Faster compliance management, proposal details, and attendance
11 September 2026
Assign compliance executors in bulk, see mapped compliances on services and proposals, and track team attendance with automatic location naming.
New
- Reimbursements: Upload supporting proof documents and receipts directly when submitting or reviewing reimbursement claims.
- Dashboard home: Managers can open a team roster panel directly from the dashboard to filter and check in on their direct reports.
Improved
- Proposals: Client proposals now display the exact compliances covered under each included service.
- Clients → Compliance: Use the bulk action bar to update executors and reviewers across multiple compliance items at once.
- Services & packages: A new compliance detail sheet and mobile pop-up let you view all compliances linked to a service without navigating away.
- Dashboard home → Attendance: Attendance punches now display readable area names from GPS coordinates, track elapsed time on the clock, and calculate monthly attendance percentages accurately for half-days.
- Tasks: Task pipelines now highlight overdue tasks clearly, and the toolbar filters wrap neatly on mobile screens.
- Clients → Compliance: Upcoming filing dates and next-task hints are clearer, with immediate alerts if a scheduled compliance has no assigned executor.
Fixed
- Client onboarding: Clicking the stalled onboarding card on your dashboard now filters directly to the matching client businesses.