Recoverable expenses, client dues tracking, and Team Folders
24 October 2026
You can now easily pass firm expenses and government fees onto client invoices. We've also added Zoho WorkDrive Team Folder support and replaced generic departments with compliance-focused staff categories.
New
- Invoices: You can now mark firm expenses, like government fees or vendor bills, as recoverable and add them directly to client invoices with the correct taxes and SAC codes applied.
- Clients: A new Client Dues section helps you instantly track unpaid balances, unbillable expenses, and total amounts paid by the client.
- Settings → Notifications: Firm owners can now opt in to receive a weekly email summary covering all new features and platform improvements.
Improved
- Settings → Zoho Books: When connecting Zoho Books, you can now specifically choose which organization's books to sync your invoices into if you manage multiple firms.
- Team: We overhauled how you organize your staff. The old generic 'Departments' have been replaced with compliance-specific 'Staff Categories' (like GST or Income Tax) for clearer workflow management.
- Clients → Documents: The Zoho WorkDrive integration now allows you to browse and link files directly from your Team Folders, not just your personal drive space.
- Clients: You can now add, edit, and dial client contact persons directly from the header of the client's profile.
- Dashboard home → Chat: Internal conversations can now be filtered by staff category to help you find the right colleagues faster.
- Dashboard home → Reports: Staff performance and task reports can now be generated for an 'All time' period.
