Changelog

Hi everyone!
Adminflow just became more flexible 💜 You can now register both companies and private individuals as customers.

New functionality

Choose customer type when creating a customer

• Select between company and private individual using a new, simple card-based option

• The customer type is clearly shown as a badge in the header

Dedicated flow for private individuals

• No requirement for organization number

• New fields for national identity number and date of birth

• Date of birth is automatically derived from the identity number

• Identity number is masked, with option to show or hide

Companies work as before

• No changes to existing flow

• Continued support for registry lookup and manual entry

Good to know

• Customer portal is currently only available for companies

Hi everyone!
A small but very useful update on the AML side. 👀

It’s now much easier to export AML documentation in Adminflow. You can export control forms directly from the AML overview without going through the admin panel.

This makes the process faster and gives you a smoother workflow when you need documentation.

What’s new:

• A new export button is now available directly in the AML overview

• A confirmation modal shows what will be included before you proceed

• The export includes the latest AML form with status Control done per template

• For larger exports, the file is generated in the background and sent to your email when ready

A simple improvement that makes everyday AML work a bit more efficient ✨

Happy Friday! 🎉

Here’s a small update to make your day a bit smoother ✨

We’ve made it easier to customize how you work with data in Adminflow, especially in overviews and when using filters.

You can now:

• Reorder columns directly in the overview using drag and drop

• Adjust column widths as needed

A small improvement that gives you more flexibility and a smoother workflow 🙌

You can now upload multiple files at the same time across several areas in Adminflow. Previously, files had to be uploaded one by one, and in some places it was not possible to upload multiple documents at all. This has now been improved ✨

You can now select and upload multiple files in one go, wherever you are working.

This applies to the following areas:

Adminflow board room:

• Board room → Meeting calendar → Edit meeting → Attachments

• Cap table → Attachments

Adminflow firm:

• Quality control → Attachments

• Tasks → Task list → Attachments

This makes handling documentation much faster and smoother, especially when working with multiple files

We’ve introduced a new level called specifications under planning categories. This allows you to break down work further and define exactly what should be delivered in a project.

Specifications help structure both contracts and tasks in a more precise way. For example, you can go from a high level category like payroll or accounting to concrete deliverables, giving better visibility and clearer ownership.

When a planning category is selected during project creation, its specifications are automatically included. These inherit frequency, period, and responsible from the parent category, so you don’t have to configure everything manually.

You can also control where specifications are used. Some can apply only to contracts, others only to tasks, or both. When used for tasks, they automatically generate tasks with the correct name, responsible person, frequency, and due date, making setup faster and more consistent.

It’s also possible to add project specific specifications directly within a project. These only apply to that specific contract and do not affect global settings 💜