V 14.0 Release Notes (2022)
Release date: June 2022
- System admin will now have the ability to add custom fields to projects and client records.
- System admin can indicate whether each field is visible and/or editable by the client.
- All staff will be able to view and edit custom field data on the "Additional info" tab on the client and project records.
- Clients will be able to view or edit (depending on permission) custom fields on the "Additional info" tab on the client and project records.
User created Tasks (To Do List)
- Staff users will have the ability to create a to do item and assign it to another user. Items can be created from the client or project screen and will be associate with the client / project.
- Added a new section to "My Dashboard" to include new to do list.
- Dashboard now shows project priorities on the workflow task list.
- Removed the ability to check off an overdue task from the workflow list on the dashboard.
- On the dashboard workflow task list added icon next to each workflow tasks to show the list of workflow tasks on the project and status of each task.
- Added additional sort options to workflow tasks on the dashboard workflow tasks to include priority.
- Added history column on the files list to show when and who uploaded, viewed, downloaded, or deleted a file.
Invoicing and payments:
- Clients will now have the option to pay for invoices with Credit Card or e-check.
- Added the ability to search for clients with open invoice balance.
- Added the ability for staff to send reminders on invoices with open balance from the invoices tab.
- Added the ability to resend a system email from the email history tab or a project or client record.
- Added an email template in event emails for the invoice reminder message.
- Added a new report to show the number of completed projects by preparer for a date range.
Security and User Accounts:
- Enhanced password security requirements on the site.
- System now tracks user login history. Client last login is display next to the client user account.
- When deactivating a staff user, you will now have the option to reassign all tasks for that user to another user.
- Client users can now add a profile picture.
- Client user picture will now show on the notes.
- Enhanced notes template to include a title which is now used to select the note to include.
- Provided a print format view for notes, so users can print note.
- Added "Fiscal Year" field to the project detail. Field is also searchable from the project search screen.
- Added the ability to refresh a project checklist. This is useful after a user updates the checklist on a project type and wants to include that checklist in a previously created project.
- Added "Assigned Date" to the project search filters.
- Added a new field to the project called "Project Coordinator". The project coordinator will receive all notifications on the project.
- Made all "Delete" buttons red throughout the application.
- When a new client is added, they are automatically tagged with a tag for the current year.
- Fixed count of active projects on the dashboard
- Fixed engagement letter checkbox not sticking
- Fixed an issue with the client search where certain types of filters cause the result to show inactive clients even though the inactive checkbox is not selected.
V 12.0 Release Notes (2020)
Release 12.5 Release date: 9/12/2020 Enhancements Provide the firm the ability to change, add, and delete high level project status Enhanced both public notes and internal notes to include formatting Enhanced notes display area and included user ...
V 13.0 Release Notes (2021)
Release 13.52 Release date: 2/27/2021 Resolved issue with multiple file download. This issue was occurring when trying to download multiple files at once where and the system errors out indicated that one of the file is now found. Release 13.5 ...
V 10.0 Release Notes (2018)
Release 10.6 11/13/2018 Overdue and upcoming Tasks are now sorted by date and displayed in reverse chronological order by default. The system now, allows user to sort the tasks by date and it automatically saves user’s last sort preference. Enhanced ...
V 9.0 Release Notes (2017)
Release 9.5 11/21/2017 Site Security Enhancements Release 9.1 3/20/2017 Fixed issues with calculations on the Corporate Dashboard Enhance client questionnaire interface Provide the option to display project admin tasks to clients User Interface ...
V 11.0 Release Notes (2019)
Release 11.4 6/30/2019 Provided workflow functionality enhancement Added the ability to track staff cost and charge rates Enhanced payment and billing pages in the site administration Release 11.0 1/21/2019 Multi-Factor Enhancement: A firm can now ...