Proposal Invoicing, Onboarding GST & Task Improvements
1 October 2026
Turn accepted proposals into draft invoices with one click, manage GST on scheduled onboarding invoices, and track unstarted work more easily across your team.
New
- Proposals: Track which accepted proposals still need an invoice, with a new reminder banner and tags to raise draft invoices directly upon agreement.
- Tasks: Create multiple tasks at once with a new bulk creation button on the task toolbar.
Improved
- Client onboarding: Scheduled invoices set up during client onboarding now automatically apply correct default GST settings and tax columns.
- Client onboarding: Easily copy fresh onboarding links or re-send invitations if a client's original setup link has expired.
- Clients: Compliance task lists now clearly indicate whether a filing is covered under an agreed proposal retainer or billed separately.
- Tasks: The Tasks Flow strip now includes a dedicated tile for unstarted work so upcoming deadlines stay visible even when nothing is overdue.
- Tasks: Hover over compliance count badges to see the exact client business names included in the count.
- Dashboard home: The team roster and staff profiles now show clear reporting partner hierarchies and firm leadership roles.
- Compliance bot: Portal run cards now display cooldown countdowns between file uploads and a scrollable chip bar for firms managing multiple portal logins.
Fixed
- Tasks: Adjusted task filters and toolbar buttons for smoother navigation when managing firm tasks on mobile screens.
