Changelog
We improve GuardianPad continuously, guided by the guardians who use it. This is the running record of every feature, improvement, and fix.
Latest release Oct 28, 202618 releases since August
A Court Accounting now has a schedule for property sold, with each item's recorded value, gain or loss and sale price, one for property bought, and one for property gifted, distributed or written off. The sold and bought totals match the summary lines, on screen and on the printed copy.
ReportsImports will run on our servers, so you can leave the page while one works, and every import your team runs will be listed with its results. Imports are in final testing.
ImportsAn accounts import will record each opening balance on the date in the file and can be undone whole. Imports are in final testing.
ImportsThe clients import will bring over court details, allergies, diagnoses and advance directives along with each client. It is in final testing.
ImportsStatement imports will preview a card's balance as the amount owed and tell refunds and voided transactions apart from duplicates. They are in final testing.
ImportsUndoing an import will leave alone anything changed after it ran, and report what stayed and why. Imports are in final testing.
ImportsLists and balances will update as soon as an import or its undo finishes. Imports are in final testing.
ImportsThe import review will explain unmatched clients, tell same-day notes apart, and hold ambiguous birth years and miscategorized accounts for a decision. Imports are in final testing.
ImportsDelete item on an inventory item's page is now Remove (recorded in error), for duplicates and mistakes, and is hidden once an item has been sold, gifted or written off. If the item's value was updated since it was added, the message now points you to support instead of asking you to record a sale or loss that never happened.
InventoryThe tour prompt at the top of a finished report no longer prints on the court copy.
ReportsAn inventory sale on the Transactions tab read as coming from the gain or loss, or from a blank, instead of from the item. It now reads from the item to the account the money was deposited to.
AccountsClosing a notification while a dialog was open also closed the dialog and lost what you had typed. The dialog now stays open.
EverywhereIf Guardian Pad was open in a tab while we released an update, the next thing you clicked could fail until you refreshed. The page now refreshes itself.
EverywhereAn inventory item that failed to load showed Item not found, and a dropped connection could show a raw error as the message. The page now offers Try again, and a failed save shows the reason the server gave when it gives one.
InventoryThe Inventory tab stopped at the first 200 items. It now lists every item and counts all of them in the estate totals.
InventoryOn a phone, the Add item dialog cut off Save item and shortened the Acquired choice. The buttons now stack full width and the choice shows in full.
InventoryDates on the Inventory tab and an item's page now include the year, so a value set in an earlier year is not mistaken for this one.
InventorySaving an item's edits with one required field empty said both Name and Type of property were required. It now names only the empty one.
InventoryAn item the estate bought, inherited or received as a gift showed its first value as Value at appointment. It now reads Purchase price, Value when inherited or Value when received, the same in the list, on the item's page and in its valuation history.
InventoryWhen a bank account was overdrawn, the property part of the estate bar ran past its end. The bar now always fits.
InventoryWhen the client's accounts failed to load, recording a sale or a purchase said the client had no bank account. It now says the accounts couldn't load and offers Retry.
InventoryRecording a transfer between two of a client's accounts was being refused when it was saved. Transfers save again, from Add transaction and from a statement import.
AccountsPress Change beside Email in Settings → Profile, then enter the new address and your password. Your old address keeps working until you open the link we send to the new one.
SettingsPress Expand while writing a new case note, or while editing a note, task or reminder description, to write in a full-screen editor. Esc takes you back to the smaller editor with your changes kept. On a phone, Edit opens full screen.
Case NotesSet up pay types, such as a state hourly rate or a flat monthly fee, on the new Rates tab, then choose one on each client's Profile. Time & Mileage and the new Client Statement show what each client is billed and what flat-fee work was worth.
Time & MileageTask and reminder descriptions open at the size of their text instead of a few lines, and longer profile and inventory notes grow as you type. Cancel now asks before it throws away edits to a description or comment, or a note you haven't posted from a client's Notes tab.
TasksA new Details card on each seat page holds their name and sign-in email, so everything about one person is in one place. Inviting someone now opens a dialog, and a mistyped invite address can be fixed and resent instead of deleting the seat.
TeamEditing an older case note no longer runs all of its paragraphs together into one block.
Case NotesThe Total Billable column on a Time & Mileage · Guardian report shows each entry's amount again instead of a dash.
ReportsEach row on the Categories page now shows how many transactions use it, and its menu has a History item. Open it to see every name the category has had, who changed it and when it was archived.
AccountsEach entry now has a menu with Edit and Delete, on the Time & Mileage page and on a task or note's Time and Mileage Log. Correct the description, date, start time, duration, miles or rate, and the note's totals update at once. Admins can correct a teammate's entry too.
Time & MileagePick Medical, Financial, Court, Compliance or Property when you create a reminder, or set it later from its page. The Kind filter on the Reminders page and a client's Reminders tab narrows the list to one, and it prints beside each reminder.
RemindersThe Reminders page and each client's Reminders tab now show every teammate's reminders to an admin, with an Assignee filter to narrow to one person. Overdue counts cover the team too.
RemindersA reminder whose date passes now sits in Overdue until someone completes it, instead of closing itself. Completing a repeating reminder moves it to the next date after today, and a one-time reminder records the day it was done.
RemindersA monthly reminder due on the 15th now stays on the 15th, and a yearly one keeps its date through a leap year. They used to move by 30 or 365 days and drift earlier over time. Existing reminders keep working.
RemindersClick the Client (or Author), Reminder or Time column heading to sort by it. Reminder puts the soonest follow-up first, and Time the most hours first, with blank rows last either way.
Case NotesThe Time & Mileage page priced hours at the guardian's current rate and miles at the rate's current value, so a raise or a rate edit changed past entries and the page disagreed with the report. Both now bill at the rate saved when the entry was logged, and a deleted mileage rate keeps its name on old trips.
Time & MileageA reminder linked to a note, account or task showed "Note #123" instead of the record's name in lists and on paper.
RemindersSorting a long list of notes by kind or title could show the same note on two pages and skip another. Pages are stable now.
Case NotesDeactivating a teammate now signs them out everywhere at once. Before, someone already signed in could keep working until their session expired.
TeamA Print button on Tasks, Reminders and Case Notes, and on a client's Case Notes and Reminders tabs, opens a clean Letter-sized copy of the list you are looking at, with your filters applied. Pick a worklist or a record, choose what to include, then print it or save it as a PDF from the print dialog.
TasksClosing the free trial banner now keeps it closed for good, on every device you sign in from. It used to come back the next day and on each browser, so you were dismissing it over and over.
BillingClicking Advance on a task just as it reached Complete could land on Reopen and send it back to Backlog. The two buttons no longer share a spot.
TasksThe guardian Time and Mileage report showed a doubled dollar sign in the Total Billable column of the activity log.
ReportsNotes line up in columns, so you can run your eye down the client, kind, reminder or hours. Sort by date, title or kind, and see when each open reminder is due. Both densities fold down cleanly on a phone.
Case NotesWhen money moves between two of a client's connected accounts, the Transactions tab now points out the matching pair. Merge it into one transfer so money in and money out stop counting it twice, mark it Not a transfer, or undo a merge from the transfer's page.
ClientsHover a category in any picker and click the pencil to rename it; every client's transactions follow, so a placeholder can be fixed once you know the right name. Admins also get Organization › Categories, every income and expense category in one place, where one that is no longer used can be archived. Past transactions keep an archived category.
AccountsA transaction is recorded against an account, so Add transaction now stays off until the client has one entered by hand. A notice on the Transactions tab says so and links to Accounts.
ClientsA refund can now be filed under a different expense category, like moving it from Groceries to Medical. It still reduces that category's spending instead of turning into income.
ClientsAdd transaction, splits, transfers and Log activity offer accounts synced from a bank again, listed under their own heading, for history the bank didn't send. Those entries never change the balance, which the sync keeps current. A note on the form says so when you pick one.
AccountsOn/off switches now show a light dot in the dark themes, so a switch that's on is easy to spot at a glance.
SettingsThe free trial banner reads cleanly on a phone: the message keeps its width and Add Payment Method sits on its own row underneath.
BillingThe Transactions tab opens with money in, money out, and a pie of spending by category for the period you pick. Switch to bars, hover a slice for the total, and click one to filter the list.
ClientsUncategorized rows are grouped by merchant with a suggested category, so one click clears several. Filter the list to what still needs a category, set it right on the row, the detail page or the edit form, or select several rows and set them together.
ClientsA store run that was part groceries and part medication can now count under both. Split from Add transaction or a transaction's page, evenly or by percent, with a category on each line. The bank account still shows one amount.
ClientsVoid on a transaction's page posts a reversing entry with your reason. Both rows stay in the ledger, struck through and linked to each other, and court accountings and totals leave the pair out so only the corrected entry counts.
ClientsEvery client now has an Inventory tab for the house, vehicles, jewelry and other property the court asks you to list. Each item keeps its value with the date and source, and you can update it when an appraisal comes in. A sale, gift or loss stays on the record so the accounting reconciles.
InventoryRun a Court Accounting for any client and period, in the charge and discharge format courts expect, with property on its own schedule. A banner says whether the account balances. When the filing is done, close the period to lock its dates.
ReportsEach client's Profile now has cards for allergies, diagnoses, advance directives and the court record behind your appointment. Record severity, the directive's agent and where it's kept, and the docket, judge and letter dates. Adding a DNR order keeps the DNR flag in step.
ClientsEvery client's Profile now has a Face Sheet: a one-page summary of who they are, who to call, what they take and their court details, with serious allergies flagged at the top. Print the Full copy for the file or the Responder copy for the hospital. Save a dated PDF straight to the client's Documents.
ClientsA client record is a row of tabs, from the profile and the money to the notes, reminders and documents. Hover any tab to see what belongs there. The Client File guide on Getting Started lists every tab, and Create a client record in Help walks through each one.
ClientsEvery report's Download button now gives you a CSV of the same rows, which opens in Excel, Google Sheets, Numbers and the intake tools courts use. Reports generated before this change still offer their Excel workbook.
ReportsNet worth and Total assets on the Accounts tab now come from the ledger and include property from the Inventory tab. Total assets shows the split between cash and property, so it matches a court filing. An overpaid credit card now shows as a credit, not a debt.
ClientsThe Add transaction form now asks whether money went out, came in, or moved between two accounts, then the bank account and the category. The ledger sides are posted for you, so a payment can no longer be entered backwards, and a brand-new client can categorize from the first entry.
ClientsAdd transaction and Log activity now show which accounts sync from the bank and can't take entries by hand, so the same money is never counted twice. Everything on a synced account arrives with each sync.
AccountsStatement imports will go into accounts kept by hand only, since a bank-synced account already gets its history from the bank. Imports are in final testing.
ImportsEvery connected bank now syncs at the same time, and a bank that fails is named with the reason while the others finish. The results show the balances and transactions that actually came in.
AccountsLinking a bank the client already has connected now offers a sync instead of copying every account and transaction a second time.
AccountsMortgages, auto and student loans, retirement and money market accounts now sit in the right group on the Accounts tab, and bank-linked accounts show their last four digits again.
AccountsImported transactions will use your organization's categories, flag amounts that can't be read exactly, and ask which comes first when a date could be day or month. Imports are in final testing.
ImportsThe Reports list labelled a Time & Mileage · Client report as T&M · Guardian. It now reads T&M · Client, matching the report's own page.
ReportsOpening a Balance Sheet from the Reports list while it was still generating showed Couldn't load this page. The page now waits and fills in as soon as the report is ready, like the other report types.
ReportsThe setup checklist's Your First Account step no longer ticks itself when the only account on the client is a bookkeeping or property account. It now waits for a real bank, cash, investment or liability account.
Getting StartedClient pages no longer jump while the client loads: the header and tab bar hold their place, the tab underline sits on the bar, and the search box shrinks on narrow windows instead of overlapping the timer.
ClientsA feedback survey could pop up while a timer was running. Surveys now wait until no timer is active.
Time & MileageEntering miles in Log time or mileage and saving straight away could fail with a generic error while the mileage rates were still loading. Save now waits for the rate.
Time & MileageAmount fields could save a different number than the one typed, like 1e3 as $13. They now refuse anything they can't read exactly and say why.
AccountsA transaction could be saved without a date and then drop out of every report. Paid on is now required.
AccountsThe transactions list now shows each row's name, amount and date on a phone.
AccountsAccount totals now update as soon as you add, rename or delete an account, without a reload.
AccountsWhen Plaid can't start, the connect window now says so and can be closed instead of spinning.
AccountsViewers and archived clients no longer see Disconnect on bank connections.
AccountsProfit & Loss transaction subtotals now add up to the section totals, and a voided transaction and its reversal are left off the list.
ReportsFilters on a client's Reports tab now narrow the list.
ReportsDownload could fail on a report left open for more than an hour. It now fetches a fresh link every time.
ReportsDimmed controls for view-only users could still be opened from the keyboard. They are now fully inactive, and a refused change says you don't have permission.
TeamAdd account manually now marks the fields it needs (name, type and starting balance) and tells you which one is missing before it saves. If the server still turns an account down, the message names the field instead of a generic error.
AccountsTransaction dates now show the day you entered. In US time zones they were appearing one day early on the transaction list, the account ledger, the transaction page and reports. The saved dates were always correct.
AccountsOpen What's New at the bottom of the sidebar to browse every new feature, refinement, and fix, filter by area, and jump to the guide for each one. A dot on the link tells you when there is something you have not seen.
EverywhereBring a whole caseload over from a CSV or Excel export: match your columns, review every row, then import, with an undo if it is not right. Imports are in final testing and open to every account when they are ready.
ImportsBring a history of notes over from an export, each matched to the right client and to its author on your team. Imports are in final testing.
ImportsBring each client's manual accounts over from an export, with opening balances, account numbers and institutions. Imports are in final testing.
ImportsBring an account's history in from a bank statement or ledger export, with categories matched as it comes in and duplicates flagged before anything is saved. Imports are in final testing.
ImportsSee exactly how a form prints. Set each question's width, where its label sits, and its date format, keep a question off paper, then preview it, export a PDF, or file it to the client's Documents.
FormsAdd your organization's letterhead once and it prints at the top of every form. For any single form you can turn it off or choose which parts print.
FormsEvery transaction now has a History card showing who created or edited it and when. Entries that came from the bank are marked Bank sync.
AccountsThe import review will flag each problem in the cell where it is and let one fix apply to every row that shares it. Imports are in final testing.
ImportsImport history will show the date each import's undo closes and how many days are left. Imports are in final testing.
ImportsOpening a transaction loads only that transaction, so the page appears sooner for clients with long ledgers.
AccountsArchiving a form now asks you to confirm first, and closes its share links.
FormsA submitted response is no longer saved again when you page through it.
FormsForms pages no longer flash white for a moment when you open them in a dark theme.
FormsOpen anyone on your Team page to see and change their billing rate right on their profile. Edit, save, and you are done.
TeamPending and expired invitations now have a Resend Invite button. The signup page also tells people plainly when a link has expired or was already used.
TeamProtect a share link with a passcode, ask visitors for their name and email, and accept photos or files as answers. Each response shows who sent it.
FormsType a question the way you would ask it. Search now skips filler words, handles plurals, and finds answers about receipts, time zones, pricing, and categories.
Help Center50 short clips now sit at the top of help articles, so you can watch a task being done before you try it yourself. Pop any video out to full size.
Help CenterGetting Started now checks off each step as you do the real work, like adding a client or inviting your team. Tours only run when you ask for them.
Getting StartedSelect teammates on the Team page and grant them client access in one step. Anyone who already has access is simply skipped.
TeamBulk actions never change an admin's seat, and promoting several people to Admin asks you to confirm first.
TeamA Mine filter and a dashboard card gather the responses waiting on you. You can also open a share link's submissions straight from its row.
FormsSignatures are drawn on a taller pad in a color that matches your theme, and one-page forms drop the extra paging controls.
FormsThe selection bar on Team and Tasks stays pinned to the bottom of your screen while you scroll.
EverywhereThe Appearance settings page no longer flickers when it opens.
SettingsChoose which alerts also arrive in your inbox. Email starts switched off, so nothing changes until you turn it on.
NotificationsSet up a search, sort, and filter combination on Clients, Tasks, or Case Notes, save it, and come back to it in one click.
EverywhereSend a form to a family member, a facility, or anyone outside your team. Their answers come back to you as a response.
FormsMake someone an Admin, Member, or Viewer, and choose exactly which clients each person can open. Viewers get a read-only view of the clients you share with them.
Team52 articles checked against the app as it is today, search that reads the full article, and a Contact Support link that tells us which page you were on.
Help CenterViewers no longer see buttons they cannot use, like adding a note or connecting a bank. Members get full access inside every client they are assigned.
TeamNarrow responses by status, client, or person, follow each one's activity, and find a client's forms on a new Forms tab in their record.
FormsNarrow your notes by more fields, and see a time feed that matches what your role is allowed to see.
Case NotesYou get a notification when an admin adds you to a client, and lists explain themselves when you have no clients assigned yet.
NotificationsThe Reports page no longer fails to open for some accounts.
ReportsA countdown shows the days remaining and whether a payment method is on file, so the end of a trial is never a surprise.
BillingYour plan, seats, trial, and payment method now sit on one page, with a direct link to manage your card and invoices.
BillingOpen a link from an email while signed out and you land on that page right after signing in, not on the dashboard.
Sign InRunning timers display correctly on phones.
MobileThe calendar no longer shifts around while it loads.
CalendarBuild visit checklists, intake forms, and inventories, run them with your team, and keep every response on the client record. Forms is in final testing and opens to every account when it is ready.
FormsTime and mileage totals round the same way everywhere they appear.
Time & MileageKeep the receipt with the purchase and the statement with the account, ready for the day a court asks for them.
AccountsUploading is more dependable, with clearer progress and plain messages when a file is too large or the wrong type.
DocumentsDocuments open correctly after another file in the list is deleted.
DocumentsBuilt With Working Guardians
Every feature, improvement, and fix on this page comes with your subscription, along with whatever we ship next.