What’s new?
Every week, we deliver new features, updates and bug fixes.
Product Updates, Delivered — Get updates on our latest features, improvements, and releases straight to your inbox.
February 2025
NEW RELEASE • FEB 3 2024
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.
December 2024
November 2024
NEW FEATURE • NOV 26 2024
New: Track Workload to Prevent Burnout and Boost Efficiency
The Workload view for Tasks gives you a clear snapshot of your team’s weekly workload. See all daily and weekly project assignments in one accessible location, and use color-coded indicators to quickly identify overloaded or underutilized team members. It also accounts for personal time off and holidays, helping you adjust due dates and keep your projects on track.
RELEASE NOTES • NOV 15 2024
Updates
- Added “Person: Teams” filter to Company Timesheet.
- Update the instructions for setting up custom domain records.
- Added Last Actor filter to Task screens. Add delete button to select option menu.
- Add delete button to select option menu
- Add warning upon recurring budget dates change
Bugs Fixed
- Fixed adding task to Jira widget time entry.
- Fixed an issue with Simple Budget Editor config data.
- Changes on the config form were not persisted.
- Underlying services and data in general remains unaffected.
- Values for deleted custom fields are now ignored on services and prices models.
- Triggered error on time edit on delivered budget attempt.
- Fixed search in Jira project/deal connection.
- On the last step of the invoice wizard, when the invoicing method is changed, the input value for updating the line item description should be changed with each method change.
- Fixes an issue with finalizing invoices when exporting to Xero.
- Fixed issue with drilldown and OR filter operation.
- Fix drag and drop of deals not being persisted in pipeline.
- Fixed custom field label work breaking on person profile.
- Fixed a bug that would cause some services to be locked.
- Set background color on proposals and budget’s grand total using new style architecture.
- Fixes a bug where wrong customers where shown when exporting invoices to Xero.
- Fixed missing services in Timesheet view.
- Fixed issue with cancel & save buttons on reports.
- Fixed a bug where switching from Board to List layout wouldn’t show tasks.
- Add check for disabled permissions when showing dependencies in dependency modal.
- Fixed an issue where dragging an invoice line item would fail.
- Display title on Elegant templates using new style architecture.
- Fixed starting timer in task header on the same service as day before.
- Fixed an issue when adding a subscriber that is not in the project to a task.
- Fixed issue where report items in table disappear when loading next page.
- Fixed an issue where changing sort parameter in Resourcing would not always trigger reloading of Resourcing rows.
- Fixed issue where report items in table disappear when loading next page.
- Allow adding attachments to expenses which are linked to the PO in status “Sent”.
- Fixed issue in Docs occasionally going out of sync.
- Fix project wizard company field disabled state in deal won flow.
- Add missing flag to validation.
- Updated sensitive field tooltip UI.
- Fixed a bug where members of a budget template were not shown.
- Added a clearer error message for clearing required custom fields and removed the red border after some time when editing them in tables.
- Show “domain already exists” error to user when creating custom domains
- Sync develop with master