Expense claim timelines, WhatsApp approvals, and client setup tracking
12 September 2026
Review and approve reimbursement claims with visual timelines and WhatsApp actions, track onboarding progress on client profiles, and navigate daily attendance with ease.
New
- Reimbursements: Expense claims now show a step-by-step progress timeline, and staff can add a custom label whenever submitting an expense under the 'Other' category.
- WhatsApp messages: Managers can now receive and act on reimbursement approval requests directly through interactive WhatsApp alerts.
- WhatsApp messages: Daily streak alerts now include direct buttons to jump straight back into your firm dashboard.
Improved
- Clients → Overview: A new setup completion bar shows the status of each onboarding step, including who completed it and when.
- Clients: Compliance and task tabs now switch smoothly with live pending badges, and items in the Needs Attention card link directly to their tasks.
- Reimbursements: Expense category names now appear consistently across review, reapply, and deletion dialogs, alongside clearer approval status labels.
- Dashboard home: The attendance toolbar now has day stepper arrows to move forward and backward across dates, along with richer attendance status badges.
- Team → Overview: Expanded the assigned client list on staff profiles so you can review full portfolios without truncation.
- Settings: Unified the Command Center keyboard shortcut to open reliably without conflicting with browser search boxes.