed traffic light indicators not correctly blocking on empty date fields

• Fixed boolean field save and writeback issues

• Fixed an issue when creating clients with missing parameters

• Fixed job creation link checks being too restrictive for certain client field types

Reports

• Fixed the Clients and Contacts report not handling certain mobile number formats

• Fixed credit notes using incorrect entry dates in the historical WIP report

• Fixed the View Charge Rates button linking to the wrong page

Comments

• Fixed deleted comments still being counted in stage comment totals on job cards

• Fixed comment text with special characters causing table display errors

Xero

• Fixed special characters in data sent to Xero causing errors

Scheduler & Messaging

• Fixed bulk message sending being blocked after only 3 hours instead of the intended 3-week window

Other

• Fixed activation codes with invisible characters not being accepted

• Fixed payment warning messages for unpaid invoices

• Fixed the turnaround analysis report encountering an error on certain records

• Improved data import reliability