Payments & Retainers

• New — Payment Accounts. Add your studio's credit/debit cards and bank accounts (last 4 digits only — never full numbers) in Settings → Shared Defaults. Then, when you mark a bill or expense paid, record which account it came from.

• Record a payment right from the lists. Invoices, Estimates, and Retainers now have a + Create → Record Payment action — no need to open the document first.

• Clearer credit vs. retainer. "Apply Credit" (client credit) and "Apply Retainer" (retainer buckets) are now separate actions, and retainer draws let you pick the correct bucket — including a General bucket.

• Retainer payments show up immediately on the project and its pool balances.

• Paid means paid. You can only set an invoice or retainer to Paid once its balance reaches $0 — record the payment and the status flips to Paid automatically.

• Fixes: refund math no longer double-counts markup; editing/deleting a recorded payment works reliably; and payment dates no longer display a day early.

Invoices & Estimates

• Redesigned row actions — clean Share / Update / + Create / Archive / Delete controls, with destructive actions separated and options that don't apply to a document's status hidden.

• Retainers stay on the Retainers tab — they no longer appear under a project's Invoices.

• Invoice → Purchase Order no longer errors on line items that aren't in your product library (those items are simply skipped, with a reason).

• Internal memo can now be shown on the client-facing view via a show/hide toggle.

Budget & Reporting

• New — Net Hourly Rate on the Budget → Audit page: see the true rate your studio earns on time — what you charged clients minus what you pay your team, across both billable and unbillable hours. A real profitability lens for your firm.

• Fixed hours logged per room on the FF&E audit.

QuickBooks

• Connecting QuickBooks now connects your entire organization — every admin sees it as connected, not just the person who linked it.

Time on Invoices

• The date-range filter now actually filters timelogs when you add them to an invoice.

• Fixed timelog dates that were showing one day earlier than logged.

Projects

• Editing phases and rooms now reflects correctly in the overview, and room renames/removals stick.

• Room types you choose now link to your studio's budget rooms and location codes.

• Scope of Work: clearing an item's text now deletes it, and the per-item delete button is visible in edit mode.

• Profile photos now show through to tasks, lists, and the project header.

Settings

• "Lock to project" on Service & Activity Types scopes a rate to a single project.

• Default terms & conditions boxes are now resizable.

• The left Settings menu stays pinned and scrolls independently of the page.

Forms

• "Email me on each submission" now reaches the account holder automatically.

Mood

• Fixed the Status column on the schedule view (no more blank screen when enabling it).

Integrations & Marketplace

• Harvest — two-way time sync. You can now push Workroom time entries to Harvest (previously import-only), with proper user attribution and duplicate protection.

• Apps marketplace: every app is now free and organized by category with a side menu.

Polish

• The left navigation menu now scrolls independently — scrolling the menu no longer scrolls the page behind it.

• Numerous cleanups across finance action menus, payment dialogs, and modals.