Latest Product Updates (12 June 2025)

New 🌟

Client Groups
– A new way to organize clients. Groups replace tags for clients, making things simpler and more consistent.
Microsoft Login & Register
– Users can now log in or sign up using their Microsoft accounts.
Delete Clients
– Clean up test data or old entries with new delete options, including bulk actions (admins only).
Client-Specific Year End Fields
– Added support for region-specific labels and logic for Year End selection.

Improved ⬆️

Task View
– Tighter layout with cleaner defaults for descriptions and file uploads.
Bulk Actions
– Bulk actions added for Clients, Files, and Tasks, including tag updates, assignees, and file sharing.
Contact Import & Index
– Import Contacts with more flexibility, download as Excel, and use a more intuitive "Add" flow.
File Sharing Flow
– Share individual files (not just folders) and send optional email alerts to clients.
Simplified Interface
– Updated left navigation with expand/collapse, restructured settings and reports access, and reduced clutter.
API Enhancements
– Additional endpoints for Clients, Contacts, and Time Logs – better for integrations and syncing.
Search & Filters
– Improved client search results, visible saved filters, and faster dropdowns when logging time.
CSV Imports
– Improved CSV imports: Contacts imported with Clients are now automatically linked.

Fixed 🔧

Time Tracking
– Fixed timer formatting over 60 minutes, incorrect default dates, and task allocation issues.
E-signature
– Resolved file loading and notification issues when sending for signature.
Contact Invites
– Fixed errors when inviting contacts.
Time Report Columns
– Weekly report ranges now reflect the selected date range properly.