2025

New

Show 12 months of future statements for accountants
Enable accountants to forward or backdate statement line items
Import or bulk update client profiles via new embedded tool
Forms: Additional traveler section of forms
Forms: Only auto-update if name + email are exact match. If no match, merge form response into a profile or create a new one from the forms submission page.

Improved

Sabre: Rail parsing
Various Spotnana improvements
Make additional travelers more distinct on the form submissions page
Statements: Permissions and views for subagency admins
If all bookings on supplier invoice are in foreign currency, use that currency for total
Set a default PCC when no PCC provided in ARC dashboard
Allow for payout changes to one advisor even if other advisor on booking has a closed statement
Sabre: Better parsing of ancillaries
Show bookings on bookings page if a user has splits
Default form type to client type, not a lead form
Add active/inactive status to corporate clients
Forms: Email now optional
Forms: Add hyperlinks

Fixed