Change Log

Sodium ships several times a day. This is the running record — 203 changes since launch on 7 May 2026, from new features to the fixes and speed-ups in between.

RSS
  1. 4 changes
    1. Catch-up fees

      Charge for the months before a client came on board. Add a catch-up fee to a service or a package, on a proposal or on a client's services, spread it over up to 12 instalments, choose when it is billed, and rename the label to suit your practice. It shows on the proposal, in the acceptance email and on the client's billing schedule.

    2. Faster task lists

      Task lists and workload summaries no longer do billing work they do not need, so they load faster.

    3. A clearer proposal builder

      The page where you build a proposal has been reworked so it is easier on the eye and more intuitive to work through.

    4. QuickBooks Practice Manager migration guide

      A new guide walking through moving your practice from QuickBooks Practice Manager to Sodium: what to export, what comes across, and the order to do it in.

  2. 1 change
    1. Reconnect or remove document storage without losing documents

      Reconnecting a storage platform keeps every document and folder mapping attached, and the Connect tile shows the previous account and what is attached to it. A reconnect pointing at a different account is refused, and removing a connection asks you to confirm what you would lose first.

  3. 4 changes
    1. "Billing needs your attention" badge

      The client list now flags a client when they have billing that needs attention: line items pending approval, or a failed invoice submission.

    2. Billing schedules

      See a client's upcoming scheduled charges - scheduled, billed or skipped - and skip, override the amount on, or bill one early, right from the client record.

    3. Choose your filters on the Clients page

      Pick which filters show in the Clients page toolbar, the same customisation already available on Tasks.

    4. Storage connections that stop working now offer Reconnect

      When Google Drive or Xero stops accepting a stored connection, it is marked as expired with a Reconnect option, instead of failing with an error.

  4. 2 changes
    1. Enforce two-factor authentication for your practice

      New Security setting for your practice. When turned on, every user must sign in with an authenticator app, and anyone already signed in without one is asked to sign in again.

    2. Block API-key access to your practice

      New security setting that allows you to stop all integrations that use a practice API key, including AI assistants. Web app sign-in is unaffected.

  5. 2 changes
    1. Edit and send mailbox drafts

      Edit, send or discard a draft directly from the mailbox, instead of only composing new ones.

    2. Filter tasks by associate

      Associate added alongside manager and partner as a task filter.

  6. 11 changes
    1. Reply-to on your own email connection

      Replies to emails sent through your own SMTP connection now go to the address you set, not the account the mail was sent from.

    2. Import time from a CSV

      Bring time entries in from another time tracker or a spreadsheet. Map your columns, match the rows to team members, clients and tasks, review what will be created, and import.

    3. Timers button on the Time page

      See every timer running across the practice from the Time page itself, rather than going into settings to find them.

    4. Client Manager and Partner on the task list

      Add the client's manager and partner as columns on the task list, and sort by either.

    5. More task filters, and choose which ones you see

      Filter tasks by client, client manager, partner, service, workflow and step type as well as assignee, team and category - then hide the filters you never use so the bar shows only what you want. Saved views understand the new filters too.

    6. Occurrences tab on tasks and recurring tasks

      See what a recurring task has created, what it is due to create next, and what has been deleted - all on one tab. Cancel an occurrence you don't want before it is created, and restore one that was deleted by mistake.

    7. What's New in Sodium widget

      Add a widget to your dashboard that shows the latest entries from the Sodium changelog, so new features turn up where you already work.

    8. Telling two tasks apart when logging time

      When two tasks share a name, the task picker shows the start date alongside them so you pick the right one.

    9. Delete and restore occurrences

      Delete a task occurrence from the Occurrences page, and restore one that was deleted by mistake.

    10. See when a delayed email will retry

      Email history now shows the next retry time for a message that bounced or was delayed, not just that it's pending.

    11. Team history now credits the right person

      Adding a team member is now recorded against the person who did it, instead of "System".

  7. 2 changes
    1. Choose who a workflow step's email comes from

      Pick the sender for an email sent by a workflow step, instead of always using the practice default.

    2. Send a broadcast back to draft

      Return a scheduled broadcast to draft to change it, and pick recipients from a list that keeps up however many clients you have.