Issue proforma invoices and manage dashboard attendance
3 September 2026
Create proforma invoices for clients before billing officially, then convert them to tax invoices once paid. Firm owners can now also remove incorrect attendance entries directly from the dashboard.
New
- Invoices: Raise proforma invoices for client estimates or advance payments, track them separately from recognized revenue, send PDF copies, and convert them to standard tax invoices in one click.
- Dashboard home: Firm owners can now delete mistaken attendance entries directly from the attendance panel.
Improved
- Invoices: Refined the invoice preview sheet header for better readability and kept custom date range filters neatly inside the filter popup.
- Tasks: Added status chips to task rows and cleaned up axis labels in the matrix view for quicker scanning.
- Email inbox: Removed unnecessary blank lines when splitting quoted email threads and improved reading pane colors in dark mode.
- Clients: Improved the staffing lock indicator on client lists so team managers can clearly see when an assigned employee cannot be changed.
- Dashboard home: Capped the display of risk alert cards and tightened task calendar row spacing to keep the home screen compact.
