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.