v1.291.0

Detailed invoice line items and faster client assignment

22 September 2026

Add descriptions to individual invoice line items for clearer client billing, and easily assign unallocated clients to teams in bulk.

New

• Invoices: Add detailed descriptions to individual line items when creating, editing, or viewing invoices to give clients a clear breakdown of billed services.
• Clients: Bulk-assign unplaced clients to relationship managers and teams in a single action.