Operations
Portfolio now shows the projects that need you first · Pipelines that wait for your Save · Clock in from any page, in one press
- Portfolio now shows the projects that need you first
Oct 29, 2026 · Enhancement · Operations
Portfolio is one quiet list with off-track and at-risk projects at the top, and every name opens in a click or a new tab. - Pipelines that wait for your Save
Oct 29, 2026 · Enhancement · Operations
Edit a pipeline in a side panel where one Save keeps every change and Cancel lets them all go. - Clock in from any page, in one press
Oct 29, 2026 · Enhancement · Operations
In workspaces with Time & Attendance, people with a shift today or a clock-in in the last two weeks now see Clock in at the top of every page. - Moving in, minus the boxes
Oct 29, 2026 · Enhancement · Operations
Importing automations from HubSpot, Jira, Airtable or Asana now feels like one calm path: a single line tells you where you are, Back keeps everything you… - New hires now show up in Lifecycle while their contract is out
Oct 29, 2026 · Enhancement · Operations
Someone you've added but who hasn't started yet now appears under Lifecycle in Onboarding and in Pre-boarding, with their contract status (sent, opened… - Finance KPIs now agree with the Finance dashboard
Oct 29, 2026 · Fix · Operations
Cash Balance on the KPIs report now shows the cash in your ledger (including an overdrawn warning), Accounts Receivable keeps each currency separate instead of… - A person's profile now handles the whole contract
Oct 29, 2026 · Enhancement · Operations
status, resend, void and signed copy A person's HR profile shows their latest contract, where it stands (draft, sent, opened, link expired, declined, signed… - Trial Balance totals now add up to the net balances
Oct 29, 2026 · Fix · Operations
Accounts that close at zero now show 0.00 instead of their gross debits and credits, so the Trial Balance totals match the sum of net balances. - Employment contracts are now easy to find in eSignature
Oct 29, 2026 · Enhancement · Operations
Contracts you send from HR now show up in eSignature's Envelopes list under a new "HR contracts" source, with the same live status HR shows. - Quotes raised on a deal now appear once in Finance
Oct 29, 2026 · Fix · Operations
A quote built on a CRM deal used to show up twice in Finance quotes, once with its quote number and once with no number. - See who still has to sign at a glance in the Staff list
Oct 29, 2026 · Enhancement · Operations
The Staff list now has its own Contract column with a compact status (Not sent, Sent · 3d, Viewed, Signed, Declined, Expired), full details on hover and a… - The HR Dashboard now says why people are waiting to be activated
Oct 29, 2026 · Enhancement · Operations
The "waiting to be activated" alert lists each person with their contract state, such as sent and awaiting their signature, opened but not signed, or signing… - HR is now one menu with a search that finds people and jobs
Oct 29, 2026 · Enhancement · Operations
Everything in HR now lives in the left sidebar, grouped into People, Time, Pay, Growth and Insights & admin, with Dashboard shown once and the duplicate tab… - Quotes and invoices now open without a chart of accounts
Oct 29, 2026 · Fix · Operations
You can open, edit and send a quote or invoice even if your business has never set up a chart of accounts. - See which automation used your credits
Oct 29, 2026 · Enhancement · Operations
The individual credit usage list now names the workflow behind each automation charge, for example "Workflow: Notify team of new tickets". - Finance dashboard Cash Balance now matches your ledger
Oct 28, 2026 · Fix · Operations
The Cash Balance figure on the Finance dashboard now shows the cash accounts in your general ledger, the same ones the Balance Sheet and Cash Flow Statement… - Bill approvals in Catch Up now open the bill
Oct 28, 2026 · Fix · Operations
Clicking a bill waiting for your approval in Catch Up now switches Finance to the company that bill belongs to and opens it, instead of showing an empty Bills… - Cash Flow Statement now reconciles with the Balance Sheet
Oct 28, 2026 · Fix · Operations
Customer receipts held in Undeposited Funds now count as cash, so they appear under operating activities and the closing balance matches the cash shown on your… - Expense Summary on the Finance dashboard now adds up
Oct 28, 2026 · Fix · Operations
The Total no longer counts draft expenses, matching Bills Outstanding, and the card says how many drafts were left out and for how much, so Approved and… - Cash Flow Statement now reconciles with your Balance Sheet
Oct 28, 2026 · Fix · Operations
Receipts held in Undeposited Funds now count as cash on the Cash Flow Statement, so its closing balance matches the cash lines on the Balance Sheet. - Billing Admins can now see who spent the workspace's AI credits
Oct 28, 2026 · Fix · Operations
In Settings > Billing > Credits, "See individual usage" now lists every team member's credit charges for Billing Admins, the same as for owners and admins, so… - Clearer individual credit usage
Oct 28, 2026 · Enhancement · Operations
The "See individual usage" list under Billing now uses the same feature names as "Where your credits went", groups the charges of a single action into one row… - Report AI results anywhere in Ops
Oct 28, 2026 · Enhancement · Operations
You can now report any AI result in Ops, including policies, contracts, offer letters, job ads, candidate summaries, equity documents, finance insights, safety… - Clearer contract terms when adding staff
Oct 28, 2026 · Fix · Operations
New hires now start with "No end date (ongoing)" switched on for every employment type except fixed term, which asks for an end date after the start date. - Award check on new hires now shows the base rate
Oct 28, 2026 · Fix · Operations
When you add a casual employee covered by an Australian award, the "I've checked this rate meets the award minimum" box now shows the base rate before casual… - Save a new hire as a draft from any step
Oct 28, 2026 · Enhancement · Operations
When adding a staff member you can now save them as a draft from any step of the setup, not only the final review. - Clearer contractor checks when adding staff
Oct 27, 2026 · Enhancement · Operations
The contractor check now waits for your answers before grading. Answer Yes or No to the four questions and you get a Low, Medium or High result. - Hiring contracts are now complete and easier to send
Oct 27, 2026 · Fix · Operations
You can add the employer's address and confirm the award minimum right on the Review step, a company hiring in another country gets a contract under the law of… - Contractor hires now get a complete default agreement
Oct 27, 2026 · Fix · Operations
When you add a contractor, the Contract step now offers the Automo default Contractor Agreement instead of a blank page. - New Australian hires now show the correct 12% superannuation rate
Oct 27, 2026 · Fix · Operations
The hire wizard's cost breakdown, the commitments summary and the generated employment agreement now use the super rate in force on the employee's start date… - New employees are now included in payroll by default
Oct 27, 2026 · Fix · Operations
When you add a Full Time, Part Time, Casual, Fixed term or Intern employee, Payroll is now switched on by default, matching the pay shown on the Compensation… - New product form now marks SKU and Category as required
Oct 27, 2026 · Fix · Operations
When your workspace requires a SKU and category for new products, those fields now show the required asterisk up front, so Save no longer bounces you back to… - Ending a contract and reviewing leaving messages is easier now
Oct 27, 2026 · Fix · Operations
The end employment window and the window for picking leaving messages are wider and no longer get pushed off screen sideways. - Adding an Australian staff member now asks about award coverage on the pay
Oct 27, 2026 · Enhancement · Operations
If they are covered by an award, you name the award and classification, and the contract names them. - Invoices, quotes and recurring invoices and bills are now easy to fill in on
Oct 27, 2026 · Fix · Operations
Form rows stack instead of squeezing into narrow columns, and each line item shows as its own card with quantity, price, tax and amount fields big enough to… - Clearer people pickers in HR training
Oct 26, 2026 · Fix · Operations
The Knowledge Transfer assignee and Buddy / Mentor pickers now say when there is no one else to choose and point you to the Staff Directory, instead of opening… - Knowledge transfer items can now be opened and edited after they are added
Oct 26, 2026 · Fix · Operations
Click an item, or use its menu, to change the title, description, priority, due date or who receives the handoff, or delete it. - Organization setup, straight to the point
Oct 26, 2026 · Enhancement · Operations
Setting up your organization now takes you straight to your name and brand colour, without a detour through a website-detection step that sent you there anyway. - Compensation bands now fit on smaller screens
Oct 26, 2026 · Fix · Operations
On narrower windows the compensation bands table no longer pushes the delete button off-screen, role names stop wrapping awkwardly, and salary figures use the… - Compensation band form now shows every problem at once
Oct 26, 2026 · Fix · Operations
When creating a compensation band, all salary and equity errors now appear together so you can fix them in one pass, and negative equity values are rejected… - Clearer guidance when Xero stops accepting a company's connection
Oct 25, 2026 · Fix · Operations
When a company's Xero organisation is removed or disconnected, or its payroll permissions are withdrawn, the leave type mapping on HR > Leave > Payroll sync… - Credit pack purchases now add exactly the credits you bought
Oct 23, 2026 · Fix · Operations
Buying an AI credit pack could add its credits more than once while the payment confirmation was being retried. - Training now lists only real journey templates
Oct 22, 2026 · Fix · Operations
Empty leftovers from failed template creation are removed, the Auto-assign badge shows only when a journey will actually be assigned, and the page's tabs fit… - Staff marked as on leave without an approved leave request are now flagged On
Oct 22, 2026 · Enhancement · Operations
anyone set to on leave with no approved leave shows a "No approved leave" note saying who changed their status and when, with one-click options to set them… - Recruitment now tells you when your careers page isn't live
Oct 22, 2026 · Fix · Operations
If you have open job ads but your careers page is still a draft, Recruitment's Overview and Job Ads now warn that candidates can't apply yet and offer a… - Rehire numbers now match your exit interviews
Oct 22, 2026 · Fix · Operations
The Rehire tab only counts someone as eligible when their exit interview says so. People who were never assessed now show in their own Unknown tile, and… - Offer letter form fields now have proper labels for screen readers
Oct 22, 2026 · Fix · Operations
Every field on the Offer Letters form is now announced by its label, required fields are marked as required, and clicking a label focuses its field. - Credit usage now reads "1 credit" instead of "1 credits"
Oct 21, 2026 · Fix · Operations
The "Where your credits went" list on the billing page now uses the right singular or plural form for each feature's credit count, in every language. - Year-end close now tells you up front when your role can't close a year
Oct 21, 2026 · Fix · Operations
Billing admins and other non-admin roles see the "Start year-end close" button disabled with the reason on the card, instead of working through the whole… - Bills now add up
Oct 21, 2026 · Fix · Operations
The Unpaid card on the Bills list includes bills that are still awaiting approval, so it can no longer read $0 while the Overdue card next to it shows… - Clearer empty Revenue tab
Oct 21, 2026 · Fix · Operations
When you have no revenue schedules yet, the Revenue tab now explains what a schedule is for and offers an Add Schedule button right in the list, and the zero… - Finance reports are easier to find and share
Oct 21, 2026 · Enhancement · Operations
Finance now has a Reports item in the sidebar, and an open report such as Profit & Loss has its own link, so refreshing, going back or sharing it brings you… - Merging duplicate staff records is now safe and clear
Oct 21, 2026 · Fix · Operations
When you merge two staff records you now see both side by side, choose which one stays, and pick which name, email, phone or other details it keeps. - The recurring invoice form now fits on screen
Oct 21, 2026 · Fix · Operations
Creating or editing a recurring invoice or recurring bill shows every field, the full line-item table, the per-issue total and the Cancel and Create buttons… - Products and services now have an Internal notes field that only your team
Oct 21, 2026 · Fix · Operations
It never prints on quotes or invoices. When you edit a product, a preview shows exactly how it will look on an invoice. - Deleting a job ad now works for HR admins
Oct 21, 2026 · Fix · Operations
HR admins can now delete job ads from Recruitment. If a job ad can't be deleted, you're now told so, and it is no longer logged as deleted while it stays in… - Finance Inbox now reads email-body receipts
Oct 21, 2026 · Fix · Operations
iPhone photos and invoices behind a link Receipts sent as a formatted email with no attachment (airline, ad platform and event receipts) are now read from the… - My training and acknowledgements now lists only the safety actions assigned
Oct 21, 2026 · Fix · Operations
Actions nobody owns yet no longer appear in your personal Compliance Tasks list or in your compliance count; they stay on the Sites and Safety actions page… - The Finance Inbox now shows a setup health checklist at the top of the inbox
Oct 21, 2026 · New feature · Operations
whether the intake address is live, approvers and a fallback approver are set, every entity has a tax ID, the default payables, expense and tax accounts are… - Adding a staff member is smoother
Oct 21, 2026 · Fix · Operations
Reopening Add employee after a successful add now starts a fresh wizard, the first step asks for role and start date so new hires are not flagged "Needs… - Smart Financial Model now explains rejected workbooks
Oct 21, 2026 · Enhancement · Operations
When a spreadsheet has no sheet the AI can use, you now see every sheet with what it was detected as, how confident the AI was and why it was skipped. - See where every Finance Inbox document went
Oct 21, 2026 · Enhancement · Operations
The Finance Inbox now has a Report tab listing every document with its vendor, amount, tax, legal entity, status, what it was filed as, the record's status… - Duplicate invoices in the Finance Inbox now point at one original
Oct 21, 2026 · Fix · Operations
Every extra copy of an invoice is now marked Duplicate, even when the copy is missing details or was read as not financial. - Recruitment reads the same on every screen
Oct 21, 2026 · Enhancement · Operations
Job ad statuses, employment types and the new job ad button now match between the Recruitment Overview and Job Ads tabs. - Finance figures now agree from screen to screen
Oct 21, 2026 · Fix · Operations
Bills Outstanding on the Finance dashboard, Unpaid in Purchases and Bills Outstanding on the Accounting page all count only approved bills, and say how many… - Interactive tours now match what your role can open
Oct 21, 2026 · Fix · Operations
The tours section on My training and acknowledgements only lists app tours and journeys for apps your role has access to, so a tour no longer walks you through… - Easier finance approval setup
Oct 21, 2026 · Enhancement · Operations
Finance Settings now shows a short setup checklist for approvals, so admins can see whether approvers, a fallback approver and escalation are in place. - Approving a new invoice now updates its ready screen straight away
Oct 21, 2026 · Fix · Operations
The screen shown after creating an invoice now switches to the issued invoice number and confirms it was approved without emailing the customer, instead of… - Clearer message when an invoice can't be sent yet
Oct 21, 2026 · Fix · Operations
If your business's registered name, address or company number is missing, the send dialog now says so and shows a button that takes you straight to your entity… - Expense approvals now need a second person
Oct 21, 2026 · Fix · Operations
Whoever submits an expense can no longer approve it themselves when someone else in the workspace can approve finance items, and approving an expense now asks… - Clearer wording for time entries your manager didn't count
Oct 21, 2026 · Enhancement · Operations
Entries left out of your hours now say "Not counted" instead of "Refuted", show the duration struck through, and tell you to tap the entry to fix the times or… - Recurring invoice schedules now start in your workspace's currency and carry
Oct 21, 2026 · Fix · Operations
A new schedule opens on your workspace currency and default tax rate (GST, VAT, or none, exactly as New invoice does), each line can be given its own tax rate… - Billing page now shows credits added by top-ups and auto-reload
Oct 21, 2026 · Fix · Operations
The "Where your credits went" panel now says how many credits were added by top-ups and auto-reload over the same 30 days, so usage well above your monthly… - Invoice lists in a narrow window now keep every value under its own heading
Oct 21, 2026 · Fix · Operations
The customer name no longer disappears and dates and amounts no longer slide one column to the left; the list scrolls sideways when it is too wide instead. - Avatar initials now use letters only
Oct 21, 2026 · Fix · Operations
Names that start with a bracket, quote, number or emoji now show proper initials in HR lists, so "[QA] Jane Doe" shows "QJ" instead of "[J". - Managers now see when a teammate's timer is paused
Oct 21, 2026 · Enhancement · Operations
The Work & HR card on a teammate's profile used to show a paused timer as "Currently tracking" with the clock still running. - Editing a quote or invoice now shows a matching subtitle
Oct 21, 2026 · Fix · Operations
When you reopen a quote or invoice to edit it, the dialog now says "Make changes to QT-00005" instead of the "Create a quote for your customer" text meant for… - Creating a payment run with no bank account now explains why
Oct 21, 2026 · Fix · Operations
If your workspace has no bank account yet, the New Payment Run dialog now explains that a run pays from one of your bank accounts and gives you a button… - Staff with the same name are now easy to tell apart
Oct 21, 2026 · Fix · Operations
When two people on the HR dashboard's Recently added list share a name, each now shows their email next to it. - Accepted quotes and paid invoices now show the right day
Oct 21, 2026 · Fix · Operations
Dates in the finance lists now follow your workspace's time zone, so a quote accepted early in the morning no longer appears accepted before it was issued. - Invoice forms now show which details are really needed
Oct 21, 2026 · Fix · Operations
The contact and company pickers say "Contact or company" because either one is enough. The billing details dialog marks only Email as required, since that is… - Recurring bills now arrive numbered and taxed like any other bill
Oct 21, 2026 · Fix · Operations
Bills created from a recurring schedule now get the next bill number and the tax rate you pick on the template, which defaults to your usual purchase tax. - New bills now need a line with a description and an amount
Oct 21, 2026 · Fix · Operations
Saving a bill with only the empty default line used to create a blank $0.00 bill. The form now stops and asks you to add a line with a description and an… - New invoices now come with a due date already filled in
Oct 21, 2026 · Fix · Operations
A new invoice now starts on your entity's or workspace's default payment terms (Net 30 if none are set), and its due date is filled in for you. - Clearer Finance dashboard when the books are empty
Oct 21, 2026 · Fix · Operations
Gross Margin, Current Ratio and Debt-to-Equity now say there is no posted financial data instead of asking you to connect a bank account. - Overlapping time entries are now blocked everywhere
Oct 21, 2026 · Fix · Operations
Time you log offline, edit later or send from the browser extension now gets the same overlap check as the Log Time form. - Cleaner multi-currency totals on Bills
Oct 21, 2026 · Fix · Operations
When your bills are in more than one currency and no exchange rate is set, the Bills summary now explains it once under the cards instead of in every card… - Clearer errors when adding an expense
Oct 21, 2026 · Fix · Operations
Adding an expense now shows one inline message per field instead of a browser popup followed by a different app message, and the dialog scrolls to the first… - Tidier time entries on My Time
Oct 21, 2026 · Fix · Operations
The last entry's menu is no longer hidden under the floating Start timer button, hand-logged entries now default to billable the same way the timer does (no… - Expense claims are checked before they are sent
Oct 21, 2026 · Enhancement · Operations
and incomplete inbound invoices are quicker to sort out Expense reimbursement requests now need an amount above zero and an expense date that is not in the… - Recurring bills now handle tax like regular bills
Oct 21, 2026 · Enhancement · Operations
Recurring bills now have a tax rate, a tax choice on each line and an expense account on each line, with the subtotal, tax and total shown before you save. - Mark a sent quote as declined
Oct 21, 2026 · Enhancement · Operations
When a customer turns down a quote, you can now mark it as declined from the quote's menu. - Manager notes on time entries now reach people and get answered
Oct 21, 2026 · Enhancement · Operations
When a manager holds or refutes a time entry, the employee now gets a push alert that opens their own My Time page, where a new "Needs your reply" card shows… - Cap table imports now save safely in one step
Oct 20, 2026 · Fix · Operations
Pulley, Carta and Cake Equity imports either save everything reviewed or leave the cap table unchanged. A repeated save cannot create duplicate rows. - Companies that connect Xero only to import their books and payroll can now
Oct 20, 2026 · Fix · Operations
Leave approved in Automo still saves as normal, but nothing is written to that company's Xero payroll, and the leave shows the Xero sync as skipped with the… - Connect MYOB from the phone apps
Oct 20, 2026 · Enhancement · Operations
You can now connect MYOB from inside the Automo apps. After you authorise in MYOB you come straight back to the app with the connection saved, just like Xero… - Move from QuickBooks without exporting a file first
Oct 19, 2026 · Enhancement · Operations
The QuickBooks migration page now has a Connect QuickBooks button: create your account and Finance opens the QuickBooks connection straight away, while the… - QuickBooks trial balances now import cleanly after sign-up
Oct 19, 2026 · Fix · Operations
Dropping a QuickBooks Online trial balance into Finance now finds every account on its own, with the account number and name split apart, the right account… - Connect Xero straight from the Xero migration page
Oct 19, 2026 · Enhancement · Operations
The Xero migration page now leads with Connect Xero. After you sign up you land on the Xero import itself, and after approving access in Xero you come back to… - Moving your books to Automo reads your exports correctly
Oct 16, 2026 · Fix · Operations
Trial balance imports from Xero, QuickBooks and MYOB now pick the right account names and types, and bank statements keep debits as debits even when your bank… - New staff now receive their contract signing email
Oct 16, 2026 · Fix · Operations
Sending a contract for signature from Add staff member was saving the contract but never emailing it, so new hires never got a link to sign. - Overlapping time entries are now caught before they count twice
Oct 16, 2026 · Fix · Operations
Logging time by hand now checks your existing entries, including a running timer, and stops you from saving hours that overlap time you already logged, so the… - Deleting a bill on a submitted payment run is stopped safely
Oct 15, 2026 · Fix · Operations
Deleting a bill that is already on a submitted payment run is now stopped with a clear message before anything changes in the ledger. - Cancelled and reactivated plans now show their new state straight away
Oct 15, 2026 · Fix · Operations
After you cancel a plan or change your mind and reactivate it, billing now shows the new state immediately, including for plans bought before the workspace was… - Pay day reminders and a pay day checklist
Oct 15, 2026 · Enhancement · Operations
Payroll admins now get a heads-up two business days before each pay day, another on the morning of pay day, and an overdue alert the day after if the pay run… - Approved leave can now be sent to Xero payroll
Oct 15, 2026 · Fix · Operations
After you reconnect Xero and approve the new permission, linked employees' leave goes into Xero automatically, so you no longer have to key it in one record at… - Deleting a bill is now all-or-nothing
Oct 15, 2026 · Fix · Operations
Deleting a bill now either completes fully or changes nothing: if it cannot be deleted, its ledger entries stay and it stays on its payment runs. - Trials that we end for you are now recorded as ended straight away
Oct 15, 2026 · Fix · Operations
When we end a trial early to make sure you are never charged for it, our own record of that subscription now shows it as ended immediately, so the account… - Check a signed PDF against its verification page or certificate
Oct 15, 2026 · Fix · Operations
The verification page and new signing certificates now show the fingerprint of the signed PDF that every party received. - Company suggestions are back when adding envelope recipients
Oct 15, 2026 · Fix · Operations
The "Company / signing for" field in the New envelope wizard now suggests companies you have used on past envelopes, instead of failing quietly every time the… - Leave balances in hours, matched to Xero
Oct 15, 2026 · Enhancement · Operations
Owners moving payroll off Xero can now pull each person's current leave balance straight from Xero, preview it next to the Automo figure, and set it as the… - A running timer now shows up in Automo on its own
Oct 15, 2026 · Fix · Operations
Start a timer from Automo Browser, another tab or your phone, and the workspace picks it up when you come back to the tab, and within a minute while you are… - Leave dates now show the right day in every timezone
Oct 14, 2026 · Fix · Operations
The Upcoming team leave list, its busiest-day stat and the coverage gap warning showed leave starting and ending a day early for people west of UTC. - Link your team to their Xero payroll employees
Oct 14, 2026 · Fix · Operations
Leave now has a Payroll sync view that shows who is not linked to a Xero employee, suggests matches by name, start date and email, and links them all in one… - Upgrade buttons now open plans for the feature you clicked
Oct 14, 2026 · Enhancement · Operations
Upgrade buttons across settings, retail, HR, finance, scheduling, team and brand pages now tell the plan chooser which feature they are about, so it can… - Clearer upgrades and credit top-ups
Oct 14, 2026 · Enhancement · Operations
• When you run out of AI credits, Automo now tells you exactly how many you need and how many you have, suggests the pack that covers it, and finishes what you… - Hiring a candidate now adds them to your staff
Oct 13, 2026 · Fix · Operations
Moving a candidate to the Hired stage now creates their employee record and starts onboarding, with a confirmation message, instead of leaving the hire stuck… - The AI Assistant in the Add staff member wizard now gives guidance for the
Oct 13, 2026 · Fix · Operations
It no longer points you back to a step you have already finished, uses the same step numbers as the wizard, and no longer says no modules are selected on the… - Staff start dates and compensation history now show the right day
Oct 13, 2026 · Fix · Operations
Start and end dates on the staff list and staff profile, and the dates in a person's compensation history, no longer appear one day early when your computer is… - Adding a training program for an employee now saves
Oct 13, 2026 · Fix · Operations
Picking an employee, entering a title and pressing Add Program used to fail silently with the dialog left open; the program is now created and the employee is… - Finance reports and accounting, cleaned up
Oct 13, 2026 · Enhancement · Operations
Financial reports, the trial balance and ledger, aged receivables, KPIs, board reports, accounting periods, tax and currencies, and your bank feeds now share… - Offboarding checklists now finish themselves
Oct 13, 2026 · Fix · Operations
Ticking the last task on an onboarding or offboarding journey now marks the journey Completed instead of leaving it Pending at 100%. - Financial reports and bank reconciliation, made calm
Oct 13, 2026 · Enhancement · Operations
Profit & loss, balance sheet, cash flow, aged receivables and payables, tax summary and bank reconciliation now share the calm layout. - Operations, calmer end to end
Oct 13, 2026 · Enhancement · Operations
The Operations hub, sites and safety, compliance policies, vendors, document signing, the password manager and your notification and mail settings now share… - Workspace name stays readable on small phones while clocked in
Oct 13, 2026 · Fix · Operations
On 320px-wide screens the running shift timer in the top bar now shows as a compact clock icon, so the workspace name is no longer squeezed down to a single… - Time & Attendance team view now fits on phones
Oct 13, 2026 · Fix · Operations
The week toolbar in the Team view now stacks on two rows on narrow screens, so search and Export are always reachable and the date range stays on one line. - Record leave for any employee, with or without a login
Oct 13, 2026 · Fix · Operations
HR can now record leave for staff who were added without a workspace account, and if a leave entry can't be saved, the message now says why instead of a… - HR, simplified
Oct 13, 2026 · Enhancement · Operations
Time tracking, leave, recruitment, onboarding journeys, one-on-ones, training, rostering and HR setup now share the platform's calmer layout. - Pay runs and timesheets now show the dates you entered
Oct 13, 2026 · Fix · Operations
Pay periods, payment dates and timesheet periods no longer appear a day early for people in the Americas, so payroll staff see the period they are about to… - Finance, calmer everywhere
Oct 12, 2026 · Enhancement · Operations
The Finance hub, invoicing, purchases, accounting, approvals and budgeting now share the platform's calmer layout, with what needs your attention up top and… - Payroll, assets and equity get the calm treatment
Oct 12, 2026 · Enhancement · Operations
Payroll, super payments, fixed assets, equity and their settings now share the platform's calmer layout: what needs attention up top, one clear main action… - ERP, now with room to breathe
Oct 12, 2026 · Enhancement · Operations
Sales orders, inventory, manufacturing, purchasing, planning and reporting share the calmer layout from the rest of the platform, with one clear next step on… - Hourly pay is now kept when adding staff from a document
Oct 12, 2026 · Fix · Operations
When you add a team member by uploading their contract, the pay period on the contract (hourly, weekly, monthly and so on) now carries through, so an hourly… - Logging time that ends before it starts now tells you what to do
Oct 12, 2026 · Fix · Operations
When the end time of a manual time entry is earlier than its start, the dialog now explains it and offers a clear "Ends the next day" switch showing the… - Signing settings are now read-only for people with view-only access
Oct 10, 2026 · Fix · Operations
If you can only view Signing, the settings page now says so, its controls are locked and there is no Save button. - Grants show the option expiry their plan implies
Oct 10, 2026 · Fix · Operations
Grants issued before option expiry dates were recorded no longer just say "Not set". The grant page now shows the date the plan's term implies, such as a… - Edit your document's wording while setting up e-signature fields
Oct 10, 2026 · Enhancement · Operations
When you're placing signature fields on a document, you can now press "Edit text", fix a typo or reword a clause right there, then press "Done editing" and… - Draft equity grants now behave like drafts
Oct 10, 2026 · Fix · Operations
A grant saved as a draft can now be edited, issued, approved or submitted for board approval straight from its own page, and "Auto-generate grant agreement"… - Option pool availability is now consistent everywhere
Oct 10, 2026 · Fix · Operations
The Overview option pool card and the Shares list now show how many options are still free to grant (the pool size minus granted and exercised options)… - When two valuations are recorded on the same day, the one recorded most
Oct 10, 2026 · Fix · Operations
Every valuation row also has an actions menu: edit (logged in the audit trail), set as current, mark superseded, and delete. - Grant dates now match everywhere
Oct 10, 2026 · Fix · Operations
The equity grants table, stakeholder grant list, signing screen and My Equity now show the same grant date as the grant details page, no matter which timezone… - Credit-pack invoices now show who sold them
Oct 10, 2026 · Fix · Operations
Invoices for AI credit packs bought on Automo now carry Automo AI Pte. Ltd., its UEN and its registered Singapore address, so business customers can file them… - Imported company officers keep their registry position
Oct 10, 2026 · Fix · Operations
When you import a business profile, directors and company secretaries who hold no shares are now added as Officers with their filed position (for example… - Valuation dates now show the day you entered
Oct 10, 2026 · Fix · Operations
A valuation saved for 9 October now shows as 9 October on the Valuations screen, the FMV tracker and the equity dashboard, whatever your time zone. - Equity grants now show the same vesting numbers everywhere
Oct 10, 2026 · Fix · Operations
The Issue Grant preview, the grant details page, the vesting chart, My Equity and newly generated grant agreements now use one vesting calculation, so a small… - Option holder totals now count only live grants
Oct 10, 2026 · Fix · Operations
The Option Holders tab no longer counts cancelled, forfeited, expired or terminated grants in its holder count or option totals, and a new "Show cancelled"… - Issuing a grant now uses the plan's exercise price and never emails the
Oct 10, 2026 · Fix · Operations
Picking a plan or option pool fills in its board-set strike price (shown in your currency, rounded to cents), and the grantee invite is off by default with a… - Generated grant agreements now use your company's and grantee's real details
Oct 10, 2026 · Fix · Operations
The company registration number and registered address are filled in from your legal entity, and the leaver and exercise terms match the grant's settings… - Invoicing, calmer and easier to work through
Oct 9, 2026 · Enhancement · Operations
Invoices, quotes, receipts, recurring invoices and credit notes now open with one clear header, simple views, one search and a short list of what needs your… - The morning brief is back, with your team's day in it
Oct 9, 2026 · Enhancement · Operations
The morning email had stopped going out on 5 October; that is fixed. Owners, admins, HR and line managers now also get a summary of what each person worked on… - Runway Calculator reads correctly for profitable businesses
Oct 8, 2026 · Fix · Operations
When revenue already covers costs, the break-even card now says "Cash-flow positive" instead of pointing to next month, and the calculator's runway labels and… - See all the hours you worked, even the ones on hold
Oct 8, 2026 · Enhancement · Operations
Your hours card now shows how much time is on hold waiting for more detail, plus your total including that time, so you always know how much you actually… - Invoices now use the right contacts and the right company brand
Oct 8, 2026 · Fix · Operations
When creating an invoice, picking a company now lists that company's contacts, search finds any contact even in very large workspaces, and a contact you add… - Budgeting audit trail now records every planning change
Oct 8, 2026 · Fix · Operations
The Budgeting Audit Trail now logs headcount plans, scenarios and approval steps (created, edited, approved, rejected, deleted) alongside budgets, with who did… - The New envelope flow now shows one consistent set of steps
Oct 8, 2026 · Fix · Operations
Creating an envelope used to show two steps while you picked a document, then jump to a different set of four once you moved on to choosing who signs, and even… - Checkout now shows a loading state while the secure card form loads, and
Oct 7, 2026 · Fix · Operations
Opening checkout no longer shows an empty white box while the card fields load. The card form also starts loading earlier, and if it fails or gets stuck we… - Staff & HR, at a glance
Oct 6, 2026 · Enhancement · Operations
The dashboard now leads with what needs your attention and one strip of numbers about your team today, with a quick search to check in on anyone right from the… - Suppliers now appear once in Purchases > Suppliers
Oct 5, 2026 · Fix · Operations
Each supplier shows as a single row with its payment terms and currency, instead of a second blank copy. - Expenses now stay out of the ledger until they're approved
Oct 5, 2026 · Fix · Operations
A newly added expense is saved as a draft and only posts to your books once it's approved, so the approval step actually controls what hits the ledger. - Bank matching now recognises payments that include bank charges
Oct 5, 2026 · Enhancement · Operations
If a transfer covers a bill plus its transfer fees (for example 786.00 sent from Wise for a 775.48 invoice), or a customer payment arrives a little short… - Chart of Accounts now names each account's default tax code
Oct 5, 2026 · Fix · Operations
The Tax Rate column now shows the tax code by name, such as "GST on Expenses (10%)", instead of a bare "10". - Contact and company avatars in Finance now show clean initials
Oct 4, 2026 · Fix · Operations
Names that start with brackets, quotes, symbols or numbers, like "[QA] Online trigger 0031" or "3M Pty Ltd", no longer show stray characters such as "[0" in… - Finance Inbox buttons stay fully visible on smaller screens
Oct 4, 2026 · Fix · Operations
Refresh and Inbox settings now wrap under the title instead of clipping off the edge, and an empty inbox no longer shows a green posted pill. - Your careers page now starts on-brand and fills itself in
Oct 4, 2026 · Enhancement · Operations
The careers page editor now fills in your company name and logo from your workspace and your accent colour from your Brand Kit. - Adding staff now tells you what's missing
Oct 2, 2026 · Fix · Operations
When you click Continue on the first step of Add staff with empty or invalid details, each field now shows an error, the cursor jumps to the first one, and an… - Bills now keep the details you enter
Oct 2, 2026 · Fix · Operations
A bill now needs a supplier before it can be saved, reopening a bill shows the exact tax code you picked (for example GST on Expenses rather than another 10%… - Clearer guidance when you're not set up as an employee yet
Oct 2, 2026 · Fix · Operations
People without HR access, such as billing admins, no longer see an "Add me as an employee" button that can't work on My Pay, My Assets and other My Space… - Buying AI credits is now clearly a one-time charge
Oct 2, 2026 · Fix · Operations
The credit pack checkout now says plainly that you are charged once, and no longer shows the auto-reload promise that made it look like a subscription. - Australian GST codes now use the names you know from Xero
Oct 1, 2026 · Fix · Operations
Australian businesses now see GST on Income, GST on Expenses, GST on Capital, GST Free and BAS Excluded. - One-on-Ones now explains what to do when your team is empty
Oct 1, 2026 · Enhancement · Operations
If nobody in your workspace has an employee record yet, the One-on-Ones page now explains that one-on-ones run between an employee and their manager. - The overtime calculator now applies statutory rules accurately
Oct 1, 2026 · Fix · Operations
EU and German presets no longer invent a legal overtime premium, the Australian preset is described as award-based, and regular plus overtime hours always add… - Double declining balance depreciation now matches the standard method
Oct 1, 2026 · Fix · Operations
Yearly charges in the depreciation calculator and the fixed asset register now agree with the textbook and spreadsheet DDB figures, including a prorated first… - The Singapore take-home pay calculator now handles bonuses and tax reliefs
Oct 1, 2026 · Fix · Operations
A one-off bonus is counted once in the year, and employee CPF relief and earned income relief come off before tax, so the monthly tax estimate matches what you… - Bills and expenses now use your workspace currency
Oct 1, 2026 · Fix · Operations
Bills without a stored currency now show in your workspace's currency in the bills list and payment dialog, and new expenses start in your workspace currency… - Adding a staff member now tells you what is missing
Oct 1, 2026 · Fix · Operations
The Add Staff Member wizard now shows clear messages under Legal name and Email when they are empty or the email is invalid, and moves you to the field to fix… - New pay runs now follow your company's country, and the form says why a run
Oct 1, 2026 · Fix · Operations
An Australian workspace gets AUD, the Australian tax checks and a "Fortnightly" option instead of US dollars and US tax warnings. - Checkout now uses your workspace's country
Sep 30, 2026 · Fix · Operations
When you create a workspace and continue to checkout, the card form now starts on the country you picked for the workspace (for example Australia with a… - Adding a fixed asset on the Free plan saves it again
Sep 30, 2026 · Fix · Operations
The asset now goes onto your asset register marked as not posted to the ledger, the dialog closes normally, and you see a notice that ledger posting unlocks on… - Equity overview now shows your option pool as its own line instead of
Sep 29, 2026 · Fix · Operations
When an equity plan reserves shares for an option pool, the overview lists that pool separately in the share breakdown and in the Option Pool card, and the cap… - Equity pools that exceed their share class are now flagged with a fix
Sep 29, 2026 · Fix · Operations
Equity plans created before pool sizes were checked against their share class are now flagged on the Overview Shares and Plans screens. - The floating timer no longer covers buttons in the corner of the screen
Sep 29, 2026 · Fix · Operations
Pages with an action in the bottom-right corner, like the online ordering setup wizard's Continue button or Save in support settings, stay clickable: the timer… - Documents prepared for signature through the AI connector are now ready to
Sep 28, 2026 · Fix · Operations
Their page images are rendered on Automo's own servers, so a contract set up from a PDF or Word file no longer needs an external conversion step, and sending… - Share classes now speak the company's legal language
Sep 28, 2026 · Fix · Operations
Setting up a cap table for an Australian, New Zealand, UK or Singapore entity now starts from Ordinary shares — pre-filled and first in the list — with local… - Equity Management now works on phones
Sep 28, 2026 · Fix · Operations
On small screens the section row (Audit) and the Manage sub-tabs (Grants, Certificates, E-Signatures, Transaction Log) were cut off past the edge of the screen… - Your chart of accounts no longer disappears when you create your first legal
Sep 28, 2026 · Fix · Operations
Accounts, tax codes, assets and journals you set up before creating an entity now move into that entity automatically, so invoicing keeps working and nothing… - Your signature now follows you, with save-to-files and an AI option Signed-in
Sep 28, 2026 · New feature · Operations
can save the executed document straight to their workspace files from the signing screen, and can generate a polished AI signature from their name. - Quotes and invoices now follow your business's country and brand
Sep 27, 2026 · Fix · Operations
New quotes and invoices now pick your sales tax (GST 10% in Australia) instead of a purchase tax code and start with it switched on, are saved in your… - Xero imports now finish and bring everything across
Sep 27, 2026 · Fix · Operations
Imports larger than one batch no longer freeze partway, bills and paid invoices from Xero import instead of being rejected, re-importing with "Overwrite… - Default contracts are now checked continuously and you hear when they change
Sep 27, 2026 · Enhancement · Operations
and each one is re-checked automatically against the law in its country. When a lawyer approves a new version of a contract you've used or copied, your admins… - Plan prices and AI credit pack prices now stay the same in every region
Sep 27, 2026 · Fix · Operations
Pushing prices to Stripe from the admin console now updates all regions at once instead of only the one the admin was signed in to, and failed regions are… - App Store and Google Play subscribers are no longer left on the Free plan
Sep 27, 2026 · Fix · Operations
When a store subscription became active again after a payment hold, some subscribers kept seeing the Free plan until their next store renewal. - Stripe now tells you when a connection needs reconnecting instead of failing
Sep 27, 2026 · Fix · Operations
If a connected Stripe account's key has stopped working, the invoice Pay button, workspace payment links and the bank feed explain the problem and point you to… - Migrating from Xero now brings your customers and your bills across, and the
Sep 27, 2026 · Fix · Operations
Contacts were failing to save and every bill was rejected, which failed the whole import; the preview also reported the chart of accounts as rate-limited and… - Invoices and bills migrated from Xero now arrive with their line items
Sep 27, 2026 · Fix · Operations
and tax-inclusive documents import with lines that match the document's own subtotal and tax instead of reading a tax amount too high. - Xero imports no longer stop silently half-way
Sep 27, 2026 · Fix · Operations
Large organisations now import in chunks that continue automatically or resume with one click, an import that stops responding shows as paused instead of… - Bills now save a currency you explicitly change instead of silently keeping
Sep 27, 2026 · Fix · Operations
its own account in the document's currency, or nothing at all when an account in that currency exists but belongs to a different entity. - Connecting a legal entity's Stripe account for bank history now works end to
Sep 27, 2026 · Fix · Operations
the connect checklist asks for exactly the key permissions the connection actually uses (including Accounts read, which Stripe's validation requires), and… - Importing from QuickBooks or MYOB now works end to end
Sep 27, 2026 · Fix · Operations
Bills land with their dates on the right fields, customers appear in Finance where invoices and bills can pick them as recipients, and every imported document… - Connecting a legal entity to Xero now binds it to the organisation you choose
Sep 27, 2026 · Fix · Operations
If that cannot be determined, Finance asks you which organisation to use, and from Finance you can now see, change or disconnect the organisation each legal… - Each legal entity can now connect its own Stripe account once, straight from
Sep 27, 2026 · Enhancement · Operations
it brings the account's balance, payments and payouts into that entity's books, and — if you choose — lets customers pay that entity's invoices by card. - Hiring a staff member or contractor now takes you from details to a signed
Sep 26, 2026 · Enhancement · Operations
Every workspace starts from company-protective default contracts matched to your company's country and the new hire's country. - See exactly how people move from seeing an upgrade prompt or a pricing-page
Sep 26, 2026 · Enhancement · Operations
Every time the upgrade or AI-credits paywall or a pricing-page checkout opens, we now record what opened it, which plan and billing period was chosen, whether… - Share certificates and equity money display are working again
Sep 26, 2026 · Fix · Operations
You can no longer issue a certificate with no shares or no matching holding unless you give a reason, values show in the entity currency including small… - Monthly email allowances now apply as advertised
Sep 26, 2026 · Enhancement · Operations
Business email you send from your connected mailboxes and your marketing sends (campaigns, including server-side and AI-launched campaigns, and storefront… - Payroll now follows the country your workspace is set up for
Sep 25, 2026 · Fix · Operations
Opening Payroll for the first time no longer loads another country's tax tables: it asks you to confirm the country first, named after the one you chose at… - Signing features are now easy to find on the public "everything we do"
Sep 25, 2026 · Enhancement · Operations
SignLinks (a public link anyone can use to sign a waiver, NDA or your terms), Bulk Send and your Terms & MSA hub are each listed with what they do, where they… - Picking a contact when adding envelope recipients works again
Sep 25, 2026 · Fix · Operations
Choosing a suggested person now fills in their name and email, by mouse or with the arrow keys and Enter, so you no longer hit an "invalid email" error after… - Impossible working weeks are now rejected in Staff & HR
Sep 25, 2026 · Fix · Operations
Setting expected or maximum hours per week above what a week can hold is blocked with a clear message when importing team members, editing a person, or… - Plan limits now use one word everywhere: "users"
Sep 25, 2026 · Enhancement · Operations
Plan cards, the free plan line, the Starter checkout line and the Billing page all say "up to N users" or "N of M users", so the number you see when you pick a… - Plan prices in Settings now match what you were quoted at signup
Sep 25, 2026 · Fix · Operations
Billing previously listed every plan in US dollars even when your workspace was set up in another country, so an Australian workspace quoted in AUD minutes… - Leave now updates on screen the moment you record it
Sep 25, 2026 · Fix · Operations
Recording leave for someone, or approving and rejecting a request, immediately updates the upcoming list, the team balances and the calendar instead of showing… - Paying workspaces stuck on a free plan are flagged again
Sep 25, 2026 · Fix · Operations
An hourly background check that looks for accounts with an active subscription still sitting on a free or starter plan had been failing on every run, so nobody… - Plan prices now always show in one currency
Sep 25, 2026 · Fix · Operations
The Billing page and the upgrade window no longer mix your local currency with US dollars, for example NZ$32 next to $99. - Signing fields now stay on the page, and signed PDFs are cleaner
Sep 25, 2026 · Fix · Operations
The name, title and date fields in a signature block now share the page width, so the date no longer runs off the right edge while signing. - Recording leave for someone now shows the same number of days that comes off
Sep 25, 2026 · Fix · Operations
Before, a range that ended on a weekend was summarised as three days while only two working days were deducted, so the summary and the balance disagreed. - Safety incidents can no longer be logged as happening in the future
Sep 25, 2026 · Fix · Operations
Reporting or editing an incident with a date later than now is now refused with a clear message, both in the form and in the database, so safety dashboards and… - Signing status filters no longer break mid-word
Sep 25, 2026 · Fix · Operations
On the Envelopes screen the status filters (Completed, Expired, Recalled, Declined) were squeezed onto one row on laptop-sized windows, splitting labels in the… - Adding staff now starts from your own company's country and currency
Sep 25, 2026 · Fix · Operations
The Add staff wizard used to preselect United States and USD whatever your workspace was set to, so people in a euro workspace had to correct every new hire… - Owners and admins can now provision a new hire's work email and workspace
Sep 25, 2026 · Fix · Operations
In some sessions the app fell back to a read-only role even for owners, which hid the access controls and left a message saying only an owner or admin could do… - Recording leave now explains what to do when you have no employees yet
Sep 25, 2026 · Enhancement · Operations
Opening the employee picker before anyone is set up shows why workspace members aren't listed, with shortcuts to import your team or add an employee, and the… - Learning & Compliance now feels like one page
Sep 25, 2026 · Enhancement · Operations
All five tabs share the same layout, rows, empty states and width, and a new at-a-glance strip shows what is outstanding for training, certifications, policies… - Importing your workspace members into Staff now uses your workspace's own
Sep 25, 2026 · Fix · Operations
so new employee profiles start with the right settings for pay, leave and tax. When a workspace has no country set, the field is left blank rather than guessed. - Finance dashboard now shows one currency symbol everywhere
Sep 25, 2026 · Fix · Operations
Every card on the Finance dashboard now uses the same currency symbol as the rest of the page, so an Australian workspace reads A$ across general ledger and… - Training, certifications and policy sign-offs are now easy to find
Sep 25, 2026 · Enhancement · Operations
The public feature list now names Learning & Compliance alongside course assignment, certification tracking with expiry reminders and onboarding learning… - Set up your company details on any plan
Sep 25, 2026 · Fix · Operations
Adding your company's legal details (name, registration number, address, currency and financial year) now works on every plan, instead of being refused as a… - Yearly pricing in the upgrade window now reads correctly
Sep 25, 2026 · Fix · Operations
With the plan picker set to yearly, the line under the upgrade button shows the yearly total as a yearly amount instead of labelling it "per month". - Finance dashboard amounts now all use the same currency format
Sep 25, 2026 · Fix · Operations
Every figure on the Finance dashboard now renders with one consistent currency style, so a workspace in Australian dollars no longer sees some tiles as "A$0"… - Signing status filters now read properly on smaller laptop screens
Sep 25, 2026 · Fix · Operations
The row of envelope status filters used to squeeze into eight narrow columns on a 1024px-wide screen, splitting labels in the middle of a word. - Plan and credit prices now match everywhere
Sep 25, 2026 · Fix · Operations
Billing settings used to default to US dollars even when signup and the upgrade prompt quoted your local currency for the same plans, so the same plan could… - Send envelope stays visible in the signing editor on smaller screens
Sep 25, 2026 · Fix · Operations
On 1024px-wide laptops the field placement screen's right-hand panel could overlap the Send envelope button and clip Save & Exit, making the primary action… - Job ads no longer disappear when your plan does not include them
Sep 25, 2026 · Fix · Operations
Recruitment now tells you up front that posting job ads needs an upgrade, with an upgrade button right in the new job ad window, so you no longer write a full… - Upgrade prompts now start on the cheapest plan that actually unlocks what you
Sep 25, 2026 · Fix · Operations
When an action is blocked by your plan, the upgrade window used to suggest whichever plan is marked most popular, which could be far more expensive than the… - HR administrators and a person's reporting manager can now add and edit
Sep 25, 2026 · Fix · Operations
Previously only workspace owners and admins could save them, and the dialog showed an endless spinner instead of explaining the refusal. - Email allowances now match your plan, and renew every month
Sep 25, 2026 · Fix · Operations
Billing now shows emails as "X of N" against your plan's monthly allowance, and every workspace gets exactly the email allowance its plan includes, refreshed… - New workspaces can now set up their accounts and send a first invoice
Sep 25, 2026 · Fix · Operations
Setting up the starter chart of accounts no longer asks for an upgrade, the "Create custom account" button on the empty screen now actually opens the form, and… - Team leave balances are readable on your phone
Sep 25, 2026 · Enhancement · Operations
On small screens each employee now appears as a card showing every leave balance at a glance, with no sideways scrolling. - Signature requests now show the sender's name, not their email handle
Sep 25, 2026 · Fix · Operations
Emails inviting someone to sign now say "Jane Smith requested your signature", resolved from the sender's profile and falling back to the workspace or company… - Vendors now speak your country's conventions, not America's
Sep 25, 2026 · Fix · Operations
Adding or editing a vendor validates the email and phone number as you type, so a typo can no longer be saved and shown on the vendor card. - Signing confirmation emails now show the execution date in the same timezone
Sep 25, 2026 · Fix · Operations
Previously a contract signed just after midnight in Australia was emailed as having been executed the day before, putting the wrong date on a legal record. - Signing pages now show the right legal wording for where your business
Sep 25, 2026 · Enhancement · Operations
An Australian sender's signers see the Electronic Transactions Act 1999 (Cth), UK and EU senders see their own frameworks, US senders are unchanged, and… - HR now knows when leave can't be recorded because of a low balance
Sep 25, 2026 · Fix · Operations
When you record or approve leave, you can now see the employee's current balance, and you get a warning before you submit if the leave would take them below… - AI credit packs now show the same price everywhere in your currency
Sep 25, 2026 · Fix · Operations
In the "Your AI credits have run out" dialog, the auto-reload list now shows the same localized prices as the pack list and billing page, and the "Best value"… - Adding a staff member now shows an accurate summary
Sep 25, 2026 · Fix · Operations
The review step no longer promises to send a contract for signing when none will be sent. Blank contracts are saved as drafts, and auto-send is only available… - The floating timer panel no longer hides behind the phone keyboard
Sep 24, 2026 · Fix · Operations
On a phone, opening the timer and typing a new activity used to push the input under the on-screen keyboard, so the panel looked cut off and the field was… - Long service leave now reflects how long someone has actually worked for you
Sep 24, 2026 · Fix · Operations
On the Leave Liability report, long service hours were nearly identical for everyone regardless of tenure, because the entitlement was being spread across the… - A clearer, more reliable signing experience
Sep 24, 2026 · Enhancement · Operations
Signing now works better on phones while keeping the full workspace on wide touchscreens. Signers can reuse signatures and initials within an invitation, move… - The completion certificate now reads properly
Sep 24, 2026 · Fix · Operations
Audit entries and locations use the full width of their column and show when text has been shortened, instead of stopping mid-word, and signed copies break… - Leave balances now display cleanly
Sep 24, 2026 · Fix · Operations
Team leave balances no longer show long floating-point numbers such as 22.939999999999998 after an allowance with a fractional carry-over is saved. - Leave Liability and Team Balances now agree on annual leave
Sep 24, 2026 · Fix · Operations
The Leave Liability tab was reading a one-off opening snapshot that treated the whole year's entitlement as already available, so it showed about five days… - Australian tax details now appear for Australian staff in mixed-country
Sep 24, 2026 · Fix · Operations
When you edit someone's compensation, the tax withholding profile now follows the country of the company that employs them rather than the workspace's own… - Pay run details no longer show odd negative amounts in the Deductions column
Sep 24, 2026 · Fix · Operations
Each employee line now adds up exactly: earnings minus tax minus deductions equals net pay, to the cent, and matches the totals at the top of the run. - Contractors no longer show accrued annual leave or a leave liability
Sep 24, 2026 · Fix · Operations
Leave > Liability was listing contractors with accrued annual leave and implausible hourly rates, which also drove the "employees have accrued leave with no… - Correct an approved time-off record without creating a duplicate
Sep 24, 2026 · Enhancement · Operations
Owners and HR admins can now change the leave type or dates on an approved request, or cancel it, straight from the upcoming leave list. - Leave durations now match your balances
Sep 24, 2026 · Fix · Operations
Upcoming leave now counts only the days someone was actually going to work, skipping weekends and their public holidays, so the duration shown for a request… - Pay runs no longer include contractors
Sep 24, 2026 · Fix · Operations
A pay run now only pays people employed by that company, so contractors are left out instead of having income tax withheld and retirement contributions accrued… - Payroll sync no longer errors when Xero isn't connected
Sep 24, 2026 · Fix · Operations
The Payroll sync tab under Leave now checks whether Xero is connected before asking Xero for anything, so the page stops throwing background errors and instead… - Safety overview cards no longer split a label mid-word
Sep 23, 2026 · Fix · Operations
The stat cards at the top of Safety & Compliance now wrap labels at word boundaries instead of breaking a word in half on narrower screens, the incident card… - Incident details now update straight away
Sep 23, 2026 · Fix · Operations
Opening a safety incident and starting an investigation, resolving it or editing its details now updates the page immediately, the status, the available… - Safety & Compliance now has a real web address for every screen
Sep 23, 2026 · Fix · Operations
Each tab, and each inspection, incident and corrective action, now has its own link, so you can bookmark it, paste it into a chat or a comment, open it from a… - Approved leave now reaches Xero Payroll every time, and HR can see it
Sep 23, 2026 · Fix · Operations
Until now only leave approved from the approvals inbox was sent to Xero Payroll — leave approved on the HR Leave screen, or recorded pre-approved for someone… - The My Leave card on your dashboard now shows annual leave
Sep 23, 2026 · Fix · Operations
The card used to add sick, carer's and other leave into one "available to book" figure, so someone with 2.5 days of holiday left was told they had 13. - Incident reports now record when the incident actually happened, not just
Sep 23, 2026 · Enhancement · Operations
Reporting an incident asks for the date and time it occurred (defaulting to now), the site area, a linked inspection, witnesses and injury details, and offers… - Safety records now show who did what
Sep 23, 2026 · Fix · Operations
Incidents, inspections and corrective actions now record the person who reported, investigated, carried out or raised them, and that name appears on the list… - Billing now shows your real seat allowance instead of "Unlimited"
Sep 23, 2026 · Fix · Operations
On plans that bill per seat, the Plan and Seats screens said the seat allowance was unlimited while the same page charged per seat. - Time & Attendance reports no longer look empty while they load
Sep 23, 2026 · Fix · Operations
Opening the Reports tab now shows placeholder skeletons for the totals and charts until the figures arrive, so a busy month is never briefly reported as "No… - Compliance and Safety now work as one system
Sep 23, 2026 · Enhancement · Operations
Checklists in Compliance are the same templates the Safety area builds, a policy can be required at a site or for a project so supervisors see who still has to… - Inspection answers are now stored so reports, automations and AI can read them
Sep 23, 2026 · Fix · Operations
Previously the answers you captured during a safety inspection were saved in a form that server-side reporting, automation triggers and Mo AI could not read… - Incident evidence photos now stay viewable for good
Sep 23, 2026 · Fix · Operations
Photos attached when reporting an incident are retained under the incident and receive a fresh viewing link whenever opened, instead of expiring after an hour. - Billable access now lists everyone currently on the team who can log time
Sep 23, 2026 · Fix · Operations
New timers and manual entries stay non-billable, and hide the Billable switch, when that person is not allowed to log billable time. - Payroll approval requests now name the pay run
Sep 23, 2026 · Enhancement · Operations
Approval requests for payroll used to identify the run by a long database id, which told an approver nothing. - Time & Attendance figures now agree across every tab
Sep 23, 2026 · Fix · Operations
Hours totals on Reports, Billable Split, Manual hours, Productivity Scores, Hours vs Contract and the Utilisation tab all count the same thing: entries a… - Recurring inspection schedules now do something
Sep 23, 2026 · Fix · Operations
A schedule you set up in Safety now creates the inspection when it falls due, assigns it to the person you picked, notifies them, and shows it in their work… - Time tracking no longer marks everything as billable
Sep 23, 2026 · Fix · Operations
Time logged without a project is now non-billable by default, and each project has its own "Billable by default" switch (plus an optional default rate) so… - Inspections started without a template are no longer a dead end
Sep 23, 2026 · Fix · Operations
The "no template attached" screen now offers a picker of your published templates, so you can attach one and start the inspection instead of deleting it and… - The auto-reload payment warning now tells you what is actually at stake
Sep 23, 2026 · Enhancement · Operations
Alongside the failed-charge message it shows how many AI credits are left, roughly how long they last at your current usage, and states that when the balance… - My Report now calls the assistant Mo AI
Sep 23, 2026 · Fix · Operations
The auto-built role and OKRs section on My Report referred to the assistant by the wrong name. - Inspection scores now reflect real safety checks Photo, signature, text
Sep 23, 2026 · Fix · Operations
so uploading evidence can't inflate an inspection score. Only yes/no, multiple choice and slider questions are scored, the score header shows how many items… - Refunded payments now show as refunded in Billing
Sep 23, 2026 · Fix · Operations
Payments and receipts under Settings → Billing now mark a refunded charge as Refunded (or Partially refunded) with the amount struck through, instead of still… - Pulley imports now bring your SAFEs and convertible notes across
Sep 23, 2026 · Fix · Operations
A Pulley export containing convertible instruments used to be rejected with "could not identify file type", so the whole file was discarded and there was no… - Card problems with auto-reload are now impossible to miss
Sep 23, 2026 · Enhancement · Operations
If your saved card is declined, the people who manage billing get an email, an in-app notification, a clear banner and a toast explaining what happened and how… - Leave requests can no longer be approved by the person who submitted them
Sep 23, 2026 · Fix · Operations
Owners and admins used to see active Approve buttons on their own leave in HR > Leave > Approvals, so a payroll-affecting record could be signed off by its own… - Safety work assigned to you now shows up where you already look
Sep 23, 2026 · Fix · Operations
My Work lists the corrective actions, inspections and inspection schedules you own, with the same overdue highlighting as your tasks, and the person you assign… - Logging an incident or starting an inspection now takes one click from
Sep 23, 2026 · Enhancement · Operations
The Safety overview quick actions open the form directly instead of only switching tab, the global create button's Safety Event tile now lands on the Report… - Inspection template versions now stay accurate
Sep 23, 2026 · Enhancement · Operations
Saving an inspection template without changing its structure no longer creates a new version. - Saving a leave policy now shows only the success confirmation and closes the
Sep 23, 2026 · Fix · Operations
A confusing error toast that appeared after a successful save is gone, and a leave loading of zero no longer shows a "+0% loading" note in the policy list. - Your plan now reads the same everywhere
Sep 23, 2026 · Fix · Operations
Workspaces on an Enterprise tier, such as Enterprise 20, were shown as plain "Enterprise" on the Billing page while the home overview showed the real tier… - Refunded payments now show as refunded in your billing history
Sep 23, 2026 · Fix · Operations
When a card payment is refunded, the receipt in your workspace used to keep saying "Paid", which made it look like the money had not gone back. - Sign-off questions in safety inspections now work
Sep 23, 2026 · Fix · Operations
You can draw a signature with a mouse or finger, it is saved with the inspection and shown on the report, and if you try to complete an inspection with a… - Time tracking admin lists now include everyone who actually logs time
Sep 23, 2026 · Fix · Operations
Admin Controls, Billable access and their bulk actions used to show only the people an HR admin had explicitly ticked as enrolled, even though anyone can start… - The sidebar count next to My training and acknowledgements now matches what
Sep 23, 2026 · Fix · Operations
It previously ignored safety actions nobody had been assigned yet and expiring certifications, so the number could disagree with the page and send people… - Meeting attendance now names the right people and recognises meetings you
Sep 23, 2026 · Fix · Operations
The utilisation report used to show unnamed "Team Member" rows and claimed nobody had logged any meetings, because it only recognised meetings logged through… - Time & Attendance now records a complete audit trail of who changed someone's
Sep 23, 2026 · Fix · Operations
Timer starts and stops, manual entries, admin "Adjust time" edits, and hold, refute or accept decisions are all logged, along with timesheet submissions and… - Leave balances now agree wherever you look
Sep 23, 2026 · Fix · Operations
Requesting time off used to show two different balances side by side: half a day against 2.5 days left, and the same half day against 83.60 hours (about 11… - Photos attached to an inspection question now stick
Sep 23, 2026 · Fix · Operations
Previously an upload reported success but the picture was never linked to the answer, so the counter stayed at 0 and no thumbnail appeared, even after saving… - Tell apart team members who share a name
Sep 23, 2026 · Enhancement · Operations
When two people in Team Activity have the same or near-identical name — often one person with an old and a new login — each row now shows their email… - Deciding a leave request now closes its approval request too
Sep 23, 2026 · Fix · Operations
Previously, approving, declining or cancelling time off on the leave pages left the matching approval sitting open, so admins were still asked to sign off on… - Equity grant approval requests now read naturally
Sep 23, 2026 · Fix · Operations
Approval rows in My Requests show share counts with thousands separators and grant dates in your local format, instead of raw values like "200000" and… - Contractors no longer receive a country’s statutory leave balances just
Sep 23, 2026 · Fix · Operations
They show as not entitled unless you grant leave with a policy that includes contractors or an individual allowance, so requesting time off no longer offers… - Long sessions are now held the moment they are saved
Sep 23, 2026 · Fix · Operations
A session of 12 hours or more is put on hold for review as soon as it is recorded — by a timer stop, a manual entry or a time adjustment — instead of waiting… - Mo AI and Automo Connect now appear as their own lines in your credit usage
Sep 22, 2026 · Fix · Operations
Your AI credit breakdown used to fold Mo AI and Automo Connect into a single "AI chat" line, so there was no way to see what each was costing you. - Signed agreements now download and email as the finished, signed document
Sep 22, 2026 · Fix · Operations
Completed agreements could be stored and emailed showing the document as if it had not been signed yet, and every page after the first ran its text right up to… - Picking a person on an envelope fills in their email, with the full
Sep 22, 2026 · Fix · Operations
Signature and data fields land exactly where you drop them, and envelopes without recipients show "Set up & send" instead of a Send button that could not send… - Cap table imports now capture your real company details
Sep 22, 2026 · Enhancement · Operations
When you migrate a cap table, the review step asks for your company's legal name and incorporation date along with its name and jurisdiction, so the company… - Cap table imports report your real headroom to issue new shares
Sep 22, 2026 · Fix · Operations
When you migrate a cap table from Carta, we no longer guess your authorized share count from the shares in the file. - Signing a document works on phones, and your signature stays put
Sep 22, 2026 · Fix · Operations
The signing screen now fits the document to your screen and keeps the Sign and Submit buttons within reach. - Cap table imports now keep the vesting length and the monthly-or-annual
Sep 22, 2026 · Fix · Operations
Advisors and employees on shorter or annual schedules see vested and unvested amounts that match their real offer from the moment the import finishes. - Equity grants are now dated in your own timezone
Sep 21, 2026 · Fix · Operations
When you open Issue Grant, the grant date and vesting start date now default to today where you are, not today in UTC. - Cap table imports use the authorized share count from your file
Sep 21, 2026 · Fix · Operations
When you migrate a cap table from Pulley, the review step now shows Authorized Shares as "Not provided" and lets you enter the real figure from your… - Financial reports cover dates up to today
Sep 20, 2026 · Fix · Operations
"This Financial Year" on the Trial Balance and Balance Sheet now runs to today instead of jumping to the year's end months ahead, and reports now follow each… - Set grant date and vesting start when issuing a grant
Sep 20, 2026 · Fix · Operations
You can now back-date grants and choose a vesting start that is different from the grant date. Vesting cannot start before the company was incorporated. - Share certificates issue when the person holds shares or a vested grant, or
Sep 20, 2026 · Fix · Operations
You can view, download, email, or void a certificate, downloaded copies show the issuing company, and tiny share values no longer round to zero. - Pulley cap table import now completes on the Free plan
Sep 20, 2026 · Fix · Operations
Confirming a Pulley, Cake, or Carta migration no longer hits an upgrade wall and discard your files. - Cap table imports from Pulley keep holdings whose names contain a comma
Sep 20, 2026 · Fix · Operations
The review step now lists every skipped row with a reason and blocks import until you review them, so a shareholding cannot disappear silently. - Payroll Cost now shows the monthly staff cost you have committed to, even
Sep 20, 2026 · Fix · Operations
Company-wide totals and averages stay visible to owners and admins, while small department groups remain hidden so no one person's pay can be read from a total. - The exit waterfall now agrees with your cap table
Sep 20, 2026 · Fix · Operations
Payout projections default to fully diluted, so your option pool reduces holders' share of an exit exactly as the Overview dashboard already shows, and a new… - The Pulley import brings in one record per stakeholder
Sep 20, 2026 · Fix · Operations
People who appear in your Stakeholders file and again on cap table rows now merge into one record instead of being added twice, and stakeholder types now come… - Singapore and other non-Australian companies get a chart of accounts for
Sep 20, 2026 · Fix · Operations
When you set up accounting, the suggested template now follows the country your company is registered in, and if your books were previously set up under the… - Pulley convertibles now import with the rest of your cap table
Sep 20, 2026 · Fix · Operations
Upload a Convertibles file and SAFEs and notes appear on Review with principal, cap, discount, interest and maturity, then land under Finance, ESOPs… - You can open anyone on the cap table to see their holdings and fix their
Sep 20, 2026 · Fix · Operations
Add a missing email, turn portal access on, and send an invite so people can see their own equity. Deleting someone who still has shares or grants is blocked. - Option pools in Pulley exports now import as ESOP pools with their reserved
Sep 20, 2026 · Fix · Operations
Previously the plan's pool row was mistaken for an extra option grant to a phantom holder with invented vesting dates, and the shares reserved for future… - ESOP plans save first time
Sep 20, 2026 · Fix · Operations
Creating an equity plan could fail with a technical "statement timeout" error on some workspaces; plans now go through, and if a save is ever slowed by our… - Pulley cap table import now keeps preferred share classes
Sep 20, 2026 · Fix · Operations
Series Seed and later preferred rounds used to land as common stock, which dropped liquidation preference and threw off waterfall modelling. - Balance Sheet Summary now tells you what its figures include
Sep 19, 2026 · Fix · Operations
When some modules are not yet posted to the ledger, the Balance Sheet Summary card on the Finance dashboard now shows the same warning as the other tiles… - Retail revenue now shows up in the Revenue by entity and location report
Sep 19, 2026 · Fix · Operations
If your workspace has a venue, this Finance report was failing to load and showed nothing at all, which made it look like the revenue was missing. - Bills Outstanding now explains its numbers
Sep 19, 2026 · Fix · Operations
The Finance Dashboard and the Accounting Hub each label what their Bills Outstanding figure includes, so draft bills are never silently counted as zero owed. - Plan limits now apply consistently everywhere
Sep 19, 2026 · Enhancement · Operations
Financial reports, multi-entity setup, org-chart reporting lines, logging time on behalf of a teammate, sales email sequences and POS terminals are now checked… - The Revenue vs Expenses chart on the Finance dashboard is now readable at a
Sep 19, 2026 · Enhancement · Operations
Both measures are named in a legend, the axes are labelled with the month and the reporting currency, and the chart states that the figures are per calendar… - Tax settings now speak your language
Sep 19, 2026 · Enhancement · Operations
Importing your country's default tax codes from the Tax and Currency screen now shows the button and its confirmation message in your own language instead of… - Exchange rates now stay up to date on their own
Sep 19, 2026 · Fix · Operations
Saved exchange rates on the Tax and Currency screen used to stop moving after you fetched them once, so invoices and reports kept converting at that day's… - Currencies you switch on now get an exchange rate straight away
Sep 18, 2026 · Fix · Operations
Turning on or importing a currency in Finance used to leave it without a rate, so its balances were quietly left out of converted totals and revaluation. - See exactly who spent your AI credits, and on what
Sep 18, 2026 · New feature · Operations
Billing now lets you open any line of "Where your credits went" and see the individual actions behind it: what ran, who on your team ran it, when, and how many… - The Recruitment overview shows your job ads clearly
Sep 18, 2026 · Enhancement · Operations
When you have more job ads than the short summary list can show, it now tells you how many of the total you are seeing and gives you a one-click way to open… - Receipts load in Invoicing
Sep 18, 2026 · Fix · Operations
The Receipts tab was showing an error and an empty list even when receipts existed. It now loads normally, and payment runs and remittance advice show the… - Open a candidate to read their whole application
Sep 18, 2026 · Enhancement · Operations
Click any candidate on the hiring pipeline or in a job ad's candidate list to see what they sent: their summary, cover letter and written answers, CV text… - Checkout now matches the brand
Sep 18, 2026 · Enhancement · Operations
Buying AI credits, topping up, and starting trial upgrades shows the branded header, accent colors and fonts on every upgrade screen instead of a generic gray… - No more "turn on auto-reload" warnings when auto-reload is already on
Sep 18, 2026 · Enhancement · Operations
Workspaces with automatic credit top-up switched on and a card on file no longer get low-balance pop-ups telling them to do something they have already set up. - Admins can now delete any quote, not just drafts
Sep 18, 2026 · Enhancement · Operations
Quotes that had been sent, accepted, declined or converted could only be edited, never removed, which left stale quotes cluttering the list. - Job applications emailed to your HR jobs inbox now appear as candidates
Sep 18, 2026 · Fix · Operations
Applications sent by email to a workspace's job applications mailbox are now added to the hiring pipeline automatically, instead of staying only in the inbox. - Printed invoices now carry your brand
Sep 18, 2026 · Enhancement · Operations
Printing an invoice produces the same branded document as downloading it, with your logo, issuing company and payment details, so an invoice looks like the… - Emailed job applications are kept even when AI screening is unavailable
Sep 18, 2026 · Fix · Operations
If the automatic CV read fails, the application is still filed as a candidate built from the email itself, so recruiters can act on it straight away, and it is… - Counter-signers now see the signatures already on the document
Sep 17, 2026 · Fix · Operations
When a document goes to a second signer, the first party's signature, name, title and date now appear on the document preview before signing, instead of an… - State and province taxes are now first-class
Sep 17, 2026 · New feature · Operations
super admins manage the full catalogue of tax entries and rates (all US states and Canadian provinces seeded as a starting point), each company entity picks… - Payroll reads clearly on narrower screens
Sep 17, 2026 · Fix · Operations
On tablets and split-screen windows the Payroll summary tiles no longer squeeze into four columns, so their figures and notes are readable instead of wrapping… - Accounting tabs stay on one tidy row in Finance, clear of the buttons beside
Sep 17, 2026 · Fix · Operations
Any tabs that do not fit now tuck neatly into a "More" menu, the same way the Payroll tabs already work, so the page stays easy to scan at any window size. - App counts on the billing page now agree with each other
Sep 17, 2026 · Fix · Operations
The Current Plan card could show an impossible app count, such as more apps enabled than the plan allowed, and it disagreed with the Apps tab on the same page. - Credit top-ups now show which currency you are being charged in
Sep 17, 2026 · Enhancement · Operations
Before you pay for a credit pack, the price and the pay button state the currency alongside the amount, so a dollar price is never mistaken for your local… - AI credit balance now shows exactly what is left, where your monthly
Sep 17, 2026 · Enhancement · Operations
Auto-reload now tells you honestly when a card charge didn't go through instead of silently promising a top-up, and it tops up as soon as your balance crosses… - Headcount numbers now explain themselves at a glance
Sep 17, 2026 · Fix · Operations
The HR dashboard shows both your active team and your total HR headcount, and when those two numbers differ the reason is now printed on the cards themselves… - The Finance dashboard tells you when nothing has been posted yet, rather than
Sep 17, 2026 · Fix · Operations
The General Ledger cards now say they show posted amounts only, and when a module such as banking, payroll or the finance inbox has not reached the ledger they… - Opening a document in the Finance Inbox shows the document
Sep 17, 2026 · Fix · Operations
A change made while adding bank-transaction matching left a value being read before it was set, which crashed the document view as soon as it opened; documents… - Tell teammates with the same name apart in One-on-Ones
Sep 17, 2026 · Enhancement · Operations
When two people in your workspace share a display name, the One-on-Ones team list now shows their email address (or department) under the name, so you can see… - Hover any relative timestamp in signing — like "about 8 hours ago"
Sep 17, 2026 · Enhancement · Operations
to see the exact local date and time it stands for, on envelope lists, agreement and template rows, sign links and signing analytics. - Payroll's tax table warning now takes you straight to the tax settings
Sep 17, 2026 · Fix · Operations
When payroll warns that a country has no current tax table, the button in that warning now scrolls you directly to the tax configuration list instead of… - Financial reports are clearer and more consistent
Sep 16, 2026 · Fix · Operations
The Trial Balance now labels cost-of-sales accounts the same way as the Chart of Accounts, so gross profit reads correctly instead of everything showing as a… - Setting up auto-reload takes a card when you are ready: turn it on, and the
Sep 16, 2026 · Enhancement · Operations
Credit packs can be bought immediately, checkout tells you the card is kept for automatic top-ups, and if auto-reload would go live you confirm it in a dialog… - Building your org chart by dragging works
Sep 16, 2026 · Fix · Operations
You can once again drag a person onto another card in the HR org chart to change who they report to. - Charts now show their data the moment the page opens
Sep 16, 2026 · Fix · Operations
The team hours chart in Team Monitoring and the charts on brand Files ROI could open with empty plots even though the numbers beside them were correct, and… - AI candidate screening is back
Sep 16, 2026 · Fix · Operations
The recruitment AI Screening tab failed to load with an error whenever it was opened; it now loads correctly and "Screen All" can score candidates with resumes… - Legacy paid-plan checks are now more reliable when Stripe credentials are
Sep 16, 2026 · Enhancement · Operations
subscription verification and legacy-account migrations pick up rotated credentials immediately instead of depending on older environment settings, while… - Finance now tells you when your stock is missing from the books
Sep 16, 2026 · Fix · Operations
The "Unposted balances" panel on the Finance dashboard used to check your fixed assets, bank accounts, finance inbox and payroll, but skipped inventory and… - Building your org chart now works
Sep 15, 2026 · Fix · Operations
Dragging someone onto their manager used to spring straight back without saving anything. The move now sticks, moving someone to the top level works, and if a… - Enterprise plans now respect their app allowance
Sep 13, 2026 · Fix · Operations
An Enterprise 7 or Enterprise 20 workspace can no longer end up with more apps switched on than its plan includes, and a workspace that was already over its… - Audit trails now name people who have left your workspace
Sep 13, 2026 · Enhancement · Operations
Activity and audit views across HR, finance, time tracking, approvals and files used to show "System", "Unknown" or a string of random characters for anyone… - The generic international chart of accounts lists each account code once
Sep 13, 2026 · Fix · Operations
Workspaces in regions without a dedicated template were set up with an employee benefits account that reused a code already taken by subcontractors, which made… - Plan limits apply to workspaces whose plan was recorded by name
Sep 13, 2026 · Fix · Operations
About a thousand workspaces had their plan stored in a form the platform could not match to a real plan, so seat limits, storage, available apps and AI credit… - Enterprise and paid workspaces are treated on their own plan
Sep 13, 2026 · Fix · Operations
A plan lookup could fail behind the scenes for some accounts, and when it did the app quietly assumed the lowest level of access, hiding apps and features… - Signed documents now come with an authenticity check anyone can use
Sep 13, 2026 · New feature · Operations
Every completed document carries a short verification code, a link and a QR code printed on the PDF and its certificate. - Subscription and payment updates are applying
Sep 13, 2026 · Fix · Operations
Plan changes, renewals and credit purchases made through checkout are once more reflected on your workspace right after they complete, instead of waiting. - Publishing a policy records who published it
Sep 13, 2026 · Enhancement · Operations
When a policy goes live, the record of who published that exact text is created by the system itself, and you are told straight away if it could not be saved. - Your chart of accounts keeps one copy of each account through a numbering
Sep 13, 2026 · Fix · Operations
Workspaces that were set up before the new numbering were quietly getting a duplicate Cash at Bank, Accounts Payable and similar accounts whenever everyday… - The "Buy Credits" button on the low-credits alert opens checkout on
Sep 13, 2026 · Fix · Operations
Enterprise members still get the low-credits warning, but the dead button is gone: the credits banner and billing page now point them to their account manager… - Readable seat warnings and translated grid colours
Sep 13, 2026 · Fix · Operations
Seat changes now show readable warnings instead of translation keys, and website and email editor grid colours display in your chosen language. - Finance now spots a stalled daily AI cost accrual and books it to the right
Sep 13, 2026 · Fix · Operations
The daily journal that records AI usage had stopped posting and nothing said so; it is running again, the missed days are caught up, and Finance now raises a… - Word documents can be turned into PDFs for e-signing
Sep 13, 2026 · Fix · Operations
Uploading a Word file as a signing template no longer fails with a conversion-service error. - Pick up an unfinished signing document instead of starting over
Sep 13, 2026 · Enhancement · Operations
When you set up the same document for signing again, Signing now offers the draft you already started, so the people you added and the fields you placed are… - The password vault's "Check for breaches" now tells you what happened: a
Sep 7, 2026 · Fix · Operations
The password vault's "Check for breaches" now tells you what happened: a timestamped result line on the Security tab, a Breached tile next to Weak and Reused… - Signed agreements now file themselves and finish their paperwork automatically
Sep 6, 2026 · Fix · Operations
Some signed documents got permanently stuck showing as not-ready, and signed contracts never made it into the company's file storage on their own. - The Current Ratio on the Finance dashboard waits for your cash to be posted
Sep 6, 2026 · Fix · Operations
It now shows a dash with a short line explaining what is missing, matching the other ratios on the same row, and the explanations are translated into every… - The Invoicing page now converts foreign-currency invoices at your configured
Sep 6, 2026 · Fix · Operations
Previously those tiles added foreign amounts at face value, so they could disagree with the Finance dashboard for the same set of invoices. - The equity audit trail now records the events that matter: shares issued or
Sep 6, 2026 · Enhancement · Operations
The equity audit trail now records the events that matter: shares issued or transferred, option pools created and resized, stakeholders and valuations added or… - Signing something yourself happens right where you are, without a trip
Sep 6, 2026 · Enhancement · Operations
When you are the only recipient on a document, Signing now opens the signing session right away so you can sign and finish in one go, with the same audit trail… - The Chart of Accounts type filter now finds your direct cost accounts
Sep 6, 2026 · Fix · Operations
Choosing "Cost of sales" lists the accounts that make up cost of sales, such as cost of goods sold, direct labour, subcontractors and inbound freight, and… - The Total Payroll YTD tile counts every pay run still awaiting payment, and
Sep 6, 2026 · Fix · Operations
Previously a workspace with more than one outstanding run could see a figure covering only part of what was owed, and pay run amounts in other currencies were… - Charts in Enterprise ERP now draw their data straight away
Sep 6, 2026 · Fix · Operations
The order value trend, top items by value and open work orders charts could appear completely empty even when the tables beside them showed real figures, which… - All training now lives in one place: Automo Academy is the single course
Sep 6, 2026 · New feature · Operations
Safety training you finished before keeps its completion history, your safety view and your learning view can no longer disagree about what you have done. - The Finance Inbox can now draft the chase-up email for you
Sep 6, 2026 · Enhancement · Operations
When an emailed invoice arrives without details it needs (like the total, currency or invoice date), a ready-to-send draft asking the sender for exactly those… - The Finance Inbox now reads every attachment and matches each document to
Sep 6, 2026 · New feature · Operations
Emailed bills with more than one attachment used to have the fields from the second file left blank; up to four documents are now read together. - Signing now nudges you about unsent drafts older than 30 days and lets you
Sep 6, 2026 · New feature · Operations
Templates can be categorised, filtered by category and archived, with an archive view to bring them back, and saving a new template without a description now… - Select and delete several catalogue items at once
Sep 6, 2026 · Enhancement · Operations
The Products & Services catalogue now has checkboxes and a bulk delete action, so you can clear out unwanted items in one confirmed step instead of deleting… - Chart of accounts matches your entity's own country, and the Finance Inbox
Sep 6, 2026 · Fix · Operations
A new Singapore statutory chart of accounts template is available, and the correct one is now chosen based on the entity's own country, with a warning and a… - Inventory stays at or above zero, and order stats are accurate
Sep 6, 2026 · Fix · Operations
Orders can no longer ship more stock than is on hand unless you deliberately allow it, and you'll see a clear message naming what's short instead of an error. - Signed deal quotes now show up in Finance Invoicing
Sep 6, 2026 · Enhancement · Operations
A quote that was built, sent and signed on a deal previously never appeared in Invoicing's Quotes list. - Show tax rates as percentages, and fix a cut-off deals stage filter
Sep 6, 2026 · Fix · Operations
Chart of accounts tax rates now display as percentages instead of raw decimals, and the deals stage filter dropdown no longer truncates stage names. - Finance Inbox now drafts bills and expenses for you to review
Sep 6, 2026 · Enhancement · Operations
Fully-read invoices and receipts in the Finance Inbox are now turned into a draft bill, expense or purchase order automatically, instead of just sitting… - Employee attrition risk scores leave out leave taken
Sep 6, 2026 · Fix · Operations
Predictive attrition scoring now excludes sick, parental and other leave entirely, shows every factor behind each score, and states how many people have enough… - Job postings publish with a working reply address
Sep 6, 2026 · Fix · Operations
Departments now show a clear warning when no mailbox is set up to receive replies, and job openings can't be published or reopened until one is configured, so… - Payroll sign-offs now show up in the shared approvals inbox
Sep 6, 2026 · Fix · Operations
Pay run approvals now appear in the same approvals inbox as every other approval, including runs that were already waiting, and approving or rejecting one… - Chart of accounts uses standard numbering so imports map cleanly
Sep 6, 2026 · Fix · Operations
Account numbers in the chart of accounts previously ran in the opposite order accountants and import tools expect, which could cause an imported expense to… - The Activity report counts AI calls on busy workspaces
Sep 6, 2026 · Fix · Operations
The AI-calls figure on the Activity & Productivity report could show zero or fail to load on workspaces with heavy usage, even though the real numbers showed… - Cap table summary now labels issued vs fully diluted shares separately
Sep 6, 2026 · Fix · Operations
Two different share counts used to appear under the identical "Total shares" heading, making the summary contradict the detail below it. - Fix misleading alerts and formatting on the Purchases page
Sep 6, 2026 · Fix · Operations
Bills with a zero balance no longer show a red or orange warning color, the date filters now use the same calendar picker as the rest of Finance, and payment… - Budgeting waits until you have created a budget before congratulating you
Sep 6, 2026 · Fix · Operations
With no budgets set up, the page used to show zeroed stats and a duplicated "all categories are within budget" message. - Clearer labels for AI Hub savings and Forecast by Rep amounts
Sep 6, 2026 · Fix · Operations
The AI Hub savings column now reads "Money saved" instead of just "Prior period," and Forecast by Rep amounts now show a dollar sign and whole-dollar… - The Finance setup checklist reflects the real state of Contacts
Sep 6, 2026 · Fix · Operations
The Accounting & Finance setup checklist marked the Contacts step as not done even when a workspace's customers and suppliers already existed in the shared… - Signing envelope tabs and analytics now show accurate, separate counts
Sep 6, 2026 · Fix · Operations
Expired and recalled envelopes are now shown on their own separate tabs instead of lumped together, signing analytics counts now match what's on screen, and a… - AI usage now appears in your books automatically
Sep 6, 2026 · New feature · Operations
Credits your workspace consumes are now posted daily as a cost of revenue, so AI spend shows up in your profit and loss, trial balance and gross margin instead… - HR activity feed now shows who made each change and to whom
Sep 6, 2026 · Fix · Operations
Every entry in the HR activity feed used to just say 'System', with no way to tell who did what or which employee it affected. - Fix bank account balances showing the wrong currency symbol
Sep 6, 2026 · Fix · Operations
Bank accounts in other currencies, like AUD or SGD, previously showed a plain dollar sign on the finance dashboard. - Fix unearned income not splitting between this year and later
Sep 6, 2026 · Fix · Operations
Subscription and multi-year invoices now hold unearned income in a Deferred Revenue account, split between the amount you'll earn this year and later. - Fix cap table valuation prompts assuming a US entity
Sep 6, 2026 · Fix · Operations
Companies incorporated outside the United States were asked for a US-specific valuation. Valuation labels and prompts now follow the country where your entity… - Pay runs awaiting approval now show up in your approvals inbox
Sep 6, 2026 · Fix · Operations
A pay run needing approval used to sit invisible outside the payroll page itself, with no notification sent to the approver. - Payroll now explains what each employee number counts
Sep 6, 2026 · Enhancement · Operations
The Payroll screen showed three different employee counts with no explanation. It now states that the headline figure is today's active employees, while a pay… - Fix leave approval requests missing the employee's name and dates
Sep 6, 2026 · Fix · Operations
A leave approval notification could read as a request from nobody, with no dates shown. It now includes the employee's name, leave dates, and day count. - Credit usage reports now match your actual balance
Sep 6, 2026 · Fix · Operations
When an AI task reserves credits up front and gives back what it did not use, the unused part is now subtracted from your usage report instead of being counted… - The fixed asset register matches your accounts
Sep 6, 2026 · Fix · Operations
Running depreciation now posts any missing purchase costs and catches up all the depreciation the asset register has been showing, so the register and your… - Each legal entity now gets its own gapless invoice number series
Sep 6, 2026 · Fix · Operations
Workspaces with more than one legal entity previously shared a single invoice number sequence, leaving gaps in each entity's own numbering that couldn't be… - Bookmarks to Finance report tabs open
Sep 6, 2026 · Fix · Operations
Direct links to Finance report tabs, like aged receivables or the KPI view, used to fall back to the main dashboard instead of opening the right tab. - Winning a deal creates a draft invoice
Sep 6, 2026 · Fix · Operations
Some won deals were left with no invoice and no explanation, including deals that were already won before automatic invoicing was turned on. - Payroll now blocks runs when tax tables are missing or expired
Sep 6, 2026 · Enhancement · Operations
The Payroll Hub now shows a clear warning when a country you run payroll in has no current tax table, and blocks a pay run outright if its tax tables have… - Direct cost filter and Gross Margin now use the right figures
Sep 6, 2026 · Fix · Operations
The Direct cost filter in Chart of Accounts came back empty instead of finding your direct-cost accounts, and Gross Margin on the Finance dashboard was… - Find catalogue items that have no category
Sep 6, 2026 · Enhancement · Operations
Products and services saved without a category used to disappear from every filter except 'All categories'. - Turn off currencies you don't trade in
Sep 6, 2026 · Enhancement · Operations
Every imported currency used to show as active with no way to turn it off, even for workspaces trading in just one. - Fix monthly burn showing different numbers in different places
Sep 6, 2026 · Fix · Operations
Finance and Accounting could each report a different monthly burn figure for the same company. - Invoices, quotes, bills, expenses, payments and journal entries are now dated
Sep 6, 2026 · Fix · Operations
Teams in time zones ahead of UTC were seeing new documents stamped with yesterday's date for the first hours of each working day, while reports on the same… - Auto-created invoices now get flagged for review instead of sitting quietly
Sep 6, 2026 · Fix · Operations
An invoice raised automatically from a won deal or signed contract used to sit as an unsent draft with nobody told it existed. - Bank balances reach your general ledger and reconciliation
Sep 6, 2026 · Fix · Operations
Connected bank accounts weren't posting their cash balance to the ledger at all, so reconciliation always showed zero matches and the trial balance could be… - Site safety training now lives in one place with HR Training
Sep 6, 2026 · Enhancement · Operations
Site safety courses and their completion records are now part of the single HR Training catalogue instead of being tracked separately, so compliance numbers no… - Each legal entity now keeps its books in its own currency
Sep 6, 2026 · Fix · Operations
An Australian company used to be forced onto USD as its base currency, treating every AUD figure as foreign. - Removed a Chart of Accounts filter option that never matched anything
Sep 6, 2026 · Fix · Operations
The 'Direct cost' account type filter always returned an empty list because no account was ever created with it. - Catch invalid bills of materials and low stock before a work order runs
Sep 6, 2026 · Enhancement · Operations
A bill of materials can no longer reference itself as its own component. Work orders now show whether enough material is available before you release one, and… - The Finance dashboard shows a ratio only when the balance sheet supports one
Sep 6, 2026 · Fix · Operations
Certain balance sheets with only a couple of posted entries showed a fabricated red 0.00 current ratio, which reads as insolvent, and a misleading green… - Finance now respects each legal entity's own country, currency and invoice
Sep 6, 2026 · Fix · Operations
Tax rates, invoice numbering and reporting currency used to follow the whole workspace, so one entity could get another country's tax codes and share an… - Fix $0.00 pricing on items meant to be quoted on request
Sep 6, 2026 · Fix · Operations
Items without a set price, like custom or contract-length options, now show as 'Price on application' instead of a misleading $0.00, and can no longer be added… - Signing a contract now creates its revenue schedule automatically
Sep 6, 2026 · Fix · Operations
The Revenue view shows the full contract value, what has been earned so far and what is still unearned, recognised evenly across the contract term, with the… - Budgeting and the AI advisor keep each currency separate
Sep 6, 2026 · Fix · Operations
The runway projection and the AI finance advisor were adding cash held in different currencies as if it were all the same money. - Time tracking accepts off-platform work
Sep 6, 2026 · Fix · Operations
Employees doing work that can't be tracked on-screen (calls, meetings, off-platform tools) were being flagged as an integrity risk simply because nothing could… - The runway calculator waits for your figures before rating your runway
Sep 6, 2026 · Fix · Operations
The runway calculator could show a healthy 24+ month runway with no expense data at all, since zero spending reads as infinite runway. - Fix signed contracts missing their revenue schedule in Finance
Sep 6, 2026 · Fix · Operations
The Invoicing area's Revenue view could show $0 for contracts that were actively billing. Revenue is now scheduled and recognized correctly from the moment a… - Finance setup now matches each entity's actual country
Sep 6, 2026 · Fix · Operations
A Singapore-based entity used to be set up with Australian tax codes, chart of accounts and currency defaults. - See at a glance which balances still need posting to the ledger
Sep 6, 2026 · Enhancement · Operations
Payroll, the Finance Inbox, and Bank Accounts now show a badge when they hold money that hasn't been posted to your general ledger yet, matching the indicator… - Invoicing summary tiles keep each currency separate
Sep 6, 2026 · Fix · Operations
Draft, Sent & Pending and Paid tiles in Invoicing were adding invoices in different currencies together as if they were the same money. - Fix the Finance Inbox staging non-financial emails as ready to post
Sep 6, 2026 · Fix · Operations
An unrelated email with an attachment could be mistaken for a real invoice and staged as ready to post to your ledger. - My Pay shows your real payslips
Sep 6, 2026 · Fix · Operations
Employees whose pay came out to zero for a period previously saw a downloadable AUD 0 payslip. - Fix Accounting's monthly payroll figure not matching actual pay runs
Sep 6, 2026 · Fix · Operations
It was estimated from salaries on file rather than actual pay runs, so it disagreed with what was paid. - Later contract instalments are billed
Sep 6, 2026 · Fix · Operations
Only a contract's first payment instalment was ever being invoiced automatically; later years sat scheduled forever with nothing to raise them. - Finance Inbox now shows readable amounts, currencies and dates
Sep 6, 2026 · Enhancement · Operations
Extracted figures from a scanned bill used to display as raw text like "7150" and "aud." They now render in proper formats like "A$7,150.00" and show the… - Fix HR roster, activity count, onboarding, and a scheduling link
Sep 6, 2026 · Fix · Operations
The shift roster now shows current staff correctly instead of resigned employees, offboarding removes future shifts automatically, the team activity count… - Payroll KPI tiles now explain what a figure counts
Sep 6, 2026 · Fix · Operations
A payroll total could show a bare $0.00 with no context, when the intended explanation (for example, that it counts paid runs only) was being silently dropped. - Onboarding courses are assigned to your team with their content
Sep 6, 2026 · Fix · Operations
Onboarding courses with no actual content used to still get assigned, leaving people with a pending item they could never complete. - Time & Attendance now reports one consistent week everywhere
Sep 5, 2026 · Fix · Operations
Every tab and summary card on the page uses the same Monday-to-Sunday week, the same rule about which entries count, and the same hours-and-minutes format. - Automo Finance can now keep your books on an accrual basis
Sep 3, 2026 · New feature · Operations
Automo Finance can now keep your books on an accrual basis. Invoices and bills hit the ledger the day they are issued rather than the day they are paid, so… - Record a payment once and split it across several invoices or bills
Sep 3, 2026 · New feature · Operations
Record a payment once and split it across several invoices or bills, including prepayments and overpayments, with a remittance advice to send back. - Finance and Payroll just got a serious upgrade
Sep 2, 2026 · Security · Operations
Finance and Payroll just got a serious upgrade. Bank feeds, pay runs, payslips and super batches are visible only to the people who should see them; online… - HR admin shows your workforce — and honest leave numbers
Aug 22, 2026 · Fix · Operations
The HR leave view now opens on team coverage and approvals rather than your own balances, and an entitlement that has not been set reads “Pending” instead of… - Tracked time is recorded and kept
Aug 22, 2026 · Fix · Operations
Running timers are mirrored on your device, interrupted sessions are recovered to their last heartbeat, and any removed entry is archived and restorable. - ERP and Workflows get their own top-level navigation
Aug 22, 2026 · Enhancement · Operations
Enterprise ERP now sits as its own tab and Workflows has a clear home of its own, decluttering Operations without moving a single link you rely on. - Custom contract terms pass AI risk review and approval
Aug 18, 2026 · Enhancement · Operations
Client-specific redlines of your standard terms now get an automatic risk assessment and a proper sign-off before they can reach a customer. - A living Terms & Contracts library
Aug 13, 2026 · New feature · Operations
Author, version and host your own legal terms at a stable address, adapt them per customer, and gate access per document — your MSA lives where you can manage… - Team Password Manager: share credentials without revealing them
Jul 8, 2026 · New feature · Operations
A zero-knowledge team vault encrypts every secret on your device before it leaves — Automo can never read them. - Automatic superannuation payments for Australian payroll
Jul 7, 2026 · New feature · Operations
Register once, approve by SMS code, and super contributions batch and pay themselves — with the full compliance document trail handled along the way. - Meetings you attended offer one-click timesheet logging
Jul 6, 2026 · New feature · Operations
Automo now notices meetings you verifiably joined that are missing from your timesheet and asks — one click logs the time, and nothing is ever logged without… - Time tracking behaves identically everywhere
Jul 5, 2026 · Fix · Operations
The timer now runs on one shared engine across HR, projects, brand and the editors — same protections, same accuracy, wherever you start it. - Statutory leave policies pre-filled for your country
Jul 2, 2026 · New feature · Operations
New workspaces start with leave entitlements seeded from the employment law of each legal entity’s own jurisdiction — annual, sick and parental leave, ready on… - Documents wear the right brand for each entity
Jun 26, 2026 · New feature · Operations
Invoices, quotes and contracts now render with the brand kit of the legal entity issuing them, falling back to your workspace brand when none is set. - Editors can send documents for e-signature
Jun 24, 2026 · Enhancement · Operations
Sending a signature request from a document template no longer requires admin rights — anyone with edit access can prepare and send envelopes. - Separate books for every legal entity
Jun 17, 2026 · New feature · Operations
Invoices, bills, accounts, budgets and forecasts can now be scoped per entity, so multi-entity companies keep genuinely separate finances in one workspace. - Locations: model every site, store and warehouse
Jun 17, 2026 · New feature · Operations
A new locations registry joins your legal entities, so retail venues, warehouses, offices and kitchens are first-class across HR, finance, CRM and POS. - A proper self-service portal for employees
Jun 4, 2026 · New feature · Operations
Team members now get their own HR view — time, leave, roster, pay, equity and goals — while admin tools stay tidily reserved for the people who manage them. - Run multiple legal entities in one workspace
Jun 4, 2026 · New feature · Operations
A single company registry now powers HR, finance, equity and documents, so each legal entity’s details are entered once and used everywhere. - Built-in tax and accounting reference for your country
May 30, 2026 · New feature · Operations
Payroll tax brackets, indirect tax rates and country rules are now maintained centrally and flow into your workspace automatically — accurate finance defaults…