May 25, 2023 Updates

New Features

• Introduced a Dashboard at the client level, which displays Transaction Count Summary, P&L Snapshot, and Reconciliation Summary.
• The Transactions Count Summary report available at the practice level now shows the transactions count across all the clients.

Improvements

• You can now delete Client users.
• Little change in how we were displaying signed-off closing to-dos. We're highlighting the whole row in Green to make it more visible.
• In the close mode, when you're in a close period that is finalized, we now highlight it in green so it looks more prominent.
• To-dos used to recur on schedule. Now, you've got an option to recur them when done.
• Quick Filters for To-do module (Today, This week, etc.) now also includes overdue tasks.

Fixes

• Fixed the issue with mobile Responsiveness for the client portal.

• Fixed the issue where recurring to-dos were not recurring with the due date. Now, it does.