Changelog

Product updates with operational weight.

A concise record of what is new, improved, and fixed across the ClientDeck workspace.

Latest release

June 2026

Release cadence

Monthly

Current focus

Portals, billing, automation

June 2026

Financial analytics command center, contextual exports, and expanded payments

A major release introducing advanced financial ledgers, dynamic spreadsheet exports across all workspaces, and PayPal and Razorpay gateway integrations.

Release
New

Added the Revenue & Profitability Analytics Dashboard featuring cash-basis collections, expenses, and net profit margins calculated in integer minor units for absolute precision.

New

Contextual CSV exports are now live next to primary actions on Clients, Invoices, and Time & Expenses tabs, with dynamic timesheet detection.

New

Integrate PayPal and Razorpay payment gateways (available in Plus and Pro) alongside Stripe (in Pro) with 0% platform fees.

Improved

Polished historical trend charts with active hover tooltips for instant cash flow breakdown.

May 2026

Public portals, compliance pages, and accounting readiness

A production-readiness release for client-facing workflows, OAuth reviews, and connected accounting.

Release
New

Public Privacy Policy and Terms pages now render before the auth gate for OAuth and marketplace review.

New

Client portal email sharing now includes editable subject, message, recipient, and the portal link.

Improved

QuickBooks and Xero invoice sync state now persists after reloads with connected invoice badges.

Fixed

Portal browser titles and favicons now restore cleanly when leaving a client portal preview.

April 2026

Billing accuracy and recurring invoice operations

A billing-focused release for safer money calculations, payment tracking, and repeat client work.

Release
New

Recurring invoice templates can be created, reviewed, and actioned from the invoice workspace.

New

Manual payment recording now supports amount, method, and payment date from the invoice modal.

Improved

Currency calculations now use integer minor units with safe fallbacks for legacy invoice amounts.

Fixed

Invoice balances and statuses now stay consistent across paid, partially paid, pending, overdue, and draft states.

March 2026

Workspace foundation for client operations

The core workspace now brings delivery, billing, collaboration, reporting, and settings into one application.

Release
New

Added the main workspace modules for dashboard, clients, projects, tasks, invoices, proposals, reports, files, expenses, and time entries.

New

Team member invitations now support Admin, Editor, and Viewer roles.

Improved

Brand settings now support logo, brand color, custom portal cover imagery, and preset portal cover treatments.

Improved

Settings now centralize business profile, integrations, notifications, security, billing history, and workspace controls.