The following release notes are up-to-date as of April 2, 2024.
Time & Billing
Quick Pay
- We added a new Pay Now button to all invoice-related emails that are sent to clients. Clients can make full payments on invoices without logging into their Client Portal!
Document Management
Files Interface Redesign
- We released significant enhancements to the Files tab in a Client Record and Global Files that make managing files smoother and more intuitive.
Improved eSign Flow
- Our developers released an enhanced eSign flow that you can opt into until 4/29.
eSign Templates
- You can now create eSign templates to help cut down on time spent on tedious tasks!
Mobile
Automations
- Our team matched the mobile experience to the automations flow on the web. This applies to automations attached to task and client request templates.
Workflow
Practitioner Engagement Email Notification
- We've tied up a few loose ends from our Engagements release by adding a practitioner-facing email notification when a client accepts an engagement.