Global notes, unified invoicing, and stronger privacy
1 November 2026
This release brings a new quick-access notes panel to every screen and lets you combine multiple finished jobs into a single invoice. We've also added finer privacy controls for task assignment and fixed date calculations for month-end contracts.
New
- Invoices → Create invoice: You can now select multiple finished tasks at once and bill them all on a single combined invoice, including any advance work done for newly onboarded clients.
- Dashboard home → Top menu: A new global Notes button allows you to instantly view and jot down internal notes about clients, leads, or tasks without leaving your current screen.
- Clients → Client list: Added a 'No owner' filter to the businesses list so you can quickly identify and assign clients that don't have a designated relationship manager.
- Reimbursements: You can now filter the expense claim list by specific employee names or IDs to speed up the review process.
Improved
- Proposals: Proposal documents and PDFs now display accurate currency formatting and clearly state the applicable tax rates for the total payable amount.
- Tasks → Assignment: Stricter privacy controls ensure staff can only assign bulk work to employees within their authorized scope, hiding out-of-scope client records.
- Billing & plan → Subscriptions: Firm owners can now quickly add extra paid seats to their active subscription, with automatic billing adjustments handled if plans change.
- Leads: You can now manually log external WhatsApp conversations and follow-ups directly onto a lead's timeline.
Fixed
- Invoices → Recurring billing: Fixed an issue where recurring invoices and contracts scheduled for the end of the month would calculate billing dates incorrectly during short months like February.
