https://sodiumhq.com/changelog Every new feature, improvement, fix and speed-up shipped to Sodium practice management since launch. en-gb Sun, 30 Aug 2026 12:00:00 GMT https://sodiumhq.com/changelog/2026/08#2026-08-30-cost-profit-report https://sodiumhq.com/changelog#2026-08-30-cost-profit-report Sun, 30 Aug 2026 12:00:00 GMT New Reporting See what tracked time cost the practice against its billable value, by team member or by client. https://sodiumhq.com/changelog/2026/08#2026-08-30-pay-your-team-for-tracked-time https://sodiumhq.com/changelog#2026-08-30-pay-your-team-for-tracked-time Sun, 30 Aug 2026 12:00:00 GMT New Time Tracking Mark team members as paid for their tracked time, review what's unpaid, and record payment with a history of past pay runs. https://sodiumhq.com/changelog/2026/08#2026-08-30-team-time-by-task-category https://sodiumhq.com/changelog#2026-08-30-team-time-by-task-category Sun, 30 Aug 2026 12:00:00 GMT Improved Reporting 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. https://sodiumhq.com/changelog/2026/08#2026-08-29-duplicate-email-sign-in-loop https://sodiumhq.com/changelog#2026-08-29-duplicate-email-sign-in-loop Sat, 29 Aug 2026 12:00:00 GMT Fixed General Signing in with an email used by two sign-in methods no longer loops. You now see a clear explanation instead. https://sodiumhq.com/changelog/2026/08#2026-08-29-xero-reconnection https://sodiumhq.com/changelog#2026-08-29-xero-reconnection Sat, 29 Aug 2026 12:00:00 GMT Fixed Accounting Software Reconnecting Xero as a practice no longer keeps a client's organisation linked to your account. https://sodiumhq.com/changelog/2026/08#2026-08-29-import-external-calendars https://sodiumhq.com/changelog#2026-08-29-import-external-calendars Sat, 29 Aug 2026 12:00:00 GMT New Calendar Feed Bring Google or Outlook calendars into Sodium so deadlines and meetings sit side by side. https://sodiumhq.com/changelog/2026/08#2026-08-29-regional-settings https://sodiumhq.com/changelog#2026-08-29-regional-settings Sat, 29 Aug 2026 12:00:00 GMT New Outside the UK Set your practice's locale, currency and number format, and see billing amounts follow it. https://sodiumhq.com/changelog/2026/08#2026-08-29-change-history-on-the-service-catalogue https://sodiumhq.com/changelog#2026-08-29-change-history-on-the-service-catalogue Sat, 29 Aug 2026 12:00:00 GMT Improved Services & Pricing See who changed a service, and when. https://sodiumhq.com/changelog/2026/08#2026-08-28-weekly-billing-frequency-and-vat-exempt-clients https://sodiumhq.com/changelog#2026-08-28-weekly-billing-frequency-and-vat-exempt-clients Fri, 28 Aug 2026 12:00:00 GMT New Services & Pricing Bill a service weekly, and mark a client as VAT-exempt so tax isn't applied. https://sodiumhq.com/changelog/2026/08#2026-08-27-faster-task-list-for-large-practices https://sodiumhq.com/changelog#2026-08-27-faster-task-list-for-large-practices Thu, 27 Aug 2026 12:00:00 GMT Performance Tasks The task list no longer times out for practices with a lot of clients and workflows. https://sodiumhq.com/changelog/2026/08#2026-08-27-see-who-moved-a-card https://sodiumhq.com/changelog#2026-08-27-see-who-moved-a-card Thu, 27 Aug 2026 12:00:00 GMT Improved Kanban Boards A kanban stage move now records who made it. https://sodiumhq.com/changelog/2026/08#2026-08-26-sage-data-parsing https://sodiumhq.com/changelog#2026-08-26-sage-data-parsing Wed, 26 Aug 2026 12:00:00 GMT Improved Accounting Software Improved handling of Sage data parsing for a class of connections that weren't importing cleanly. https://sodiumhq.com/changelog/2026/08#2026-08-26-default-email-connection-detection https://sodiumhq.com/changelog#2026-08-26-default-email-connection-detection Wed, 26 Aug 2026 12:00:00 GMT Fixed Email A practice with no active default email connection is now correctly flagged as needing one. https://sodiumhq.com/changelog/2026/08#2026-08-25-enter-a-64-8-code-directly https://sodiumhq.com/changelog#2026-08-25-enter-a-64-8-code-directly Tue, 25 Aug 2026 12:00:00 GMT Improved Agent Authorisations Type in a 64-8 authorisation code yourself instead of only importing it. https://sodiumhq.com/changelog/2026/08#2026-08-25-bookkeeping-health https://sodiumhq.com/changelog#2026-08-25-bookkeeping-health Tue, 25 Aug 2026 12:00:00 GMT New Bookkeeping Health Connect Xenon and see a quality score for every client's books, right on their client record. https://sodiumhq.com/changelog/2026/08#2026-08-25-log-time-against-a-service-or-from-your-calendar https://sodiumhq.com/changelog#2026-08-25-log-time-against-a-service-or-from-your-calendar Tue, 25 Aug 2026 12:00:00 GMT Improved Time Tracking Attribute time directly to a service, or start a time entry straight from your calendar. https://sodiumhq.com/changelog/2026/08#2026-08-24-client-books https://sodiumhq.com/changelog#2026-08-24-client-books Mon, 24 Aug 2026 12:00:00 GMT New 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. https://sodiumhq.com/changelog/2026/08#2026-08-24-search-tasks https://sodiumhq.com/changelog#2026-08-24-search-tasks Mon, 24 Aug 2026 12:00:00 GMT Improved Tasks Search for a task by name. https://sodiumhq.com/changelog/2026/08#2026-08-24-deleting-a-workflow-step https://sodiumhq.com/changelog#2026-08-24-deleting-a-workflow-step Mon, 24 Aug 2026 12:00:00 GMT Fixed Workflow Steps Deleting a workflow step now correctly updates the steps that depended on it. https://sodiumhq.com/changelog/2026/08#2026-08-24-service-category-tools https://sodiumhq.com/changelog#2026-08-24-service-category-tools Mon, 24 Aug 2026 12:00:00 GMT New MCP Server MCP tools can now read and update your customisable service categories. https://sodiumhq.com/changelog/2026/08#2026-08-23-filter-invoices-in-the-portal https://sodiumhq.com/changelog#2026-08-23-filter-invoices-in-the-portal Sun, 23 Aug 2026 12:00:00 GMT New Client Portal Client Portal invoices can now be filtered by status. https://sodiumhq.com/changelog/2026/08#2026-08-22-resend-a-form https://sodiumhq.com/changelog#2026-08-22-resend-a-form Sat, 22 Aug 2026 12:00:00 GMT New Forms Send a data form again if a client needs a fresh copy or missed the first one. https://sodiumhq.com/changelog/2026/08#2026-08-21-a-clearer-way-to-build-a-recurring-pattern https://sodiumhq.com/changelog#2026-08-21-a-clearer-way-to-build-a-recurring-pattern Fri, 21 Aug 2026 12:00:00 GMT New Recurring Tasks Build a recurring task's schedule with a dedicated pattern editor, including day-of-month, weekday and "second to last" positions. https://sodiumhq.com/changelog/2026/08#2026-08-20-4-4-5-and-other-variable-length-cycles https://sodiumhq.com/changelog#2026-08-20-4-4-5-and-other-variable-length-cycles Thu, 20 Aug 2026 12:00:00 GMT New Recurring Tasks Base a recurring task's cycle on a 4-4-5 calendar or another variable-length pattern, not just calendar months. https://sodiumhq.com/changelog/2026/08#2026-08-19-recurring-task-creation https://sodiumhq.com/changelog#2026-08-19-recurring-task-creation Wed, 19 Aug 2026 12:00:00 GMT Fixed Recurring Tasks 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. https://sodiumhq.com/changelog/2026/08#2026-08-18-more-ways-to-log-and-see-time https://sodiumhq.com/changelog#2026-08-18-more-ways-to-log-and-see-time Tue, 18 Aug 2026 12:00:00 GMT Improved Time Tracking See time logged per task, and jump to your calendar from a task. https://sodiumhq.com/changelog/2026/08#2026-08-17-agent-authorisations https://sodiumhq.com/changelog#2026-08-17-agent-authorisations Mon, 17 Aug 2026 12:00:00 GMT New Agent Authorisations Track 64-8 authorisations across your whole client base. https://sodiumhq.com/changelog/2026/08#2026-08-14-form-text-on-the-client-request-page https://sodiumhq.com/changelog#2026-08-14-form-text-on-the-client-request-page Fri, 14 Aug 2026 12:00:00 GMT Fixed Forms A form's text now renders correctly on the client-facing request page. https://sodiumhq.com/changelog/2026/08#2026-08-13-xero-sync-improvements https://sodiumhq.com/changelog#2026-08-13-xero-sync-improvements Thu, 13 Aug 2026 12:00:00 GMT Improved Accounting Software Xero sync now handles more cases correctly and keeps client data current. https://sodiumhq.com/changelog/2026/08#2026-08-13-working-patterns https://sodiumhq.com/changelog#2026-08-13-working-patterns Thu, 13 Aug 2026 12:00:00 GMT New Time Tracking Set each team member's normal working days and hours, so workload and capacity reporting account for them. https://sodiumhq.com/changelog/2026/08#2026-08-13-api-keys-page https://sodiumhq.com/changelog#2026-08-13-api-keys-page Thu, 13 Aug 2026 12:00:00 GMT New API Manage your API keys from a dedicated settings page. https://sodiumhq.com/changelog/2026/08#2026-08-13-client-schedules https://sodiumhq.com/changelog#2026-08-13-client-schedules Thu, 13 Aug 2026 12:00:00 GMT New Client Schedules One service, different dates for different clients. https://sodiumhq.com/changelog/2026/08#2026-08-13-dropdowns-inside-dialogs https://sodiumhq.com/changelog#2026-08-13-dropdowns-inside-dialogs Thu, 13 Aug 2026 12:00:00 GMT Fixed General Dropdown menus inside dialogs now scroll properly with your mouse wheel. https://sodiumhq.com/changelog/2026/08#2026-08-13-time-reporting-via-mcp https://sodiumhq.com/changelog#2026-08-13-time-reporting-via-mcp Thu, 13 Aug 2026 12:00:00 GMT New MCP Server Ask your AI assistant about time tracked, through the Sodium MCP server. https://sodiumhq.com/changelog/2026/08#2026-08-10-custom-roles https://sodiumhq.com/changelog#2026-08-10-custom-roles Mon, 10 Aug 2026 12:00:00 GMT New Custom Roles Build your own roles with exactly the permissions your practice needs, then test a role before you assign it. https://sodiumhq.com/changelog/2026/08#2026-08-10-import-and-export-tasks https://sodiumhq.com/changelog#2026-08-10-import-and-export-tasks Mon, 10 Aug 2026 12:00:00 GMT New Tasks Bring tasks in, or take them out, as a file. https://sodiumhq.com/changelog/2026/08#2026-08-10-scheduled-send https://sodiumhq.com/changelog#2026-08-10-scheduled-send Mon, 10 Aug 2026 12:00:00 GMT New Scheduled Send Write an email now, deliver it later during office hours. https://sodiumhq.com/changelog/2026/08#2026-08-09-automation-switch-on-a-task https://sodiumhq.com/changelog#2026-08-09-automation-switch-on-a-task Sun, 09 Aug 2026 12:00:00 GMT New Workflow Steps Turn a task's workflow automation on or off, right on the task. https://sodiumhq.com/changelog/2026/08#2026-08-09-show-or-hide-amounts-on-the-proposal-status-widget https://sodiumhq.com/changelog#2026-08-09-show-or-hide-amounts-on-the-proposal-status-widget Sun, 09 Aug 2026 12:00:00 GMT Improved Proposals Choose whether the Proposal Status widget on your dashboard shows amounts. https://sodiumhq.com/changelog/2026/08#2026-08-07-back-dated-tasks-on-a-new-service https://sodiumhq.com/changelog#2026-08-07-back-dated-tasks-on-a-new-service Fri, 07 Aug 2026 12:00:00 GMT Fixed Services & Pricing Adding a service to a client no longer creates tasks for periods that have already passed. https://sodiumhq.com/changelog/2026/08#2026-08-07-portal-sign-in-on-a-brief-connection-loss https://sodiumhq.com/changelog#2026-08-07-portal-sign-in-on-a-brief-connection-loss Fri, 07 Aug 2026 12:00:00 GMT Fixed Client Portal A brief connection loss no longer signs a client out of Client Portal. https://sodiumhq.com/changelog/2026/08#2026-08-06-turn-off-companies-house-sync https://sodiumhq.com/changelog#2026-08-06-turn-off-companies-house-sync Thu, 06 Aug 2026 12:00:00 GMT Improved Companies House Disable automatic Companies House enrichment for clients where you don't want it. https://sodiumhq.com/changelog/2026/08#2026-08-06-mcp-tool-corrections https://sodiumhq.com/changelog#2026-08-06-mcp-tool-corrections Thu, 06 Aug 2026 12:00:00 GMT Fixed MCP Server Fixed three defects in MCP tools, and clearly marked which tools make changes versus just read data. https://sodiumhq.com/changelog/2026/08#2026-08-05-your-signature-in-workflow-step-emails https://sodiumhq.com/changelog#2026-08-05-your-signature-in-workflow-step-emails Wed, 05 Aug 2026 12:00:00 GMT Improved Workflow Steps Your email signature now appears when composing an email from a workflow step. https://sodiumhq.com/changelog/2026/08#2026-08-05-proposal-costs-as-a-content-block https://sodiumhq.com/changelog#2026-08-05-proposal-costs-as-a-content-block Wed, 05 Aug 2026 12:00:00 GMT New Proposals Insert a proposal's cost breakdown as reusable content in a template. https://sodiumhq.com/changelog/2026/08#2026-08-04-faster-calendar-and-workload-views https://sodiumhq.com/changelog#2026-08-04-faster-calendar-and-workload-views Tue, 04 Aug 2026 12:00:00 GMT Performance Dashboard Calendar and workload views now load in a fraction of the time. https://sodiumhq.com/changelog/2026/08#2026-08-04-approve-documents-in-batches https://sodiumhq.com/changelog#2026-08-04-approve-documents-in-batches Tue, 04 Aug 2026 12:00:00 GMT New Document Approvals Approve multiple documents in one action instead of one at a time. https://sodiumhq.com/changelog/2026/08#2026-08-04-unit-based-pricing https://sodiumhq.com/changelog#2026-08-04-unit-based-pricing Tue, 04 Aug 2026 12:00:00 GMT New Services & Pricing Price a service per unit - per employee, per transaction, whatever fits - not just flat or percentage. https://sodiumhq.com/changelog/2026/08#2026-08-03-ai-generated-workflow-steps-default-to-review https://sodiumhq.com/changelog#2026-08-03-ai-generated-workflow-steps-default-to-review Mon, 03 Aug 2026 12:00:00 GMT Improved AI An AI-generated workflow step no longer runs automatically by default - you review it first. https://sodiumhq.com/changelog/2026/08#2026-08-03-time-entry-dialog-on-small-screens https://sodiumhq.com/changelog#2026-08-03-time-entry-dialog-on-small-screens Mon, 03 Aug 2026 12:00:00 GMT Fixed Time Tracking The time entry dialog no longer runs off the bottom of a small screen. https://sodiumhq.com/changelog/2026/08#2026-08-02-save-and-resume-a-proposal https://sodiumhq.com/changelog#2026-08-02-save-and-resume-a-proposal Sun, 02 Aug 2026 12:00:00 GMT New Proposals 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. https://sodiumhq.com/changelog/2026/08#2026-08-02-recovering-a-broken-direct-debit-connection https://sodiumhq.com/changelog#2026-08-02-recovering-a-broken-direct-debit-connection Sun, 02 Aug 2026 12:00:00 GMT Fixed Direct Debit A broken Direct Debit connection during a proposal can now be recovered without starting over. https://sodiumhq.com/changelog/2026/08#2026-08-02-proposal-page-error-on-a-duplicated-service https://sodiumhq.com/changelog#2026-08-02-proposal-page-error-on-a-duplicated-service Sun, 02 Aug 2026 12:00:00 GMT Fixed Proposals The proposal page no longer errors when a client already holds the same service twice. https://sodiumhq.com/changelog/2026/08#2026-08-01-upload-multiple-files-at-once https://sodiumhq.com/changelog#2026-08-01-upload-multiple-files-at-once Sat, 01 Aug 2026 12:00:00 GMT New Document Requests Attach several files to a document request or form in one go, from either side of Client Portal. https://sodiumhq.com/changelog/2026/08#2026-08-01-proposal-flow-skips-steps-you-ve-already-completed https://sodiumhq.com/changelog#2026-08-01-proposal-flow-skips-steps-you-ve-already-completed Sat, 01 Aug 2026 12:00:00 GMT Improved Proposals Direct Debit and AML steps are skipped in the proposal flow once already done. https://sodiumhq.com/changelog/2026/07#2026-07-31-set-a-document-s-folder-and-visibility-from-a-workflow-step https://sodiumhq.com/changelog#2026-07-31-set-a-document-s-folder-and-visibility-from-a-workflow-step Fri, 31 Jul 2026 12:00:00 GMT Improved Workflow Steps A document-producing workflow step can now set where the document lands and who can see it. https://sodiumhq.com/changelog/2026/07#2026-07-31-filter-saved-views-by-custom-field https://sodiumhq.com/changelog#2026-07-31-filter-saved-views-by-custom-field Fri, 31 Jul 2026 12:00:00 GMT Improved Saved Views Build a saved view around one of your own custom fields. https://sodiumhq.com/changelog/2026/07#2026-07-31-attach-files-to-client-emails https://sodiumhq.com/changelog#2026-07-31-attach-files-to-client-emails Fri, 31 Jul 2026 12:00:00 GMT New Email Attach documents to an email you're sending a client. https://sodiumhq.com/changelog/2026/07#2026-07-31-filter-clients-with-no-service-or-package https://sodiumhq.com/changelog#2026-07-31-filter-clients-with-no-service-or-package Fri, 31 Jul 2026 12:00:00 GMT Improved Client Management Find clients who don't have a service or a package applied yet. https://sodiumhq.com/changelog/2026/07#2026-07-31-multiple-emails-and-phone-numbers-per-contact https://sodiumhq.com/changelog#2026-07-31-multiple-emails-and-phone-numbers-per-contact Fri, 31 Jul 2026 12:00:00 GMT New Client Management Store more than one email address and phone number against a contact. https://sodiumhq.com/changelog/2026/07#2026-07-31-duplicate-contacts-on-csv-import https://sodiumhq.com/changelog#2026-07-31-duplicate-contacts-on-csv-import Fri, 31 Jul 2026 12:00:00 GMT Fixed Data Import & Export CSV import no longer creates a duplicate contact when the name already matches one on the client. https://sodiumhq.com/changelog/2026/07#2026-07-30-import-multiple-workflows-from-the-library-at-once https://sodiumhq.com/changelog#2026-07-30-import-multiple-workflows-from-the-library-at-once Thu, 30 Jul 2026 12:00:00 GMT Improved Workflows Bring several library workflows into your practice in a single import. https://sodiumhq.com/changelog/2026/07#2026-07-30-upload-document-workflow-step https://sodiumhq.com/changelog#2026-07-30-upload-document-workflow-step Thu, 30 Jul 2026 12:00:00 GMT New Workflow Steps Add a step that asks for a document upload as part of a workflow. https://sodiumhq.com/changelog/2026/07#2026-07-30-practice-documents-library https://sodiumhq.com/changelog#2026-07-30-practice-documents-library Thu, 30 Jul 2026 12:00:00 GMT New Practice Documents Keep a library of the files you send again and again, ready to attach without hunting for them. https://sodiumhq.com/changelog/2026/07#2026-07-30-negative-service-values https://sodiumhq.com/changelog#2026-07-30-negative-service-values Thu, 30 Jul 2026 12:00:00 GMT Improved Services & Pricing Price a service with a negative value, for credits and discounts. https://sodiumhq.com/changelog/2026/07#2026-07-30-quicker-task-filtering-and-assignee-edits https://sodiumhq.com/changelog#2026-07-30-quicker-task-filtering-and-assignee-edits Thu, 30 Jul 2026 12:00:00 GMT Improved Tasks Filter tasks further, sort them more simply, and change who's assigned without opening the task. https://sodiumhq.com/changelog/2026/07#2026-07-29-standard-users-can-add-email-connections https://sodiumhq.com/changelog#2026-07-29-standard-users-can-add-email-connections Wed, 29 Jul 2026 12:00:00 GMT New Connected Mailbox Connecting your own mailbox no longer needs an admin to do it for you. https://sodiumhq.com/changelog/2026/07#2026-07-29-workflow-email-step-content-loss https://sodiumhq.com/changelog#2026-07-29-workflow-email-step-content-loss Wed, 29 Jul 2026 12:00:00 GMT Fixed Workflow Steps An email workflow step no longer loses its content while you're editing it. https://sodiumhq.com/changelog/2026/07#2026-07-28-more-due-date-options-on-start-driven-recurring-tasks https://sodiumhq.com/changelog#2026-07-28-more-due-date-options-on-start-driven-recurring-tasks Tue, 28 Jul 2026 12:00:00 GMT Improved Recurring Tasks Set a due date like "the 15th" or "the last Friday" even on a task whose start date is fixed. https://sodiumhq.com/changelog/2026/07#2026-07-28-hide-the-focus-panel https://sodiumhq.com/changelog#2026-07-28-hide-the-focus-panel Tue, 28 Jul 2026 12:00:00 GMT Improved Focus Panel Turn off the task focus panel if you prefer working without it. https://sodiumhq.com/changelog/2026/07#2026-07-28-vat-dates-computed-automatically https://sodiumhq.com/changelog#2026-07-28-vat-dates-computed-automatically Tue, 28 Jul 2026 12:00:00 GMT Improved Recurring Tasks A client's VAT-related key dates are now computed for you and shown read-only, so they can't drift out of sync with a manual one. https://sodiumhq.com/changelog/2026/07#2026-07-28-holiday-shift-moving-a-date-s-month https://sodiumhq.com/changelog#2026-07-28-holiday-shift-moving-a-date-s-month Tue, 28 Jul 2026 12:00:00 GMT Fixed Recurring Tasks A holiday-driven date shift no longer pushes a derived date into the wrong month. https://sodiumhq.com/changelog/2026/07#2026-07-27-link-a-contact-to-more-than-one-client https://sodiumhq.com/changelog#2026-07-27-link-a-contact-to-more-than-one-client Mon, 27 Jul 2026 12:00:00 GMT New Client Management Add an existing contact to another client directly from the contact page. https://sodiumhq.com/changelog/2026/07#2026-07-26-mcp-over-http https://sodiumhq.com/changelog#2026-07-26-mcp-over-http Sun, 26 Jul 2026 12:00:00 GMT New MCP Server Connect to your Sodium Practice using Claude, ChatGPT and Gemini. https://sodiumhq.com/changelog/2026/07#2026-07-25-dashboard-wide-widget-settings https://sodiumhq.com/changelog#2026-07-25-dashboard-wide-widget-settings Sat, 25 Jul 2026 12:00:00 GMT Improved Dashboard Configure settings that apply across your whole dashboard, not just one widget at a time. https://sodiumhq.com/changelog/2026/07#2026-07-24-client-count-widget https://sodiumhq.com/changelog#2026-07-24-client-count-widget Fri, 24 Jul 2026 12:00:00 GMT New Dashboard Add a widget showing your client count, filtered the way you want. https://sodiumhq.com/changelog/2026/07#2026-07-23-workflow-step-group-gating https://sodiumhq.com/changelog#2026-07-23-workflow-step-group-gating Thu, 23 Jul 2026 12:00:00 GMT Fixed Workflow Steps A workflow group's steps now correctly wait on the group before it, even when an earlier group was skipped. https://sodiumhq.com/changelog/2026/07#2026-07-23-preferred-name-for-contacts https://sodiumhq.com/changelog#2026-07-23-preferred-name-for-contacts Thu, 23 Jul 2026 12:00:00 GMT Improved Client Management Set a contact's preferred name and use it throughout forms, lists, templates and merged documents. https://sodiumhq.com/changelog/2026/07#2026-07-22-long-form-dialogs-and-multi-select-lists https://sodiumhq.com/changelog#2026-07-22-long-form-dialogs-and-multi-select-lists Wed, 22 Jul 2026 12:00:00 GMT Fixed Forms These now scroll properly instead of running off-screen. https://sodiumhq.com/changelog/2026/07#2026-07-22-long-document-summaries https://sodiumhq.com/changelog#2026-07-22-long-document-summaries Wed, 22 Jul 2026 12:00:00 GMT Fixed Document Management A long document summary no longer gets cut off. https://sodiumhq.com/changelog/2026/07#2026-07-21-faster-task-list https://sodiumhq.com/changelog#2026-07-21-faster-task-list Tue, 21 Jul 2026 12:00:00 GMT Performance Tasks The task list loads faster, especially for practices with a lot of client data. https://sodiumhq.com/changelog/2026/07#2026-07-21-more-fields-on-the-client-data-step https://sodiumhq.com/changelog#2026-07-21-more-fields-on-the-client-data-step Tue, 21 Jul 2026 12:00:00 GMT Improved Client Onboarding Collect UTR, authorisation and consent as part of onboarding data collection. https://sodiumhq.com/changelog/2026/07#2026-07-20-association-client-type https://sodiumhq.com/changelog#2026-07-20-association-client-type Mon, 20 Jul 2026 12:00:00 GMT New Client Management Add an Association as a client type, alongside company, sole trader and partnership. https://sodiumhq.com/changelog/2026/07#2026-07-19-import-contacts-by-csv https://sodiumhq.com/changelog#2026-07-19-import-contacts-by-csv Sun, 19 Jul 2026 12:00:00 GMT New Data Import & Export Bring contacts in separately from clients, with their own import wizard. https://sodiumhq.com/changelog/2026/07#2026-07-18-smarter-template-editor https://sodiumhq.com/changelog#2026-07-18-smarter-template-editor Sat, 18 Jul 2026 12:00:00 GMT Improved Content Management Template tokens now autocomplete, show as coloured chips, and get flagged if something's wrong with the syntax. https://sodiumhq.com/changelog/2026/07#2026-07-18-business-email-as-a-recipient-option https://sodiumhq.com/changelog#2026-07-18-business-email-as-a-recipient-option Sat, 18 Jul 2026 12:00:00 GMT Improved Email Business Email is now available as a recipient option when sending to a client. https://sodiumhq.com/changelog/2026/07#2026-07-17-related-clients https://sodiumhq.com/changelog#2026-07-17-related-clients Fri, 17 Jul 2026 12:00:00 GMT New Client Management Link related clients together on the client record. https://sodiumhq.com/changelog/2026/07#2026-07-17-merge-duplicate-contacts https://sodiumhq.com/changelog#2026-07-17-merge-duplicate-contacts Fri, 17 Jul 2026 12:00:00 GMT New Client Management Merge two contact records that turned out to be the same person. https://sodiumhq.com/changelog/2026/07#2026-07-17-clearer-import-status https://sodiumhq.com/changelog#2026-07-17-clearer-import-status Fri, 17 Jul 2026 12:00:00 GMT Improved Data Import & Export See accurate progress on a CSV import, and refreshing the page no longer loses your place. https://sodiumhq.com/changelog/2026/07#2026-07-17-import-from-ignition-and-better-pixie-imports https://sodiumhq.com/changelog#2026-07-17-import-from-ignition-and-better-pixie-imports Fri, 17 Jul 2026 12:00:00 GMT New Data Import & Export Bring your client data across from Ignition, and CSV imports from Pixie handle more fields correctly. https://sodiumhq.com/changelog/2026/07#2026-07-16-per-proposal-direct-debit-and-id-verification https://sodiumhq.com/changelog#2026-07-16-per-proposal-direct-debit-and-id-verification Thu, 16 Jul 2026 12:00:00 GMT New Proposals Turn Direct Debit collection and ID verification on or off for an individual proposal, instead of using the practice default. https://sodiumhq.com/changelog/2026/07#2026-07-16-service-dialog-with-many-pricing-factors https://sodiumhq.com/changelog#2026-07-16-service-dialog-with-many-pricing-factors Thu, 16 Jul 2026 12:00:00 GMT Fixed Services & Pricing A service dialog with many pricing factors no longer runs off the bottom of the screen. https://sodiumhq.com/changelog/2026/07#2026-07-15-sales-pipeline https://sodiumhq.com/changelog#2026-07-15-sales-pipeline Wed, 15 Jul 2026 12:00:00 GMT New Sales Pipeline A CRM built into your practice management: track prospects through a drag-and-drop sales funnel. https://sodiumhq.com/changelog/2026/07#2026-07-15-better-client-search https://sodiumhq.com/changelog#2026-07-15-better-client-search Wed, 15 Jul 2026 12:00:00 GMT Improved Client Management Client search returns more relevant matches. https://sodiumhq.com/changelog/2026/07#2026-07-14-shared-drives-in-google-drive https://sodiumhq.com/changelog#2026-07-14-shared-drives-in-google-drive Tue, 14 Jul 2026 12:00:00 GMT New Document Storage Point document storage at a Google Shared Drive, not just My Drive. https://sodiumhq.com/changelog/2026/07#2026-07-14-price-overrides-on-duplicated-tiered-services https://sodiumhq.com/changelog#2026-07-14-price-overrides-on-duplicated-tiered-services Tue, 14 Jul 2026 12:00:00 GMT Fixed Services & Pricing Duplicating a tiered service now keeps its price overrides. https://sodiumhq.com/changelog/2026/07#2026-07-13-decimal-pricing-factors https://sodiumhq.com/changelog#2026-07-13-decimal-pricing-factors Mon, 13 Jul 2026 12:00:00 GMT Fixed Services & Pricing Pricing factors now accept decimal values. https://sodiumhq.com/changelog/2026/07#2026-07-12-snooze-chasing https://sodiumhq.com/changelog#2026-07-12-snooze-chasing Sun, 12 Jul 2026 12:00:00 GMT New Document Requests Pause the automatic chase reminders on a document request or item for a while. https://sodiumhq.com/changelog/2026/07#2026-07-10-conditional-workflow-steps https://sodiumhq.com/changelog#2026-07-10-conditional-workflow-steps Fri, 10 Jul 2026 12:00:00 GMT New Workflow Steps Show or skip a workflow step based on an earlier answer or field value. https://sodiumhq.com/changelog/2026/07#2026-07-10-date-basis-on-saved-views https://sodiumhq.com/changelog#2026-07-10-date-basis-on-saved-views Fri, 10 Jul 2026 12:00:00 GMT Improved Saved Views A saved view can now filter by a specific date basis, or by any date. https://sodiumhq.com/changelog/2026/07#2026-07-10-time-tracking https://sodiumhq.com/changelog#2026-07-10-time-tracking Fri, 10 Jul 2026 12:00:00 GMT New Time Tracking Start a timer from any task and the time lands on the client record, ready to bill. https://sodiumhq.com/changelog/2026/07#2026-07-10-consistent-workflow-step-failure-notifications https://sodiumhq.com/changelog#2026-07-10-consistent-workflow-step-failure-notifications Fri, 10 Jul 2026 12:00:00 GMT Improved Workflow Steps See a consistent notification when a workflow step fails, wherever it happens. https://sodiumhq.com/changelog/2026/07#2026-07-09-more-reliable-workflow-step-execution https://sodiumhq.com/changelog#2026-07-09-more-reliable-workflow-step-execution Thu, 09 Jul 2026 12:00:00 GMT Improved Workflow Steps A workflow step now runs exactly once, even if the system retries in the background. https://sodiumhq.com/changelog/2026/07#2026-07-08-new-reports-with-descriptions-and-favourites https://sodiumhq.com/changelog#2026-07-08-new-reports-with-descriptions-and-favourites Wed, 08 Jul 2026 12:00:00 GMT New Reporting Five new reports added to the reporting suite - Service Delivery, Client Responsiveness, WIP Ageing, Team Workload and Workflow Step Analysis - each with a description of what it shows, and you can mark your favourites. https://sodiumhq.com/changelog/2026/07#2026-07-07-default-email-connection https://sodiumhq.com/changelog#2026-07-07-default-email-connection Tue, 07 Jul 2026 12:00:00 GMT Fixed Email You can no longer accidentally remove your default email connection. https://sodiumhq.com/changelog/2026/07#2026-07-07-task-history https://sodiumhq.com/changelog#2026-07-07-task-history Tue, 07 Jul 2026 12:00:00 GMT New Tasks See a full history of changes and stage changes on a task, in order. https://sodiumhq.com/changelog/2026/07#2026-07-06-bulk-email https://sodiumhq.com/changelog#2026-07-06-bulk-email Mon, 06 Jul 2026 12:00:00 GMT New Bulk Email Email hundreds of clients at once, each message personalised from their record. https://sodiumhq.com/changelog/2026/07#2026-07-06-separate-send-and-read-sharing-on-a-mailbox-connection https://sodiumhq.com/changelog#2026-07-06-separate-send-and-read-sharing-on-a-mailbox-connection Mon, 06 Jul 2026 12:00:00 GMT Improved Connected Mailbox Share a mailbox connection for sending only, reading only, or both. https://sodiumhq.com/changelog/2026/07#2026-07-05-live-updates-on-tasks https://sodiumhq.com/changelog#2026-07-05-live-updates-on-tasks Sun, 05 Jul 2026 12:00:00 GMT New Tasks Task notes, checklists and workflow steps now update live for everyone viewing them, without needing to refresh. https://sodiumhq.com/changelog/2026/07#2026-07-04-share-a-saved-view https://sodiumhq.com/changelog#2026-07-04-share-a-saved-view Sat, 04 Jul 2026 12:00:00 GMT New Saved Views Share a saved filter view with your team instead of keeping it to yourself. https://sodiumhq.com/changelog/2026/07#2026-07-04-template-token-and-content-block-edge-cases https://sodiumhq.com/changelog#2026-07-04-template-token-and-content-block-edge-cases Sat, 04 Jul 2026 12:00:00 GMT Fixed Content Management Dictionary tokens now match regardless of case, and a content block that referenced itself no longer breaks the document. https://sodiumhq.com/changelog/2026/07#2026-07-03-setup-fee-on-services https://sodiumhq.com/changelog#2026-07-03-setup-fee-on-services Fri, 03 Jul 2026 12:00:00 GMT New Services & Pricing Add a one-off setup fee to a service, on top of its recurring price. https://sodiumhq.com/changelog/2026/06#2026-06-30-update-client-data-workflow-step https://sodiumhq.com/changelog#2026-06-30-update-client-data-workflow-step Tue, 30 Jun 2026 12:00:00 GMT New Workflow Steps A new workflow step type that presents client and custom fields for review, so you can update the client record as part of a workflow. https://sodiumhq.com/changelog/2026/06#2026-06-30-ready-to-send-tab https://sodiumhq.com/changelog#2026-06-30-ready-to-send-tab Tue, 30 Jun 2026 12:00:00 GMT New Requests A new tab shows every outbound workflow step waiting to go, so you can review, assign or send in bulk. https://sodiumhq.com/changelog/2026/06#2026-06-30-search-and-filter-your-team https://sodiumhq.com/changelog#2026-06-30-search-and-filter-your-team Tue, 30 Jun 2026 12:00:00 GMT Improved User Management Find a team member on the Users screen with search and a status filter. https://sodiumhq.com/changelog/2026/06#2026-06-28-custom-fields-in-csv-import-and-export https://sodiumhq.com/changelog#2026-06-28-custom-fields-in-csv-import-and-export Sun, 28 Jun 2026 12:00:00 GMT New Data Import & Export Map your custom fields when importing clients, and include them when you export. https://sodiumhq.com/changelog/2026/06#2026-06-26-choose-a-sharepoint-drive-per-client https://sodiumhq.com/changelog#2026-06-26-choose-a-sharepoint-drive-per-client Fri, 26 Jun 2026 12:00:00 GMT New Document Storage Point a client's document storage at a specific SharePoint drive instead of the default. https://sodiumhq.com/changelog/2026/06#2026-06-26-bulk-service-assignment https://sodiumhq.com/changelog#2026-06-26-bulk-service-assignment Fri, 26 Jun 2026 12:00:00 GMT New Services & Pricing Add or remove a service across many clients at once. https://sodiumhq.com/changelog/2026/06#2026-06-25-custom-columns-on-the-tasks-list https://sodiumhq.com/changelog#2026-06-25-custom-columns-on-the-tasks-list Thu, 25 Jun 2026 12:00:00 GMT New Tasks Choose which columns show on your tasks list. https://sodiumhq.com/changelog/2026/06#2026-06-24-import-services-from-more-platforms https://sodiumhq.com/changelog#2026-06-24-import-services-from-more-platforms Wed, 24 Jun 2026 12:00:00 GMT Improved Data Import & Export Service CSV import now works for Bright Manager and other platforms, not just Engager. https://sodiumhq.com/changelog/2026/06#2026-06-21-statutory-and-key-date-driven-recurring-tasks https://sodiumhq.com/changelog#2026-06-21-statutory-and-key-date-driven-recurring-tasks Sun, 21 Jun 2026 12:00:00 GMT New Recurring Tasks Base a recurring task's due date on your VAT stagger, tax months and quarters, or another statutory date, instead of a fixed pattern. https://sodiumhq.com/changelog/2026/06#2026-06-21-import-and-export-recurring-task-templates https://sodiumhq.com/changelog#2026-06-21-import-and-export-recurring-task-templates Sun, 21 Jun 2026 12:00:00 GMT New Recurring Tasks Bring a recurring task's full configuration in or out as a file. https://sodiumhq.com/changelog/2026/06#2026-06-20-client-teams https://sodiumhq.com/changelog#2026-06-20-client-teams Sat, 20 Jun 2026 12:00:00 GMT New Client Teams Group clients by team, and let a client belong to more than one team, so access and assignment follow your practice's real structure. https://sodiumhq.com/changelog/2026/06#2026-06-19-dropdown-conditionals-on-data-forms https://sodiumhq.com/changelog#2026-06-19-dropdown-conditionals-on-data-forms Fri, 19 Jun 2026 12:00:00 GMT Improved Forms Base a conditional question on a dropdown answer, not just yes/no. https://sodiumhq.com/changelog/2026/06#2026-06-19-save-progress-and-preview-data-forms https://sodiumhq.com/changelog#2026-06-19-save-progress-and-preview-data-forms Fri, 19 Jun 2026 12:00:00 GMT Improved Forms A client can save a data form partway through and come back later, and you can preview a form before sending it. https://sodiumhq.com/changelog/2026/06#2026-06-18-richer-email-composing https://sodiumhq.com/changelog#2026-06-18-richer-email-composing Thu, 18 Jun 2026 12:00:00 GMT Improved Connected Mailbox Compose emails with a full HTML editor, and send without a subject line when you don't need one. https://sodiumhq.com/changelog/2026/06#2026-06-15-better-bright-manager-imports https://sodiumhq.com/changelog#2026-06-15-better-bright-manager-imports Mon, 15 Jun 2026 12:00:00 GMT Improved Data Import & Export CSV imports from Bright Manager now handle more fields correctly. https://sodiumhq.com/changelog/2026/06#2026-06-15-service-stage-shown-on-tasks https://sodiumhq.com/changelog#2026-06-15-service-stage-shown-on-tasks Mon, 15 Jun 2026 12:00:00 GMT Improved Tasks A task now shows the client's current service stage. https://sodiumhq.com/changelog/2026/06#2026-06-15-aml-checks-during-onboarding https://sodiumhq.com/changelog#2026-06-15-aml-checks-during-onboarding Mon, 15 Jun 2026 12:00:00 GMT New Client Onboarding Run an AML risk assessment as part of bringing a new client on, instead of as a separate step. https://sodiumhq.com/changelog/2026/06#2026-06-13-disconnect-a-broken-email-connection https://sodiumhq.com/changelog#2026-06-13-disconnect-a-broken-email-connection Sat, 13 Jun 2026 12:00:00 GMT Improved Connected Mailbox Remove an expired or broken email connection yourself, without needing support. https://sodiumhq.com/changelog/2026/06#2026-06-13-grouped-field-pickers-on-import https://sodiumhq.com/changelog#2026-06-13-grouped-field-pickers-on-import Sat, 13 Jun 2026 12:00:00 GMT Improved Data Import & Export CSV import field mapping now groups related fields together, so long lists are easier to scan. https://sodiumhq.com/changelog/2026/06#2026-06-12-file-uploads-and-conditional-questions-on-data-forms https://sodiumhq.com/changelog#2026-06-12-file-uploads-and-conditional-questions-on-data-forms Fri, 12 Jun 2026 12:00:00 GMT New Forms Let a form question only appear when an earlier answer matches, and let clients attach a file as their answer. https://sodiumhq.com/changelog/2026/06#2026-06-12-correct-addresses-on-client-import-and-export https://sodiumhq.com/changelog#2026-06-12-correct-addresses-on-client-import-and-export Fri, 12 Jun 2026 12:00:00 GMT Improved Data Import & Export CSV import and export now carries the right address for each client type - registered address for companies, contact address for individuals. https://sodiumhq.com/changelog/2026/06#2026-06-11-socket-integration https://sodiumhq.com/changelog#2026-06-11-socket-integration Thu, 11 Jun 2026 12:00:00 GMT New Socket Import clients and proposals won in Socket straight into Sodium. https://sodiumhq.com/changelog/2026/06#2026-06-11-invited-status-on-the-users-list https://sodiumhq.com/changelog#2026-06-11-invited-status-on-the-users-list Thu, 11 Jun 2026 12:00:00 GMT Fixed User Management A team member's status now updates from Invited once they accept, instead of staying stuck. https://sodiumhq.com/changelog/2026/06#2026-06-11-notified-when-a-client-responds-to-an-approval https://sodiumhq.com/changelog#2026-06-11-notified-when-a-client-responds-to-an-approval Thu, 11 Jun 2026 12:00:00 GMT New Document Approvals Get notified as soon as a client approves or rejects a document you've sent for review. https://sodiumhq.com/changelog/2026/06#2026-06-09-type-to-confirm-before-deleting-a-client https://sodiumhq.com/changelog#2026-06-09-type-to-confirm-before-deleting-a-client Tue, 09 Jun 2026 12:00:00 GMT Improved Client Management Deleting a client now asks you for a confirmation step first, so it can't happen by accident. https://sodiumhq.com/changelog/2026/06#2026-06-08-set-chase-frequency-per-item https://sodiumhq.com/changelog#2026-06-08-set-chase-frequency-per-item Mon, 08 Jun 2026 12:00:00 GMT Improved Document Requests Choose how often Sodium chases each outstanding item, not just the whole request. https://sodiumhq.com/changelog/2026/06#2026-06-08-drafts-in-the-combined-inbox https://sodiumhq.com/changelog#2026-06-08-drafts-in-the-combined-inbox Mon, 08 Jun 2026 12:00:00 GMT Improved Connected Mailbox See your Drafts folder alongside everything else in the combined mailbox view. https://sodiumhq.com/changelog/2026/06#2026-06-05-more-detail-filters-and-sorting-on-the-requests-tab https://sodiumhq.com/changelog#2026-06-05-more-detail-filters-and-sorting-on-the-requests-tab Fri, 05 Jun 2026 12:00:00 GMT Improved Requests See which task a request belongs to, filter the list further, and sort it the way you want. https://sodiumhq.com/changelog/2026/06#2026-06-03-bulk-set-task-category https://sodiumhq.com/changelog#2026-06-03-bulk-set-task-category Wed, 03 Jun 2026 12:00:00 GMT New Tasks Select multiple tasks and set their category in one action. https://sodiumhq.com/changelog/2026/06#2026-06-01-clearer-shared-mailbox-permissions https://sodiumhq.com/changelog#2026-06-01-clearer-shared-mailbox-permissions Mon, 01 Jun 2026 12:00:00 GMT Improved Connected Mailbox Only the owner of a shared mailbox connection can toggle Receive Emails, and everyone sharing it now sees a warning that the whole mailbox is visible. https://sodiumhq.com/changelog/2026/06#2026-06-01-onedrive-file-actions https://sodiumhq.com/changelog#2026-06-01-onedrive-file-actions Mon, 01 Jun 2026 12:00:00 GMT Fixed Document Storage File actions on OneDrive documents now apply to the right drive. https://sodiumhq.com/changelog/2026/05#2026-05-30-required-yes-no-questions-on-data-forms https://sodiumhq.com/changelog#2026-05-30-required-yes-no-questions-on-data-forms Sat, 30 May 2026 12:00:00 GMT Fixed Forms A required Yes/No question on a data form is now correctly enforced, on both the practice and client-portal side. https://sodiumhq.com/changelog/2026/05#2026-05-30-faster-checklist-saves https://sodiumhq.com/changelog#2026-05-30-faster-checklist-saves Sat, 30 May 2026 12:00:00 GMT Improved Tasks Ticking a checklist item now saves instantly; editing its text still saves explicitly. https://sodiumhq.com/changelog/2026/05#2026-05-29-requests-tab https://sodiumhq.com/changelog#2026-05-29-requests-tab Fri, 29 May 2026 12:00:00 GMT New Requests One screen for everything you're waiting to send - proposals, document requests, forms and more. https://sodiumhq.com/changelog/2026/05#2026-05-29-more-template-tokens https://sodiumhq.com/changelog#2026-05-29-more-template-tokens Fri, 29 May 2026 12:00:00 GMT Improved Content Management More client details are now available as template tokens - VAT dates, contact details, date of birth, address and custom fields of every type. https://sodiumhq.com/changelog/2026/05#2026-05-28-clearer-document-storage-icons https://sodiumhq.com/changelog#2026-05-28-clearer-document-storage-icons Thu, 28 May 2026 12:00:00 GMT Improved Document Storage File-type icons make it easier to scan a document list, and you can turn off automatic folder creation. https://sodiumhq.com/changelog/2026/05#2026-05-28-task-due-dates-across-month-ends https://sodiumhq.com/changelog#2026-05-28-task-due-dates-across-month-ends Thu, 28 May 2026 12:00:00 GMT Fixed Tasks Due dates set near the end of a month no longer drift when the next month is shorter. https://sodiumhq.com/changelog/2026/05#2026-05-27-client-portal-branding https://sodiumhq.com/changelog#2026-05-27-client-portal-branding Wed, 27 May 2026 12:00:00 GMT New Client Portal Add your logo and colours so the portal your clients see is unmistakably yours. https://sodiumhq.com/changelog/2026/05#2026-05-27-header-footer-and-background-images-on-pdfs https://sodiumhq.com/changelog#2026-05-27-header-footer-and-background-images-on-pdfs Wed, 27 May 2026 12:00:00 GMT New Document Templates Add a header, footer and background image to your generated PDF documents. https://sodiumhq.com/changelog/2026/05#2026-05-26-basic-letter-template https://sodiumhq.com/changelog#2026-05-26-basic-letter-template Tue, 26 May 2026 12:00:00 GMT New Document Templates Start a new document from a plain letter template. https://sodiumhq.com/changelog/2026/05#2026-05-25-create-documents-from-templates https://sodiumhq.com/changelog#2026-05-25-create-documents-from-templates Mon, 25 May 2026 12:00:00 GMT New Document Templates Generate a document straight from a template, ready to send or download. https://sodiumhq.com/changelog/2026/05#2026-05-25-revert-imported-content-back-to-the-library-version https://sodiumhq.com/changelog#2026-05-25-revert-imported-content-back-to-the-library-version Mon, 25 May 2026 12:00:00 GMT Improved Practice Documents Templates, letters and forms you've customised from the library can now be reverted to the original, with a clear indicator when the library version has since moved on. https://sodiumhq.com/changelog/2026/05#2026-05-23-xama-contact-sync-and-status-badges https://sodiumhq.com/changelog#2026-05-23-xama-contact-sync-and-status-badges Sat, 23 May 2026 12:00:00 GMT New AML Compliance AML contacts now sync automatically with Xama, and a status badge shows where each check stands at a glance. https://sodiumhq.com/changelog/2026/05#2026-05-23-kanban-boards https://sodiumhq.com/changelog#2026-05-23-kanban-boards Sat, 23 May 2026 12:00:00 GMT New Kanban Boards See every client's progress through a service on a drag-and-drop board, with time-in-stage tracking built in. https://sodiumhq.com/changelog/2026/05#2026-05-22-reconnect-a-broken-mailbox-from-one-place https://sodiumhq.com/changelog#2026-05-22-reconnect-a-broken-mailbox-from-one-place Fri, 22 May 2026 12:00:00 GMT Improved Connected Mailbox See mailbox connection errors and reconnect without leaving the page. https://sodiumhq.com/changelog/2026/05#2026-05-22-checklists-on-onboarding-tasks https://sodiumhq.com/changelog#2026-05-22-checklists-on-onboarding-tasks Fri, 22 May 2026 12:00:00 GMT New Client Onboarding Add a checklist to an onboarding task, the same as any other task. https://sodiumhq.com/changelog/2026/05#2026-05-22-folder-paths-in-the-portal https://sodiumhq.com/changelog#2026-05-22-folder-paths-in-the-portal Fri, 22 May 2026 12:00:00 GMT Improved Client Portal Documents uploaded through Client Portal keep their folder path instead of landing in one flat list. https://sodiumhq.com/changelog/2026/05#2026-05-21-group-your-custom-fields https://sodiumhq.com/changelog#2026-05-21-group-your-custom-fields Thu, 21 May 2026 12:00:00 GMT New Custom Fields Organise custom fields into groups so they display together on the client record. https://sodiumhq.com/changelog/2026/05#2026-05-21-skip-onboarding-tasks-on-import https://sodiumhq.com/changelog#2026-05-21-skip-onboarding-tasks-on-import Thu, 21 May 2026 12:00:00 GMT Improved Client Onboarding Choose whether CSV-imported clients get onboarding tasks or go straight to active. https://sodiumhq.com/changelog/2026/05#2026-05-20-bulk-delete-tasks https://sodiumhq.com/changelog#2026-05-20-bulk-delete-tasks Wed, 20 May 2026 12:00:00 GMT New Tasks Select multiple tasks and delete them in one action. https://sodiumhq.com/changelog/2026/05#2026-05-20-match-outbound-email-to-your-client-manager https://sodiumhq.com/changelog#2026-05-20-match-outbound-email-to-your-client-manager Wed, 20 May 2026 12:00:00 GMT New Email Turn on an option to send client emails from the connection that matches the client's manager, instead of always using the default. https://sodiumhq.com/changelog/2026/05#2026-05-19-custom-forms https://sodiumhq.com/changelog#2026-05-19-custom-forms Tue, 19 May 2026 12:00:00 GMT New Forms Build your own forms with custom questions, send them to clients and see the answers land straight on the client record. https://sodiumhq.com/changelog/2026/05#2026-05-19-document-requests-without-client-portal https://sodiumhq.com/changelog#2026-05-19-document-requests-without-client-portal Tue, 19 May 2026 12:00:00 GMT New Document Requests Send document requests, forms and other client-facing tools even if you haven't turned on Client Portal. https://sodiumhq.com/changelog/2026/05#2026-05-19-box-integration https://sodiumhq.com/changelog#2026-05-19-box-integration Tue, 19 May 2026 12:00:00 GMT New Document Storage Connect Box alongside Google Drive, OneDrive, SharePoint and Dropbox, including external folders and subfolders. https://sodiumhq.com/changelog/2026/05#2026-05-18-professional-body-in-your-templates https://sodiumhq.com/changelog#2026-05-18-professional-body-in-your-templates Mon, 18 May 2026 12:00:00 GMT Improved Engagement Letters Engagement letter templates can now reference your professional body by name. https://sodiumhq.com/changelog/2026/05#2026-05-17-document-request-preview-crash https://sodiumhq.com/changelog#2026-05-17-document-request-preview-crash Sun, 17 May 2026 12:00:00 GMT Fixed Document Requests Previewing a document-request workflow step no longer fails for clients with a lot of existing requests. https://sodiumhq.com/changelog/2026/05#2026-05-17-workflow-attached-automatically-on-acceptance https://sodiumhq.com/changelog#2026-05-17-workflow-attached-automatically-on-acceptance Sun, 17 May 2026 12:00:00 GMT New Proposals Accepting a proposal now creates the onboarding task with its full workflow already attached. https://sodiumhq.com/changelog/2026/05#2026-05-16-folder-navigation-in-your-inbox https://sodiumhq.com/changelog#2026-05-16-folder-navigation-in-your-inbox Sat, 16 May 2026 12:00:00 GMT New Connected Mailbox Browse your connected mailbox by folder, with unread counts, directly inside Sodium. https://sodiumhq.com/changelog/2026/05#2026-05-12-fixed-amount-pricing-factors https://sodiumhq.com/changelog#2026-05-12-fixed-amount-pricing-factors Tue, 12 May 2026 12:00:00 GMT New Services & Pricing Price a service with a fixed amount, not just a percentage, when building pricing factors. https://sodiumhq.com/changelog/2026/05#2026-05-12-import-and-export-client-services https://sodiumhq.com/changelog#2026-05-12-import-and-export-client-services Tue, 12 May 2026 12:00:00 GMT New Data Import & Export Move a client's services in and out of Sodium by CSV, including bringing across a whole service catalogue from Engager. https://sodiumhq.com/changelog/2026/05#2026-05-12-team-assignments-in-the-tasks-list https://sodiumhq.com/changelog#2026-05-12-team-assignments-in-the-tasks-list Tue, 12 May 2026 12:00:00 GMT Improved Task Teams See at a glance which team a task is assigned to, right in the list and the calendar day view. https://sodiumhq.com/changelog/2026/05#2026-05-10-better-engager-csv-imports https://sodiumhq.com/changelog#2026-05-10-better-engager-csv-imports Sun, 10 May 2026 12:00:00 GMT Improved Data Import & Export Importing clients from Engager now matches on HMRC references and user names, and brings across each client's VAT-registered status. https://sodiumhq.com/changelog/2026/05#2026-05-08-smart-names-for-recurring-tasks https://sodiumhq.com/changelog#2026-05-08-smart-names-for-recurring-tasks Fri, 08 May 2026 12:00:00 GMT New Recurring Tasks Set a name template with tokens for things like client name, date and quarter, and every task it creates fills them in automatically. https://sodiumhq.com/changelog/2026/05#2026-05-07-sodium-is-live https://sodiumhq.com/changelog#2026-05-07-sodium-is-live Thu, 07 May 2026 12:00:00 GMT New General Sodium opens its doors: client management, tasks, workflows, proposals and engagement letters, ready for UK practices.