July 11, 2024

Compare Prior Period Files in Account Reconciliation Tasks

In addition to comparing prior period comments and footnotes, users can now compare files from previous closes in a side-by-side view on all Account Reconciliation tasks. Copy files from previous periods to the current close to efficiently roll forward standard documentation.

Other Improvements

Users can now filter Capacity Planning reports by client name
We added the option to restrict edits to time tracking logs for standard users.
We added clarification to Account Reconciliation tasks to let users know that deleting an account does not prevent them from adding it back in the future.
Activity log update: Users can now see when an attachment has been removed from a task
Activity log update: Users can now see priority status additions & removals
Activity log update: Users can now see task names on the activity log when creating a new task

Bug Fixes

Fixed a bug where CA files were treated as US files.
Fixed a bug where Keeper Receipts billing count was incorrect.
Fixed a bug preventing the deletion of questions for clients.
Fixed a bug where threads you are involved in did not appear in 'All' within the comment inbox unless the page was refreshed.
Fixed a bug where comments with at-tags did not appear in 'Open' within the comment inbox unless the page was refreshed.
Fixed a bug where comments with at-tags did not appear in 'All' within the comment inbox unless the page was refreshed.
Fixed a bug causing a "QBO account not found" error when posting a receipt to a transaction.
Fixed a bug causing an error when trying to move files to custom folders.
Fixed a bug where adding a question to a task template prompted an error.
Fixed a bug where projects did not show up as sub-customers in receipts.
Fixed a bug where the comment inbox did not render unread messages properly after toggling.
Fixed a bug where the branding preview did not show the correct background color.
Fixed a bug where the 'All Timers' view did not default to show recent timers first.
Fixed a bug where the {Unanswered_Questions_Count} merge tag did not pull the correct number in the Reminder Text template.