What's new

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.

May 2025

NEW RELEASE • MAY 1 2025

Productive 4.14

Productive 4.14 brings language support for German, French, and Spanish, redesigned report goals, and new bulk actions for invoicing and budgeting.

Automations 🤖

Automations can now be triggered when a payment is recorded through one of the accounting integrations.

Budgeting 💰

You can now share Budgets with multiple people once, and you can share multiple Budgets with one person.
Client Projects and Budgets can now be converted to internal ones.
Budgets can be delivered in bulk.

Invoicing 🧾

Copy multiple invoices to Xero or QuickBooks at once – just select the ones you want and click the Copy to Accounting button.
When creating a custom invoice design, you can now customize the header and info section by showing or hiding labels. This also works for all types of documents, such as Proposals or Budget PDFs.

Platform ⚙️

Productive is now available in German, Spanish, and French.
Permission Sets now support search – perfect if you’ve created multiple custom permissions.
“File” Custom Fields can now be added to Budgets and Deals.
Set your own logo dimensions when creating a custom document template (max size: 260×180 px).
Goals on Reports are now called Targets. They’re more prominent, and you can choose a color for each target on the chart.

Project & Task Management ✅

Add images and tables to comments and Task descriptions using the slash (/) command.

Sales & CRM 🛒

See which Deal is connected to which Budget – the connection appears under the Briefcase icon and in the sidebar.

April 2025

NEW FEATURE • apr 23 2025

Productive AI – The Smarter Way to Work

Tired of endlessly clicking, scrolling through updates, or wasting time on repetitive tasks?
With Productive AI, you can skip filters and find the data you need by simply asking in plain language. It also provides instant summaries of lengthy comment threads and Task updates, saving you time. Additionally, it can convert receipts and invoices into Expense forms in seconds. Furthermore, Productive AI allows you to write project specifications, meeting summaries, and marketing content with ease.

NEW RELEASE • apr 3 2025

Productive 4.13

Productive 4.13 is here and it’s full of brand new features and updates:

AI ✨

AI filters are now available when looking up Employees and Companies.

Budgeting 💰

Move Services from one budget to another. This will move associated time entries, expenses, and bookings.
On the Budget overview tab, you can now filter by fiscal year or quarter.

Invoicing 🧾

Add your own Tax ID name to document templates and match your local tax terminology.
We’ve completely overhauled custom permissions for Invoicing. The new ones are far more granular. Find them under Settings > Permission Sets in the Invoices and Payments categories.

Integrations 🧩

Map tax rates in Productive with QuickBooks to make sure each line item in Productive has its tax in QuickBooks.
Automatic user provisioning from Microsoft Entra is now enabled. When you add a user to Entra, they will appear in Productive as well. And vice versa, deleting a user in Entra will delete them in Productive.
After syncing an expense to Xero, you can now define the status as Draft, Submitted, or Approved.

People & Resourcing 👥

Define alternating work hours every two weeks. This is especially useful for our customers in the UK, Australia, and the Netherlands.
Use half-day allocations for Time Off. This works only for time off categories limited by days.

Platform ⚙️

When using sharing options (e.g. sharing a Project or a Report), hover over the Team you want to share the item with to see all its members.
If you sign in to Productive from a new location, you’ll get a warning email as an extra security layer.

Project & Task Management ✅

Download the Gantt chart, save it, or send it as a PDF. Perfect for clients and team briefings.
Adding tables to Docs is now easier. Click the plus + sign to add a new row or column.

Sales & CRM 🛒

Sales deals can now be assigned to Projects, whether a new one or an existing one. Each Project now has a “Deal” tab to reflect this change.
Create a Deal template and save it in the Template Center.
Like with Budgets, you can move services from one sales deal to another. This will move associated time entries, expenses, and bookings.

Watch the video recap below:

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.
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.

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 🛒

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.

See how

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 👍 or 👎.

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: