Record TDS on invoices, verify client PAN & Aadhaar, and more
24 September 2026
Record TDS withheld by clients when settling invoices and export TDS reports to CSV. You can also now validate client PAN and Aadhaar numbers, organize clients into groups, and customize screen text size.
New
- Invoices → Record payment: Record TDS withheld by clients when logging invoice payments, view total TDS deducted on the billing overview, and export deduction reports to CSV.
- Clients: Capture and validate PAN, Aadhaar numbers, and entity types (such as Individual, Company, or LLP) on client records and in bulk spreadsheet imports.
- Settings: Adjust the workspace text size in appearance settings to make text across the app easier to read.
- Services & packages: Import standard professional services with a single click when setting up packages, drafting proposals, or logging leads.
Improved
- Clients: Assign businesses to client groups directly from the list, search inside specific client groups, and filter your roster by entity type.
- Tasks: Filter tasks and workload dashboards by client entity type to isolate work for specific business structures.
- Services & packages: Create and manage service categories on the fly directly inside category dropdowns without leaving your open form.
- Leads: Lead status is now automatically assigned when entering contact numbers, with clearer status hints on the board.
- WhatsApp messages: Resend client welcome messages whenever needed while automatically preventing duplicate welcomes if a number is already registered.