What we are working on
Two columns, no dates. Things move, and we would rather show you the direction than promise you a month.
In progress
Client quote acceptance
Send a quote and let the client accept or decline it from a link, rather than confirming it for them.
Scheduled client updates
Set a WIP report to generate and email on a cadence instead of copying it out each time.
Reporting in your base currency
Convert invoices, time and costs to one currency so multi-currency firms get a single true total.
Rate cards with effective dates
Change a rate from a date forward without rewriting what has already been quoted or billed.
PO variance detection
Flag where a supplier bill differs from the purchase order it was raised against.
Planned
Client portal
One place for a client to see quotes, invoices and progress without emailing you for it.
Custom report builder
Build and save your own reports rather than choosing from ours.
Retainer balances
Track a retainer as a balance that draws down, with rollover, rather than as a billing mode.
Configurable Job statuses
Define your own Job pipeline instead of using the four built in.
Employee expense claims
Staff submit expenses for approval and reimbursement, separate from Job costs.
Desktop time capture
General release of the companion app that builds an evidence trail of your day and proposes time against Jobs.
Outlook and Microsoft 365 calendar
Calendar evidence for firms that do not run on Google.
Time entry on a phone
Capture time away from a desk.
Single sign-on
SAML and OIDC for firms that require it.
Public API
Documented endpoints and API keys, beyond the existing Zapier connection.
MYOB
Accounting sync for firms not on Xero or QuickBooks.
PDF receipt parsing
Read supplier invoices from PDFs, not only photos and screenshots.
Calendar write-back
Push scheduled work into your calendar, not only read from it.
Already shipped? That lives on the product updates page.