View as Client, Sticky Headers & Footers, and More!

We released several new features and improvements this past week:

We've released this highly anticipated feature!

Now, from a client's profile, click the new eye icon next to any contact to launch a read-only session and experience the just as they would.

Everything stays scoped to your own firm-side permissions, so you only ever see what you're already allowed to. When you're done, hit exit and you'll land right back where you started!

We've added some more sticky filters!

On the report, the header and footer now stay locked in place as you scroll through your list, so your search, filters, and export actions are always within reach. This applies to both the and tabs.

We added a filter to your list.

That way, you can instantly spot which invoices are Not Synced, Pending, or Synced. You can select more than one status at a time and stack it with your other filters to zero in on exactly the invoices that need your attention.

We also released an update to our API so that non-owners can now retrieve tasks through the Tasks API, returning the tasks each user has permission to view. For more information, see our API documentation here!