Overdue invoice chasing and daily staff morning plans
3 October 2026
Automate overdue invoice chases over email and WhatsApp, and keep your team organized with daily morning task plans. Clients can now view and upload documents across all pending filings in a single portal.
New
- Invoices: Automate overdue invoice reminders by sending scheduled chase alerts to clients over both email and WhatsApp.
- WhatsApp messages: Staff can now receive an automated morning plan on WhatsApp outlining their tasks for the day, upcoming filings, and client follow-ups.
- Compliance: The document upload portal now shows clients all their open filings needing paperwork, letting them upload documents for multiple compliances in one visit.
- WhatsApp messages: Send clients a single consolidated compliance digest message summarizing multiple upcoming due dates and missing documents.
- Settings → Reminders: See Meta approval status for WhatsApp reminder templates directly in settings, with new controls to schedule weekly and monthly task plans.
Improved
- Dashboard home: Billed MTD metrics now convert foreign-currency invoices into rupees using agreed proposal rates, and metric cards stay neatly aligned on all screen sizes.
- Clients: Marking a client as inactive now reliably stops recurring task creation, DSC expiry alerts, daily digests, and reminder notifications.