https://sodiumhq.com/changelog Every new feature, improvement, fix and speed-up shipped to Sodium practice management since launch. en-gb Sun, 04 Oct 2026 12:00:00 GMT https://sodiumhq.com/changelog/2026/10#2026-10-04-notifications https://sodiumhq.com/changelog#2026-10-04-notifications Sun, 04 Oct 2026 12:00:00 GMT New 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. https://sodiumhq.com/changelog/2026/10#2026-10-04-planned-dates-for-workflow-steps https://sodiumhq.com/changelog#2026-10-04-planned-dates-for-workflow-steps Sun, 04 Oct 2026 12:00:00 GMT New 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. https://sodiumhq.com/changelog/2026/10#2026-10-03-preparer-and-reviewer-on-client-services https://sodiumhq.com/changelog#2026-10-03-preparer-and-reviewer-on-client-services Sat, 03 Oct 2026 12:00:00 GMT New Services & Pricing 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. https://sodiumhq.com/changelog/2026/10#2026-10-03-workflow-or-manual-time-estimate https://sodiumhq.com/changelog#2026-10-03-workflow-or-manual-time-estimate Sat, 03 Oct 2026 12:00:00 GMT Improved Tasks 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. https://sodiumhq.com/changelog/2026/10#2026-10-03-planned-against-actual-in-the-time-export https://sodiumhq.com/changelog#2026-10-03-planned-against-actual-in-the-time-export Sat, 03 Oct 2026 12:00:00 GMT Improved Time Tracking The time export now includes Workflow Step, Step Estimate and Task Estimate columns. https://sodiumhq.com/changelog/2026/10#2026-10-03-deal-value-and-likelihood-on-pipelines https://sodiumhq.com/changelog#2026-10-03-deal-value-and-likelihood-on-pipelines Sat, 03 Oct 2026 12:00:00 GMT New Sales Pipeline 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. https://sodiumhq.com/changelog/2026/10#2026-10-03-service-time-drills-down-to-tasks-and-steps https://sodiumhq.com/changelog#2026-10-03-service-time-drills-down-to-tasks-and-steps Sat, 03 Oct 2026 12:00:00 GMT Improved Reporting 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. https://sodiumhq.com/changelog/2026/10#2026-10-02-rates-by-task-category-and-service https://sodiumhq.com/changelog#2026-10-02-rates-by-task-category-and-service Fri, 02 Oct 2026 12:00:00 GMT New Time Tracking 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. https://sodiumhq.com/changelog/2026/10#2026-10-02-export-time-entries https://sodiumhq.com/changelog#2026-10-02-export-time-entries Fri, 02 Oct 2026 12:00:00 GMT New Time Tracking Export individual time entries for a date range to CSV from the Time page, filtered by team member and client. https://sodiumhq.com/changelog/2026/10#2026-10-01-choose-who-gets-a-resent-request https://sodiumhq.com/changelog#2026-10-01-choose-who-gets-a-resent-request Thu, 01 Oct 2026 12:00:00 GMT Improved Requests 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. https://sodiumhq.com/changelog/2026/09#2026-09-30-link-a-single-conversation-to-a-client https://sodiumhq.com/changelog#2026-09-30-link-a-single-conversation-to-a-client Wed, 30 Sep 2026 12:00:00 GMT New Connected Mailbox Link to client now offers "Only this conversation" alongside all emails from the address or the domain, and each option says what it will do, including for future emails. Remove an email from a client from its badge. https://sodiumhq.com/changelog/2026/09#2026-09-30-move-emails-between-folders https://sodiumhq.com/changelog#2026-09-30-move-emails-between-folders Wed, 30 Sep 2026 12:00:00 GMT New Connected Mailbox Drag a conversation onto a folder to move it, or use the new Move button on the conversation toolbar to pick a folder. https://sodiumhq.com/changelog/2026/09#2026-09-28-export-contacts https://sodiumhq.com/changelog#2026-09-28-export-contacts Mon, 28 Sep 2026 12:00:00 GMT New Contacts Download every contact, or just the ones you filter to, with each client they're linked to and their job title, in the same format the contacts import reads. Import and Export now sit on the contacts list. https://sodiumhq.com/changelog/2026/09#2026-09-28-merge-duplicates-in-bulk https://sodiumhq.com/changelog#2026-09-28-merge-duplicates-in-bulk Mon, 28 Sep 2026 12:00:00 GMT New Contacts Search and filter duplicates by confidence and by whether they're ready to merge, then tick the ready contact groups and merge them in one go. Different roles on the same client are now combined, and "Ann Mary" now matches an Ann whose middle name is Mary. https://sodiumhq.com/changelog/2026/09#2026-09-28-payables-in-client-books https://sodiumhq.com/changelog#2026-09-28-payables-in-client-books Mon, 28 Sep 2026 12:00:00 GMT New Client Books See what a client owes alongside what they're owed on their Books tab. https://sodiumhq.com/changelog/2026/09#2026-09-28-search-client-notes https://sodiumhq.com/changelog#2026-09-28-search-client-notes Mon, 28 Sep 2026 12:00:00 GMT Improved Client Management Client notes are now searchable. https://sodiumhq.com/changelog/2026/09#2026-09-28-smaller-fixes https://sodiumhq.com/changelog#2026-09-28-smaller-fixes Mon, 28 Sep 2026 12:00:00 GMT Fixed General "Link to client" stays available on emails that already have a client link, the time box no longer cuts off in Firefox, saved view icons display properly, saved views page correctly past the first page, and the Import Clients page fits on one screen. https://sodiumhq.com/changelog/2026/09#2026-09-27-find-and-merge-duplicate-contacts https://sodiumhq.com/changelog#2026-09-27-find-and-merge-duplicate-contacts Sun, 27 Sep 2026 12:00:00 GMT New Contacts A new Duplicates page groups contacts that are probably the same person as Certain, Strong or Possible, with the reason. Merge them side by side: pick the values to keep, see the result before saving, keep every email and phone number, and carry client links and portal access across. https://sodiumhq.com/changelog/2026/09#2026-09-27-merge-from-the-contacts-list https://sodiumhq.com/changelog#2026-09-27-merge-from-the-contacts-list Sun, 27 Sep 2026 12:00:00 GMT New Contacts Tick two to four contacts on the contacts list and merge them. Merge Duplicate on a contact now starts with its likely duplicates already ticked. https://sodiumhq.com/changelog/2026/09#2026-09-25-filter-and-bulk-delete-contacts https://sodiumhq.com/changelog#2026-09-25-filter-and-bulk-delete-contacts Fri, 25 Sep 2026 12:00:00 GMT New Contacts Filter the contacts list by linked clients, email, source and portal access, and delete several contacts that aren't linked to a client in one go. https://sodiumhq.com/changelog/2026/09#2026-09-24-contacts-import-finds-clients-your-way https://sodiumhq.com/changelog#2026-09-24-contacts-import-finds-clients-your-way Thu, 24 Sep 2026 12:00:00 GMT Improved Data Import & Export When importing contacts, choose how each row finds its client: by name, client code, company number, internal reference or NI number. https://sodiumhq.com/changelog/2026/09#2026-09-24-imports-match-people-to-the-right-client https://sodiumhq.com/changelog#2026-09-24-imports-match-people-to-the-right-client Thu, 24 Sep 2026 12:00:00 GMT Fixed Data Import & Export A row naming a person now matches that person's own client, not a company they happen to be the main contact of. https://sodiumhq.com/changelog/2026/09#2026-09-24-imports-wait-their-turn https://sodiumhq.com/changelog#2026-09-24-imports-wait-their-turn Thu, 24 Sep 2026 12:00:00 GMT Improved Data Import & Export A practice's imports now run one at a time. The import screen shows when an import is queued and keeps watching it until it finishes. https://sodiumhq.com/changelog/2026/09#2026-09-21-vat-shown-on-invoice-submissions https://sodiumhq.com/changelog#2026-09-21-vat-shown-on-invoice-submissions Mon, 21 Sep 2026 12:00:00 GMT Fixed Client Billing Each line on an invoice submission now shows its VAT rate, with a net, VAT and gross total, so you approve the figure the client actually receives. https://sodiumhq.com/changelog/2026/09#2026-09-20-faster-task-lists https://sodiumhq.com/changelog#2026-09-20-faster-task-lists Sun, 20 Sep 2026 12:00:00 GMT Performance Tasks Task lists load noticeably quicker, especially in larger practices. As part of this, the Description column has been removed from the task list. https://sodiumhq.com/changelog/2026/09#2026-09-20-xero-bank-balances-on-the-books-tab https://sodiumhq.com/changelog#2026-09-20-xero-bank-balances-on-the-books-tab Sun, 20 Sep 2026 12:00:00 GMT Fixed Client Books Bank accounts on a Xero client's Books tab now show their real balance instead of Not reported. If a balance can't be read the row says Error, and it is left out of the totals. https://sodiumhq.com/changelog/2026/09#2026-09-18-charity-commission-register-lookup https://sodiumhq.com/changelog#2026-09-18-charity-commission-register-lookup Fri, 18 Sep 2026 12:00:00 GMT New Charities Search the Charity Commission register by name or number when adding a client, and refresh a client's details from the register later. Charitable companies and trusts carry their charity status and number, and CIOs now show as Charity (CIO). https://sodiumhq.com/changelog/2026/09#2026-09-18-charity-commission-deadlines-as-key-dates https://sodiumhq.com/changelog#2026-09-18-charity-commission-deadlines-as-key-dates Fri, 18 Sep 2026 12:00:00 GMT New Charities Annual Return Due, Accounts Due, Last Annual Return Received, Last Accounts Received and Financial Year End come from the register as key dates you can report on and schedule work against. https://sodiumhq.com/changelog/2026/09#2026-09-18-import-trustees-as-contacts https://sodiumhq.com/changelog#2026-09-18-import-trustees-as-contacts Fri, 18 Sep 2026 12:00:00 GMT New Charities Import trustees from the register straight into a client's contacts with a new Trustee role. Anyone already on the client is matched rather than duplicated. https://sodiumhq.com/changelog/2026/09#2026-09-18-only-income-accounts-when-coding-an-invoice-line https://sodiumhq.com/changelog#2026-09-18-only-income-accounts-when-coding-an-invoice-line Fri, 18 Sep 2026 12:00:00 GMT Improved Client Billing The account picker on an invoice line now lists only accounts that income can be posted to in Xero. https://sodiumhq.com/changelog/2026/09#2026-09-16-share-only-the-emails-you-choose-from-a-private-mailbox https://sodiumhq.com/changelog#2026-09-16-share-only-the-emails-you-choose-from-a-private-mailbox Wed, 16 Sep 2026 12:00:00 GMT New Connected Mailbox A mailbox owner now decides who can read what arrives: Only me, Only emails I choose to share, or Everyone in the practice. From any conversation, share just that thread, everything from the sender's address or their domain, or mark it Never share, and share or exclude whole folders from the connection's settings. Shared emails appear on the client's Emails tab and on linked tasks for colleagues. Exceptions always win, even in a mailbox open to everyone, and only the person who connected the mailbox can change them. https://sodiumhq.com/changelog/2026/09#2026-09-16-keep-a-single-email-private-in-a-shared-conversation https://sodiumhq.com/changelog#2026-09-16-keep-a-single-email-private-in-a-shared-conversation Wed, 16 Sep 2026 12:00:00 GMT New Connected Mailbox Never share this email on any message hides that one message from colleagues while the rest of the thread stays shared. Share it again from the same place. https://sodiumhq.com/changelog/2026/09#2026-09-14-all-received-mail-on-the-client-record https://sodiumhq.com/changelog#2026-09-14-all-received-mail-on-the-client-record Mon, 14 Sep 2026 12:00:00 GMT Improved Connected Mailbox The client's Emails tab now defaults to All received, so a message filed out of the inbox still shows against the client. With a single connected mailbox the tab shows that mailbox's own folders rather than the combined set. https://sodiumhq.com/changelog/2026/09#2026-09-13-request-counts-widget https://sodiumhq.com/changelog#2026-09-13-request-counts-widget Sun, 13 Sep 2026 12:00:00 GMT New Dashboard Outstanding counts for the Requests page: Ready to Send, Scheduled, Forms Awaiting Reply, Approvals Pending, Doc Requests Open, Docs to Review and Confirmations Open. Pick which tiles you want, and click one to land on that list already filtered. https://sodiumhq.com/changelog/2026/09#2026-09-12-schedule-a-document-approval-from-a-workflow-step https://sodiumhq.com/changelog#2026-09-12-schedule-a-document-approval-from-a-workflow-step Sat, 12 Sep 2026 12:00:00 GMT New Scheduled Send Send for Approval on a document approval step now offers the same schedule option as the Documents tab. The document stays hidden from the client until the send goes out. https://sodiumhq.com/changelog/2026/09#2026-09-11-mark-a-custom-field-as-required https://sodiumhq.com/changelog#2026-09-11-mark-a-custom-field-as-required Fri, 11 Sep 2026 12:00:00 GMT New Custom Fields Flag a field as required so letters and emails never merge a blank value, and see a tab listing every client still missing one. https://sodiumhq.com/changelog/2026/09#2026-09-11-fields-that-only-apply-to-some-clients https://sodiumhq.com/changelog#2026-09-11-fields-that-only-apply-to-some-clients Fri, 11 Sep 2026 12:00:00 GMT New Custom Fields Limit a custom field to clients who have a given service, so each client record only shows the fields relevant to the work you do for them. https://sodiumhq.com/changelog/2026/09#2026-09-11-preview-a-step-s-email-before-it-goes-out https://sodiumhq.com/changelog#2026-09-11-preview-a-step-s-email-before-it-goes-out Fri, 11 Sep 2026 12:00:00 GMT New Workflow Steps Open a preview of the email a workflow step will send, with any token that cannot be resolved marked in red so you can fix it before anyone receives it. https://sodiumhq.com/changelog/2026/09#2026-09-11-more-tokens-to-build-names-and-emails-from https://sodiumhq.com/changelog#2026-09-11-more-tokens-to-build-names-and-emails-from Fri, 11 Sep 2026 12:00:00 GMT Improved Content Management Task start dates, due dates and statutory deadlines are available as tokens, and a task's name can be built from the client's key dates. https://sodiumhq.com/changelog/2026/09#2026-09-11-recipient-name-look-up https://sodiumhq.com/changelog#2026-09-11-recipient-name-look-up Fri, 11 Sep 2026 12:00:00 GMT Improved Email Start typing a name when adding an email recipient and Sodium suggests matching addresses, with that client's own contacts first. https://sodiumhq.com/changelog/2026/09#2026-09-11-link-fields https://sodiumhq.com/changelog#2026-09-11-link-fields Fri, 11 Sep 2026 12:00:00 GMT New Custom Fields A new Link field type holds a web address and shows on the client record as a clickable link using the field's label. It can be asked on a form too, and the value must be a valid URL. https://sodiumhq.com/changelog/2026/09#2026-09-11-order-your-saved-views-in-the-menu https://sodiumhq.com/changelog#2026-09-11-order-your-saved-views-in-the-menu Fri, 11 Sep 2026 12:00:00 GMT Improved Saved Views A Menu order card on the Saved Views page lets you drag the views you have pinned into the order they appear under Clients and Tasks in the menu. The order is yours alone. https://sodiumhq.com/changelog/2026/09#2026-09-10-digital-signing-with-fusesign https://sodiumhq.com/changelog#2026-09-10-digital-signing-with-fusesign Thu, 10 Sep 2026 12:00:00 GMT New Digital Signing Connect FuseSign in Settings and send any PDF for a legally binding e-signature from the same Request Approval dialog: simple signing, or place the signature fields yourself. FuseSign collects signatures and reminds the client; the signed copy comes back as a new version of the document. https://sodiumhq.com/changelog/2026/09#2026-09-10-firmcheck-as-an-aml-provider https://sodiumhq.com/changelog#2026-09-10-firmcheck-as-an-aml-provider Thu, 10 Sep 2026 12:00:00 GMT New AML Compliance Connect Firmcheck instead of Xama. Link clients or create them from Sodium, push contacts across, and see AML status, risk level and next review date on the client record. Risk assessments, ID-verification requests and name search stay Xama-only. https://sodiumhq.com/changelog/2026/09#2026-09-10-bill-time-at-the-fee-you-agreed https://sodiumhq.com/changelog#2026-09-10-bill-time-at-the-fee-you-agreed Thu, 10 Sep 2026 12:00:00 GMT New Time Tracking Switch off Bill full amount and enter the fee. Sodium shows the write-off or write-on live, asks for a reason, and shows how the fee lands on each entry. Time the fee doesn't cover can be written off or left in WIP to bill later. https://sodiumhq.com/changelog/2026/09#2026-09-10-write-off-time-without-billing-it https://sodiumhq.com/changelog#2026-09-10-write-off-time-without-billing-it Thu, 10 Sep 2026 12:00:00 GMT New Time Tracking Write off open time with a reason, all of it or an amount spread across the entries, with the split shown before you save. https://sodiumhq.com/changelog/2026/09#2026-09-10-wip-value-report https://sodiumhq.com/changelog#2026-09-10-wip-value-report Thu, 10 Sep 2026 12:00:00 GMT New Reporting Billable time not yet billed or written off, valued at charge-out rates and aged from the day it was worked, by client, service or team member, with recovery to date. https://sodiumhq.com/changelog/2026/09#2026-09-10-write-off-analysis-report https://sodiumhq.com/changelog#2026-09-10-write-off-analysis-report Thu, 10 Sep 2026 12:00:00 GMT New Reporting Time written off, or on, against fees over a period, by reason, team member or client. Cost & Profit now shows billed, written-off and recovery figures too. https://sodiumhq.com/changelog/2026/09#2026-09-10-manage-your-write-off-reasons https://sodiumhq.com/changelog#2026-09-10-manage-your-write-off-reasons Thu, 10 Sep 2026 12:00:00 GMT New Time Tracking Add, rename and retire the reasons your team picks when writing time off, in Settings then Time Tracking. https://sodiumhq.com/changelog/2026/09#2026-09-10-unread-email-count-in-the-top-menu https://sodiumhq.com/changelog#2026-09-10-unread-email-count-in-the-top-menu Thu, 10 Sep 2026 12:00:00 GMT New Connected Mailbox A live unread count sits in the top bar, covering the mailboxes you can open and updating as mail arrives or is read. https://sodiumhq.com/changelog/2026/09#2026-09-10-faster-under-load https://sodiumhq.com/changelog#2026-09-10-faster-under-load Thu, 10 Sep 2026 12:00:00 GMT Performance General Client details, recurring task generation and the pending workflow steps list all return noticeably quicker at busy times. https://sodiumhq.com/changelog/2026/09#2026-09-09-imported-names-read-forename-first https://sodiumhq.com/changelog#2026-09-09-imported-names-read-forename-first Wed, 09 Sep 2026 12:00:00 GMT Fixed Client Management Individuals imported as "Smith, John" now read "John Smith" and sort with everyone else. A trading name in the name moves to Business Details. Organisation names are untouched. https://sodiumhq.com/changelog/2026/09#2026-09-09-document-versions https://sodiumhq.com/changelog#2026-09-09-document-versions Wed, 09 Sep 2026 12:00:00 GMT New Document Management For a document held on your storage platform, see its version history on the document page and upload a new version in place. The document keeps its name, links and approvals. https://sodiumhq.com/changelog/2026/09#2026-09-08-pin-a-note-to-the-dashboard https://sodiumhq.com/changelog#2026-09-08-pin-a-note-to-the-dashboard Tue, 08 Sep 2026 12:00:00 GMT New Client Management Notes on a client or task have a third pin level that puts them on the dashboard, so the notes that matter most are seen without opening the record. https://sodiumhq.com/changelog/2026/09#2026-09-08-search-the-widget-picker https://sodiumhq.com/changelog#2026-09-08-search-the-widget-picker Tue, 08 Sep 2026 12:00:00 GMT Improved Dashboard Type to filter the Add widget list by name or description. https://sodiumhq.com/changelog/2026/09#2026-09-08-create-invoices-as-drafts https://sodiumhq.com/changelog#2026-09-08-create-invoices-as-drafts Tue, 08 Sep 2026 12:00:00 GMT New Client Billing A new Create Invoices as Drafts setting in Client Billing leaves each invoice as a draft in your accounting platform, so you can review it there before approving it. https://sodiumhq.com/changelog/2026/09#2026-09-08-more-date-tokens-for-templates-and-names https://sodiumhq.com/changelog#2026-09-08-more-date-tokens-for-templates-and-names Tue, 08 Sep 2026 12:00:00 GMT Improved Document Templates The token picker now covers calendar months, quarters and weeks as well as tax periods - this, last and next - with the name, number, and first and last day for each. Available in document and email templates and in task and document naming. https://sodiumhq.com/changelog/2026/09#2026-09-08-your-branding-on-the-portal-sign-in-screen https://sodiumhq.com/changelog#2026-09-08-your-branding-on-the-portal-sign-in-screen Tue, 08 Sep 2026 12:00:00 GMT New Client Portal Clients now sign in to a screen carrying your logo, colours and fonts, so the portal looks like your practice from the first page rather than after they log in. https://sodiumhq.com/changelog/2026/09#2026-09-08-email-invoices-to-clients-automatically https://sodiumhq.com/changelog#2026-09-08-email-invoices-to-clients-automatically Tue, 08 Sep 2026 12:00:00 GMT New Client Billing Turn on Email Invoices to Clients in Client Billing and each invoice is emailed to the client as soon as it is raised. The email comes from your accounting platform, using your template and payment link, so the invoice is marked as sent there too. https://sodiumhq.com/changelog/2026/09#2026-09-07-catch-up-fees https://sodiumhq.com/changelog#2026-09-07-catch-up-fees Mon, 07 Sep 2026 12:00:00 GMT New 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. https://sodiumhq.com/changelog/2026/09#2026-09-07-faster-task-lists https://sodiumhq.com/changelog#2026-09-07-faster-task-lists Mon, 07 Sep 2026 12:00:00 GMT Performance Tasks Task lists and workload summaries no longer do billing work they do not need, so they load faster. https://sodiumhq.com/changelog/2026/09#2026-09-07-a-clearer-proposal-builder https://sodiumhq.com/changelog#2026-09-07-a-clearer-proposal-builder Mon, 07 Sep 2026 12:00:00 GMT Improved Proposals The page where you build a proposal has been reworked so it is easier on the eye and more intuitive to work through. https://sodiumhq.com/changelog/2026/09#2026-09-07-quickbooks-practice-manager-migration-guide https://sodiumhq.com/changelog#2026-09-07-quickbooks-practice-manager-migration-guide Mon, 07 Sep 2026 12:00:00 GMT New Data Import & Export A new step-by-step guide to switching from QuickBooks Practice Manager: exporting and importing your clients and their contacts, then setting up and assigning your services. https://sodiumhq.com/changelog/2026/09#2026-09-07-notes-on-your-dashboard https://sodiumhq.com/changelog#2026-09-07-notes-on-your-dashboard Mon, 07 Sep 2026 12:00:00 GMT New Dashboard Add a Personal Notes widget for your own reminders and a Practice Notes widget the whole team shares. Both are rich text, so headings, lists and links work. https://sodiumhq.com/changelog/2026/09#2026-09-07-override-a-package-s-price-on-a-proposal https://sodiumhq.com/changelog#2026-09-07-override-a-package-s-price-on-a-proposal Mon, 07 Sep 2026 12:00:00 GMT New Proposals A package-priced package can now be repriced on a proposal with an Override switch, the same way an individual service can. The package still supplies its content; only the fee changes. https://sodiumhq.com/changelog/2026/09#2026-09-07-acceptance-task-uses-a-one-off-task-template https://sodiumhq.com/changelog#2026-09-07-acceptance-task-uses-a-one-off-task-template Mon, 07 Sep 2026 12:00:00 GMT Improved Proposals The task Sodium creates when a proposal is accepted now comes from a one-off task template instead of a recurring task, so you no longer invent a repeat schedule for something that happens once. The setting is now labelled Acceptance task. https://sodiumhq.com/changelog/2026/09#2026-09-06-reconnect-or-remove-document-storage-without-losing-documents https://sodiumhq.com/changelog#2026-09-06-reconnect-or-remove-document-storage-without-losing-documents Sun, 06 Sep 2026 12:00:00 GMT Improved Document Storage 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. https://sodiumhq.com/changelog/2026/09#2026-09-05-billing-needs-your-attention-badge https://sodiumhq.com/changelog#2026-09-05-billing-needs-your-attention-badge Sat, 05 Sep 2026 12:00:00 GMT New Client Billing The client list now flags a client when they have billing that needs attention: line items pending approval, or a failed invoice submission. https://sodiumhq.com/changelog/2026/09#2026-09-05-billing-schedules https://sodiumhq.com/changelog#2026-09-05-billing-schedules Sat, 05 Sep 2026 12:00:00 GMT New Client Billing 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. https://sodiumhq.com/changelog/2026/09#2026-09-05-choose-your-filters-on-the-clients-page https://sodiumhq.com/changelog#2026-09-05-choose-your-filters-on-the-clients-page Sat, 05 Sep 2026 12:00:00 GMT Improved Client Management Pick which filters show in the Clients page toolbar, the same customisation already available on Tasks. https://sodiumhq.com/changelog/2026/09#2026-09-05-storage-connections-that-stop-working-now-offer-reconnect https://sodiumhq.com/changelog#2026-09-05-storage-connections-that-stop-working-now-offer-reconnect Sat, 05 Sep 2026 12:00:00 GMT Fixed Document Storage 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. https://sodiumhq.com/changelog/2026/09#2026-09-04-enforce-two-factor-authentication-for-your-practice https://sodiumhq.com/changelog#2026-09-04-enforce-two-factor-authentication-for-your-practice Fri, 04 Sep 2026 12:00:00 GMT New Two-Factor Authentication 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. https://sodiumhq.com/changelog/2026/09#2026-09-04-block-api-key-access-to-your-practice https://sodiumhq.com/changelog#2026-09-04-block-api-key-access-to-your-practice Fri, 04 Sep 2026 12:00:00 GMT New API 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. https://sodiumhq.com/changelog/2026/09#2026-09-03-edit-and-send-mailbox-drafts https://sodiumhq.com/changelog#2026-09-03-edit-and-send-mailbox-drafts Thu, 03 Sep 2026 12:00:00 GMT New Connected Mailbox Edit, send or discard a draft directly from the mailbox, instead of only composing new ones. https://sodiumhq.com/changelog/2026/09#2026-09-03-filter-tasks-by-associate https://sodiumhq.com/changelog#2026-09-03-filter-tasks-by-associate Thu, 03 Sep 2026 12:00:00 GMT Improved Tasks Associate added alongside manager and partner as a task filter. https://sodiumhq.com/changelog/2026/09#2026-09-02-reply-to-on-your-own-email-connection https://sodiumhq.com/changelog#2026-09-02-reply-to-on-your-own-email-connection Wed, 02 Sep 2026 12:00:00 GMT Fixed Email Replies to emails sent through your own SMTP connection now go to the address you set, not the account the mail was sent from. https://sodiumhq.com/changelog/2026/09#2026-09-02-import-time-from-a-csv https://sodiumhq.com/changelog#2026-09-02-import-time-from-a-csv Wed, 02 Sep 2026 12:00:00 GMT New Time Tracking 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. https://sodiumhq.com/changelog/2026/09#2026-09-02-timers-button-on-the-time-page https://sodiumhq.com/changelog#2026-09-02-timers-button-on-the-time-page Wed, 02 Sep 2026 12:00:00 GMT Improved Time Tracking See every timer running across the practice from the Time page itself, rather than going into settings to find them. https://sodiumhq.com/changelog/2026/09#2026-09-02-client-manager-and-partner-on-the-task-list https://sodiumhq.com/changelog#2026-09-02-client-manager-and-partner-on-the-task-list Wed, 02 Sep 2026 12:00:00 GMT Improved Tasks Add the client's manager and partner as columns on the task list, and sort by either. https://sodiumhq.com/changelog/2026/09#2026-09-02-more-task-filters-and-choose-which-ones-you-see https://sodiumhq.com/changelog#2026-09-02-more-task-filters-and-choose-which-ones-you-see Wed, 02 Sep 2026 12:00:00 GMT Improved Tasks 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. https://sodiumhq.com/changelog/2026/09#2026-09-02-occurrences-tab-on-tasks-and-recurring-tasks https://sodiumhq.com/changelog#2026-09-02-occurrences-tab-on-tasks-and-recurring-tasks Wed, 02 Sep 2026 12:00:00 GMT New 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. https://sodiumhq.com/changelog/2026/09#2026-09-02-what-s-new-in-sodium-widget https://sodiumhq.com/changelog#2026-09-02-what-s-new-in-sodium-widget Wed, 02 Sep 2026 12:00:00 GMT New Dashboard Add a widget to your dashboard that shows the latest entries from the Sodium changelog, so new features turn up where you already work. https://sodiumhq.com/changelog/2026/09#2026-09-02-telling-two-tasks-apart-when-logging-time https://sodiumhq.com/changelog#2026-09-02-telling-two-tasks-apart-when-logging-time Wed, 02 Sep 2026 12:00:00 GMT Improved Time Tracking When two tasks share a name, the task picker shows the start date alongside them so you pick the right one. https://sodiumhq.com/changelog/2026/09#2026-09-02-delete-and-restore-occurrences https://sodiumhq.com/changelog#2026-09-02-delete-and-restore-occurrences Wed, 02 Sep 2026 12:00:00 GMT New Recurring Tasks Delete a task occurrence from the Occurrences page, and restore one that was deleted by mistake. https://sodiumhq.com/changelog/2026/09#2026-09-02-see-when-a-delayed-email-will-retry https://sodiumhq.com/changelog#2026-09-02-see-when-a-delayed-email-will-retry Wed, 02 Sep 2026 12:00:00 GMT Improved Email Email history now shows the next retry time for a message that bounced or was delayed, not just that it's pending. https://sodiumhq.com/changelog/2026/09#2026-09-02-team-history-now-credits-the-right-person https://sodiumhq.com/changelog#2026-09-02-team-history-now-credits-the-right-person Wed, 02 Sep 2026 12:00:00 GMT Improved User Management Adding a team member is now recorded against the person who did it, instead of "System". https://sodiumhq.com/changelog/2026/09#2026-09-01-choose-who-a-workflow-step-s-email-comes-from https://sodiumhq.com/changelog#2026-09-01-choose-who-a-workflow-step-s-email-comes-from Tue, 01 Sep 2026 12:00:00 GMT New Workflow Steps Pick the sender for an email sent by a workflow step, instead of always using the practice default. https://sodiumhq.com/changelog/2026/09#2026-09-01-send-a-broadcast-back-to-draft https://sodiumhq.com/changelog#2026-09-01-send-a-broadcast-back-to-draft Tue, 01 Sep 2026 12:00:00 GMT Improved Bulk Email Return a scheduled broadcast to draft to change it, and pick recipients from a list that keeps up however many clients you have. 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#2026-08-30-rates-that-change-from-a-date https://sodiumhq.com/changelog#2026-08-30-rates-that-change-from-a-date Sun, 30 Aug 2026 12:00:00 GMT New Time Tracking Give a charge or cost rate a date it takes effect from, so you can set next quarter's rate now and keep the old one on record. Every time entry is valued at the rate that applied on its own date, and a rate history shows what someone was on and when. 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.