Changelog #2026-06-30

Scoped Beneficiaries for Reimbursements

Reimbursement requests will now show all beneficiaries of the linked contact, so you no longer need to manually search for beneficiaries.

You will also be able to create a new beneficiary directly from the reimbursement.

Note: Admins will also be able to search for accounts other than those from the linked contact.

Budget Settings in Sales

One of our most requested workspace settings improvements is here. You can now create and manage reusable budget templates so your team no longer has to rebuild operating budgets from scratch on every quote.

Set up once, use everywhere - Define standard running-cost assumptions (fuel, maintenance, tyres, insurance, and more) and default line items for different vehicle sizes in one place.
Faster quoting - When preparing a full quote, apply an active template to pre-fill the operating budget instead of entering everything manually.
Stay consistent - Everyone on the team starts from the same baseline, so budgets are more uniform and easier to trust.
Easy to manage - Create, edit, and archive templates, and filter your list to view all, active, or archived templates.

This should save time on every deal and cut down on the back-and-forth that comes with inconsistent budget setup.

Filter bank transactions by amount

Hunting for a specific transaction? You can now filter your banking ledger by minimum and maximum amounts. Whether you’re tracking down a large payment or verifying a small fee, you’ll find exactly what you need in seconds - no more endless scrolling required.

Lease Management Export

You can now download a detailed report of all lease management fees collected over any date range you choose. Whether you’re prepping for end-of-month reporting or just want to keep a close eye on your revenue trends, this export gives you the data you need in seconds.

You’ll find this new option tucked neatly inside our Exports menu.

Note for Admins: To keep your data safe, we’ve added a new permission setting for this feature. If you don’t see the export option right away, simply log out and log back in to refresh your permissions and unlock access.

Bug fixes and improvements

Fixed Asset Imports that were incorrectly blocked by either old, unused, or out-of-sync payroll groups during validation. This no longer happens.
Fixed an issue where certain AI scans were failing due to incorrect parsing of dates
Added Odometer at Purchase and transaction odometer readings so they are now displayed in the relevant views, Transaction and Asset page.