February 13, 2025

Batch upload receipts in the mobile app

Your clients' experience in the mobile app just got even better! They can now batch upload receipts in the same submission, merge multi-page documents in one, and more intuitively upload documents from their devices - all while easily adding the context you need for accurate processing.

Note: this feature is pending approval in the app stores and should go live in the coming hours.

Other Improvements

We continued our upgrades of text editors across the app, bringing enhanced functionality to Receipt notes, Executive Summary notes, and in our email composers.
When adding new clients, the list of workflow templates available is now alphabetized for easier scanning and application.

Bug Fixes

Fixed a bug that caused flickering and performance degradation on the close page.
Fixed a bug where the compose function remained disabled if the inbox page was not loaded.
Fixed a bug in email editor that prevented line breaks from being added between the template and signature.
Fixed a bug that caused client details to flicker during close page load.
Fixed a bug where merge tags were rendered incorrectly in Safari.
Fixed a bug where users received client notification emails at an outdated email address.
Fixed a bug where automated reminders did not send on the correct day.
Fixed a bug by removing the support button from the client portal.
Fixed a bug where adding a new tax preparer to a tax-only client did not assign them to tasks in templates.
Fixed a bug where standard and manager permissions did not default to granting access to all clients.
Fixed a bug that prevented vendor addresses from being saved due to a greyed-out save button.
Fixed a bug where text history did not display links.
Fixed a bug by capitalizing Yes/No labels in organizers.
Fixed a bug that triggered a “Something went wrong” error when filtering monthly closes in ascending/descending order.
Fixed a bug where only one of four P&L by class reports correctly displayed the filtered class in the header.
Fixed a bug that caused users to be redirected back to the client list when trying to access a Xero client.
Fixed a bug where Message Client crashed in Safari.
Fixed a bug where viewing files in preview mode caused an error.
Fixed a bug where contacts in the Chrome extension were sorted in random order.
Fixed a bug that caused an error when duplicating a tax template.
Fixed a bug where monthly and quarterly recurring tasks displayed incorrect dates.
Fixed a bug that prevented the creation of a January 2025 close.
Fixed a bug ensuring that the {client_name} merge tag correctly pulls in all client names in email drafts.
Fixed a bug by hiding the ‘Notify client’ checkbox in the ask question modal in the client portal.
Fixed a bug where resizing images before sending did not work in emails for Gmail.