We improved the team-facing reminder and audit documentation so operators can see the reminder surfaces available today and where approval workflows remain on the roadmap.
Reminder workspace
The reminders workspace now has clearer guidance for:
- Reviewing scheduled reminder activity
- Checking recent sends and outcomes
- Updating workspace reminder defaults in settings
Team coordination
Operators can keep invoice follow-up context in the same workspace instead of spreading ownership across email and spreadsheets:
- Use inbox queues and tasks for ownership
- Review reminder history on the invoice timeline
- Use internal notes where follow-up context should stay team-only
Audit visibility
Audit records cover key workflow and security-sensitive activity, including actor identity, workspace scope, action, resource details, request metadata, and timestamps.
Roadmap boundary
Multi-step invoice approval chains, approval dashboards, and public webhook payload migrations are not documented public surfaces today. Treat those as roadmap items until the feature docs and API reference say otherwise.