The following release notes are up-to-date as of May 9, 2024.
Time & Billing
Service Items on Timers
We've added service item fields to select when creating a timer, to help save you even more time!
Statement Generator Enhancements
Our team has made a few improvements to statements by adding the option to select a specific time frame for invoices populated. The team has also added the client address to statement PDFs to mail out to clients easier.
Tax Resolution
Tax Form Updates
Our SME team has been working to update forms for our customers. the following forms are now up-to-date:
MD 548
FTB 3520-RVK
FTB 3520-PIT
FTB 3520-BE
Form 911
IN POA-1
OH TBOR1
CT LGL 001
Workflow
Engagements List - Pending Signatures Column
We've added a pending signatures column to the engagements list to help you easily see whose signatures you're waiting on.