May 2026

The inventory module just got the three pieces that turn "track what's on the shelf" into "report on every dollar of grant compliance, end to end." All three are off by default — flip on fund tracking in Settings → Inventory when you're ready to use them, and your existing inventory keeps working exactly as before until you do.

Declare funding sources for your inventory. A new Funding Sources page lets you record where your inventory dollars come from — grant-backed (linked to any grant you've already created in Grants) or fund-backed (linked to any donor fund). The platform always keeps an auto-created Unrestricted source as the fallback, so you can never accidentally delete the safety net.

Split a receipt across multiple sources. When fund tracking is on, every line on the Receive inventory form gets an Allocations sub-form. Say a 100-case beans receipt came from 60 CDBG dollars and 40 in-kind: declare it that way at receipt time, and from that moment on every can of beans that leaves the shelf reports back to the right source.

Plan purchases ahead with purchase orders. A new Purchase Orders page lets you draft and track POs with line-level fund allocations. When the goods arrive, you can pre-populate a receipt from the PO and edit before finalizing — the receipt is the truth, the PO is intent.

Configure eligibility rules per funding source. On any operator-created source's detail page, an Eligibility rules editor lets you constrain who that source can serve — by income bracket, recipient kind (client / household / partner agency / anonymous), service category, ZIP prefix, or age range. Constraints AND-compose; an empty rule set is unrestricted (everyone is eligible). At distribute time, eligibility rules filter which sources can fund a recipient — so a grant only ever pays for the recipients it's allowed to pay for.

Decide what happens when eligibility fails. Same detail page, a When rules fail selector lets you pick the per-source behavior when eligibility excludes a source from a distribution:

• Hard block — the distribution fails. Strictest compliance posture.
• Soft warning (default) — the operator sees a confronted alert at distribute time with the exact rules that excluded the source and the recipient's context. To proceed, the operator supplies a written override reason that gets logged to the audit trail. The override decision is deliberate, not a click-through.
• Auto fallback — the unrestricted source pays automatically, no operator prompt. Useful for "fall back to general dollars" policies where eligibility is a preference, not a hard rule.

The override audit trail. Every overridden distribution writes an override eligibility activity event recording which source was overridden, which rules failed, the operator's reason, and the recipient context — visible in Settings → Activity. Auditors get the exact "who decided to override this rule, when, why" trail they ask for.

What stays the same. If you don't turn on fund tracking, none of this appears in your inventory UI. Receive and distribute work exactly as they did before — every receipt lands on the unrestricted source, every distribution consumes from there, no allocations field, no eligibility rules, no override prompt. The feature is additive at every layer; the off state is the prior state.

Your 60-day free trial now starts when you decide it should.

• Trial is a choice, not a default. When you create an organization, you'll see four options side by side — Basic, Pro, Premium, and Free Trial. Pick Free Trial and the 60-day clock starts then; pick a paid plan and you skip the trial entirely. No credit card required for the trial.
• A countdown that stays out of your way. The old full-width trial banner is gone. In its place, a small pill next to the notification bell shows the days left at a glance — it turns red in the final week, and clicking it takes you straight to plan selection.
• Inactivity check. If no one on your team opens HumanixOS for 10 or more days during the trial, the trial ends early and you'll need to choose a plan to continue. We email the account owner a few days ahead so it's never a surprise — and simply logging back in resets the clock.

We've launched a public changelog so you can keep up with what's new in HumanixOS. From now on, when we ship a notable feature or fix, we'll post it here.

Stop manually batching reminder emails the morning of an event.

• Configurable reminders. On any event, open the new Reminders tab and pick a channel (email or SMS), an offset relative to the event start, and a template. We send to every registered attendee at the right time, with consent handled automatically (a STOP on marketing won't suppress an event reminder).
• Per-attendee QR codes. Reminder templates can include a {{check_in_qr}} or {{check_in_url}} merge key — each attendee gets a unique code with no name lookup needed at the door.
• Scan-to-check-in. Open Check in on the event detail page, point your phone's camera at an attendee's QR, and they're marked attended. Re-scans show "already checked in" instead of double-marking.
• Three-purpose consent. Email and SMS consent now splits into transactional, event alerts, and promotional. STOP on a promotional message stops promotional only — registrants keep getting the reminder for the event they actually signed up for. STOPALL stops everything.

Available with the existing Email and SMS plans.

Events get a few much-asked-for upgrades.

• Define your own event types. No more being stuck with the six built-in categories. Add "Mentoring Session," "Pitch Scrub," "Office Hours," whatever you actually run. Edit names, recolor, archive — all from Settings → Event types. The picker on every event lets you add a new type inline if you don't want to switch screens.
• Sessions inside an event. Multi-day or multi-track events — galas, festivals, summit days — can now be split into sessions. Each session has its own time, location, capacity, and (soon) attendance. Add them from the new Sessions tab on any event detail page.
• Custom fields surface in the form builder. Add a custom field to an event (a "venture stage" dropdown, an allergy text box) and it now appears as a draggable question in the event's registration, check-in, or survey form — no more re-creating fields you already defined.
• Pull events from Google Calendar. Connect Google Calendar in Settings → Integrations, then open the new Two-way sync screen to set title patterns. Anything matching ("initial meeting", "intake", whatever you choose) gets imported automatically. Events you push out from HumanixOS aren't re-imported.
• Post-event surveys. A new Event Survey form type lets you collect feedback after an event without re-purposing your registration form. Wire it up to a reminder for an automatic post-event invite.

Available everywhere events live in HumanixOS.

A few finance-related changes you'll see right away.

Funds and Campaigns now live in the Finance sidebar. Both used to be tucked inside Donors. Now they're top-level entries under Finance, alongside Donors, Grants, and Budget. URLs are unchanged — only the navigation moved.

Allocate a grant across multiple funds. Open any grant detail page and you'll find a new Fund Allocations section. Split an awarded grant across one or more funds with explicit dollar amounts. If your allocations don't add up to the awarded total, you'll see a friendly heads-up — but you can still save and adjust later.

Link a campaign to multiple funds. When editing a campaign, you can now associate it with as many funds as you'd like. Useful for year-end appeals or any campaign that legitimately raises dollars across more than one program.

Donation pages can now accept a "preferred but unrestricted" gift. A donor who wants to support a specific program with their gift legally restricts those dollars to that program — which is how money gets stranded (e.g. the leftover-from-a-disaster-appeal problem). On any donation form, you can now flip on "Allow donor to express fund preference (non-binding)". With that on:

• The form's existing fund becomes the legal unrestricted bucket the gift is applied to.
• A "preferred area" dropdown appears on the public page so the donor can express where they'd like the money to go.
• A short disclaimer makes the legal status clear.

The disclaimer copy ships as a placeholder marked for legal review — please have your legal counsel sign off on the wording before turning the toggle on for any of your forms.

Configure follow-up communications directly on a form — no workflow tool required.

• Thank-you on submit. Send an email or SMS the moment someone submits, rendering an org-defined template against the submitted values.
• Delayed steps. Add follow-ups that fire minutes, hours, or days later. Build the classic four-step intake nurture in one place: confirmation now, +2 weeks, +3 weeks, +4 weeks.
• Per-step recipient resolution. Each step picks which submitted field carries the recipient's email or phone, so you can target the right address even when a form has multiple contact people.
• Consent gating. Every send goes through the unified consent layer — opted-out recipients are skipped and logged, never sent silently.

Open the new Follow-ups page on any form to configure. Conditional branching ("only send to mentors", "skip if role = X") is supported by the underlying engine; the visual builder for it ships in a follow-up release.

Upload an executed grant agreement on the grant detail page and we'll suggest the financial structure for you. The new AI extraction panel reads the document and pulls out:

• Fund allocations. Suggested splits of the awarded amount across your existing funds, with a smart match against your fund list. Mismatched names are flagged so you can map them manually rather than disappearing silently.
• Line-item flexibility. The percent of the budget you're allowed to shift between buckets without donor permission, plus any caveats from the agreement.
• Reporting deadlines. Each scheduled report with its due date and required artifacts.

Extraction is suggestion, not authority — you review, edit, and confirm before anything writes to the grant. Each section applies independently, so you can accept the deadlines and tweak the funds.

After you confirm the deadlines, click Sync to calendar and they'll land in your connected Google or Microsoft calendar alongside the existing grant key dates. As reminders change in HumanixOS, the calendar events update too.

Available on the grant detail page for any user with the Edit grants permission.

You can now connect your QuickBooks Online account to HumanixOS and see your chart of accounts and grant burn-rate against actuals — no more re-keying numbers between systems.

We've also reorganized the sidebar so anything finance-related lives under a new Finance group: Donors, Grants, and the new Budget page are all in one place.

A few highlights:

• Read-only by design. HumanixOS only reads from QuickBooks; we never create or modify your accounting records.
• Grant burn-rate. Map your grants to GL accounts once, then watch budget vs. actuals on the Budget page.
• Per-user GL access. Owners and admins can grant program managers visibility into specific GL accounts so they see their program's spending without seeing the org's full P&L.
• Pull on demand. Open a finance page and you see fresh numbers — no waiting on background syncs.

Owners and admins can connect QuickBooks under Settings → Integrations → QuickBooks.