---
title: "Release Notes - 2 October 2025"
url: "https://knowledge.wizehub.co/en/article/release-notes-2-october-2025"
language: "en"
last_updated: "2025-11-09T23:38:40.099Z"
---

# Release Notes - 2 October 2025

### Wizer AI

**Introducing Wizer AI — Your Always-On Mentor and Coach!**

We’re excited to unveil Wizer AI, your 24/7 partner for growth. Whether you're scaling your firm, developing your team, or navigating the WizeHub, Wizer is here to answer your questions and guide you every step of the way.

[Synthesia video player - Wizehub - Introducing Wizer AI](https://share.synthesia.io/embeds/videos/331388d7-5d2c-4a15-96d1-b7a313b99ba6)

### Bookkeeping Quote

The **Bookkeeping Quote** has been enhanced with the addition of Finder categories, more services and time-saving features. The update includes:

-   annual tasks that were previously entered in minutes per year is now entered in hours per year.
-   client meetings and review time for finders in bookkeeping services.
-   review time for finders in payroll services.
-   management reporting for grinders in additional services.
-   CFO services, client meetings and review time for finders in additional services.
-   the ability to prefill labour costs into the quote.  
      
    ![](https://cdn-assets.productfruits.com/b0170d12-dfb4-410c-b9bf-99b349b2d3a8)  
     
-   the ability to copy quotes.   
    **Pro Tip**: Create a bookkeeping template with pre-defined data and copy it for client quotes.   
      
    ![](https://cdn-assets.productfruits.com/943744d3-626e-4e3e-939f-b8d8e7e92af4)

### Client Portfolio

#### ***Bulk Update Clients***

We have added a bulk update feature to the **Client Portfolio**, making it fast and efficient for users to change the client manager or class for a group of clients. 

Go to CRM > **Client Portfolio**

1.  Click on the checkbox next to the group name.   
    NB\* Use the filters to isolate your client list by client manager and/or class.  
2.  Click on the 'Actions' button and select 'Bulk update'.   
      
    ![](https://cdn-assets.productfruits.com/a58baed3-2c85-409a-b8ee-31148d212807)  
     
3.  Choose the relevant fields.
4.  Click on 'Update'.  
      
    ![](https://cdn-assets.productfruits.com/653e0ec0-4249-40dd-b27c-4a72f288e7ef)

### Lead Pipeline

#### ***Lead Lifecycle***

Lead cards now include lifecycle dates allowing users to see the movement of leads as they progress to become a new client or lost lead. 

![](https://cdn-assets.productfruits.com/b8c666e3-27d1-45c9-bb93-26da9ae97057)  
 

Conversion dates are also visible in the list view.   
 

![](https://cdn-assets.productfruits.com/4739655c-db19-4654-9474-d4a3665e6336)

#### ***Reporting Period Filters***

We have added reporting period filters to the list view. Users can apply a date range to leads, making it easy to isolate data and take action. Click on the 'Filter' button to access the new options.   
 

![](https://cdn-assets.productfruits.com/542f0ebf-9937-48c4-ba1e-30ecd258970d)

### Merge & Acquisition Resources

A new **Resources** menu is now available in Merge & Acquisitions, offering users easy access to downloadable agreements and templates to support every step of their acquisition journey.

Go to Plan > Merge & Acquisitions > **Resources**

![](https://cdn-assets.productfruits.com/6b507cfc-3bd9-426d-8cef-49c3baf2c1c6)

### Minor Updates

#### ***Lead Pipeline: Proposal Calculator***

When adding team members to a job, the team member list is now segmented to display production team members at the top of the list. 

![](https://cdn-assets.productfruits.com/ea3421ae-802e-4e1e-aef1-15eb2b80da7c)

#### ***Meetings***

**Meetings** now includes an 'All' tab that displays every meeting across each division, providing a clear overview of active meetings. Executive users will see all meetings, while all other user roles will only have visibility of meetings in which they are an owner or attendee.   
 

![](https://cdn-assets.productfruits.com/4858cee9-26aa-4602-8c0f-e8bc7760693c)