Metrics 2.0
Say it with me everyone: Metrics πŸ‘ Two πŸ‘ Point πŸ‘ Oh πŸ‘
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We took Metrics down to the studs, and we built it back up with a ton of improvements and new functionality.
Featuring....
  • Fully updated UX across the feature
  • New graphing options
  • More graphing layout options
  • Much prettier graphs
  • Metrics by class
  • Style-able variables (bold and indent)
  • Dividers (for spacing out your variables)
  • Renaming tabs
  • Ability to choose and change the color of your graphs
  • Constants are now a legal formula (e.g., you can create a formula for a benchmark)
Click here to watch an updated video and get a full rundown of the new Metrics.
Smaller Updates and Improvements
  • Updated the logic behind Client List pill coloration. Now, cells are highlighted yellow if they are
    due today
    . This is now consistent with how the coloration works for tasks on the Close Page.
  • Added the ability to view completed tasks on the task list.
  • Added the ability to filter tasks by preparer, reviewer, or manager on the task list.
  • Added the ability to delete tasks from the task list (individually and in bulk).
Bug Fixes
  • Fixed a bug that prevented the Kanban page from being scrolled horizontally.
  • Fixed a bug causing the icons to be out of place on the for the Transactions Auto-Added by Bank Rule.
  • Fixed a bug causing the bar chart on the Executive Summary to show up on a second page if given a very long title.
  • Fixed a bug causing Final Review tasks not to show borders.
  • Fixed a bug causing the Ask Client popover to continuously resize.
  • Fixed a bug causing the bookkeeper's answer to clear if the user tries to update their answer on a question from the client.
  • Fixed a bug that caused some practices not to receive Daily Digest emails about client questions responses.