March 19, 2025 - Changelog

Improvements

• Custom field reordering – A disorganized list of client details makes it hard to find what you actually need. You can now drag and drop your custom fields into any order you like, so your workspace is set up exactly how your brain works.

• Xero tax and income category mapping – Bookkeeping headaches are the quickest way to ruin a good day. You can now map your Xero tax and income categories right from your settings, keeping your financial data synced and your accountant happy. (Your accountant will thank you. Silently, but they will.)
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• Payment plan templates for recurring invoices – Manually building out installment schedules for every recurring client is a tedious chore. You can now apply payment plan templates directly to recurring invoices, so complex billing schedules take just a few clicks.
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• Improved navigation for list items – Losing your place in a long list of projects is frustrating. The 'OPEN' button in project and transaction lists now works like a standard link, so you can right-click to open items in a new tab and use your browser's back button without losing your spot.
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• Messages unread badge and summarize UX – Digging around to see if you missed a client reply takes time. We added an unread message badge to your sidebar and cleaned up the AI summary interface, so you can see exactly what needs your attention at a glance.
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• Flexible scheduling for active recurring invoices – Rigid billing schedules don't always match real life. You can now set the next invoice date on active recurring invoices to before the original start date, giving you full control over when your clients get billed.
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• Square payment connection – Square is now available in Dubsado 3.0.
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• Mark all emails as read – Staring at a mountain of unread emails is completely overwhelming. You can now mark all emails as read across your entire brand or within specific projects, making inbox zero an actual reality. (Inbox zero: still a myth, but at least it looks like one.)

Bug fixes

• Czech Republic added to country and currency settings – We fixed an issue where the Czech Republic was missing from the country and currency dropdowns in payment settings. Users in this region can now accurately configure their accounts.
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• Proposal toggle reversion fix – The create new projects toggle on proposal templates was incorrectly reverting to off when using the save and quit option. Your template settings now stay exactly how you left them.
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• Project date deletion calendar sync – Deleting a project date was incorrectly creating an all-day event on external calendars instead of removing it. Your calendar now stays accurate and clutter-free.
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• Scheduler reminder compatibility fix – Scheduler reminders configured in Dubsado 3.0 were failing to send or appear enabled in the legacy view. Your reminders now trigger reliably across both versions of the scheduler.
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• Chronological sorting for finance charts – Dates on the revenue trends and expenses charts were appearing out of order. Your financial data now always displays chronologically.
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• Invoice smart field currency – Invoice smart fields in forms and proposals were sometimes displaying the wrong currency symbol. This now respects your brand's currency override settings so clients always see the correct pricing format.
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• Legacy font options in form builder – We restored several legacy font options to the form builder, including Helvetica, Fixed Width, and Arial Black. Your forms and emails will now maintain their consistent, on-brand styling.
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• Persistent images on forms after library deletion – Cleaning up your image library shouldn't break your active client documents. We fixed a bug where deleting an image from the library would remove it from existing forms and emails, so your sent content stays intact.
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• Sticky form builder toolbar – Formatting long blocks of text used to mean scrolling up and down just to find the bold button. The text formatting toolbar now stays docked at the bottom of your screen as you scroll, keeping your editing tools exactly where you need them. (It's like having a helper who doesn't wander off mid-task.)
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• Fix missing data in invoice and transaction exports – We fixed an issue where invoice and transaction CSV exports were dropping client names and descriptions. Your reports are fully accurate again.
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• Correct currency symbols in form responses – A bug was displaying all package prices in USD on form responses, regardless of your actual settings. Your correct brand currency symbol now shows up as it should when viewing or exporting responses.
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• Form editor font display fix – Custom fonts in the form builder were temporarily reverting to the default font when you made them bold or italic. Your text now keeps its custom styling while you edit.
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• Form and contract sent status tracking – Forms and contracts weren't being marked as 'Sent' when included as links in an email. Your project sidebar now always reflects the correct status.
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• Fix for unintended Zoom link generation – The scheduler was generating Zoom or Google Meet links even when video conferencing was disabled. Video links will now only be created when you explicitly turn them on.
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• Tag deletion modal visibility – On the projects page, the confirmation pop-up for deleting a tag was hiding behind other menus. The modal now correctly appears on top so you can actually click it.
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• Calendar credential refreshing – Dropped calendar connections can lead to double-booked meetings and a lot of stress. We updated our calendar connection logic to keep your credentials current, ensuring a reliable sync between Dubsado and your external calendars.
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• Flow visualization scrolling – Viewing complex workflows on a small screen used to be frustrating. You can now easily scroll and pan through your workflows on mobile devices and smaller windows.
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• Fix for incorrect needs countersign status on contracts – Contracts without an owner signature field were incorrectly getting stuck in a 'needs countersign' status. These contracts are now marked as fully signed the moment your client completes them.
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• Fix for missing client email replies in threads – Overly aggressive content filtering was causing some client email replies to appear completely empty in your message threads. You can now read all the messages your clients send.
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• Login loop fix – Expired session cookies were trapping some users in an endless login loop. You can now log into your account smoothly and get right to work. (No more revolving doors.)
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