Announcing expenses, history tracking, & client assigments


Experience seamless project management with our latest updates!

Hey MyClientSpot community!

We are thrilled to announce the rollout of several new features on MyClientSpot that we’ve been working hard on. These features are designed to streamline your project management experience and provide greater control over your tasks and teams.

We’ve been actively listening to our user community, and we’re happy to share that all of these feature have been implemented in response to user requests. Your feedback is invaluable to us, Please keep those suggestions coming, and we’ll continue to work hard to enhance your experience on MyClientSpot! You can reach us at and we will be back with you right away.

Read on to discover the exciting new features we’re bringing to MyClientSpot (please not that the new user guides will not be available until the updates have gone into effect):

Expense Tracking Per Client, Project, and Tasks

Keeping track of expenses just got easier. With MyClientSpot, you can now monitor your expenses per client, project, and even individual tasks. This new feature allows you to stay on top of your client’s budgets and ensures that you can allocate resources more efficiently. You can also store a file with each expense, making it perfect for receipt tracking. No more filing cabinet drawer full of unorganized receipts. You can view more information about the expenses tracking feature in our guide to tracking expenses page

New Basic User Role

Do you have an employee that you don’t want access to all the client files but still does work for that client? There is now a new user role that only allows the employee to log time and track expenses to a task/project.

Assign users only Specific Clients

You can now allow users only access to certain clients. When a user is assigned to a client, they will only have access to information related to that client and its projects. This ensures that your team members can focus on their assigned work while maintaining the privacy of other clients and their data within your company. This new feature not only helps in safeguarding sensitive information but also streamlines the user experience by displaying only relevant client data for each team member. (How to assign employees to clients)[/guide/users/#editing-an-employee].

History Tracking for Managers

Transparency and accountability are essential in project management. That’s why we’ve introduced history tracking, where all modifications made to projects, tasks, expenses, and time entries are logged and can be viewed by managers and admins only. This feature provides you insights to how a record has changed, as well as clock in and out times for those using the task timer feature. Look for a small “page” icon displayed in listings. Click it to view the history of that record.

New Settings Page Optimized for Mobile Devices

We know that our users are always on the go, and that’s why we’ve redesigned our settings page to be fully functional on mobile devices. Now, you can easily access and update your account preferences, no matter where you are. This screen is located in the same manner as the old one, by selecting “Settings” from the menu.

Streamlined User Management with Admin Password Reset

Managing your team has never been simpler. With our new user management screen, admins now have the ability to set passwords for new users or reset passwords for team members. This ensures that your team can stay productive and secure, without any hiccups. This screen is located in the same manner as the old one, by selecting “People” from the menu.

Consolidated Client Management Screen

We’ve listened to your feedback and have revamped our client management screen. You can now access all client-related options in one place, making it easier to manage your clients and their associated projects. The client management screen is also located on the menu, under “Clients”

Opt-in Milestones and New Milestones Panel

Milestones are an excellent way to track progress, but not every project requires them. To accommodate different project styles, we’ve made milestones an opt-in feature. This can be enabled in the settings page, providing you with a dedicated milestones panel. For customers who have never used milestones before, this panel will be disabled by default in the settings page, ensuring a clutter-free experience.

New user guide

We understand that adapting to new features can sometimes be challenging, and we want to make this process as smooth as possible for you. That’s why we’re excited to announce the release of a new user guide for MyClientSpot. Each section of the guide will include detailed screenshots of each element, along with helpful tips and step-by-step instructions on how to use our platform effectively. Whether you’re a new user or a seasoned MyClientSpot veteran, this user guide will be an invaluable resource for getting the most out of our latest updates and features. In the coming weeks we’ll be adding new pages to the guide so that each and every feature of MyClientSpot will be throughly documented.

Databases have moved

In addition to these exciting updates, we’ve also made a small change to our databases feature. We noticed that the databases feature was rarely used by our users, so we’ve decided to move it from the main tabs to the user menu. This change will help streamline the interface and make it more user-friendly. Rest assured, the functionality of the databases feature remains intact, and you can still access it easily from the user menu whenever needed.

We’re confident that these new features will enhance your project management experience on MyClientSpot. As always, we appreciate your feedback and look forward to hearing about your experiences with these updates. Happy project managing!

The MyClientSpot Team