Released 2026-06-19
Version 3.11.20
Notes 1–19 of 19
Inbound — Custom field labels in the document grid now match the same compact style as other document fields.
Inbound — Document grid action buttons now match the rest of the app.
Inbound — Document item column headers and filters now stay visible while you scroll through long item lists.
Inbound — Fill custom fields straight in the grid — Yes/No, dates, dropdowns, lists and more edit right in the cell, with no extra pop-ups, so a row fills as fast as a spreadsheet.
Inbound — Fill down now marks the source row with a crown, shows a preview of each value, and can copy individual custom fields or the entire row (including services) to the other selected rows.
Inbound — Grid dropdowns now flip upward and resize to fit the screen when there isn't enough room below.
Inbound — Hovering a ready item in the document grid shows "Undo" in an orange highlight.
Inbound — Hovering over a sync error now shows a clear tooltip with the failure details.
Inbound — Move around the line-items grid with the keyboard like a spreadsheet: arrow keys (and Tab/Enter) jump between every cell, the active cell is highlighted as you land on it, and Enter or just typing starts editing — Esc steps back out.
Inbound — Rearrange the processing grid columns by dragging a header, or right-click a column for Move left / Move right. Your column layout is saved to your account.
Inbound — Removing an attachment from the document grid now asks you to confirm first.
Inbound — The document grid now has extra scroll room at the bottom so dropdowns on the last row are no longer cut off.
Inbound — The spreadsheet grid view no longer shows a Classic view switch button.
Inbound — The totals bar at the bottom of the document grid has been removed for a cleaner spreadsheet view.
Connectivity — Agent worktrees now connect to leased backends reliably instead of routing through the local polling proxy.
Inbound — File custom fields are now editable directly in the processing grid: attach, download, and remove files on a line item without opening it.
Inbound — In the items grid, an open dropdown now closes as soon as you start a drag-to-fill, and Quantity appears read-only with a hint on sites where it's set automatically (instead of silently snapping back).
Inbound — The items grid now works like a spreadsheet: select a range of cells, copy and paste (including to and from Excel), and drag a cell's corner handle to fill its value down a column.
Inbound — You can now resize grid columns by dragging a column's edge; the widths are saved and shared across your inbound documents, just like column order.