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What's new
2023 Release notes
2022 Release notes
2021 Release notes
Getting started
General user training
Project management topics
Projects
Billable rates
Timesheets
Resourcing
Invoices
Tips & troubleshooting
Forecasts (revenue)
Organisation Budgets
Expenses
Users & People
Leave management
Margin (profit/loss)
Integrations
Xero
Azure DevOps and Jira
HubSpot
Chrome
MYOB Accountright
QuickBooks
Zapier
Power BI
Access levels
Single Sign On
Microsoft (AzureAD)
Quotes
Quote templates
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Contacts
Glossary & Definitions
Administration
Utilisation
Notifications
Security
Other
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Help Center
What's new
What's new
2023 Release notes
2022 Release notes
2021 Release notes
Getting started
General user training
Project management topics
Projects
Billable rates
Timesheets
Resourcing
Invoices
Tips & troubleshooting
Forecasts (revenue)
Organisation Budgets
Expenses
Users & People
Leave management
Margin (profit/loss)
Integrations
Xero
Azure DevOps and Jira
HubSpot
Chrome
MYOB Accountright
QuickBooks
Zapier
Power BI
Access levels
Single Sign On
Microsoft (AzureAD)
Quotes
Quote templates
Companies
Contacts
Glossary & Definitions
Administration
Utilisation
Notifications
Security
Other
What's new
We roll out updates quite often so check out the release notes to keep up with the changes.
2023 Release notes
24 Sep 2023 - Enhancements to quotes
17 Sep 2023 - New qty x rate invoicing option
Product Update - September 2023
03 Sep 2023 - Unit pricing on expenses, default unit price per expense type
27 Aug 2023 - New calculation modes for people margin reports, enhancements to quotes
13 Aug 2023 - Bulk invoice creation, more custom field enhancements
06 Aug 2023 - Enhancement to HubSpot integration, ability to bulk withdraw approved timesheets
30 July 2023 - Projects by WIP out of beta, more custom field enhancements
23 July 2023 - Expense default settings, ability to change company on projects in-flight
16 Jul 2023 - New beta Projects by WIP screen, custom field filters on invoice list screens
02 Jul 2023 - Ability to edit or delete exported expenses
Product Update: June 2023
18 Jun 2023 - Show custom fields as filters on list screens, new Monthly Margin report
11 Jun 2023 - Export planned company paid expenses to Xero; Download PDF directly from invoice popup
21 May 2023 - Monthly burn report, download quote as a Word doc
30 Apr 2023 - Jira and Dev Ops issue ID on the time entries screens
09 Apr 2023 - Planned expenses & other expense enhancements
26 Mar 2023 - Project number to Xero invoice reference field
Product Update: March 2023
16 Mar 2023 - Enhancements to Jira & DevOps integrations, more invoice template tags
08 Mar 2023 - Swap resourcing from more screens
26 Feb 2023 - Multiple CC addresses on Contacts
12 Feb 2023 - Mandatory comments on timesheets, expense attachment download
29 Jan 2023 - Bulk actioning invoices, expense tracking categories, & expenses to QuickBooks
See more
2022 Release notes
18 Dec 2022 - Pre Xmas (minor) treats
11 Dec 2022 - Default billing contact on project
20 Nov 2022 - Utilisation Target Report update
13 Nov 2022 - SQL views updates
6 Nov 2022 - Minor updates
23 Oct 2022 - Non-billable timecodes & Utilisation target report
16 Oct 2022 - new notifications for leave
9 Oct 2022 - Time entry locked reason
25 Sep 2022 - User preferences (timesheets)
19 Sep 2022 - my dashboard pending approvals
4 Sep 2022 - Timesheet submit & approvals
14 Aug 2022 - new notifications for expenses
24 Jul 2022 - Customise expense numbers
17 Jul 2022 - Project start & end dates
3 Jul 2022 - customise email sender name and reply-to address
19 Jun 2022 - minor updates
12 Jun 2022 - new resourcing options
5 Jun 2022 - control access to project margin
22 May 2022 - add & edit companies
15 May 2022 - Projects by budget health & login with MFA
24 Apr 2022 - record time on opportunities
10 Apr 2022 - Invoice breakdown template options
3 Apr 2022 - Project Manager specific access levels
27 Mar 2022 - Invoices with qty & rate (Beta)
13 Mar 2022 - Additional time entries PDFs
27 Feb 2022 - Holidays and leave on time entries screens
20 Feb 2022 - New look for My Dashboard
13 Feb 2022 - By Availability shows 16 weeks
30 Jan 2022 - Daily & monthly resourcing
16 Jan 2022 - expenses bulk actions and lock month
10 Jul 2022 - BETA: Invoicing - advanced options (for quantity and rate)
See more
2021 Release notes
19 Dec 2021 - HubSpot integration (beta)
5 Dec 2021 - Azure DevOps integration
28 Nov 2021 - Chrome extension start/stop timer
22 Nov 2021 - refresh templates and SQL view changes
14 Nov 2021 - Add/edit invoice screen redesigned
24 Oct 2021 - Bulk approve leave requests
31 Oct 2021 - Template management
10 Oct 2021 - Numbering systems
19 Sept 2021 - Jira tickets to timecodes
29 Aug 2021 - Single Sign on and Jira integration
22 Aug 2021 - Restrict users to a single access level
8 Aug 2021 - User permissions update (part 1)
2 Aug 2021 - Xero tracking categories
27 July 2021 - Project default rates for people
11 July 2021 - Minor updates
5 July 2021 - billable rate for resourcing
27 June 2021 - people on projects (prep)
14 June 2021 - Timesheet locking
30 May 2021 - Alternate email address (for Xero payroll)
23 May 2021 - Xero bills to pay *beta*
16 May 2021 - People margin report
9 May 2021 - New filters on resourcing screens
2 May 2021 - Expenses on invoice reports
25 Apr 2021 - Xero payroll (BETA)
18 Apr 2021 - Skills tagging for people
28 Feb 2021 - Cost rate cards (beta)
28 Mar 2021 - New notification options
7 Mar 2021 - Billable rates clarified
21 Feb 2021 - Employment agreement types
7 Feb 2021 - Restrict view of dollars
17 Jan 2021 - Restrict time entries to allocated hours
See more
