We released several new features this past week:
- Read receipts in Client Chat
- Item counts on MEC report links
- "Year to Date" quick date select in MEC reports
Read Receipts in Client Chat
Now you'll know the moment a client has actually seen your message!
When you send a message in
Client Chat
, a read receipt appears below it once a client contact has viewed it. Hover over the receipt to see exactly when it was read. If more than one client is on the chat, you'll see a count you can hover to view each person's name and timestamp.Item Counts on MEC Report Links
See how much work is waiting before you ever open an MEC report.
Every
View report
link on your Month End Close
task rows now shows a count of items needing action which helps you to size up the workload across an entire close at a glance (vs. having to look into each report)."Year to Date" Quick Date Select
Lastly, we added a
Year to Date
option to the quick date selector in your Month End Close reports.
That way, you can filter transactions to just those for this year with a click of a button!