Release Notes - 28 May 2025
Our latest product update may seem small however, we are excited to share that our team are working on a financial year rollover automation that is coming in June.
Minor Updates
Activities & Delegation
A filter has been added for Divisions. In addition, users can click on various column headings to sort their data.
Business Intelligence & Overview boards
Upcoming meetings in the Business Intelligence and Overview boards now have a hyperlink so users can open a meeting directly from their board.
Team Structure: Production Team - Likely Division for Financial Year Rollover
We have added a field for a 'Likely Division' in the production team to support an upcoming financial year rollover automation. By selecting a likely division, team members will be added to the relevant division in the Budget & Capacity: Team Capacity tab during the rollover process. If this field is blank, the team member will be added to the main division in your firm, typically Tax & Accounting.