What's New - November 3rd, 2025

Add External Attendees to Expense Claims and Credit Cards

Overview

You can now add external attendees directly within the Expense Claims and Credit Cards workflows. This enhancement simplifies how you document business meals, meetings, and other group expenses by allowing you to create and select non-employee personnel.

What is it?

A new inline form has been added to the Non-Employees tab in the Attendees modal. This form lets you create external attendee profiles by entering their Name, Title, and Company. Once saved, you can then select the new non-employee into your attendees.

Why it matters

This update streamlines compliance with expense policies that require full documentation of all participants. It also reduces friction for users who need to add external business contacts quickly, without leaving the expense entry flow.

Key benefits:

Faster data entry with inline form access
Better tracking of external participants for audit and reporting

How it works

Navigate to the Attendees field in either an Expense Claim or Credit Card transaction.
Select the Non-Employees tab.
Click + Add New (located above the attendee list, to the right of the search bar).
Fill out the inline form:
- Name (required)
- Title (optional)
- Company (optional)
Click Save to save.
The contact appears in the attendee list, sorted alphabetically by name.
If you click Cancel, the form closes without saving.

This feature is available across all expense categories and is not limited to meals or entertainment.

When is it needed?

Use this feature whenever:

You’re documenting group expenses involving external participants.
You want to ensure compliance with internal policies requiring attendee tracking.

New Layout Option for Client Summary Invoices

Overview

A new layout option has been added to Client Summary Invoices, giving agencies more flexibility in how invoice data is presented. This update introduces a second format that highlights job-level totals and detailed cost breakdowns, enhancing clarity for clients and internal teams.

What is it?

You now have two layout choices when generating a Client Summary Invoice:

List Invoice Totals – the existing format that summarizes each invoice with basic totals.
Job Totals and List Costs – the new format that includes job-level totals and itemized costs for deeper visibility.

A new Layout field has been added to the Client Summary Invoice form, allowing you to select your preferred format when creating or editing an invoice.

Why it matters

This enhancement improves the flexibility and professionalism of client-facing documents. Agencies can now tailor invoice summaries to match client expectations or internal reporting needs.

Benefits include:

Improved transparency for clients who want to see cost breakdowns.
Consistency with job-level reporting formats.
Reduced manual formatting by selecting the layout directly in the form.

How it works

Here’s how to use the new layout option:

Navigate to Accounting > Receivables > Client Summary Invoices.
Click New Summary Invoice or open an existing one.
In the form, locate the new Layout field.
Choose one of the following:
- List Invoice Totals (default)
- Job Totals and List Costs (new)
When creating a new record:
- If the client has previous summary invoices, the system defaults to the most recent layout used.
- If no prior records exist, it defaults to the most recent layout in the system.
- If no records exist at all, it defaults to List Invoice Totals.

When is it needed?

Use the new layout when:

You want to present detailed job-level costs to clients.
You need to align invoice summaries with internal cost tracking.
You’re managing complex projects with multiple cost components.