improved
fixed
Client Portal
Workflow / Task Management
January 9, 2025
Custom vendor email templates
You can now create custom vendor email templates instead of needing to rely on the standard W9 request and reminder emails.
Once you've created your custom vendor email templates, you can select which template you'd like to send with your vendor requests - allowing you to request non-standard documents or send urgent reminders as 1099 deadlines approach.
Tax Suite Improvements
- Organizers are now live in the mobile app! Clients can add responses, upload documents, and submit their completed organizers via the app - giving them another convenient way to provide the vital information you need to do your work.
Other Improvements
- P&Ls filtered by class will now display the class filter labels on the report, in the report title, and in the table of content.
- Users can now use the same non-transaction tag colors across multiple tags.
- The transaction questions table now includes a comments column for internal collaboration on client questions and responses.
Bug Fixes
- Fixed a bug where the three dots button ([…]) did not appear for long email addresses.
- Fixed an issue where navigation items spilled over on 13” monitors.
- Fixed a bug where timer filters were set to UTC instead of local time.
- Fixed a bug causing the client list to slow down, even on close views.
- Fixed a bug where tax years were off by one for non-calendar fiscal years.
- Fixed a bug where default section names in Templates were not being renamed.
- Fixed a bug where receipt suggestions overwrote desired line item descriptions.
- Fixed a bug where the Xero P&L drilldown showed vendors in inverted order with the new P&L grouping.
- Fixed a bug where typing spaces in client notes did not register.
- Fixed a bug in the Posted Transactions report where the Split column was not filtering correctly.
- Fixed a bug where P&L Grouping for Xero was not updated in the executive summary.
- Fixed a bug causing an error message when adding a new user.
- Fixed a bug where recurring non-transaction questions defaulted to an incorrect date.
- Fixed a bug where hidden task sections made visible did not stay visible.
- Fixed a bug causing an error when deleting Tax Returns with specific filter settings.
- Fixed a bug where adding a line item caused table columns to be offset.
- Fixed a bug where the Closes preview template incorrectly displayed the Tax template.