Cleaner upcoming bills and organized client groups
28 September 2026
Focus on collections with an overdue-first upcoming bills list, view businesses organized neatly under client groups, and run background portal tasks without interruption.
Improved
- Dashboard home: Upcoming bills now prioritizes overdue bills at the top and shows only scheduled invoices, filtering out drafts, sent, and cancelled bills.
- Clients: The business list now lays out businesses directly under their client groups, making it easier to review group members and manage assignments.
- Chrome extension: Automated background portal sweeps now wait until your computer is idle, ensuring compliance checks do not interrupt your active work.