[LIVE] June 26, 2025 Update

Changes to how due dates are assigned in Projects
- Removed task due dates from unlaunched project templates
  Tasks added to a project template in the Work module will no longer require a due date until the project is launched.

- Added calendar date picker to tasks in non-recurring projects
  For tasks in non-recurring projects only, users will now choose due dates from a calendar display. Recurring projects will continue to format due dates as a number of days prior to the project due date.

- Added calendar day options to monthly and yearly recurring projects
  Upon creation or editing of monthly or yearly recurring projects, users will now have the option to choose between calendar days or business days, enabling weekend day selection for project launch and/or due date. The option will not be available for daily or weekly recurrences.

Added Last Updated By column to Configurations tab
This column will provide audit visibility into the most recent changes to automation settings, showing who made the update and when. The column will display updates made directly in the Configurations tab, as well as through the Add Client Flow and Smart Connect.

Updated notification of custom model ineligibility
When a change is made to ML training dates that causes a client to be ineligible for custom models, the user will receive a pop-up notification prior to saving the change; the notification explains that transactions will be processed using global models until enough data is available for client-specific models.

Eight new data points have been added to the Automation tab table:
- Percentage of low confidence
- Percentage of med confidence
- percentage of high confidence
- percentage of edited low confidence
- percentage of edited medium confidence
- percentage of edited high confidence
- percentage of recs automated
- percentage of transactions auto matched..

Update to in-app notification settings
Starting in June, users with daily or weekly digest notifications enabled will no longer receive in-app notifications for those digest updates. If you later decide you want these in-app notifications, update your settings using the Notification Settings, found in the gear icon in the upper right of the platform screen.
Design updates!
- Left Navigation: Users will notice the left navigation has a new design. To provide more work space, the navigation will collapse to icons only when the cursor isn’t over it. Upon hovering over the navigation with the cursor, it expands to reveal the names of the elements on the navigation.
- Top Navigation: The top navigation has been redesigned to clean up and standardize the look and feel of the icons.
  Client search: The client search field (“Navigate by client”) has been removed from the left navigation and relocated to the right of the firm logo in the upper left corner of the platform screen

Botkeeper keeps getting better. Here are the updates we're releasing as of June 26th, 2025.