The Finance Inbox now shows a setup health checklist at the top of the inbox
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…
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 mapped, AI credits are available, and a document was read in the last 24 hours. Each item needing attention links straight to where you fix it. Inbox settings list every receiving address with when it last received mail and a copy button, the Generate button stays off until the current address has loaded, and rotating now asks you to confirm and warns that the old address stops receiving. Finance Settings defaults the workspace currency to your primary entity's currency, offers a one-click switch when the saved currency differs, and shows each entity's currency, tax and tax ID side by side.
October 2026 · Releases & improvements
Customer health page now matches its menu name and adds up · My training and acknowledgements now lists only the safety actions assigned
Operations
- Training now lists only real journey templates
- Staff marked as on leave without an approved leave request are now flagged On
- Recruitment now tells you when your careers page isn't live
- Rehire numbers now match your exit interviews
- Offer letter form fields now have proper labels for screen readers
- Credit usage now reads "1 credit" instead of "1 credits"
