improved
Workflow / Task Management
March 21, 2024
Tasks Due by Business Day
Users can now set closing tasks to be due on a particular business day (e.g., the first business day of the month).
Other Improvements
- Added the ability to create new classes from the bulk transaction editor.
Bug Fixes
- Fixed a bug causing the Properties triggers and actions in Zapier not to work properly.
- Fixed a bug causing some uploaded receipts to show up blank.
- Fixed a bug causing some comment deep links not to work.
- Fixed a bug causing some users not to see their non-transaction question tags.
- Fixed a bug preventing some users from dragging and dropping an attachment onto a task.
- Fixed a bug causing some firms' saved task views not to filter properly.
- Fixed a bug causing the {Contact_First_Name} merge tag not to populate when notifying the client about new reports in the portal.
- Fixed a bug where editing a receipts rule would not show the update until you refreshed the page.
- Fixed a bug causing some inter-company transfer transactions to fail.
- Fixed a bug causing users to see February transactions in their January AP Aging report.
- Fixed a bug causing a customer with 0 spend to show up on the Top Customers by Spend report.