Your portal keeps getting better. Here are the updates we're releasing as of March 27, 2024.
Work
- New automated tasks: Learn more.
- Connect/Reconnect GL
Upon client deployment, the system will now issue an automated task containing the actions the client point of contact needs to take to connect a client’s general ledger to the portal. Additionally, if a client’s general ledger becomes disconnected from the portal, the system will automatically generate a task for the client point of contact to reconnect it.
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Link new Smart Connect accounts to GL account
The system will automatically generate a task for the client point of contact when Smart Connect isn’t mapped to a client’s general ledger.
Automated Task for new account added to chart of accounts in GL
When a new bank or credit card account is added to your clients’ supported general ledger, the platform will automatically generate a task for the Client point of contact. This task will now include the workflow for the assignee to link their Smart Connect account to the respective new bank or credit card general ledger account.
- Connect/Reconnect GL
- Search by details within a Task
The search bar in the Tasks tab of the Work module now allows searches by Action item details as well as task name. Learn More.
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“Reject” Added to the status filter
The Status filter of the Work module now allows filtering by “Rejected” status. Learn More. - Multi-select Ability in the Status filter
The Status filter of the Work module now allows users to select more than one filter at a time. Learn More.
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Due Date filter streamlining
The Work Due Date filters have been refined to clarify their functions. “All open” and “All Upcoming” filters have been removed, and a new filter named “All Due Dates” has been added. Learn More.
Smart Connect
- Map Smart Connect account to GL Account during setup
Connect the client’s Smart Connect account directly to their general ledger during the Smart Connect account setup.
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New Column for GL Account on Account Line
Learn more.
A new column named “GL Account“ will indicate which GL chart of account the Smart Connect account is mapped to.
Bot Review
- Bulk edit & Delete Transactions
In Bot Review, transactions can now be edited or deleted in bulk. Learn more.
- Action Menu
The “Edit,” “Dismiss,” and ”Resolve” options in the action column have been consolidated under a standard action menu (represented by three dots). Learn more. - Comments on Transactions
Partner Users now have the ability to comment on transactions in Bot Review. Learn more.
Portal Manager
- Delete CLIENT Data Button - tech only entities
Immediately delete entity data from your client portal once they are terminated with the click of a button. Learn More.
General
- Banners:
- Service Banner
When a specific client has been selected (“client view”), a banner will appear at the top of every screen to indicate if the client is Infinite only (light green), or Infinite plus Basic or Advanced services (light purple). When no specific client has been selected (“partner view”), the service package for each client listed in the “clients’ tab of Portal Manager will be displayed to the left of each client’s name. - Delinquent Banner
The system will now alert Partner Admins and Partner Ops users if the firm’s payment type has expired.
- General Ledger Connect/Disconnect Banner
General ledgers that have never officially been connected to their portal will initialize a blue banner prompting the user to make the connection. General ledgers that have previously been connected and have become disconnected will initialize a yellow banner prompting the user to reconnect to the portal.
- Service Banner