We released several features in this past week:
  • Add Month End Close reports to project templates
  • Shared Transactions
    report
  • Display number of project files on the
    Files
    tab
  • Increased size of the
    Comment
    field on client tasks
  • Create an invoice for clients with no email
  • Download button on the
    Client Uploads
    report
  • Filter for
    Billable
    or
    Nonbillable
    on the
    Time Tracking
    report
  • Remember the
    Unread, Read,
    or
    All
    filter on emails
Add Month End Close Reports to Project Templates
You can now add in Month End Close reports on project templates!
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That way, you can standardize your month end close process using the reports from our built-in feature. Once you create a project using the template, the associated report will automatically be linked for clients who have Month End Close enabled. If a client does not have Month End Close enabled, the tasks will still be created, just without the report linked to it.
Shared Transactions
Report
We added an additional report to the
Transaction Review
section of our Month End Close feature so that you can more easily manage transactions that have been shared with your client.
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Similar to other
Transaction Review
reports, you can also add
Shared Transactions
to a task in your project so that you can quickly access it directly from within your workflow.
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This helps you keep all transactions that you've asked your client about in one place so that you (1) have visibility into all shared items, and (2) can respond to client answers all in one report.
Display Number of Project Files on the
Files
Tab
There is now an indicator on the
Files
tab to let you know how many project files are available, giving you at-a-glance information so that you can work more efficiently.
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Increased size of the Comment field on Client Tasks
It was challenging to read what was written in the comment section of
Client Tasks
when there were multiple lines entered. We've improved this by increasing the height of the field as you add additional lines.
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Create an Invoice for a Client with no Email
Previously, you couldn't finalize an invoice if the selected client didn't have an email address on file. Now you can! The invoice email is sent if the client has an email address on file, and skipped if they don't.
Download Button on the
Client Uploads
Report
You can now easily download files from the
Client Uploads
report, either from the
Client Uploads
or
Client Task Uploads
tabs!
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Filter for
Billable
or
Nonbillable
on the
Time Tracking
report
We added a filter to the individual time entries view of the
Time Tracking
reports so that you can quickly filter between
Billable
and
Nonbillable
time.
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Additionally, whenever you filter by
Billable/Nonbillable
on the main reports, we keep the filter applied when clicking to view the individual time entries themselves.
Remember the
Unread, Read,
or
All
filter on emails
When choosing to filter your emails in the
Email > Inbox
tab, we now remember if you chose
Unread, Read,
or
All
so that you don't have to keep re-applying the filter whenever revisiting or refreshing the page.