Now you have the option to set default task labels in your task templates, giving you even better visibility over work in your firm.
For example, if you have multiple bookkeeping templates, you can apply a 'bookkeeping' task label to them all, and then filter this in the work report for an instant pulse on the status of all your bookkeeping jobs.
3. Updates to custom client fields
We've always prioritised making it easy for you to add new custom client fields to your Pixie workspace. Here are 2 new updates to those:
Numbered fields - you can now add negatives and decimals in numbered fields (great for payment amounts)
Clickable URLS - you can now add clickable URLS as fields (great for links to other apps e.g. Xero, Dext, or anything else)