Easier client tagging on invoices and custom compliance titles
27 October 2026
We've improved the invoice creation screen so you can tag clients more easily. You can also now see exactly who added specific professionals to your records, and your custom titles will properly display on compliance tasks.
Improved
- Invoices → Create invoice: Tagging clients on a new bill is now simpler using our standard professional selection screen.
- Clients → Professionals list: You can now see exactly which team member added each professional to your system.
Fixed
- Compliance: Custom titles assigned by your firm now correctly display on your existing compliance items.