<h3 style="text-align: start">Ready to Invoice</h3>A new page under Finance that shows every piece of billable work that hasn't been invoiced yet — time and expenses, across all your projects, oldest first.Select what you want to bill and generate draft invoices in one step. Work you're not going to bill can be written off with a reason, or snoozed to a date you choose. Anything missing a rate or a service type is flagged, and you can fix it without leaving the page.A pill in the left menu shows the total sitting unbilled. It turns amber after 30 days and red after 60, so the work that's been waiting longest is the thing you see.<h3 style="text-align: start">A simpler way to set up your design fee</h3>Setting up a project's fee used to mean building a billing group — scoping it by person, phase and service before it would tell you anything.Now you just say how you're charging: Flat fee, Hourly, Per square foot, or any combination. Tick what applies, type the number, done.<ul><li>Hourly doesn't ask for a rate. It uses the rates you've already set in Settings and on the project.</li><li>You're only asked which fee covers what when you're charging more than one way — and only in the terms your timelogs already use. If your team doesn't track phases, you'll never be asked about phases.</li><li>Budgeting hours per phase is optional. Skip it and everything still works; you just won't get the per-stage variance report.</li></ul>Projects already using billing groups keep them, and Switch to fee setup will read your existing setup and propose the equivalent — showing you what it can and can't carry across before anything changes.<h3 style="text-align: start">Design Fee, grouped your way</h3>The Design Fee tab now shows your fees across the top and the work underneath, with a Group by control: Phase, Person, or Service type. The options you see are the ones your timelogs actually use.<h3 style="text-align: start">Client replies come back into Comms</h3>When a client replies to a message by email, it now lands back in the conversation where it belongs instead of disappearing.<h3 style="text-align: start">Automated report sending</h3>Schedule reports to send themselves on a recurring basis, configured in Settings.<h3 style="text-align: start">Responsibility % per team member</h3>When adding your team to a project, you can now set what share of the project each person is carrying. WIP capacity splits by it.<div data-type="horizontalRule"><hr></div><h2 style="text-align: start">Improved</h2>Product import now matches your spreadsheet columns by name rather than position, with a mapping step and a row-by-row review before anything is created.Timelog import gained phase and room columns, both as dropdowns.The Library lets you select sub-items and shows a Used in column — which estimates, invoices and POs each product appears on.Invoice, estimate and PO emails are now properly formatted instead of arriving as plain text, and contract emails carry your studio's branding.Rates can be copied between people and between projects in Team &amp; billing.Settings — "Catalog and lists" is now Library and statuses; deleting a phase, task template or service asks you to confirm first; project types can be deleted; Canadian studios see Postal code and Province.Budgets can now be sourced from billed timelogs rather than invoices, for studios that bill outside Workroom.Purchase order PDFs put the parent description above its sub-items, with Qty and Unit right-aligned.<div data-type="horizontalRule"><hr></div><h2 style="text-align: start">Fixed</h2><h3 style="text-align: start">Budgets</h3><ul><li>Time logged against a task phase couldn't be billed. Phases on tasks and phases on budgets were two separate lists that only looked alike. They're connected now — this is why Invoiced and Paid were reading $0 on projects that had genuinely been billed.</li><li>The phase dropdown was empty on every project. It now lists your phases.</li><li>Flat fee, per-square-foot, cost-plus and reimbursable lines showed no actual until someone manually marked them invoiced. Fees you set up the new way read it from your invoices.</li><li>Uncapped hourly groups showed no budget, so Remaining sat at $0 no matter how many hours went in.</li><li>Hourly groups showed $0 when the rate lived on the service type rather than on the group.</li><li>Deleted, archived and unapproved expenses were counting against your project budget, as were draft bills you hadn't agreed to.</li><li>Per-room FF&amp;E figures didn't add up to the total above them — they were including proposed and sourced items that the total treats as in-flight rather than committed.</li><li>Products in a room you hadn't added to the budget disappeared from the room breakdown while still counting in the total. They now appear as Not in a budgeted room.</li></ul><h3 style="text-align: start">Invoices &amp; estimates</h3><ul><li>Showing sub-items to the client doubled the total.</li><li>The client view dropped line item titles.</li></ul><h3 style="text-align: start">Contacts</h3><ul><li>Importing a CSV would hang and roll the whole file back if one row failed. Rows now import independently and you get a summary of what worked and what didn't.</li><li>The contact count never changed after deleting contacts — the list was still returning them.</li></ul><h3 style="text-align: start">Retainers</h3><ul><li>Deleting an invoice left the retainer short. The draw is now returned to the retainer, its status restored, and the reversal recorded in its activity.</li><li>Timelogs return to Open when the invoice containing them is deleted.</li></ul><h3 style="text-align: start">Team &amp; permissions</h3><ul><li>Whole permission modules were missing from the editor.</li><li>Archived and offboarded team members kept appearing in pickers and rate settings.</li><li>Archiving a service marked its past work unbilled.</li><li>Assigning a member to projects now actually adds them to those projects.</li></ul><h3 style="text-align: start">Comms</h3><ul><li>Catch-up emails weren't sending at all, and when they did, replies went nowhere.</li></ul><h3 style="text-align: start">Contracts</h3><ul><li>Typed signatures came out blank. You can also now revert a single signer rather than the whole document.</li></ul>

September 20, 2026

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