How to read this page#
Each item says what changed in one or two plain sentences, then points to the guide that teaches it. Newest is at the top. If a feature is only for some people, the item says who.
November 2026#
A new Help Center#
Every guide was rewritten in plain words, with exact button names, the messages you see, and steps to fix them. Start with Quick start: your first afternoon, or use the search box. If something refuses you, try Fix common problems. Unknown word? See Hubtoll words, in plain English.
See every AI rating, and ask for new ones in one line#
The Recruitment dashboard now has an AI Rating Activity card: every rating your AI assistant has saved, newest first, loading more as you scroll. It shows when an applicant was rated again after changing their CV. Above it is a ready-made request you can copy into your assistant to rate new applicants straight away. Shown to people who can see every application. See See every rating.
Use Hubtoll from your AI assistant#
Connect Claude, ChatGPT or another assistant, and it can read your leave balance, raise leave for you, list what waits for your approval and more. It acts only as you, with only your permissions. It cannot approve anything for you. See Use Hubtoll from your AI assistant.
Your AI assistant can design Forge forms and workflows#
Ask your assistant to build a process, its form and its approval steps. Everything it makes is a draft: a form stays unpublished and a workflow is saved switched off. A person reviews it in Hubtoll and publishes. See Design things, but never switch them on.
AI ratings for job applicants#
Your own AI assistant can read each CV against the job and save a score from 0 to 100 with its reasons. The applications list then sorts the best first. The score is only advice, and an application is rated again only when the candidate's CV or answers change. See Recruitment.
Forge rules got smarter#
Fields can now be Disabled only when a condition is true, so they show but lock. A Set value rule fills a field in for people, using the first rule that matches. All the rules sit in a tidy fold-out on each field. See Forge: fields, sections and smart rules.
Built-in fields sit on the Forge canvas#
On a built-in form such as a CRM deal, the fields the record already has now show on the Forge canvas, marked Built in. You can drag and size them with your own fields, and make some required. See Add your own fields to built-in modules.
Budgets are fed from Sales and Finance#
An approved budget now appears in Sales and Finance as one managed budget for the year. The Paid figure comes from real bills that Finance has paid, not from numbers typed by hand. See Budget management.
The Procurement connection switch#
A new switch in Sales and Finance settings says whether your company really buys through Procurement. When it is off, Finance does not check bills against orders. Every company starts with it off. See Procurement: how it works and how to set it up.
October 2026#
Procurement is a full product#
Suppliers, purchase requests, contracts and catalogs, sourcing (quotes, proposals and live auctions), change orders, supplier invoices and bill matching, reports and supplier scorecards. Start with Procurement: how it works and how to set it up.
Sign in with a passkey#
Use your fingerprint, face or PIN instead of a password and a code. A passkey counts as your second lock when your company requires two-factor. Hubtoll also emails you whenever a new way to sign in is added to your account. See Two-factor sign-in and passkeys.
CRM custom reports and dashboards#
Build your own reports over deals, companies or contacts, share them, and pin them to your own dashboard. Each person arranges their dashboard their own way. See CRM reports and dashboards.
CRM pipelines can move in order#
A pipeline can now insist that deals pass through each stage in turn. A stage can also ask for certain fields before a deal may enter it. Dimmed columns tell you why a move is refused. See Pipelines and deals.
CRM access from inside CRM, and roles for whole departments#
A new CRM – full administrator permission lets a sales lead manage who sees what without a workspace administrator. A role can now be held by a whole department, and it covers people who join later. See Roles: give people the right access.
Choose your ledger currency#
Sales and Finance now lets you choose the currency your books are kept in. The choice locks after the first entry is posted. About 150 currencies are included. See Currencies and exchange rates.
Assets Management#
The old onboarding kits are now a real asset register with categories, tags, one-holder rules, returns and a "who holds what" report. See Assets management.
Photos replace initials#
Add your photo once and it shows in the top bar, lists, approvals, birthdays and the org chart. See Your profile, photo and password.
Departments, sub-departments and the org chart#
Drag a department onto another to nest it. Each department has its own page. The new Organisation Chart draws your company structure. See Offices, departments, holidays and the org chart.
Held workflows can be fixed and retried#
If a workflow step cannot run, Hubtoll now holds the request, says why in a red panel, and lets an administrator fix it and click Retry Step. Nothing is skipped and nobody is emailed by mistake. See Approvals and workflows.
Approval steps can ask their own questions#
An administrator can attach a small form to an approval step. The approver fills it in before deciding, and the answers are kept in the trail. See Approvals and workflows.
Holidays belong to a country#
Public holidays now name a country. Leave counts only the holidays of the country where a person's office is. See Offices, departments, holidays and the org chart.
Every save tells you it worked#
When you create or change something, Hubtoll shows a green message in its own words. Lists you only look at stay quiet. See Find your way around Hubtoll.
September 2026#
A setup checklist for new workspaces#
A progress ring and a checklist walk a new company through the nine steps that matter, with a button straight to each page. See Create your account and set up your company.
Your work is kept as a draft#
Long forms and approval notes keep what you typed, so a closed tab or a signed-out session does not lose it. See Find your way around Hubtoll.
Hubtoll on a phone#
The console now has a phone layout: tables become cards, the menu fits, and forms are sized for thumbs. See Find your way around Hubtoll.
CRM deals in more than one currency#
A deal can be in any active currency, and CRM totals are added at the right exchange rate. A currency with no rate is left out and the page tells you. See Pipelines and deals.
Earlier in 2026#
- Two-factor sign-in with an authenticator app or emailed codes, a company rule to require it, and codes on approvals. See Two-factor sign-in and passkeys.
- A free plan for every product: 6 seats and 100 MB of document storage per seat, with no card. See Seats, plans and subscriptions.
- Sales agents: credit a sale to the person who won it and see a leaderboard and scorecards. See Sell: customers, quotes, invoices and payments.
- Documents in other currencies: customers can have several currencies and each document uses its own exchange rate. See Currencies and exchange rates.
- Approvals on one engine: leave, employee records, budgets, exits, timesheets, recruitment, appraisal and Finance documents all use the same approval chain, panel and email steps. See Approvals and workflows.
- Overdue courses lock until an administrator reopens them. See Learning and development.