Global data exports, dedicated calling, and billing updates
30 October 2026
This release prioritizes crucial billing fixes for GST handling and invoice formatting. It also introduces comprehensive Excel data exports across all major modules and the ability to set up dedicated firm calling numbers.
Improved
- Invoices: Added clear badges and warning notices on invoices to immediately flag bills that were sent without GST or have mixed tax rates, helping you catch and correct billing errors faster.
- Invoices: You can now edit the 'Billed To' address directly on an invoice even after it has been generated or marked as paid.
- Proposals: When converting a proposal into recurring bills, the invoice schedule preview now updates automatically to perfectly match your catalog's current billing terms and package rates.
- Billing & plan: Added a self-service option to close your firm's account from the settings panel. If you cancel a paid plan mid-cycle, your system access will now correctly remain active until the end of your prepaid period.
- Emails: Added a 'Stop task emails' link to all automated task notifications, allowing staff to easily opt out of inbox clutter if they prefer to rely entirely on their in-app dashboards.
New
- Dashboard home: Added 'Export to Excel' buttons across nearly every major data table—including Invoices, Tasks, Leads, Proposals, Notices, Reimbursements, and Team rosters—so you can easily analyze your firm's data offline.
- Settings → Calling: Firms can now set up their own dedicated calling numbers directly from the settings panel, complete with automated call logs and inline playback of call recordings on a client's profile.
- WhatsApp messages: You can now set up custom WhatsApp templates specific to your firm's brand and easily send approved follow-up messages straight from the client reply box.
- Team: Staff members can now formally request to leave the firm directly from the app, triggering a clear exit-management workflow for admins.
Fixed
- Dashboard home → DSC: Resolved layout issues when adding Digital Signature Certificates (DSC) and added the ability to select the exact expiry date directly on the registration card.
