April 18, 2024

Customize Portal Login Screen

As of today, if you have a whitelabeled Client Portal, you can now customize your Branding on the login screen!

Receipts Improvements

Updated the receipts engine so in-line images in emails will not be recognized as documents. This fixes the issue where email signature images and social media icons would show up as distinct documents.

Other Improvements

Users can now open and edit transactions with multiple line items from the similar historical transactions table.
Users can now right-click the "Go to Close" button on the Task List to open the close in a new tab.
Clicking "Go to Close" on the Task list will also scroll you directly to that task on the page.
Users can now see the Close Assignees on closing tasks on the Task List.
Users can now copy a link to a task.
Users can now save multiple custom P&L / Balance Sheet configurations as part of your review.
The P&L Drilldown can now be exported to Excel (at the Payee level).

Bug Fixes

Fixed a bug preventing users from assigning questions in the Chrome Extension.
Fixed a bug that caused due dates to show in red even when the close is marked complete.
Fixed a bug in Receipts causing some users to see the error "cannot read properties of undefined" when posting receipts.
Fixed a bug causing recurring non-closing tasks to repeat multiple times when completed for some firms.
Fixed a bug preventing some users from notifying clients at the same time as they respond to an inbound question
Fixed a bug preventing users from connecting some clients to Keeper.
Fixed a bug preventing users from sorting the Comments column on the Client List.