Cost & Profit report
See what tracked time cost the practice against its billable value, by team member or by client.
Change Log
Sodium ships several times a day. This is the running record — 176 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.
Pay your team for tracked time
Mark team members as paid for their tracked time, review what's unpaid, and record payment with a history of past pay runs.
Team Time by task category
See how a team member's tracked hours split across task categories, narrow the report to a single category, and export the breakdown to CSV.
Duplicate-email sign-in loop
Signing in with an email used by two sign-in methods no longer loops. You now see a clear explanation instead.
Xero reconnection
Reconnecting Xero as a practice no longer keeps a client's organisation linked to your account.
Import external calendars
Bring Google or Outlook calendars into Sodium so deadlines and meetings sit side by side.
Regional settings
Set your practice's locale, currency and number format, and see billing amounts follow it.
Change history on the service catalogue
See who changed a service, and when.
Weekly billing frequency, and VAT-exempt clients
Bill a service weekly, and mark a client as VAT-exempt so tax isn't applied.
Faster task list for large practices
The task list no longer times out for practices with a lot of clients and workflows.
See who moved a card
A kanban stage move now records who made it.
Sage data parsing
Improved handling of Sage data parsing for a class of connections that weren't importing cleanly.
Default email connection detection
A practice with no active default email connection is now correctly flagged as needing one.
Enter a 64-8 code directly
Type in a 64-8 authorisation code yourself instead of only importing it.
Bookkeeping Health
Connect Xenon and see a quality score for every client's books, right on their client record.
Log time against a service, or from your calendar
Attribute time directly to a service, or start a time entry straight from your calendar.
Client Books
See your client's Xero, QuickBooks or FreeAgent books right on their client record - chart of accounts, profit and loss, balance sheet and invoices.
Search tasks
Search for a task by name.
Deleting a workflow step
Deleting a workflow step now correctly updates the steps that depended on it.
Service category tools
MCP tools can now read and update your customisable service categories.
Filter invoices in the portal
Client Portal invoices can now be filtered by status.
Resend a form
Send a data form again if a client needs a fresh copy or missed the first one.
A clearer way to build a recurring pattern
Build a recurring task's schedule with a dedicated pattern editor, including day-of-month, weekday and "second to last" positions.
4-4-5 and other variable-length cycles
Base a recurring task's cycle on a 4-4-5 calendar or another variable-length pattern, not just calendar months.
Recurring task creation
A change to how a recurring task's start date is calculated could occasionally prevent a task being created. Fixed, and save errors now surface instead of failing silently.
More ways to log and see time
See time logged per task, and jump to your calendar from a task.
Agent Authorisations
Track 64-8 authorisations across your whole client base.
Form text on the client request page
A form's text now renders correctly on the client-facing request page.
Xero sync improvements
Xero sync now handles more cases correctly and keeps client data current.
Working patterns
Set each team member's normal working days and hours, so workload and capacity reporting account for them.
API Keys page
Manage your API keys from a dedicated settings page.
Client Schedules
One service, different dates for different clients.
Dropdowns inside dialogs
Dropdown menus inside dialogs now scroll properly with your mouse wheel.
Time reporting via MCP
Ask your AI assistant about time tracked, through the Sodium MCP server.
Custom Roles
Build your own roles with exactly the permissions your practice needs, then test a role before you assign it.
Import and export tasks
Bring tasks in, or take them out, as a file.
Scheduled Send
Write an email now, deliver it later during office hours.
Automation switch on a task
Turn a task's workflow automation on or off, right on the task.
Show or hide amounts on the Proposal Status widget
Choose whether the Proposal Status widget on your dashboard shows amounts.
Back-dated tasks on a new service
Adding a service to a client no longer creates tasks for periods that have already passed.
Portal sign-in on a brief connection loss
A brief connection loss no longer signs a client out of Client Portal.
Turn off Companies House sync
Disable automatic Companies House enrichment for clients where you don't want it.
MCP tool corrections
Fixed three defects in MCP tools, and clearly marked which tools make changes versus just read data.
Your signature in workflow step emails
Your email signature now appears when composing an email from a workflow step.
Proposal costs as a content block
Insert a proposal's cost breakdown as reusable content in a template.
Faster calendar and workload views
Calendar and workload views now load in a fraction of the time.
Approve documents in batches
Approve multiple documents in one action instead of one at a time.
Unit-based pricing
Price a service per unit - per employee, per transaction, whatever fits - not just flat or percentage.
AI-generated workflow steps default to review
An AI-generated workflow step no longer runs automatically by default - you review it first.
Time entry dialog on small screens
The time entry dialog no longer runs off the bottom of a small screen.
Save and resume a proposal
A prospective client can fill in an onboarding form as part of accepting a proposal, and pick up where they left off from an email link.
Recovering a broken Direct Debit connection
A broken Direct Debit connection during a proposal can now be recovered without starting over.
Proposal page error on a duplicated service
The proposal page no longer errors when a client already holds the same service twice.
Upload multiple files at once
Attach several files to a document request or form in one go, from either side of Client Portal.
Proposal flow skips steps you've already completed
Direct Debit and AML steps are skipped in the proposal flow once already done.
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