New upgrades went live: mobile app launch, user access and workflow refinement.

All Apps
Sep 12, 2025
5 min read

Updated: Sep 18, 2025

Let's get to the upgrade:

What's New? This update includes many things, but a few of them really stand out.

The launch of our Play Store mobile app
Refinement to the way you assign users
Custom workflows now work according to templates
The documents tab got a facelift

All of these features were suggested by you, our valued clients. We couldn't have done it without your feedback and suggestions—thank you for partnering with us to shape the future of DataGrows! Please let us know if you have any other great ideas.

Introducing the mobile app!

This app can be downloaded from the Play Store by searching for Task Track: DataGrows.

The app gives you access to your All Tasks Due detail view. It gives you the ability to quickly access a task, time on it, capture a note and mark it as complete when you are done. If you need to access the full system from your phone, you can still do it by going to www.datagrows.co.za. We will introduce more functionality to the app in future.

Additions:

Task assignment

The Accountant tasks table has moved out of the Accountants table to its own spot under Setup. We have translated all of your selections to this table. This table is meant to assign any user who functions on a global level throughout your database. For example, if you have one partner throughout the firm, or one person who does CIPC, you can select them here, and they will pull through to the Client Roles table and the tasks for that client once you run the macro. The Client Roles table now also displays within your left navigation to make it easier to see who has been assigned to a client. Click here to find out more.

Custom Workflows

You have the ability to set up unique steps for each automated task in DataGrows. These steps can now be set up according to templates you design. If you used custom workflows before the rollout we will have translated your selection into the new template format and you can just add to them in the future as need be. This post will explain more. The notes field on these workflows will also grow now to make it easier to read.

Documents tab facelift:

The documents tab now gives you the ability to:

Sort according to date uploaded or document name.
See a document preview by clicking on the name of the document
Allow bulk download of all documents on the tab

Save button

The Save button now gives three options when adding a record.

Save & New
Save & Edit
Save & Close

Whichever option you choose will become the default until you change it again. Please click on the option you prefer, then click on the main button again to action it.

Information Icons

Every table now has an information icon to show you more. Simply go to the table and click on the I next to the table name.

New columns, tasks and selections:

Quite a few new things have been introduced in this upgrade. Unfortunately, this has resulted in the column order on a few of the task tables resetting. We do apologise for that.

Here is what’s new.

Additions to the Client table

Non-tax resident indicator + departure date – visible for individuals
Date Client Accepted - to help you track firm growth
Date of departure (leaving country of birth) - visible for individuals
Disability Type - (permanent/non) - visible for individuals
Copy address checkbox in Client table. This will copy the client’s physical address to the postal address once the client is saved.

Columns added to the Share Register:

Transaction Type,
Dropdown (Sale, Allotment, Buy Back, Transfer)
Transaction Comment,
Amount

Additional tasks on the Adhoc tasks table:

Proposals
New Client Onboarding and Set Up
Xero Set Up
Dext Set Up
Syft Set Up
Syft Reporting
Client Disengagement
Client Queries
New Client Welcome E-mail
Subscription Changes
Salary Restructuring

Additions to the Progress dropdowns in the Tax department:

SARS Supporting Documents Submitted
SARS Documents Received
SARS Additional Assessment Issued
SARS Reduce-Assessment Issued
SARS Review Finalized.
SARS Escalation
SARS Complaint
SARS Ombud

New CIPC Task: Foreigner Assurance

All Tasks Due detail table: Period has been added for every task in DataGrows that has a period (ie tax year, month etc).

Fixes:

Client roles will now populate every time you save a new client
The help link has been fixed, you can now access help
Some users experienced issues with the links loading on the Beneficial Ownership table for newly added clients. This has been fixed and will instantly load.
You can now select R0 Turnover as an option in CIPC Annual return without getting an error
Audit tasks and Once-off custom tasks now pull through to the Time Log table with a detailed description.
You can now filter and sort in the My Chats table.

Improvements:

Client table

The client table will now give a warning if any crucial client information gets duplicated, such as ID numbers, VAT numbers, internal client codes, etc. Some of these will warn about the duplicate, but not prevent you from saving (ie late estate having the same ID as pre-death.). But you cannot save the same client code more than once. It will prevent the save.

Bulk Complete Action

A mark complete option has been added under Actions for Audit tables and the Disbursement table.

EMP201 now schedules for Dormant clients with an indicator to show they are dormant.
CIPC Enterprise Details table now has an indicator to show when the last update was actioned.
Members and trusts now show on the client summary report
Tasks will now appear in the All Tasks Due Detail table even if you do not have a due date. Preventing you from missing anything.
Directors table: Addresses have been split to make it easier to pull through to the Beneficial Ownership table.
The way emails are sent from the No-Reply email address is up and running again
Under Invoices, if you have a client billed on behalf of another (ie Director tax billed under Company), the original client field will post alongside your customer reference in DataGrows to either Sage or Xero in the reference field of the invoice.

Salaries:

Salaries used to be under the Accountants table and the Staff Rate table. We have now moved all salaries to the Staff Rate table under Setup – Billing. These rates pull through to various reports in the Firm Report table for Account owners and partners to use for insights. We copied your information stored under the Accountant table to the Staff Rates table.

Reports:

New Report: Invoice summary. This shows all invoices regardless of being posted to Sage or Xero.
Filters on reports now sort alphabetically, making it easier to find what you are looking for.
The billing report will now also display actual time (hh:mm) spent on tasks.
New report in the Reports table: Individual Income Tax Dashboard – perfect for this tax season nearing a close!
The Client Summary report found in the Client table will now also display Members and the trust register. This will make it easier to see exactly where each client is involved. Client roles will also display below that, so you can easily see which team is working on that client.

Important:

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That's all for now, but there's always more on the horizon. If you have any questions, suggestions, or feedback, drop us an email at support@mydatagrows.com. We also have a webinar coming up where we will discuss all of these new features. Use this link to book your spot. Thursday 25 September 11:00 - 12:00.

💬We Value Your Input! Your requests and feedback have shaped every feature in this update. Keep those ideas coming—we love hearing from you!

Thank you for being a part of the DataGrows community. 

Warm regards,

The DataGrows Team