What's new in Flowtly: September 2026

September was the biggest month for leave management Flowtly has shipped, and it also brought set-offs, smarter invoice approval and single sign-on with Microsoft. Here is the rundown.

Leave, rebuilt around the questions people actually ask

• Recurring absences. Request a weekly, biweekly or monthly absence, preview the whole series and get it approved in one go. Managers can create a series on someone's behalf.
• A balance card that explains itself. It shows the whole-year entitlement, what has accrued so far and where each limit comes from, with a “how we calculate” ledger underneath.
• A request form that shows the effect before you send. You see what the request will do to your balance, how much is left of each type, and a calendar marking weekends, public holidays and days already booked.
• HR can file leave for an employee, as a request or as a grant, and the employee is notified.
• Leave types can skip approval, require a supporting document, carry a project, or split into reasons with their own limits.
• Carry-over from last year can be stated and edited, and requests above the allowance are flagged to both the employee and the approver.
• HR notifications can be routed by contract type, and approvers are told when a request is cancelled.

Invoicing and collections

• Set-offs. Declare a set-off from the collections panel, pick the client's unpaid invoices to offset, and see the amount due netted off. Set-offs are listed on the invoice and can be revoked.
• Write your own payment-reminder wording for each client language.
• Export the sales-invoice list to XLSX or CSV with your current filters.
• Create a client from the invoice form without losing the draft.
• Route supplier-invoice approval by cost category, with an approving owner for each tag value.
• Each supplier profile has an invoices tab, and a cost report shows what you spent with each supplier.
• Hand an incoming invoice or a bank transaction to a colleague as a task.

Budgets and contracts

• Import your own budget spreadsheet as the initial budget. Flowtly works out the layout and shows a preview before anything changes.
• Budgets can follow a rule, so new matching projects and contracts are picked up automatically instead of being frozen in a snapshot.
• The month drill-down separates inflows from costs, and its rows add up to the figure you clicked.
• Contract extraction cites the page and clause behind each value, follows your organisation's own rules and suggests the matching project. Invoicing clauses are shown on every invoice raised from the contract, and amendments can be raised in place.

Banking

• Accept all applicable suggestions for a transaction in one click, and set the confidence threshold for automatic matching.
• Refused statement uploads are listed with the reason, the file and who uploaded it.
• MT940 rows show the statement date, account number and currency.

Sign-in, integrations and more

• Microsoft Entra ID single sign-on with a proper settings screen. Invited people can sign in with Microsoft, admins can create accounts in advance, and invitations can be silent where SSO covers the email domain.
• Admins can switch on KSeF sales-invoice import from a chosen month.
• Optima accounting exports add a document archive, GTU, MPP and KSeF numbers, and correction invoices for those who opt in.
• A unified task drawer with several assignees, comments, checklists and templates.
• Candidates book their own interview slot from a link, and the job application form takes a CV and a cover letter.
• The rebuilt Reservations and Assets screens are now the default, with a timeline across every resource type. Many list screens get card layouts on phones.

Key takeaways

• Recurring absences, plus a leave balance that shows its arithmetic.
• Set-offs and your own reminder wording in collections.
• Budgets that import your spreadsheet and follow a rule.
• Sign in with Microsoft Entra ID.