What’s new?
Every week, we deliver new features, updates and bug fixes.
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March 2025
NEW RELEASE • MAR 5 2025
Productive 4.12
Productive 4.12 is here, bringing custom document styles that let you personalize invoices, deals, and budget PDFs. This release also includes improvements to AI, Budgeting, and more.
AI ✨
- Ask AI to create a summary of all activity and changes done on a sales Deal.
- AI filters are now available in Expenses, Budgets, Purchase Orders and Resourcing.
Automations 🤖
- Create even more complex Automations with new Task, Budget and Deal conditions.
Budgeting 💰
- If you’re using rate cards, now you can add estimates to time and materials services, along with a cap billing type on rates.
- Rate cards can be exported, and imported back to Productive – perfect if you need to adjust prices across your services.Â
- Add more information to service descriptions using the rich text editor.
- Lock financial periods to prevent changes to time entries, expenses, and services, ensuring accuracy for the month’s submitted revenue data.
Invoicing 🧾
- The progress bar in the Invoicing screen will give you a visual cue if there is an amount that needs to be invoiced, is already invoiced or perhaps is in draft.Â
Integrations 🧩
- Twinfield integration now supports a default cost center and project codes, along with service type mapping.
People & Resourcing 👥
- Define specific permissions on a workplace level, allows users to see allocated time or time off bookings only in their assigned workplace.
Platform ⚙️
- Create custom document styles for your Invoices; use different fonts, colors, backgrounds to make sure your invoices are alligned with your branding.
- When creating Document templates, you can set the “Note” field above line items (or services).
- On Contacts/Employees and Companies, now you can upload files and set a custom name for them (e.g. Work agreement).
- In addition to delete and edit, now you can duplicate Document Templates.
- New custom permissions added: Manage seats and manage billing, Access Document templates.
- If your Productive subscription requires to have GST / Sales tax / VAT on the subscription receipt, now you’ll have it.
- When you add a new user to your account, they will go through a Quick Start onboarding, making sure they learn the basics of Productive with a series of videos and steps.
- “OR” filters are now available when filtering Employees, Contacts, Invoices and Purchase Orders.
Project & Task Management ✅
- Create a new project template from scratch in the Template center.
Reports 📊
- Default Subsidiary and Default Tax Rate fields can now be seen in Companies report.
- You’ll find Origin Deal: Budget Total and Projected Revenue fields on the Budgeting report; use them to check the difference between the revenue in the Deal phase and the job phase. (In other words, the difference between sold and actual revenue for individual budgets).
Sales & CRM đź›’
- Check previous deal probability when you add a new one to keep information on track.
- Now you can add users in bulk to a Sales deal.
Watch the video recap below:
February 2025
NEW FEATURE • FEB 18 2025
Create Professional Looking Documents
Easily create and send invoices, proposals and budgets PDFs that reflect your brand. Customize the design, add your logo, and send them to your clients.
NEW RELEASE • FEB 3 2025
Productive 4.11
This release brings improvements across the board, with AI and Budgeting getting special attention.
AI ✨
- You can save time and ask AI instead of using manual filters on Projects, Deals, and Invoices.
- Upload a document (e.g., a receipt), and AI will read it to create an expense form.
- Add reactions to AI-generated results using đź‘Ť or đź‘Ž.
Automations 🤖
- Scheduled automations allow triggering actions at a specific time (e.g., Mondays at 8 AM or daily at 3 PM).
Budgeting 💰
- You can manually override the warning that states, “This budget needs invoicing.”
- Use the Scenario Builder to create multiple possible project outcomes. By adjusting who does the work, when they can start, and how much it will cost, you can use your existing services and actual expenses to visualize best and worst-case scenarios.
Invoicing 🧾
- Define a default tax rate that will be used as a fallback if one is not specified.
- Customers from Germany can now add bank account information (required for XRechnung).
Integrations 🧩
- Xero integration now supports tax mapping and tax per line item.
- QuickBooks integration now supports expense exports, and you can sync expense payments.
- Deal line items can now be copied from HubSpot to Productive—a line item will be converted into a service in Productive.
People & Resourcing 👥
- Save time and define time-off approval policies for time-off categories. Specify who must approve a time-off request and who will be notified – previously, this had to be done for each individual teammate.
- Better, cleaner UI: The “Work log,” “Feed,” and “Emails” tabs are now merged into a new tab called “Activity.”
Platform ⚙️
- Advanced “OR” filters can now be used in Projects, Docs, Payments, and Companies.
- Set custom fiscal years to align reports with your financial calendar.
Project & Task Management ✅
- We’ve upgraded project privacy settings—now you can share projects with teams or specific people only.
Reports 📊
- Share a report with a specific person, a team, or a group of people.
- Total scheduled cost and workload can now be tracked in the Capacity and Availability report.
Watch the recap below:
January 2025
NEW FEATURE • JAN 28 2025
The Scenario Builder
What if you could test-drive your project decisions before risking your budget? The Scenario Builder in Productive makes this possible. Using it, you can model potential project outcomes and develop strategies to optimize utilization and profitability. Create multiple project scenarios where you can adjust who does the work, when they start, and how much it will cost—then see the impact of your decisions before making them.
Productive’s Scenario Builder empowers you to create scenarios, compare outcomes, and check team availability with confidence.
NEW FEATURE • JAN 6 2025
eInvoicing: Create and Download Invoices in XRechnung Format 🇩🇪
XRechnung is Germany’s standard for e-invoicing, allowing invoices to be sent as XML files with all necessary details. Starting in 2025, it will replace paper and PDF invoices as the required format.
Watch the video to see how easy it is to create XRechnung-compliant invoices in Productive.