August 28, 2025

Fresh Look for Management Reports ✨

Management Reports just got a modern design upgrade—cleaner visuals, smoother navigation, and more ways to customize what you share with clients.

What’s new:

Sleek, refreshed report design
Easier navigation & settings
New free-form content page for notes, scope, or disclaimers
Image page for visuals, branding, or marketing materials

We’re rolling these out over the next few weeks. Want early access? Fill out this short form to try them out!

Emails Updates

Email notifications for non-transaction questions now include the question subject in the body of the email, providing additional context for clients.
Practices can select whether or not emails from disconnected email accounts are stored for record-keeping purposes or are deleted, depending on their data governance policies.

AI Bank Feeds Improvements

Transaction details are now visible when matching to multiple ledger items.
Partial payments can now be applied to invoices or bills.
Outstanding transactions count is now viewable from the client list dashboard.

Other Improvements

Chrome extension is now supported in the new QBO bank feeds.

Bug Fixes

Fixed a bug where the next date was incorrect in the recurring non-transaction question table.
Fixed a bug where emails with multiple questions only included one.
Fixed a bug where duplicate vendors could be created in the 1099 workflow.
Fixed a bug where bulk matching in bank feeds caused an error.
Fixed a bug where users couldn’t move matches to a new transaction in the “multiple possible matches” UI.
Fixed a bug where the “most recent” financial report wasn’t shown on the Client Portal dashboard, only under the Files tab.
Fixed a bug where the second signee couldn’t be navigated to in Signatures.
Fixed a bug where the Chrome extension client picker didn’t appear correctly below the dropdown.
Fixed a bug where users could not match to a transaction in “multiple possible matches” view.
Fixed a bug where file deletion in the client returned an error.
Fixed a bug where a file upload in the portal failed with a generic error.
Fixed a bug where vendor request submissions did not finalize after clicking Submit.
Fixed a bug where a Xero Profit & Loss report showed up blank while the Balance Sheet was rendered.
Fixed a bug where digest emails failed to send.
Fixed a bug where users could not reauthenticate their practice email.
Fixed a bug where the “Done” option was missing for bulk marking tasks as completed.
Fixed a bug where users were unable to create folders or subfolders in their Files tab.
Fixed a bug where the “update current view” option was missing when saving a view.