improved
August 17, 2023
Bulk start closes
You can now bulk create all of your latest closes on the Client List!
Other Improvements
- Descriptions now exist as a separate column on the task list so you can created filtered views by description.
- Users can now see files related to a vendor if they open a transaction coded to that vendor.
- Client List table filters are now searchable.
- Time Tracking tables now show totals as you filter the table
Bug Fixes
- Fixed a bug causing some tasks due on the end of the month to display the beginning of the following month as a due date.
- Fixed an issue affecting MFA login for some users.
- Fixed an issue that broke the Click to Xero functionality for manual journal entries.
- Fixed a bug causing the the Expenses and Bills without Attachments report not to work in Xero.
- Added caching to improve performance on the Metrics and Reporting pages.
- Ensured the customers/vendors ("Name") column is always visible on journal entry line items.
- Renamed the "Upload to QBO" button to say "Upload to Vendor" in transactions.
- Fixed a bug causing exported metrics visuals to use Times New Roman.
- Fixed a bug causing the Latest Published Financials cell to make rows taller.
- Fixed a bug causing the priority start on tasks to show up misaligned.
- Adjusted the placement of the save button in the vendor requests modal to prevent it from overlapping with the intercom button.
- Fixed a bug causing firm tasks with > 10 attachments not to show all attached files.
- Fixed a bug causing custom transaction reports not to turn green when completed.
- Fixed a bug preventing scrolling on the Kanban page in Windows.
- Fixed a bug causing the transaction amounts for Xero clients to show up in the wrong color in the Client Portal.
- Fixed an bug causing tasks with subtasks in templates not to overwrite related tasks.