SurgeTK Release Notes — July 31, 2026

This release covers billing accuracy and imports, Redtail sync coverage, a new holdings layer that drives Buckets allocation, and name handling across beneficiary reports.

No action is required. All items below are live for every firm.
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Billing

Annual Billing totals now reflect imported account billing. Household billing rolls up account level billing alongside household fees.

• Prior year billing stays visible: when the current calendar year has no billing recorded, the most recent year with data is shown instead, labeled with the year it came from
• Breakdown opens from the billing box: click anywhere on the Annual Billing box to see the breakdown. The box is keyboard accessible
• Breakdown reads as a receipt: period and total appear at the top, followed by account billing, household fees, and total. Estimated figures carry an "Includes projection" badge, and coverage is explained in one sentence
• Household fees moved into Edit Household: the Edit Household modal now has Details and Billing tabs, with fee entry on the Billing tab. The standalone Household Fees modal is retired

Billing imports

Custodian files match your accounts more reliably.

• Account numbers match regardless of formatting: dashes, spaces, and letter case are ignored, so a custodian file listing 38064644 matches an account stored as 3806-4644. Accounts that could match more than one record are reported rather than guessed
• Negative amounts are accepted: fee adjustments and refunds import as written
• Re-running a file is safe: rows for the same account and period sum within a file, and re-importing replaces the stored value for that period rather than adding to it
• Import results state what happened: the completion toast reports imported and failed counts with the most common reason, and each failure explains how to correct it
• A billing import guide is included: it covers matching rules, negative adjustments, multi row summing, one period per file, and where imported billing appears afterward
• Upload step is easier to read: Billing Type, Billing Cycle, and Period sit in a single row in a centered column, with the drop zone aligned to it
• Period labels are shown in UTC: a calendar year 2025 file reads as 2025 rather than shifting a day by timezone

Redtail sync

Broader coverage and faster incremental syncs.

• Addresses now sync: contact addresses come across with the rest of the contact record
• Incremental syncs only pull what changed: syncs after the first one complete substantially faster
• A single problem record no longer stops a sync: each contact is handled independently, so the rest of the page continues
• Systematic withdrawals are protected: existing withdrawal data is never replaced with an empty result, and inferred withdrawals that exceed the account value are discarded
• Custodian names fill in more often: when the primary field is empty, the feed aggregator is used
• Account pages are fully paginated: households with many accounts sync completely

Holdings and allocation

Position level data from Redtail, and Buckets allocation calculated from it.

• Holdings sync with each account: positions are refreshed on every sync, with the as of date reflecting the actual feed price date
• Allocation is calculated from positions: when every holding in an account is classified, the cash, income, annuities, and growth split is derived from the positions themselves. Manually entered splits always take precedence
• Positions appear in the Allocation tab: each account modal shows the holdings under the split they produced, with the relationship stated on screen
• Systematic Withdrawals has its own tab: withdrawals moved out of Transactions into a dedicated third tab
• Securities page for administrators: Settings has a Securities page listing every held security by value, with a bucket dropdown, source labels, search, and reset to automatic. Changes re-roll the affected accounts

Beneficiary reports

One person appears as one row.

• Names match without regard to capitalization: a beneficiary entered as "JOHN SMITH" by a sync and "John Smith" in the account modal is treated as the same person and receives a single line with a single share
• Existing reports correct themselves: reports saved before this release apply the new matching the next time they are viewed. Nothing needs to be regenerated
• Duplicate beneficiary records are no longer created: account entry, Redtail sync, and Zoho sync all match existing beneficiaries consistently

Name display

Names in all caps or all lowercase are standardized.

• Organizations are title cased: entities read "Kitsap Humane Society", "Smith Family Trust", and "Estate of William Thompson"
• Acronyms are preserved: ASPCA stays ASPCA
• Deliberate capitalization is left alone: a name already written with mixed case, such as "Marguerite O'Brien", "Jan van der Berg", or "ABC Charity, Inc.", is treated as intentional and is not rewritten
• Organization word order is preserved: "ABC Charity, Inc." is not reordered

Sync status and value adds

• The sync button stays visible while a sync runs, reading "Syncing" for the duration
• Last sync time on hover: hovering the Redtail or Zoho button shows when the last sync completed, updated in place when a sync finishes
• Value add annotations are on by default. If you have previously turned annotations off, your setting is kept
• Breakdown accounts are grouped by owner: Buckets and Guardrails breakdowns group accounts under the household member who owns them, individuals first, then joint, then unowned. Single owner households keep the flat list
• Value add reports refresh when underlying data changes: cached report data is rebuilt when accounts, holdings, or security classifications change

Also in this release

• Integrations moved to the Imports page: the entry point is now a button in the Imports page header rather than a sidebar item
• Client member cards show the edit control on hover: the edit pencil appears on hover or keyboard focus