Client Portal Improvements
- Fixed errors when logging into the Client Portal.
- Fixed an issue where users received file upload notifications, but no file appeared.
- Fixed a bug preventing clients from logging into the portal via magic links.
- Resolved an error when sending e-signature requests from Portal Settings.
Other Improvements
- Added a setting to enable batched email notifications for multiuser signoff requests.
- Updated the practice email reconnect instructions for clarity.
Bug Fixes
- Fixed a bug where the Balance Sheet totals did not match QBO.
- Fixed a bug where Net Income appeared in the wrong location on Balance Sheets.
- Fixed a bug where an extra line was displaying in Profit & Loss reports.
- Fixed a bug where deleted client properties still showed on the Close page.
- Fixed a bug where there were retained earnings discrepancies between Keeper and QBO.
- Fixed an issue where “last” in recurrence templates caused duplicate dates.
- Fixed a bug where applying templates with over 25 contacts triggered an error.
- Fixed a bug where email template text highlights could not be removed.
- Fixed a bug where clicking into Email History returned an error.
- Fixed styling of the “Contents” title in management reports.
- Fixed a bug where deleted users were still seeing clients they no longer had access to.
- Fixed an error when attempting to delete attachments for a contact.
- Fixed display issues with text bleeding in the files modal.
- Fixed inconsistencies when selecting “Calendar YTD” on metrics visuals.
- Resolved issues with property editing not persisting correctly.
- Fixed errors when re-authenticating practice email connections.
- Fixed a bug where password reset emails weren’t delivered to contacts.
- Fixed an issue where closing status dropdowns didn’t show results.