Fund your Workyard Business Checking account directly from the Workyard app.

Customers can now securely connect their external bank account and transfer funds into their Workyard Business Checking account without needing to log into their bank separately.

You can now:

Previously, customers needed to log into their external bank to push funds to their Workyard account. This sometimes caused delays or required costly wire transfers.

With in-app funding you can:

: You can decide which Expense Admins can have access to the funding experience via the "Access & Permissions" tab in the Expense menu.

Sometimes a worker submits a form with missing or wrong info. And suddenly you're in a spreadsheet, fixing it manually, before you can share it anywhere. Not ideal.

The good news? That extra step is gone. Admins can now edit Smart Forms submissions directly in Workyard.

Signatures and file uploads can't be edited.

Admins only. Managers and workers see the updated version but can't make changes.

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We've redesigned the cost allocation suggestions flow. Workers now see the customer name alongside the project name when selecting projects, and each % slider now shows the actual hours worked (e.g. 4h 30mins) rather than just a percentage.

When workers tag time across multiple projects, similar project names made it hard to pick the right one. And splitting by percentage alone was abstract — workers had no way to know what 45% actually meant in hours without doing the math themselves.

• On the project selection screen, each project now shows its customer name below the project name

• On the time split screen (both projects and cost codes), the calculated hours appear alongside each % slider and update live as the slider moves

You can now export Workyard Visa Debit Card transactions directly to QuickBooks Online (QBO).

Approved expenses—including receipts and job or cost code allocations—can be pushed into QBO instantly. You can also mark eligible transactions as billable, making invoicing in QBO faster and easier.

We’ve added a powerful new enhancement to Smart Forms - you can now record location and/or timestamp data for any question in your form, including photo uploads.

This gives your team reliable, automated context for every response, making it easier to validate work completed onsite, confirm when inspections occurred, and maintain accurate, auditable records.

Open any template in the Smart Form Builder, choose a question, and toggle on Capture Location or Capture Timestamp in the settings panel.

Preview the behavior, publish, and start collecting richer, more accurate data instantly.

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We’ve launched five new Calculation Formulas to help automate some common calculations directly inside your Smart Forms - no spreadsheets needed.

➡️ Add a Calculation Formula in your template and choose the type that fits your workflow.

📘 Learn more here:

Calculation Formulas

You can now view all Smart Forms submissions directly inside each Project - making it easier for teams to stay organized, track field documentation, and monitor progress in one place.

With this update, all form submissions, grouped by form name, related to each project will appear in a dedicated Forms tab.

➡️ Open any Project, click on the Forms button on the top right of the screen, and see all related form submissions, grouped by form name.

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You now have more flexibility when setting up rules for your team assigns time to projects, thanks to the new option to switch between manual and default project selection modes.

You can now choose a manual mode for project/time assignment, giving teams more control at clock-in.

With this update, teams can:

These changes provide tighter control over how time is tracked, reduce incorrect assignments, and make the system more adaptable to different workflows

Now you can issue Visa® debit cards to your team with built-in spend limits, merchant restrictions, and receipt compliance, all from the same Workyard app your crews already use for time tracking. Every purchase is automatically tagged to the right project and synced with your accounting system, giving you real-time visibility into where every dollar goes.

With Workyard Expense Visa® Debit Cards, you can:

And the best part? Workyard Expense Visa® Debit Cards are included with your Workyard plan, at no extra cost.

We’ve added a simple but powerful boost to team communication. Whenever someone adds a note to a scheduled task, task assignees and watchers will get notified automatically—so context isn’t lost, and work keeps moving!