August 3, 2023

Easier Files Drag and Drop
We just made it much easier to upload a file to a task – especially valuable for attaching statements to reconciliation tasks.
Close Page Navigation Updates
We also cleaned up the navigation bar on the Close page. Please see below for a full overview of what moved where.
Big little wins: you can now click the home
 button to go back to the Client List at any time (including in Metrics and Reporting).
Other Improvements
Updated Xero backend infrastructure to improve performance and eliminate future bugs.
Unified the Connect to QuickBooks and Connect to Xero buttons in Unconnected clients.
Added the ability to show and hide columns on the Task List.
Added the ability to view Completed By / Completed At on the Task List.
Bug Fixes
Fixed a bug causing tasks to show up as overdue in templates.
Fixed a bug preventing users from editing class on multi-line Journal Entries.