September 2025

Product release notes

Added default rate support to improve consistency in time tracking and billing

  • Organizations can now set default billing rates for each user
  • User rates apply automatically to new projects and time entries
  • Defaults reduce manual input and typographical errors

Implemented advanced permissions to strengthen data security with role-based access control (RBAC)

  • Introduced rule-based permission management
  • Added permission to set visibility controls for users
  • Users can easily ensure that sensitive financial data is restricted to authorized users

Expanded Salesforce CRM integration for easier application syncing with unified project data

  • Updated Salesforce CRM connector with more seamless data synchronization
  • Automatic syncing of CRM updates for customer, location, project, and billing data
  • Enhanced Salesforce support maps custom objects and fields to Hardfin

Introduced bridge reporting with rollforward visuals to highlight asset trends

  • Bridge report shows asset movement over time using visualizations
  • Users can track bulk asset activity across weekly, monthly, quarterly, or yearly intervals
  • Fluctuations offer better historical analysis to unlock more accurate forecasting

Other updates

  • Included custom asset iconography for improved visual clarity between operational data throughout the application
  • Enabled product receipt workflows to streamline inventory operations simplify receiving processes and reduce data entry when receiving finished products
  • Added admin tools for simplified user configuration to make it easier and faster for administrators to user details directly