January 2026 Update
We’ve added several new tools to help you work faster and reduce manual steps. Here’s a quick look at what’s new and why it’s useful.
Bulk Select & Create Vendor Service Fees and Vendor Contract Fees
What’s new:
You can now select and create multiple vendor service fees or vendor contract fees at one time instead of adding them one by one.
Why this is useful:
- Saves time when setting up services and contracts
- Makes it easier to add standard fee sets
- Makes it easier to bill extraneous charges to clients.
Learn how to add vendor contract fees in bulk here!
Copy + Create New Services
What’s new:
You can now copy an existing service and use it as the starting point to create a new service, with options for what information carries over.
Why this is useful:
- Faster service setup when services are similar
- Less manual data entry
- Create new services while terminating old ones at the same time
Follow this link to learn how to copy a service!
Bulk Terminate All Services from the Location Page
What’s new:
From the Location page, you can now terminate multiple services at once using a single termination date.
Why this is useful:
- Quick cleanup when a site closes or changes vendors
- No need to open and terminate each service separately
- Keeps service end dates consistent
Learn how to bulk terminate services here!
Client Invoice Date Flexibility
What’s new:
You can set a default invoice date on a client account, while also having the ability to change the date on individual invoices before sending them.
Why this is useful:
- Supports different client billing needs
- Easy to handle special billing situations
- More control over when invoices are dated
Learn more about client invoice date options here!
Archive Client Accounts
What’s new:
You can now archive client accounts that are no longer in use, as long as they are not linked to any locations and do not have unpaid invoices.
Why this is useful:
- Keeps account lists clean and easier to use
- Prevents old accounts from being selected by mistake
- Keeps history without cluttering active records
Click here to learn how and when to archive a client account!
If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.