This week, we've made the following improvements:
- Exclude option for tag filters
- Improved visibility on invoices set to auto charge
"Exclude" Option for Tag Filters
On both the
Workflow > Projects
and Workflow > Tasks
page, you can now exclude specific tags from your search results. 
With the "Exclude" option, you can now remove projects or tasks from your view that are "Waiting on Client" or any other tag that you don't want to see, giving your firm more control over what appears on your
Workflow
pages.Improved Auto Charge Visibility
We've made a couple of changes to make it easier to manage invoices set to auto charge. These are:
- Missing Payment Method.If you've set an invoice to auto charge but the client is missing a payment method, we now display an icon on theInvoicespage so that you can quickly see invoices that need correction.
- Additional Filters.We also added two filters on theInvoicespage so that you can quickly locate invoices of interest. In particular, you can now filter by bothPayment MethodandCollectionto see if the client has a payment method on file and/or see if the invoice is set to auto charge or not, respectively.
