Date range filters for invoices and cleaner automation tracking
6 August 2026
This update introduces date-range filtering for invoices, consent controls in the DPDP dashboard, and smoother visual progress tracking during automated portal filings and notice fetching.
New
- Invoices: Filter invoice lists using quick date ranges to easily review specific billing periods.
- Data privacy (DPDP): Manage client privacy consent directly using new action controls in the DPDP dashboard.
Improved
- Invoices: View clearer invoice details and updated status panels across billing dashboards.
- Clients: See business names directly alongside contact records, refine industry filters smoothly, and enjoy cleaner column layouts for credentials and tasks.
- Chrome extension: Follow portal filings and notice fetching with clear progress icons, branded indicators, and automatic tab closing when runs finish.
- Notices: Track client notice fetching progress more accurately in real time.
- Compliance: Easier navigation with better aligned action buttons across compliance tables.
- Team: Improved placement of action buttons on team management cards.
- Client onboarding: Streamlined table layout during client onboarding reviews.