What's New - March 2026

March introduces new ways of working with clients in Prosaic.

You can now invite clients into Prosaic with access to more features - enabling them to code transactions, create invoices, upload files, and view reports. We’ve also added more flexibility to staff roles and improved the experience in other key areas

Here’s what’s new this month 👇

👥 New Client Experience

As well as the existing (read only) client role, we've added a standard user client role, that lets you invite clients into Prosaic with a much more complete experience. Standard user clients can

• View and reconcile their own transactions
• Access reports and upload files directly

We've also added simple invoicing, enabling clients to:

• Create and send invoices, from the Files tab
• Store invoice PDFs in the library
• Mark as sent, or paid and (coming soon) reconcile against bank transactions

This opens up a much more collaborative workflow between you and your clients — while still keeping you in control.

Invoicing in Prosaic is simple by design. Targeted at cash basis businesses who don't need full accounts receivable, but do need to send invoices and track payment in a convenient way. Learn more about invoicing in Prosaic here

🔐 More Flexible User Roles

We’ve upgraded user permissions to better support different roles across your practice.

• New Client (Standard User) role
• New Advisor role with access limited to specific clients or entities
• Owners and Admins retain full visibility

This makes it easier to manage access across teams and clients, and lays the foundation for more granular permissions in future.

Read more about user roles here

🧾 Unified Clients & Entities View

We’ve simplified how you manage clients and their entities.

• Clients and entities are now shown in a single unified view
• Expand clients to see linked entities
• Faster search, navigation, and actions

This makes it much easier to manage multi-entity clients at scale.

🔄 Recode Reconciled Transactions

You can now fix mistakes after reconciliation — quickly and safely.

• Recode transactions directly from the Reconciled tab
• Works for single transactions or in bulk
• Supports multi-entity recoding in one action
• Add optional notes for audit context when making changes

Behind the scenes, Prosaic safely reverses and reposts entries — keeping everything balanced and audit-ready.

🧾 GST Audit - Default Tax Rate

We added a simple feature to GST returns, to flag transactions where GST has been add to accounts that are No GST by default

• Transactions are now flagged when GST (income or expenses) is added when transactions are coded to accounts that are set to No GST by default
• New flagged-only view helps you focus on exceptions
• Jump directly from warnings into the underlying transactions

This makes it much faster to spot mistakes when coding and ensure GST is correct before filing.

🚀 Bulk Client Onboarding

We’re making it much easier to get large numbers of clients up and running.

• Bulk import clients and entities from a simple Excel template
• Automatically enrich entities using the NZBN register
• Send bulk invites for clients to connect their bank feeds

We’re now offering this as a bulk load service to help practices migrate quickly.

✨ Other Improvements

• Filters are now persisted across transactions, journals, GST, fixed assets, and reports
• Bulk actions for fixed assets — edit, activate, and delete assets in one go
• Expanded audit history, including chart template changes and reconciled transaction updates
• Financial reports now refresh immediately after reconciliation, recode, or reversal changes

🔮 Coming Soon

We’ve started testing a big one 👇

• Direct IRD integration for GST filing — file GST returns straight from Prosaic

More news on this soon.