September 11, 2025

Bug Fixes & Performance Improvements

This week, we focused on fixing bugs and making features more accessible and easier to use.

Workflow Improvements

Client notes can now be viewed from the client list
Tax-only clients can now be deleted from the client list.
Newly added custom task sections are now hidden by default from existing saved views.
Updated the client list default Simple View to reflect the most essential data columns.

Reporting Updates

When 2 periods are compared in a management report, the "Total" column for the more recent period now reflects the date range.
You can now keep class filters on when aggregating report columns by class.

Bug Fixes

Fixed a bug where a receipt failed to post with the error “Please try again later.”
Fixed a bug where transactions were not appearing in bank feed search results.
Fixed a bug where adding a new contact resulted in an error despite the contact being created.
Fixed a bug where the Practice Inbox failed to load a specific email.
Fixed a bug where checking “Notify client” in a non-transaction question response didn’t trigger an email.
Fixed a bug where only Super Admins could view the Practice Inbox.
Fixed a bug where a connected practice email was not appearing in settings.
Fixed a bug where email previews stopped loading in close tasks.
Fixed a bug where QuickBooks Online (QBO) users saw repeated reconnect prompts due to connection failures.
Fixed a bug where Chase bank accounts were failing to load in Bank Feeds.
Fixed a bug where the full chart of accounts did not load for Xero clients.
Fixed a bug that prevented finalizing the practice phone number selection.
Fixed a bug where reports with 12 months + prior period + $/% comparison pushed columns to another page.
Fixed a bug on the Client List causing data loading and task count errors.
Fixed a bug where the new Table of Contents in reports did not show page numbers.
Fixed a bug where starred P&L accounts were missing from the Key Accounts report.
Fixed a bug that prevented saving footnotes on the Balance Sheet.
Fixed a bug where categorized transactions incorrectly appeared in the Uncategorized Transactions report.
Fixed a bug where the “Open in new tab” button in file previews opened a blank tab.
Fixed a bug where opening interactive financials (P&L) resulted in a “Something went wrong” error.
Fixed a bug where e-signatures showed a document as signed when no signatures were present.