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.