January 25, 2024

Export to Track1099 / Tax1099

Just in time for 1099 filing, users can now export their Prepare 1099s Report to a CSV in Track1099 or Tax1099 format.

Doing so will allow you to upload your report directly to those solutions for easy e-filing!

Receipts Improvements

Updated the Receipt Viewer UI to make line items show up as a table, rather than a list of fields.

Other Improvements

Added the ability to add multiple Statements of Cash Flow to the Management Report.

Bug Fixes

Fixed a bug causing crashing when deactivating vendors in the Duplicate Vendors report.
Fixed a bug that prevented customers from being marked as 1099 Needed = Yes.
Fixed a bug preventing users from choosing "blank" in the 1099 Type dropdown.
Fixed a bug preventing some users from viewing files uploaded to non-transaction questions.
Fixed a bug causing the Client List to export in a different order from what is displayed on the page.
Fixed a bug where applying a Close Template with tasks in custom non-closing sections would populate all tasks under the General section.
Fixed a bug where changing the contact a text is addressed to would not update the Merge Tag for the contact's name.
Fixed a bug where deleting some comments could cause the page to crash.