Reassignable client questions
- Your clients can now reassign questions to another contact if there is someone better suited to answer a given question. This can help cut down on the back-and-forth with your team and gives your clients more flexibility to get your questions into the right hands.
Other Improvements
- Users now have the option to hide the Executive Summary from the monthly Management Reporting package.
Bug Fixes
- Fixed a bug where P&L and BS report tasks had inconsistent default states on different groups.
- Fixed a bug causing an “Error fetching transaction files” for a client.
- Fixed a bug where changing the email template within the template modal did not update the email body.
- Fixed a bug where changing some email templates only updated the subject line of the draft.
- Fixed a bug where an error occurred when clicking into a task template.
- Fixed a bug causing an error page when clicking into a custom-built report in the Transaction Review Section.
- Fixed a bug where the Quarterly P&L file review report did not show Q3.
- Fixed a bug where the Executive Summary note kept defaulting to a numbered list instead of a bulleted list.
- Fixed a bug causing an error when opening the Uncategorized Report due to payment, invoices, or credit notes lacking proper split or account values/IDs.
- Fixed a bug where text could not be highlighted by holding/dragging the cursor in the close.
- Fixed a bug where invoices did not display when clicking “browse invoices.”
- Fixed a bug where the Ready count in Transaction Questions showed 3 when there were 0.
- Fixed a bug where a “Failed to fetch task list” error message appeared.
- Fixed a bug where deleted tasks were included in the daily digest email.
- Fixed a bug where the ‘View comment’ link in client notification emails did not link directly to the question response.