Latest Release

October 18 – November 8, 2026

This release adds new tools for finance, HR, purchasing, inventory, and customer follow-up. It also makes several everyday tasks easier to manage. Each update explains what changed, where to find it, and how to use it. Menu access depends on your role and the features enabled for your organization.

What’s New

New tools for finance and HR teams.

Batch Import Utility for Catalogs and Inventory
October 18, 2026

You can now import purchasing items, product items, and stock in stages. Stride checks each row and shows which ones are ready and which need fixing. You can import the ready rows without uploading the whole file again.
How to use it: Download the template for the type of import you need and keep its column headings unchanged. Upload the completed CSV, review the results, fix any issues, then choose Import ready rows. When uploading corrections, include only the rows that still need fixing.
PathSystem Setup > Batch Import Utility

Reusable Links for HR Forms
October 21, 2026

Published HR forms can now be shared using one link that can be reused, instead of sending a separate link to each employee. You can decide whether people must sign in, use a one-time code, or respond without signing in. You can also set an expiry date and limit the number of responses.
How to use it: Create or open a form and choose the reusable-link option. Set who can respond and any expiry date or response limit, then publish it. Use Recipients & Reusable Links to copy or cancel a link. Use anonymous links only for low-risk questions and always set a response limit.
PathHuman Resources > People & Hiring > HR Forms

Import and Code Bank Statements
October 23–November 8, 2026

Finance teams can now import bank statements in CSV, Excel, OFX, QFX, or QIF format. Stride previews the columns, suggests how to code transactions, and checks for duplicates. You can review, split, skip, accept, or retry transactions. Accepted rows can create invoices, vendor bills, and payment records without changing existing bank reconciliations.
How to use it: Choose the bank account and upload the statement. Check the column matches, then review each suggested transaction. Add any missing details and approve, split, or skip each row before importing. You can return to saved imports later and retry records that failed to create.
PathFinance > Cash Management > Import & Code Bank Statement

Company-Wide Employee Task Report
November 5, 2026

HR and executive users with access can now review employee tasks across the company. The report shows who owns each task, its status and progress, due date, and whether it is overdue. Search and filters help narrow the list.
How to use it: Search by task or employee, then filter by status, due date, or assignee. Select Show overdue tasks only to focus on late tasks and see where follow-up may be needed.
PathHuman Resources > Reports & Dashboard > All Employee Tasks

Enhancements

Improvements to everyday work and approvals.

Better Client Follow-Up and Appointment Views
October 18–25, 2026

Client and lead lists now make it easier to plan daily calls and follow-ups, find follow-ups that were not completed, and see upcoming appointments. Lead searches can also use the date an appointment is due to happen, not the date the record was created or changed.
How to use it: Add selected clients to an employee’s contact list for the day and check the next appointment on a client profile. For leads, set the appointment date range and run the search. The start and end dates are included; cancelled appointments are left out.
PathCRM > Clients > Manage Clients; CRM > Leads & Pipeline > Leads & Prospects

Send SMS from Client and Lead Profiles
October 25, 2026

Authorized users can send text messages from client and lead records using phone numbers saved on the profile. Recipient selection, message limits, sender details, duplicate numbers, and delivery status are now handled more clearly.
How to use it: Choose the saved primary or additional contact numbers, enter your message and an optional sender ID, then queue it. Check SMS History to see delivery status. Make sure the contact’s phone numbers are up to date.
PathOpen a client profile or lead interaction in CRM and choose Send SMS.

Safer Appraisal Goal Imports
October 27, 2026

Importing appraisal goals now includes clearer checks before changes are applied. You can review how goals are linked, correct rows, check selected records, and preview bulk changes before completing the import.
How to use it: Upload and match the goal file columns. Review the imported rows and their parent goals, then validate the rows you want to use. Check the bulk-change preview before applying the changes or completing the import.
PathHuman Resources > Performance & Learning > Import Appraisal Goals

More Ways to Assign Employee Time Off
October 22, 2026

You can now assign time off to one employee, several employees at once, or employees who are missing an assignment. Stride also gives clearer checks on leave entitlements and shows where each assignment will be sent for approval. If an employee is missing an entitlement, an authorized user can create it and check the assignment again.
How to use it: Choose individual, bulk, or missing-assignment mode. Review the approval-routing notice and entitlement results before submitting. Create entitlements only for employees Stride identifies as missing one.
PathHuman Resources > Time & Attendance > Assign Employee Time-Off

Clearer Tracking for Inventory Withdrawals and Transfers
October 28–November 5, 2026

Inventory withdrawals and warehouse transfers now capture destination, project, and phase details more consistently. Inventory views and reports also give a clearer picture of stock movements, quantities, and values.
How to use it: Open the inventory action and choose Withdraw / Transfer Inventory. For a transfer, select the destination warehouse. Add the project and phase when they apply, then review the movement and updated quantities on the inventory dashboard.
PathAssets & Inventory > Inventory & Warehouse > Manage Inventory Items; Inventory & Warehouse Dashboard

Clearer Checks for eWallet Approvals
October 28–November 4, 2026

The eWallet approval queue now flags possible duplicate requests and makes request amounts and funding confirmations easier to check. Requests with problems that prevent safe approval, such as an invalid eWallet account, are stopped until the details are corrected.
How to use it: Check any duplicate warning and compare the linked requests before making a decision. Correct missing account details or other flagged information before approving. Use the approval history to review earlier actions.
PathManage My Team > Team Finance > Approve eWallet Requests

More Detail When Settling Vendor Bills
November 1–8, 2026

Vendor bill screens now make paid amounts and outstanding balances easier to see. They also support more complete settlement steps, including supplier discounts and withholding tax. These details appear with the bill total and payment progress.
How to use it: Open an approved bill and check how much has been paid and how much is still due. Choose Settle remaining balance to record a payment. Use the bill action menu to review supplier discounts or record withholding tax when needed.
PathFinance > Accounts Payable > View & Pay Vendor Bills

Bug Fixes

Corrections for more reliable processing.

More Reliable Payroll Deduction and Remittance Posting
October 21, 2026

Payroll deductions and statutory payments are now posted to account types that better match what they are for. This helps reduce cases where amounts are posted to the wrong type of account.
How to use it: No change is needed when entering payroll. Process payroll and statutory payments as usual, then check the account entries during your normal reconciliation.
PathAccounting & Payroll > Payroll; review remittance transactions and ledger entries during reconciliation.

Clearer Time-Off Approval Emails
November 3, 2026

Emails about leave requests, approvals, and declines now include more details about the request and its current status. This makes it easier for recipients to understand which request the email is about.
How to use it: No new steps are needed. The updated details will appear in the emails sent when time-off requests are submitted or processed.
PathManage My Team > Team Attendance > Time-Off Requests and the related email notifications.

More Accurate Vendor Bill Discounts and Withholding Tax
November 8, 2026

Vendor bill accounting now handles supplier discounts and withholding tax more consistently, including bills with fixed-asset or inventory items. You can also edit bills when a line is not linked to a catalog item.
How to use it: Edit and settle bills as usual. Before completing the process, check the discount, withholding tax, amount paid, and remaining balance, especially for bills that include asset or inventory purchases.
PathFinance > Accounts Payable > View & Pay Vendor Bills

Latest Release

October 14–18, 2026

This release makes it easier to plan sales follow-ups, send and track text messages, review payroll calculations, and manage support emails. It also improves purchasing, shift planning, and payslip printing. Menu access depends on your role and the features enabled for your organization.

What’s New

New tools for sales, payroll, and support.

Plan Today’s Client and Lead Follow-Ups
October 17, 2026
Sales teams can now quickly see which clients and leads need attention today, including planned follow-ups, appointments, and deals expected to close. You can add one or several records to today’s contact list and assign follow-ups to yourself or another team member if you have access.
How to use it: Choose Planned for today, Appointments today, or Closing today. Use the calendar action beside a record, or select several records to add them to today’s list. If allowed, choose who will handle each follow-up.
PathSales & Customers > Manage Clients; Sales Hub > Leads & Prospects

Send and Track SMS from Client and Lead Profiles
October 18, 2026
Users with the right access can now send text messages from a client’s or lead’s profile. Messages are queued and tracked for each recipient. Client messaging and lead messaging have separate access settings.
How to use it: Open a client or lead, choose Send SMS, select the contact numbers, enter your message, and queue it. The system flags missing or invalid numbers before sending. An administrator must set up the SMS provider and grant the right permissions.
PathSales & Customers > Manage Clients; Sales Hub > Leads & Prospects. SMS setup: System Setup > General > System Integration

Review PAYE Calculations Before Finalizing Payroll
October 15–17, 2026
When a pay period needs a PAYE calculation review, payroll editors can compare the current figures with a proposed calculation based on Earned Gross. The comparison shows changes to PAYE and take-home pay, how many employees are affected, and the details for each employee.
How to use it: Open the pay period and select Review calculation options. Check the totals and employee details, then keep the current calculation or accept the new one. This choice applies to the whole pay period; normal payroll approval is still required. Review the figures again if payroll changes.
PathAccounting & Payroll > Payroll > Select the pay period

View Email Conversations on Support Tickets
October 16–17, 2026
Support tickets now show customer emails, team replies, and private notes together in date order. Support staff can reply by email, add CC recipients and attachments, write notes for the team only, and check whether an email was delivered.
How to use it: Open a ticket and choose Activity. Select Reply to customer to email the customer, or Add an internal note to leave a message for your team. Check the delivery status in the timeline and retry a failed email if that option is available.
PathSupport / Help Desk > Open a ticket > Activity

Enhancements

Improvements to purchasing and HR.

Better Vendor Suggestions and Requisition Checks
October 14, 2026
When you create a purchase requisition, the system can suggest vendors based on price, reliability, how well the suggestion fits, and other practical factors. It explains why a vendor is suggested and flags possible risks. Requisition lines also show clearer warnings when item details are missing or do not match.
How to use it: In an eligible item or service line, choose View recommendations to compare vendors. Select Explain to see why a vendor was suggested, or Use vendor to choose it. Fix any warnings before submitting the requisition.
PathMy Profile > Finance & Requests > My Requisitions

View Shift Assignments on a Timeline
October 15, 2026
Shift assignments now have a timeline view that shows employee schedules across the year. The existing table view is still available. The timeline is split into pages to make it easier to review larger teams.
How to use it: Go to Timeline View, choose a year, and move through the employee pages to check scheduled shifts. Switch back to the table view whenever you need the usual list or export options.
PathHR > Assign Shifts

Bug Fixes

A clearer payslip printout.

Payslip Details Print More Clearly
October 14, 2026
Fixed a printing issue that could make sections of a payslip display incorrectly. Pay details now use a print-friendly layout so they are easier to read on paper.
How to use it: Open an employee payslip and use the normal print option. The pay detail sections should now appear as clear, readable blocks.
PathAccounting & Payroll > Payroll > Open or print a payslip

Previous Release

September 28 – October 13, 2026

This release brings improvements to HR case management, employee records, payroll, finance reporting, task management, and vendor workflows. Each update explains what changed, where to find it, and how to use it. Menu availability depends on your role permissions and the modules enabled for your organization.

What’s New

New capabilities for finance and HR teams.

Accumulated Depreciation Analytics
October 3, 2026

A new analytics view brings opening accumulated depreciation, depreciation posted during the selected period, expected closing balance, and variance into one place. Review trends, compare contributors, and drill down to individual transactions for a clearer picture of asset balances.
How to use it: Set a date range, choose By Date or By GL Account Pair, then select Inspect on a row to review posting batches and ledger details. Export filtered results to Excel or CSV when needed.
PathReports > Accumulated Depreciation Analytics

Guided HR Case Workflows
October 11–12, 2026

HR cases can now move through configured stages with assigned owners, guidance, expected timeframes, and reminders. Case types can collect tailored intake details, while authorized users can control employee visibility and share approved outcomes with attachments. Case dates also follow the company timezone and are checked against future dates.
How to use it: Configure the case type and workflow stages first. Then create or open a case, review its stage and guidance, and use Update Progress to move it forward. Share outcomes and notify employees only when the case is ready.
PathHR > HR Cases; configure under System Setup > People & Payroll > HR Case Settings

Employee Overview
October 13, 2026

Employee profiles now bring key details, summary metrics, items needing attention, trends, and suggested follow-up actions together. Expand sections for more detail or use linked actions to go directly to the related employee records and work areas.
How to use it: Open an employee profile, review the summary and attention items, select Show more details to expand a section, or choose a suggested action to open the relevant workflow.
PathHR > Employee Profiles > open an employee > Summary

Enhancements

More visibility, control, and consistency in daily work.

Archived Pay-Period Summaries
October 2, 2026
Closed pay periods now show archive status, employee snapshot and payment counts, adjustment totals, and archive attempt progress. Expand a period for more details without exposing employee names or pay amounts in the summary.
How to use it: Search by period, year, or month and expand a row to review dates, archive attempts, adjustments, and counts. Open the archived payroll to inspect individual records.
Path Accounting & Payroll > Payroll > Closed Pay Periods

Online Invoice Payment Setup
October 5, 2026
Payment gateway settings now let administrators select the bank account that receives online payments and customize the wording on the invoice payment button. Linking the selected gateway to invoices supports more reliable payment processing and follow-up.
How to use it: Enter provider details, choose a deposit account and button label, test the connection, then save and enable the gateway. Unpaid invoice emails can include the payment link; paid invoices will not show it.
Path System Setup > Finance & Accounting > Payment Gateways

Strict Attendance Session Checks
October 8, 2026
Timesheet settings now include a Strict attendance mode. It can block a new clock-in when any unfinished attendance record exists, including older records, and shows how many users need record review before activation.
How to use it: Review the preflight count and resolve outstanding records before switching from Compatibility to Strict. Enabling this setting does not close or delete attendance records.
Path System Setup > People & Payroll > Timesheet Settings

Clearer Vendor Administration
October 8, 2026
Vendor setup and profile screens have clearer tables, search, action controls, and empty-state messages. Materials, pricing, services, bills, and transactions are easier to find and review in their respective sections.
How to use it: Search or filter the vendor list, open a vendor, and use the sections to review its information. If a list is empty, follow the on-screen prompt to adjust the search or add the missing details.
Path Vendors > open a vendor or select the relevant vendor list

Easier Task Drafts and Comment Templates
October 9, 2026
Task drafts can now be saved with just a title, without assigning people or sending notifications. Assigning a task still requires assignees and a schedule. Task comments also include context-sensitive prompts and reusable personal templates.
How to use it: Choose Save draft to finish a task later, or add assignees and dates before assigning it. In comments, choose a quick prompt or open More phrases and my templates to insert or save wording.
Path My Profile > Assets & Support > My Tasks

More Consistent Invoice Discount Totals
October 13, 2026
Invoice and order calculations now apply percentage and fixed-amount discounts more consistently, including discounts applied to the grand total and how they are distributed across eligible lines.
How to use it: Select the discount type and whether it applies per item or to the grand total. Check the line totals, discount total, and grand total before saving.
Path Accounting & Payroll > Accounts Receivable > Client Invoices

Job Titles and Recruitment Templates
October 13, 2026
Job-title setup now brings default and custom titles, job grades, recruitment templates, and candidate screening thresholds into a searchable workspace. Templates can prefill role details and scoring thresholds during recruitment.
How to use it: Search for or create a job title, then review its grade and recruitment template. For editable templates, set role details and non-overlapping screening thresholds. Default titles allow template and threshold edits without changing the title itself.
Path System Setup > People & Payroll > Job Title

More Flexible Purchase Requisition Approval Routing
October 13, 2026
Purchase requisition approvals now support supervisor review, approval limits, and workflows scoped to the relevant cost center. Project and marketing-campaign cost centers can use workflows configured on their own pages instead of relying on the central Business Unit workflow.
How to use it: Choose whether requests go to the employee’s supervisor first, set approval limits and approver levels, and restrict approvers to authorized cost centers. When finance approval limits are enabled, make sure the final level is unlimited.
Path System Setup > Workflows & Access > Purchase Requisition; project or campaign workflows are configured from their respective pages

Bug Fixes

Fixes that help keep approvals and accounting reliable.

Time-Off Requests Follow the Current Approval Workflow
October 4, 2026
Open time-off requests now update their pending approvers when workflow assignments change. This helps prevent requests from getting stuck with removed approvers or missing newly configured approval levels.
How to use it: No new action is required. Continue reviewing open requests as usual after workflow changes; pending approval steps now follow the current configuration.
Path Manage My Team > Team Attendance > Time-Off Requests; workflow settings: System Setup > Workflows & Access > Time-Off Approval

More Reliable Payroll Deduction Posting
October 10, 2026
Payroll deductions now use account rules that match their purpose, including statutory withholding, third-party payments, asset recovery, advances, and loan repayments. This reduces the risk of deductions posting to an unsuitable ledger account.
How to use it: No change to payroll entry is required. Process payroll as usual and review the generated journal entries in the General Ledger during pay-period reconciliation.
Path Accounting & Payroll > Payroll; review postings in the General Ledger

Stride ERP · Product Updates

June 1 – September 27, 2026

A curated overview of new features, enhancements, and fixes designed to strengthen everyday workflows.

We’ve kept expanding Stride while making everyday workflows more reliable and easier to trust.

Each update below explains what changed, why it matters to your business, and where to find it.
What you see depends on your role and the modules enabled for your organization.

New Features

Fresh capabilities added across Finance, HR, CRM, and Operations.

Accumulated Depreciation Reporting
July 9, 2026
Finance now has a dedicated report that shows how each asset’s value has depreciated over time,
with clear links back to the accounting entries behind it. This makes it much easier to verify
asset values and get ready for an audit without digging through several screens.
Path
Finance > Reports & Dashboard > Accumulated Depreciation
Proof of Delivery and Waybill Management
August 3, 2026
Every vehicle delivery can now get its own unique waybill number and a matching proof-of-delivery
document, generated straight from the system. That gives you a clean paper trail for every delivery,
so disputes and audits are much easier to resolve.
Path
Operations > Fleet Management > Trip Requests
Biometric Attendance with BioCheck
August 19–20, 2026
Employees can now clock in and out using face or device-based verification instead of a manual
sign-in sheet. This cuts down on buddy-punching and time theft, while giving administrators full
control over who is enrolled.
Path
Human Resources > Time & Attendance > BioCheck Attendance
Overtime Request and Approval Workflow
August 24, 2026
Employees can submit overtime requests online, and supervisors can review and approve them through
as many approval steps as your business needs. Approved overtime flows straight into payroll,
cutting out manual spreadsheets and reducing pay errors.
Path
My Profile > Finance & Requests > Request Overtime;
Manage My Team > Team Finance > Approve Overtime Requests;
Human Resources > Payroll > Overtime Assignment & Approval
Configurable Overtime Suggestions
August 24, 2026
When approving timesheets, reviewers now see suggested overtime hours calculated automatically from
your company’s grace periods and rounding rules. This speeds up approvals and reduces disputes over
how overtime was worked out, while still letting a person confirm the final number.
Path
Manage My Team > Profiles & Access > Profiles Timesheets
Automated Employee Onboarding
August 25–27, 2026
New-hire onboarding can now run on autopilot: scheduled tasks, welcome emails, training sessions,
and required reading can all be set up in advance and triggered automatically. Every new employee
gets a consistent, professional welcome without HR having to manually chase each step.
Path
Human Resources > People & Hiring > Onboarding Hub
Digital HR Forms
August 26, 2026
HR can now build digital forms, send them to employees, collect responses, and route them for
approval, all inside the system—including forms shared with people outside the company. This
replaces paper forms and email attachments with a single, trackable process.
Path
Human Resources > People & Hiring > HR Forms
Project Milestone Automation
August 26, 2026
Projects can now generate their own milestones automatically and use milestone progress to trigger
the next step, such as an HR form or a follow-up action. Projects keep moving without someone
having to remember to create the next milestone by hand.
Path
Operations > Projects
Email Delivery Issue Management
September 5, 2026
When a marketing or client email bounces, you can now see exactly which addresses failed and fix
them directly in the system before your next send. That means fewer wasted campaigns and a cleaner
contact list over time.
Path
CRM > Marketing & Outreach > Email Delivery Issues
Client and Lead Health Scores
September 15, 2026
Every client and lead now gets a health score reflecting how engaged they are, based on recent
interactions, appointments, and activity. You can spot at a glance which relationships need
attention before they go cold.
Path
CRM > Clients > Manage Client;
CRM > Leads & Pipeline > Leads & Prospects
Announcement Inbox
September 15, 2026
Software updates and announcements now live in a proper inbox instead of interrupting your work
every time you log in. You can read them, mark them done, and come back to review anything you
dismissed too quickly.
Path
Announcements icon in the top navigation bar
Approved Leave Cancellation
September 17, 2026
Authorized staff can now cancel a leave request that was already approved, with the employee
automatically notified and a clear record kept of the change. HR gets the flexibility to handle
changing plans without losing the audit trail.
Path
Human Resources > Time & Attendance > Time-Off Requests;
Manage My Team > Team Attendance > Time-Off Requests
Service Upgrade and Amendment Management
September 18, 2026
When a client upgrades or changes a service, the system now keeps a clear record of the old and
new terms and automatically works out the financial impact. That removes the guesswork from billing
changes and gives you a reliable history to refer back to.
Path
CRM > Clients > Manage Client (Service tab in each client’s profile)
E-Wallet Funding Approval Workflow
September 18, 2026
Requests to fund e-wallets or imprest accounts can now follow the same kind of multi-level approval
process as other financial requests. This adds an extra layer of control over how company funds
move, reducing the risk of unauthorized spending.
Path
System Setup > Workflow & Access > E-Wallet Settings
Client Product Notification Controls
September 19, 2026
You can now decide whether clients receive an automatic email whenever their products or services
are created or changed. This lets you match the system’s behaviour to how much communication your
clients actually want.
Path
CRM > Clients > Manage Client (Service and product tab in each client’s profile)
Invoice Write-Offs
September 19, 2026
Finance can now formally write off an invoice balance that will not be collected, with the change
properly recorded and reversible if payment comes in later. This keeps your books accurate instead
of leaving old, uncollectable balances sitting on the accounts.
Path
CRM > Sales Ops > Invoices & Payments
General Ledger Hold and Recovery Workspace
September 13, 2026 (improved September 20)
When an accounting entry does not balance, finance can now place it on hold, review exactly what’s
wrong, and fix or release it from one dedicated screen instead of chasing it through several
reports. This keeps your books accurate and makes accounting issues much faster to track down.
Path
Finance > Overview > Reports & Dashboard > General Ledger
(Requires permission to view the feature)
Home Dashboard Views
September 24, 2026
The home page is now split into three clear views: your personal to-dos, big-picture results for
finance and operations, and anything waiting on your decision. Everyone sees what matters most to
their role the moment they log in, without hunting through menus.
Path
Home > Overview, Management, and Workflow tabs
Cost-Center Approval Policy
September 25, 2026
Each cost center can now be set to automatically approve vendor bills and budget periods or send
them to the responsible budget owner for review instead. Finance leaders get more precise control
over where extra oversight is needed and where it is not. With this, choose which vendor bills
require approval before payment is issued.
Path
Finance > Budgeting > Budget & Cost Center > Manage Cost-Center Budget
Receipt and Capitalization Review
September 25, 2026
When an expense includes inventory or equipment being received, the system now asks for a delivery
date and location upon submit before it is recorded. It no longer requires users to enter this
information for each expense row. This small extra step makes it more convenient for users while
still keeping inventory and asset records accurate from the moment items arrive.
Path
Finance > Expenses > Record Expense / Outflow

Enhancements

Refinements that improve accuracy, control, and performance.

Multiple and Partial Invoice Payments
June 25, 2026
Invoices now handle partial payments, multiple payments over time, and payments in a different
currency far more accurately, updating the balance and status automatically. Clients can pay
however works for them, and your books stay accurate.
Path
CRM > Sales Ops > Invoices & Payments
Project-Specific Purchase Approval Workflows
June 25, 2026 (updated September 3)
Each project can now have its own purchase approval process, and you can set it to stop
automatically once a chosen approval level is reached. Purchases for smaller projects no longer
need to go through the same lengthy sign-off as major ones.
Path
Operations > Projects (Settings tab of each project)
Expanded Financial Reporting Structure
July 8, 2026
Your chart of accounts now supports a wider range of balance-sheet and profit-and-loss categories,
so financial reports reflect your business more precisely. Finance gets cleaner, more meaningful
reports without manual workarounds.
Path
System Setup > Finance & Accounting > Chart of Accounts
Product and Material Posting Accounts
July 9, 2026
Products, materials, and services can now be set up to automatically post to specific accounts
whenever their status changes. This cuts down on manual journal entries and keeps your accounting
consistent as items move through their lifecycle.
Path
System Setup > Sales & Customers > Products and Services
Expanded Fixed-Asset Imports
July 9, 2026
Bulk-uploading fixed assets now supports more asset details and shows clearer progress, so large
uploads are easier to track and resume if interrupted. This saves real time when onboarding a large
inventory of equipment.
Path
System Setup > System & Integrations > Batch Upload Setup
Improved Asset Assignment
July 10, 2026
Assigning rental or company assets is now faster, supports batch actions, and automatically prevents
the same asset from being assigned twice. That means fewer double-bookings and less manual
cross-checking.
Path
Operations > Assets & Inventory > Manage Fixed Assets
Improved Campaign Audiences and Bulk Actions
July 22, 2026
Building a marketing campaign audience is now easier, with better filtering and clearer visibility
into who is actually eligible to receive it before you hit send. Your team can run more targeted,
effective campaigns with fewer mistakes.
Path
CRM > Marketing and Outreach > Marketing Campaigns (Settings tab of each campaign)
Improved Time-Off Approval Administration
August 15–16, 2026
Changing who approves time-off requests is now more reliable—pending requests are automatically
reassigned, and inactive approvers are excluded, so nothing gets stuck. Leave approvals keep moving
smoothly even as your approval structure changes.
Path
System Setup > Workflow & Approvals > Time-Off Approval
Stronger Payroll Audit Trail
August 24–September 15, 2026
Payroll now keeps a more reliable snapshot of every pay run, so historical payslips and reports stay
accurate even if settings change later. This protects you during audits and gives employees
confidence their pay history is correct.
Path
Finance > Payroll > Payroll
Improved Pay-Period Controls
August 24, 2026 (updated September 8–13)
Creating pay periods now includes stronger checks that catch overlapping dates and other mistakes
before they cause payroll problems. This helps prevent one of the most common and disruptive payroll
errors.
Path
System Setup > People & Payroll > Pay Periods
More Accurate Leave Pay Adjustments
August 24, 2026 (refined September 8)
With the recent upgrade to payroll, there was an issue that could cause the system to not apply
different pay rates for different leave types—full pay, unpaid, half pay, or a custom rate you set.
This was detected and resolved. Employees are paid correctly for the specific type of leave they
take.
Behaviour corrected in live payroll calculations.
Team-Based Client and Lead Visibility
September 1, 2026
Sales and customer service managers can now control whether their team sees every client and lead
assigned to members on the same team, or only the ones assigned to them. Sensitive account
information stays limited to the people who actually need it.
Path
CRM > Teams and Commissions > Manage Sales Teams;
CRM > Clients > CX Teams
Centralized WhatsApp Configuration
September 2, 2026
All of your WhatsApp messaging settings are now managed from one central screen, with a built-in
check to confirm the connection is working. That makes it much simpler to set up and troubleshoot
WhatsApp communication with clients.
Path
System Setup > System & Integrations > System Integration
Faster, Safer Payroll Archiving
September 2, 2026
Archiving a completed payroll now runs in the background and checks for missing information upfront,
so you can keep working while it processes and fix any issues before they cause a problem. This
removes one of the slowest, most error-prone steps at the end of a pay run.
Path
Finance > Payroll > Payroll
Improved Attendance and Schedule Feedback
September 2, 2026
When taking proxy attendance, the system now clearly explains why an employee was skipped—no shift
assigned, not rostered that day, or outside the selected filter—instead of just leaving them out.
That saves time troubleshooting attendance issues.
Path
Human Resources > Time & Attendance > Proxy Timesheet
Automatic Campaign Progression
September 3, 2026
Marketing campaigns can now automatically move to their next stage once scheduled emails or texts
go out, instead of someone manually updating the status. Your campaign pipeline keeps moving without
extra admin work.
Path
CRM > Marketing and Outreach > Marketing Campaigns (Settings tab of each campaign)
Improved Purchase Workflow Readiness
September 3, 2026
When setting up a purchase approval workflow, the system now flags anything missing or incomplete
before it goes live. This helps you catch configuration mistakes before they cause a stuck purchase
request.
Path
System Setup > Workflows & Settings > Purchase Request Workflow
More Flexible Batch Uploads
September 5–6, 2026
Uploading employee and payroll data in bulk is now faster, tracks each row individually, and gives
clearer feedback on what succeeded and what needs fixing. Large data imports become far less
stressful and error-prone.
Path
System Setup > System & Integrations > Batch Upload Setup
Better General Ledger Traceability
September 6–10, 2026
Every accounting entry now keeps a clear link back to the invoice, purchase order, or transaction
that created it. That makes it much faster to investigate a number you do not recognize, instead of
hunting for its source.
Path
Finance > Overview > Reports & Dashboard > General Ledger
More Accurate Budget Versus Actual Reporting
September 9, 2026
Project and operational budget reports now correctly match actual spending to the right project
phase and account. Project managers get a far more trustworthy picture of whether they are on
budget.
Path
Finance > Budgeting > Manage Cost Center Budget
Improved Document Search and Access Control
September 10, 2026
Searching for documents is now easier and faster, while still respecting HR’s rules about who can
see what. Employees get a better search experience without compromising sensitive HR files.
Path
Document Management > Document Hub
Clearer Email Reporting
September 10–11, 2026
Email reports now clearly separate client-facing messages from internal mail and offer better
filtering. This makes it much easier to measure the real performance of client communication.
Path
CRM > Overview > Leads Dashboard > Email Reports
Clearer Payroll Deduction Posting
September 15, 2026
Deductions and benefits can now be set up to post to specific accounts by default. Payroll costs
land in the right place in your books automatically, with no extra manual entry.
Path
System Setup > People & Payroll > One-off Deductions/Allowances
Public Holiday Synchronization
September 19, 2026
Public holiday calendars can now be refreshed automatically for your country or region, with the
option to turn this on or off. Your leave and scheduling calendars stay accurate without manual
upkeep.
Path
System Setup > People & Payroll > Holidays
Assigned Warehouse Approval Access
September 21, 2026
Staff with limited inventory access now only see and can approve the specific warehouses assigned
to them, rather than every location in the system. This tightens control over inventory and reduces
the risk of mistakes in the wrong warehouse.
Path
Operations > Assets & Inventory > Warehouse Approval
More Reliable Sign-In Sessions
September 22, 2026
Sign-in sessions now behave more consistently—an expired session sends you back to the login page
instead of leaving you stuck on a stale screen. That means fewer confusing moments logging in and
out during the day.
No setup needed; behaviour is automatic.
Stronger Project Budget Setup
September 22–23, 2026
Importing project budgets now matches items to the right accounts more reliably, skips duplicate
rows automatically, and shows pricing more clearly as a per-unit cost. Setting up and trusting a
project budget is significantly easier.
Path
Finance > Budgeting > Manage Cost Center Budget
Pay-Period Duplicate Safeguards
September 24, 2026
The system now catches overlapping pay periods more reliably and helps you clean them up before
running payroll. This heads off one of the most disruptive payroll setup mistakes before it
happens.
Path
System Setup > People & Payroll > Pay Periods
Background Payroll Exports
September 25, 2026
Exporting payroll data to a spreadsheet now happens in the background, so you can leave the page
and come back to download it once it is ready. Large payroll exports no longer tie up your screen
while you wait.
Path
Finance > Payroll > Payroll > View Payroll
Clearer Purchase Order Delivery Status
September 25, 2026
Reports on material and service orders now show delivered versus remaining quantities more
consistently and accurately. You get a more trustworthy view of what has actually been delivered on
a purchase order.
Path
Procurement > Procurement > Purchase Orders
Clearer Pay-Period Readiness
September 27, 2026
Open pay periods now show a clear summary of what is still outstanding—reviews, adjustments, or
archiving—without displaying sensitive pay or bank details. Payroll teams can see at a glance what
needs attention before running payroll.
Path
Finance > Payroll > Payroll
Easier One-Off Allowances and Deductions
September 27, 2026
Adding a one-time allowance or deduction to an employee’s pay is now easier to search, enter, and
edit. This saves time for anything outside of standard, recurring payroll.
Path
Finance > Payroll > One-Off Allowance/Deduction

Bug Fixes

Issues resolved to keep data, workflows, and records consistent.

Inventory and Product Status Consistency
June 1–16, 2026
Fixed an issue where inventory withdrawals and client product status updates could occasionally fall
out of sync. Inventory records and client product statuses now stay accurately aligned.
Applies to
Operations > Inventory & Warehouse > Manage Inventory Items
Duplicate Point-of-Sale Orders Prevented
June 22, 2026
Fixed an issue where retrying a point-of-sale order submission could sometimes create a duplicate
order. Orders are now tracked to their original request, preventing accidental duplicates.
Applies to
CRM > Sales Ops > Point of Sale
Invoice Balance and Status Corrections
June 25, 2026
Fixed several edge cases involving partial payments, refunds, credits, and multi-currency invoices
that could leave an invoice’s balance or status looking incorrect. Invoice balances and statuses are
now consistently accurate.
Applies to
CRM > Sales Ops > Invoices & Payments
Time-Off Approval Corrections
August 15–16, 2026
Fixed an issue where a newly added approver might not receive a pending leave request, and closed a
loophole that let an employee approve their own leave. Leave approvals now route correctly and
cannot be self-approved.
Applies to
Human Resources > Time & Attendance > Time-Off Requests
Project Milestones with Empty Dates
August 28, 2026
Fixed an error that occurred when saving a project milestone without a date. Optional milestone
dates can now be left blank and added later.
Applies to
Project Administration > Projects
Payroll Archive Blocker Handling
September 2, 2026
Fixed an issue where archiving payroll would stop after finding just the first problem employee
instead of reporting all of them. Every setup issue is now reported together, so you can fix them
all in one pass.
Applies to
Finance > Payroll > Payroll > Archive Payroll
Payroll Period and Payslip Reliability
September 8–15, 2026
Fixed issues where payroll could occasionally calculate, print, or archive using the wrong pay
period. Payroll now clearly rejects invalid periods and consistently uses the correct one.
Applies to
Finance > Payroll > Payroll
Security Filter Blocking Saved Content
September 22, 2026
Fixed an issue where normal business content in HR bulk emails and client and lead bulk emails was
sometimes incorrectly rejected by a security filter, causing errors to be displayed when trying to
send an email. Legitimate content can now be sent without being mistakenly blocked.
Applies to
Email, client profiles, leads, and payroll notes
In-Use Project Items Protected
September 22–23, 2026
Fixed an issue where a material, service, or labour item already used in a cost center budget could
be deleted, leaving an incomplete cost record behind. Items already in use are now protected from
deletion.
Applies to
Budgeting > Manage Cost-Center Budget