December 12, 2024

Bug Fixes & Performance Improvements

This week, we continued to focus on adding polish, improving usability, and fixing bugs.

Other Improvements

Enhanced the text editing capabilities in Client Info on the close page and in the Chrome Extension.
Tightened up formatting in the Capacity Planning reports for easier scanning and greater readability.
Added the ability to search filters on clients, users, and properties in the All Timers report.
Added the ability to sort ascending/descending on any columns on the All timers report.
Added the ability to filter clients and properties on the client reporting page in Time Tracking.
Added the ability to filter employees and properties on the employee reporting page in Time Tracking.
Added the ability to add timers from the timers drilldown in the "Your timers" table.
Added the ability notify your client directly when responding to a non-transaction question in the upgraded portal.
Users can now cmd + click to open workflow links in a new tab from the close page.

Bug Fixes

Fixed a bug where contacts were not auto-populating when emailing clients.
Fixed a bug causing issues when pasting images into emails.
Fixed a bug where contacts encountered a “Something went wrong” error when logging into the portal.
Fixed a bug where sent emails did not appear in email history.
Fixed a bug where the selected email template did not load in the email draft until closing and trying again.
Fixed a bug causing an error when adding an email address to a vendor: “There was an error while saving the vendor.”
Fixed a bug where January 2025 tasks were incorrectly showing as overdue on the Client List.
Fixed a bug where users were unable to edit email templates.
Fixed a bug where NEC vendors were downloading into the MISC template for Track 1099.
Fixed a bug where tasks incorrectly displayed as overdue when they were not.
Fixed a bug where comments were not working on posted transactions.
Fixed a bug where the “Download CSV” option for the default view did not appear.
Fixed a bug where adding two new tasks in the Client List caused the second one to lack a default status.
Fixed a bug where the YTD P&L did not match Xero’s YTD P&L or Keeper’s Balance Sheet.
Fixed a bug causing an error when accessing close from the task list and selecting “Message Client.”
Fixed a bug where saved P&L settings kept reverting.
Fixed a bug where P&L by class metrics did not match the P&L close report.
Fixed a bug where questions were occasionally not saving when added.
Fixed a bug preventing the re-addition of sections with the same name (Firm Task and Closing Task).
Fixed a bug where “Add to Memo” allowed the same memo to be added multiple times because the button was not disabled in the popover.
Fixed a bug where images within client notes disappeared.
Fixed a bug where users were unable to connect clients to QBO.
Fixed a bug causing a Meg Ryan error when clicking into an account reconciliation task, crashing the account load.
Fixed a bug where a client’s question was removed when marking the question from “Resolved” to “Waiting on You.”
Fixed a bug where the embedded link text box did not populate outside of client notes.
Fixed a bug causing an error when trying to duplicate a default task template.
Fixed a bug where the Country Code was blank for some QBO clients.
Fixed a bug where the portal did not display the practice name when a user did not upload a logo.
Fixed a bug where the client name did not appear on timers for new clients.