One-Time Compliances and Interactive Dashboard KPIs
1 September 2026
Track one-time compliance deadlines alongside recurring schedules, and click any dashboard summary card to open its filtered list.
New
- Compliance: Add one-time compliance filings with specific due dates alongside recurring monthly and yearly schedules, with schedule badges and calendar sync.
- Dashboard home: Click any summary card or KPI metric across invoices, leads, notices, and proposals to open the matching filtered list view.
- Tasks: Added dedicated dashboard cards to monitor overdue tasks and work due in the next 7 days.
- Invoices: Dashboard summary cards now display billing totals and link directly to relevant invoices.
- Reimbursements: Track pending and manager-approved expense claims directly from dashboard summary tiles.
- Client onboarding: Added dashboard summary buckets to track clients moving through onboarding stages.
Fixed
- Email inbox: Fixed dark mode contrast in the reading pane so sent and received messages, including Outlook emails, remain legible.
