Changelog

New Status - Review Complete

Have an ‘awaiting payment’ option in the status bar

Ability to add rounding to a service price

Ability to add screenshots and document uploads to a memo

Is it possible to pin post in the memo section. This makes life easy to keep important memos at the top

LoE Preview

Due dates now populate when bulk enabling services

You can now bulk enable services and have the due dates filled in for you, rather than setting them one by one. This applies wherever the date can be worked out automatically: Fixed statutory dates - SA100, SA800 and CIS Derived from the client's accounting or confirmation statem

New Fee review widget on the Dashboard

You can now see, at a glance, which service checklists have been flagged for a fee review. The new Fee review widget on your Dashboard surfaces them in one place so nothing slips through to the next billing cycle unnoticed. This is the first phase, we've more planned to build on

Preview Proposals and Letters of Engagement full screen

You can now open a Proposal or Letter of Engagement full screen in a new tab. Useful for checking the document reads well before it goes out, without the surrounding interface getting in the way.

Manager column on the Completed Jobs report

You can now see who managed each job directly in the Completed Jobs report. A new Manager column has been added, along with a filter so you can narrow the report down to a single manager's completed work.