Clearer invoice views, firm-wide partner access, and smart filing
24 September 2026
Declutter your billing dashboard with automatic filtering for cancelled invoices, grant partners full firm visibility, and track bulk document uploads with ease.
New
- Invoices → Dashboard: Added a Next Steps card to highlight pending invoice actions and catch potential billing leakage early.
- Team → Edit employee: Added a firm-wide access toggle so partners and practice leaders can oversee clients and portfolios across the whole firm.
Improved
- Invoices: Cancelled invoices are now hidden from the default invoice list and excluded from issued billing totals to keep active numbers accurate.
- Clients → Documents: Bulk document uploads now display real-time progress and failure alerts, and files received via WhatsApp are automatically named and filed.
- Emails: Partners with firm-wide access can now view client email communication logs just like firm owners.
- Clients: Business category tags now appear on their own line directly under the industry name for a cleaner view.
- Dashboard home → Attendance: The attendance calendar now accounts for an employee's joining date so days before their start date are not treated as gaps.
