February 24, 2026
Approvals, Categorization, and Navigation Overhaul
Section titled “Approvals, Categorization, and Navigation Overhaul”- Rebuilt approvals with a split-pane workflow, activity logging, and stronger rule-driven review behavior.
- Added smarter income categorization and AI suggestion flows to reduce manual cleanup work.
- Expanded invoice workflows with payment-plan, collections, and analytics improvements.
- Added more consistent loading and empty states across a wide set of data-heavy pages.
Changed
Section titled “Changed”- Simplified navigation to make the product easier to scan and use on smaller screens.
- Improved mobile invoice behavior, dashboard alerts, and save-state feedback.
- Standardized more of the product UI around cleaner shared patterns.
- Tightened organization-level security and removed weak fallback behavior in several sensitive paths.
- Fixed dashboard metrics to reflect completed and paid activity more accurately.
- Cleaned up dead code and unstable patterns that were making approvals and billing harder to maintain.
Why It Matters
Section titled “Why It Matters”This release made the review queue, categorization flows, and day-to-day navigation feel much more dependable, especially for teams processing lots of transactions and approvals.