Your portal keeps getting better. Here are the updates we're releasing as of April 30, 2024.
Work
- Task Watcher
Task requesters can now designate additional users to be notified upon task completion by using the new “Task Watcher” field. Learn more.
Portal Manager
- Edit Point-of-Contact (POC)
The Details tab within portal manager now contains Client POC and Bank Statement POC details, which can be edited by partner users. Tasks assigned to the “Bank Statement POC” persona will be reassigned to the newly designated user. Learn more.
General
- Visual Clarification of Sub-Accounts
Sub-accounts will now be indented under parent accounts for easier identification. - Comments May Include Links
All comments across the platform will now allow users to add links. -
Search prompt made more identifiable
Search fields throughout the platform are now pre-filled with the text “Search” to help users identify them. -
Certain Modules Hidden for Non-QBO or Xero clients
Clients not on QBO or Xero will no longer have access to the Transaction Manager, Transaction Insights, or Bot Review modules. Learn more.