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Changelog

What's new at Tidyflow?

March 3, 2026

Improved

  • You can now apply Folder Templates to subfolders, giving you more flexibility when structuring client files.
  • The Folder Template button has been repositioned to the 3 dots menu on the top right, for a cleaner interface.
  • Files that are bulk moved now appear instantly, without requiring a page reload.

Fixed

  • Fixed a bug when bulk moving folders.
  • Fixed a bug when importing folders.
February 25, 2026

Improved

  • Email is no longer required when creating an individual client.
  • Improved the add client experience. When clicking Add Client, you can now choose whether it is an Individual or Organization and enter contact details at the same time. If contact details are added, the system will automatically create and link the Contact to the Client.
  • Added email notification settings so you can better control updates.

Fixed

  • Fixed email field validation on electronic signatures.
February 20, 2026

December 2025 – February 2026

Electronic Signatures V2

  • Added Signature Requests V2 with improved signing flow.
  • Signatures can now be requested from contacts who are not activated on the portal.
  • Improved audit report visibility and reliability.

File Management

  • Improved file upload handling for contact users. All uploads now automatically go to the Client Uploads folder.
  • Added file and folder backup export in Settings.
  • Improved client upload notifications with direct folder links.

Clients & Contacts

  • Improved client import handling, including better behavior when previously deleted clients exist.
  • Improved Contact view and edit experience.
  • Improved search, filters, and pagination across indexes.
  • Added keyboard shortcuts and improved bulk selection behavior.
  • Added shift click range selection. Select one item, hold Shift, and click another to select everything in between.
  • Fixed pagination issues on the client index when filters are applied.

Profile

  • Added profile pictures and improved avatar display.

Jobs

  • Added subtask counts on the Job Index.
  • Improved repeat logic, start date handling, and internal date behavior.
  • Added Start Date to templates.
  • Improved job search to use AND logic for more accurate results.
  • Added Estimated Hours column to the Job Index.
  • Fixed repeat naming issues on Job Templates.

Time Tracking & Billing

  • Improved timer on task cards.
  • Improved time log experience and date formatting.
  • Added support for time tracking on subtasks.
  • Added Recurring Invoices and improved billing flows.
  • Improved QuickBooks Online handling, including reconnection flow and clearer error messages.
  • Fixed time report export issues.
  • Fixed time zone handling on time reports.
  • Fixed date format inconsistencies in time entries and modals.

Automation & Integrations

  • Added Automation Rules, including support for subtasks.

Performance & Infrastructure

  • Improved description box editing and save behavior.
  • Increased font size on comments for readability.
  • Improved loading and filtering behavior across indexes.
  • Moved heavier bulk actions to background processing for better performance.