Branch VAT numbers
A VAT number can be 12 digits: the 9-digit number plus a 3-digit branch identifier.
Change Log
Sodium ships several times a day. This is the running record: 302 changes since launch on 7 May 2026, from new features to the fixes and speed-ups in between.
Sodium is constantly improving, based on your feedback. Whether it's a big feature idea or a small tweak, we want to hear from you.
Page controls on the Socket proposals list
The proposals list shows its paging controls again.
Workflow step notes and more context in MCP tools
Add a note to one step of a task's workflow. Task tools show the service and statutory due date, service details list the stages, and a client summary shows each service's current stage.
Drag a task to another week or month
Hold a dragged calendar entry past the edge of the grid and the calendar pages to the next or previous week or month, then drop it there.
Actions menu on a client's services
Each service on a client's Services tab has a menu: Edit Details, Billing Settings, Billing Schedule, View Tasks, View Service and Delete. View Tasks opens the client's Tasks tab filtered to that service.
Notify the client of several documents at once
Select documents on a client's Documents tab and choose Notify client, or upload several files and notify in one go.
Notes widget reads as text until you click it
A rich-text note on the dashboard shows as plain content. Click it to edit, and links in it open directly.
Help in the top bar
A Help button opens guides for the page you're on, video walkthroughs and a link to email support.
Partial task updates in the API
A PATCH on a task changes only the fields you send, and null clears a field.
Month.Year tokens for recurring task names
New Month.Year, Month.Previous.Year and Month.Next.Year tokens, so a task created in January for December is named with the right year. The Bookkeeping, Management Accounts and CIS Return library templates use them.
Bill for Work step
A workflow step that bills the client when the work is done, at the service's price or a fixed amount. It can create the invoice straight away, and can run automatically.
Review & Bill Time step
Review and correct the time logged on a task, then bill it, write it off or on, or finish without billing. Choose which time it shows (this task's, the task and its service, or all the client's unbilled time) and whether billing is Optional, Required or Off.
Choose when a service is billed
When to bill on a service: In arrears, In advance, or When the work is done, billed by a Bill for Work step. Override it on a client's service. A warning shows if none of the service's recurring tasks has a step that bills it.
Invoice or delete several line items at once
Select line items on a client's billing and invoice them now, or delete them. Deleting puts any time billed on them back to unbilled.
Plan steps in weeks or months, and set each group's deadline
A step's planned date can count in days, weeks or months. Each group sets its own deadline, before the task's due date or after its start date, so one workflow can mix the two.
Inbox, Unread and Done in the bell
The bell has Inbox, Unread and Done tabs, and you can mark an item unread. A link in a notification email opens the item and marks it read.
Log time from a calendar meeting
A meeting in the Sodium calendar has a Log time button. It fills in the date, start and end time, duration and description from the meeting. Pick a client and, optionally, a task, or log it as internal time. If you've already logged that meeting, you're warned before a second entry is added.
Duplicate a step or a group
Duplicate a single step or a whole group in a workflow. The copy goes straight after the original with all its settings and is marked (copy). In a copied group, steps depend on each other rather than on the original group. Tasks already created from the workflow don't change.
Complete or skip all steps at once
A task's workflow card has a Set all steps button that completes or skips every open step. You can also cancel the client's outstanding requests, and any scheduled sends are cancelled.
Cancel a document request or form
Cancel a document request or form request from its page, or from its step on a task. The client can no longer respond and chasing stops. If the client opens the request, they see it has been cancelled.
Set Pipeline Stage can clear the stage
A Set Pipeline Stage step can now set a card to No stage, the same as Set Service Stage.
More VAT schemes
The client VAT Scheme field adds Partial Exemption, Retail Schemes, Tour Operators Margin Scheme, Agricultural Flat Rate Scheme and One Stop Shop. Client CSV import accepts the new names too, including TOMS, OSS and MOSS.
Task templates on the workflow page
A workflow has a Task Templates tab listing the templates that use it.
VAT Period, Preparer and Reviewer on a service's clients
The Clients tab on a VAT service shows each client's VAT period, and Preparer and Reviewer columns appear when the service uses those roles.
Full width clients list
The clients list can use the full width of the screen, like the tasks and time lists. Turn on Full width in the column picker.
Every client gets a logo or badge
Each client now shows its logo wherever clients appear, or a badge of its initials in a colour that stays the same for that client. Upload, replace or remove a logo from the client page. When a client has a business email address or website, Sodium looks for their logo and adds it automatically; a logo you upload is never replaced. Turn it off in Settings → Clients → Show client logos.
Make Client Manager, Partner or Associate required
In Settings → Clients, each of these fields has a Required switch. A client can't be saved from the add or edit form without it. Existing clients aren't checked until they're next edited.
Start from a template when creating a task from an email
The Link to task dialog's Create New tab has a Start from template option. Choosing a template prefills the task and adds its workflow steps, and the task is still linked to the email.
Save and add another on Create Line Item
Create Line Item has a Save and add another option alongside Save. It saves the line and opens a fresh Create Line Item for the same client.
Skip if not a working day now skips weekends
On a recurring task, Skip if not a working day only skipped bank holidays and practice holidays, so Saturday and Sunday dates were still created. It now treats weekends as non-working days, the same as the Move to previous and next working day options.
Tokens in a form's title resolve in the request email
A token such as {{ Client.Name }} in a form's title showed correctly in the form but arrived as raw text in the subject line and message of the request email. It now resolves there too, including when a form is resent.
Find a client or contact by phone number
The clients and contacts lists in the API take a phone filter. A number matches however it's written: with or without +44 or a leading zero, and with spaces, brackets or an extension. Each contact comes back with the clients it's linked to, so a phone system can tell who is calling.
Resume a timer from today's entries
The Start timer pill has a Recent timers menu. Resume one of today's entries, and when you stop the timer the new time is added to that entry. If the entry has been billed since then, the time is saved as a new entry instead.
Logged today against your working pattern
The Recent timers menu shows how much time you've logged today. If you have a working pattern, it shows your target for the day too, with a bar that fills as you log time and turns green when you reach it.
Clearer message when an email can't send
If an email can't be sent because your default email connection needs reconnecting, the message now names the connection and tells you where to fix it. If no default connection is set, it says that instead.
Several sets of HMRC credentials
Keep more than one set of HMRC agent details, such as for a second office, in Settings → HMRC Agent. Each set has its own Government Gateway login, agent codes and contact, and one is the default. When you send a 64-8 request you choose which Government Gateway login makes it, and entering the posted code later uses the same one.
Finished work leaves your notifications
When a step or task is completed, skipped or closed, singly or in bulk, its notifications are removed for everyone, including team items.
Notifications
A bell in the top bar shows new notifications, with a full inbox at Notifications. You're notified when someone assigns you a task or workflow step, when one of your steps is ready to start, and when a client sends documents, completes a form, confirms, approves or rejects documents, uploads to the portal, accepts a proposal or engagement letter, or submits an HMRC authorisation code. If you haven't seen a task or step notification within 30 minutes, it's emailed to you. Turn each type on or off for the app and for email in My Profile → Notification settings. Work assigned to your team is off unless you turn it on.
Planned dates for workflow steps
Give a workflow step a Planned For date: the task start date, a number of days after it, or a number of days before the due date, with an optional time. The step shows on that date in the task calendar and on the task, and an automatic step waits until then to run. When you move a task with steps on their own dates, Sodium asks whether to move the steps too.
Preparer and Reviewer on client services
A service can expect a Preparer and/or a Reviewer, each with a default person. Set them wherever you set a client service's manager, including bulk assign. Recurring tasks, task templates and workflow steps can assign to Client's Service Preparer or Client's Service Reviewer, and workflow emails can send from them.
Workflow or manual time estimate
A task's Time Estimate can come from its workflow's step estimates or be set by hand. Untick From workflow to enter your own. The same choice is on recurring tasks and task templates.
Planned against actual in the time export
The time export now includes Workflow Step, Step Estimate and Task Estimate columns.
Deal value and likelihood on pipelines
Turn on Track deal value for a pipeline to give each deal a value and a likelihood. Set them from the card on the board, the pipeline row on the client page, or the prospects list. Each stage shows its total and weighted value, the board shows Total pipeline and Weighted pipeline, and you can filter cards by likelihood to see best and worst cases. Off by default.
Service Time drills down to tasks and steps
From a client in the Service Time report, drill down to its tasks and then their workflow steps, with estimate, time logged and variance at each level. Group by team member to see who logged the time against whose estimate. The CSV export follows whatever level is on screen.
Rates by task category and service
Set charge-out and cost rates for a task category or a service, for the whole practice or for one team member. A practice setting decides which wins when both apply. After changing a rate, preview the old and new figures and apply the change to time already logged.
Export time entries
Export individual time entries for a date range to CSV from the Time page, filtered by team member and client.
Choose who gets a resent request
When you resend a document request, document approval, form or client confirmation, pick which contacts get a fresh link, and choose whether to stop chasing everyone else. Confirmation steps on a task now have a Resend button.