Friday 24 April 2026
Recently added features and functionality
Pulse is now even better, with price estimate suggestions for products missing prices, unpaid invoices surfacing before they become overdue, draft invoices left untouched for 7 to 30 days appearing in your feed, Project Management tasks due today mirrored into your To-do List, and improved reliability on first open.
Plus, invoice settings now give you tighter control over how invoices go out, with default email subject and message text applied to every send, configurable Invoice Item descriptions on line items, and Programa invoice numbers carrying through as the invoice number in Xero. Split payments now validate each due date against your selected payment terms, catching mismatches before invoices are sent.
Other fixes and improvements
- Invoice email formatting preserves line breaks, keeping your message as written.
- The project invoice page now includes a sync status banner, giving clearer visibility of where each invoice sits with your accounting integration.
- Split invoice part payments update together when marked paid via webhook, keeping your records aligned.
- QuickBooks tax syncing has been refined, including handling of blank-named codes and non-US tax details.
- Xero duplicate contact names are handled automatically on sync, keeping your Address Book organized.
- Invoice accounting badge styling aligns with tax settings for a consistent look across invoicing views.
- Address Book updates propagate to invoicing counterparts, keeping client details current throughout the platform.
- Individual product PDF exports now include the product URL, so clients following up on a single item have the source link available.
- Legacy invoicing pulls the latest email address from the Address Book on send, keeping outgoing invoices aligned with your current client records.
- Today's Focus now supports up to 20 actions in your daily feed, giving room for a fuller agenda.
- Completed to-do list items clear from view once ticked off.
- Refined Create Pulse button placement on mobile for a tidier view on smaller screens.
- Today's Focus product cards update in real time as edits are made in the side panel.
- Refined to-do task assignment email delivery for reliable notifications.
- Restructured home page tiles in the Client Dashboard for a clearer layout.
- Improved Key Date toggle contrast against the dashboard background for better readability.
- Client logos render crisply on high resolution displays in the Client Dashboard.
- Refined Schedule cards and grid views in the client portal for a polished client-facing presentation.
- Polished the product details page in the Client Dashboard.
- Refined the invoice page within the Client Dashboard.
- Refined alignment between the Studio Management Timeline sidebar and chart for easier scanning across phases.
- Phase timeline date edits save reliably, including on the Gantt chart, keeping project timelines in sync.
- Canva embeds render in full, with no black bars or page clipping.
- "Set as default section" option in the Schedule create modal matches the edit modal for a consistent experience.
- Task descriptions link through to the relevant Schedule item modal for quicker navigation between connected records.
- Renamed import options in the Create file modal for clearer labeling.
