Files 2.0 is live
Files 2.0 is now live and available to all users.
This upgrades makes the following changes:
- the files table has now been switched from a table a normal file folder structure
- users can now create custom folders and subfolders, so you'll have much more flexibility over how you organize your files
- for easy importing, users can upload a whole file system (e.g., an export of a Google Drive) in a single action
- Users can copy folder structures across clients
- Files can be bulk moved, deleted, or downloaded
Other Improvements
- Added an "end of prior fiscal year" option to the custom column date options for the Balance Sheet in Management Reports.
Bug Fixes
- Fixed a bug causing last reconciled transaction date not to show on some account reconciliation tasks.
- Fixed a bug causing errors when saving a vendor request.
- Fixed a bug where deleting a section did not delete the associated tasks in that section.
- Fixed a bug that prevented users from re-assigning questions.
- Fixed a bug causing the task list to flicker when the user searches for a task name that does not exist.
- Fixed a bug causing the files icon and comments icon to overlap on accounts in the Final Review financial statements.
- Fixed a bug causing some file uploads to fail.
- Fixed a bug where marking a vendor as 1099 needed = no in the Prepare 1099s report from the W9 preview modal would instantly collapse the modal.
- Fixed a bug that caused the Client List to load very slowly when the user clicked the browser back arrow from the close page instead of the home button.
- Fixed a bug