In-app API access, export details, and deadline placeholders

Release 3.0.1 🔌 hidma API API Access Managed from Within hidma: API access can now be set up and controlled directly inside the application - there is no longer any need to contact our support team to get started. Create and manage your API credentials (Client ID & Secret), define the access permissions for each integration, and revoke access at any time, all from one place. The API remains in beta, so if you would like a copy of the API documentation or help with your first integration, our support team is happy to assist.Read the hidma API article on our knowledge base to learn more. 📊 Reporting & Exports Export Parameters Listed in Every File: All CSV and Excel exports now include the parameters used to generate them - such as the date range, selected teams or users, and any other filters applied - listed at the top of the exported file. This makes it clear at a glance what each export contains, which is particularly useful when sharing files with colleagues or returning to an export at a later date. 📅 Deadlines Placeholders in Recurring Deadlines: Recurring deadlines now support placeholders in the same way as recurring projects and recurring bills. Add a placeholder for the period, month, or year to the deadline name, and each occurrence generated by the recurring schedule will be filled in automatically with the correct values - for example, a quarterly VAT return deadline will carry the relevant quarter and year in its name. This removes the need to rename deadlines by hand and keeps naming consistent across all of your clients. ⭐ Enjoying hidma? If hidma has helped your firm, we would be grateful if you could spend a few minutes writing a review on G2. It helps other firms find us. Leave a review