Changelog

Improved Bookmarks

Bookmarks pages reorganized

Collections are listed above your bookmarks, rows stay in place after a quick action, and importing, exporting and the browser button have their own pages.

Improved Client Portal

Client Portal access

Client Portal is currently available to administrators only.

Improved Client Portal

Client Portal access checks

Portal signing links require an active client session, and shared invoices remain limited to the portal organization.

New Bookmarks

Reader view and highlights for Bookmarks

Read a saved article without the page around it, highlight passages, and act on a bookmark from its row.

New Bookmarks

Bookmarks

Save links, file them in collections, tag them, add notes and find them again. Import from a browser, export, and save from any page.

New Client Portal

Client Portals

Create a private portal for an organization and share selected projects, meetings, invoices, signature requests, and files with its clients.

New Expenses

Time Tracking, Expenses and E-Signatures for everyone

Time Tracking, Expenses and E-Signatures are out of preview. Every member of a team can use them, and they are no longer marked Coming soon.

New E-Signatures

E-Signatures in the mobile app

Start signature requests from templates, send them, and follow their progress in the mobile app.

Improved E-Signatures

Signatures is now E-Signatures

The feature for getting documents signed online is now called E-Signatures, so it is not mistaken for an email signature.

Fixed Expenses

Expense receipts save again

Uploading a receipt to Expenses failed with "The expense could not be saved." Receipts now save.

Improved Signatures

Clearer Signatures, Expenses and Time Tracking pages

A signature request shows its steps and its current settings, receipts show upload progress, and empty sections no longer hold open large spaces.

Improved Time Tracking

Time Tracking page and week labels

Week and project pages show clearer labels for the selected Personal or team context.

Improved Time Tracking

Add and edit past time on mobile

Time Tracking on mobile can add time to an earlier day and edit saved entries.

Improved Time Tracking

Review time by week in the mobile app

Time Tracking on mobile shows daily totals and time by project for each week.

New Expenses

Add expenses and receipts in the mobile app

The mobile app can photograph a receipt, save an expense, keep receipts in an inbox and edit expenses.

New Expenses

Recurring expenses create drafts to confirm

Set up an expense that repeats, and Magpie creates a draft each time it falls due.

Improved Expenses

Only admins manage expense categories and payment methods

Adding, renaming and archiving categories and payment methods, and reviewing reports, are limited to team admins.

New Expenses

Expenses records a history of changes

Each expense and expense report lists who changed what and when.

New Time Tracking

Track time in the mobile app

Use Today to start or stop a timer, add time manually, and review entries by project.

Improved Mobile app

The mobile invoice API keeps expense links

Invoice items returned to the mobile app include the expense they bill, and saving a draft with that value keeps the link.