Draft GST adjustments, team views, and client activity
14 September 2026
Easily switch tax treatments on draft invoices, track proformas from the billing dashboard, filter clients by team, and review full client histories in the new Activity tab.
New
- Invoices → Billing dashboard: Track pending proformas with a dedicated summary card and visible proforma numbers across the billing view.
- Clients: Review a chronological history of client profile updates and actions in the new Activity tab.
- Clients: Filter clients by team and browse team workload cards to see which groups manage each account.
- Clients → Credentials: Launch tax and compliance portals with one-click credential autofill directly from the client's credentials tab.
- Tasks: Filter tasks and compliance matrices by calendar year across dashboard and ranked views.
- Client onboarding: Preview uploaded spreadsheets as interactive tables inside the app without downloading the file.
Improved
- Invoices: Switch GST treatment (such as toggling between IGST and CGST + SGST) and edit tax rates on draft invoices without re-entering line items.
- Clients: Associates can now update client contact details, while editing industry classification is restricted to partners and managers.
- Dashboard home: Monthly attendance now displays a summary report card once a month ends, and informational sidebar cards can now be dismissed.
- Notices: Select-all and filtered notice counts have moved to the top header for quicker bulk actions.