Smarter Invoice Auditing and Multi-Currency Deal Values
12 August 2026
This release introduces invoice sequence gap tracking, multi-currency deal values for leads and proposals, clearer recurring task cycle updates, and improved mobile layouts.
New
- Invoices: Added audit notices explaining gaps in invoice numbering sequences, along with Indian financial year labels on billing statistics.
- Leads: Added deal value tracking with clear rupee formatting and multi-currency totals on lead cards and boards.
- Proposals: Pending proposal breakdown cards now display totals grouped by individual currency.
Improved
- Invoices: Updated money formatting across invoice lists, summary cards, and analytics charts to display compact rupee totals clearly.
- Services & packages: Improved foreign currency handling and package savings calculations when creating or editing service packages.
- Tasks: Completing a recurring task now shows clear details and notes about its next scheduled cycle.
- Tasks: Improved layout readability on mobile screens for the task matrix and daily calendar views.
- Clients: Added office phone numbers to contact forms and improved phone number cleanup to avoid sending duplicate messages.
- Client onboarding: Standardized invoice prefix formatting when setting up billing schedules during client onboarding.
