Recording a receipt now needs a customer
the picker is the shared searchable customer/supplier combobox (so it finds people and companies even in large workspaces, with an inline "add new"), Record…
Enhancement · Platform ·
the picker is the shared searchable customer/supplier combobox (so it finds people and companies even in large workspaces, with an inline "add new"), Record stays disabled until one is chosen, and receipts can no longer be saved against nobody. Receipt dates follow the workspace's own timezone and currency, and payment dates are shown in your date format instead of raw.
October 2026 · Releases & improvements
Bank matching now recognises payments that include bank charges · Chart of Accounts now tells you right away when an account code is already
Platform
- The Simple top bar stands up straight
- Deal pipelines that fit your industry
- Screen readers now announce what each whiteboard control is
- Deal timelines now show only documents that belong to the deal
- Asana imports now look like the original project
- Support Tickets now recovers on its own when the platform briefly refuses a
