Feb 29, 2024

Timestamped account balances

You can now add a timestamped balance column to display the balance of the account timestamped to when you completed the task.

This can help you identify accounts whose balances have changed since you reconciled them.

If the timestamped balance does not match the live book balance, that means something has changed in the account since you reconciled it, so you can click into the task to see the register and investigate.

Receipts Improvements

Users can now edit a matched transaction suggestion before matching.

Added the ability to move a file from the Client Uploads Inbox to the Transaction Files table if the scan failed to recognize the file as a transaction.
Add an option to post a transaction and move to the next transaction.
Multiple files can now be linked together to the same transaction.
Clients can upload files to questions about receipts in the Client Portal.

Other Improvements

Users can now upload their own management reports to the portal in place of Keeper's reports.
Added a scroll bar to the bottom of the Client List page to make it easier for Windows users to scroll horizontally.

Bug Fixes

Fixed a bug that caused the Intercom button not to show up on the Task List.
Fixed a bug that caused the email editor to sometimes not show the practice email signature.
Fixed a bug that caused descriptions added from uploads to the Client Portal not to show up on transaction files.
Fixed a bug causing some Xero files not to display Net Income/Net Profit on Management Reports.
Fixed a bug that prevented users from clicking a link in a PDF while on the files modal.
Fixed a bug where clicking the download folder button in a file export email would not download the zip file.
Fixed a bug preventing some users from responding to or reassigning transaction questions on Journal Entries.
Fixed a bug where the email template preview would not show indents.