new
improved
fixed
Workflow / Task Management
Receipts
June 6, 2024
Financials on the Client List (In Beta)
Users can now pull live financial data from your clients' QBO & Xero files directly into the client list dashboard. Use this data to inform pricing discussions or scan for meaningful insights ahead of a client call.
The beta version includes values for revenue and net income (last month & last 12 months).
To join the beta, add your e-mail to this form.
Receipts Improvements
- There is now a wider date range for matching receipts to transactions, making it easier to consider potential matches.
- Users can now create duplicates of receipt files for matching or creating one file to multiple transactions.
Other Improvements
- Users can now set due dates by business days for monthly closes.
- Users can now archive clients to preserve historical workflow data when a client engagement ends.
- Users can now log into Keeper by SSO via Microsoft Entrata
- W9 requests have been updated to reflect the IRS's 2024 revisions.
- Users can now more easily identify and navigate between related clients (clients with one or more shared contact) from the close page.
- Users can now include clickable links in Community Templates descriptions.
- Users can now clear recurring due dates on non-closing tasks.
Bug Fixes
- Fixed a bug where the client list table expanded and became misaligned after opening the nested table
- Fixed a bug causing filter results to disappear when toggling the status of non-transaction questions after filtering for assignee.
- Fixed a bug causing an error message when trying to view a file.
- Fixed a bug where due dates set to a specific business day were incorrectly converted to a specific date upon starting a new close.
- Fixed a bug preventing updates to transactions from within transaction questions.
- Fixed a bug causing formatting issues when viewing the Task List in Firefox.
- Fixed a bug causing an error when updating task due dates in templates.
- Fixed a bug where the order of files starting with numbers was inconsistent, showing correctly in the client portal but incorrectly in the 'All Files' section.