Highlights
Partner credits to unlock client claims
Partners can purchase credits and use them to unlock locked SR&ED claims for their clients. The billing page shows real pricing and handles the full checkout flow. When a partner’s balance is too low, the system prompts them to top up.
Exclude PTO and holiday hours from SR&ED claims
Activities can be flagged as “Time Off” in your activity settings. When a SR&ED claim is generated, hours linked to those activities are excluded automatically, producing more accurate claim numbers.
Rename SR&ED claims in place
Rename a SR&ED claim directly on the claim page without navigating away.
GitHub App integration
The GitHub integration now uses GitHub App for better security and more granular repository permissions.
Dashboard V2 is now the default
The new dashboard is the permanent default for all users, replacing the previous version.
Time entry source visibility
The Data Warehouse and R&D Project tables show icons indicating where each time entry came from (Jira, Linear, GitHub, etc.).
Improvements
- CSV exports stream directly to your browser instead of being sent by email. Large datasets no longer time out.
- The help center documentation has been refreshed end to end.
Bug fixes
- Fixed the Data Warehouse page freezing when loading large datasets.
- Fixed the claim regeneration progress bar not updating in real time.
- Fixed users without a partner not being able to see previously unlocked claims.
- Fixed time entries being created without a task assignment when linked tasks were available.
- Fixed the weekly time entry summary returning an error.