Flowtly update: Flowtly Enhances Budgeting, Invoicing, and Financial Reporting with Clearer Access (2026-05-05)

What changed

This Flowtly release introduces significant advancements in project financial management, offering new tools for initial budgeting and a more integrated contract-to-invoice workflow. We've also enhanced financial reporting with detailed Profit & Loss analysis by tags. Additionally, users will experience a clearer access denied process and benefit from general platform stability improvements.

Related update streams

Initial Budgets and Enhanced Project Financials

We've rolled out a robust framework for managing initial project budgets, allowing for more detailed planning and comparison features. This includes dedicated editors and a clearer naming convention for financial oversight, ensuring better control over your project's economic health.

• Set up and manage initial budgets with dedicated editor tools for comprehensive financial planning.
• View detailed contract comparisons directly within the new budget editor interface.
• The 'Profitability' section has been renamed to 'Project Financials' for improved clarity and consistency.
• Access to the Budgets menu is now correctly controlled by specific budget-related roles, ensuring only relevant users see it.

Learn more: Budgets, Projects, Finance.

Streamlined Contract and Invoice Management

Creating and managing invoices linked to contracts is now more intuitive and interconnected. You can generate invoices directly from contract details and easily see all related invoices at a glance, significantly improving your revenue workflow and data consistency.

• Effortlessly create new invoices directly from the contract drawer, with options to generate per schedule line.
• View all associated invoices within a new 'Related Invoices' section in the contract drawer.
• Improved two-way linking between invoices and contracts ensures data consistency and easier navigation.
• Contracts can now be tagged, enabling better organization and search capabilities across your agreements.

Learn more: Contracts, Invoices.

Detailed Profit & Loss Reporting by Tags with Area Metrics

Gain deeper insights into your project's profitability with new reports that break down Profit and Loss by specific tags. This enhancement now includes metrics calculated per square meter, making it easier for businesses to analyze performance based on space utilization and tagged categories.

• Analyze Profit & Loss statements organized by specific tags you've assigned to your projects.
• View financial metrics, including revenue and costs, calculated per square meter directly in the PnL report preview.
• Understand the profitability of different areas, services, or tagged categories within your projects more clearly.

Learn more: Finance, Projects View.

Improved Access Denied User Experience

When you encounter an 'Access Denied' page, Flowtly now provides more transparent information about why you can't access certain content. This helps you understand what roles are required to view specific sections, all presented in a localized and user-friendly manner.

• See a clear 'Access Denied' page that specifies the required roles to view content.
• Error messages and role names are now localized for a more user-friendly experience across the platform.
• Administrators can better diagnose access issues with more detailed information exposed in API responses.

Learn more: Permissions, Administration.

Underlying Performance Enhancements

We've implemented several technical fixes to improve the platform's stability and reliability. These under-the-hood changes contribute to a smoother and more consistent experience across Flowtly, ensuring the platform runs efficiently.

• Addressed and resolved pre-existing technical issues to enhance overall system stability.
• Ensured smoother operation and reduced potential for errors within the platform.

Additional updates

Alongside the core streams, we also shipped a set of supporting improvements worth highlighting.

• Localize uploader analyser verificator lead supervisor.

Why it matters

These updates help teams work faster, reduce friction in daily operations, and improve overall reliability across the platform.

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