May 2023

The New Features and Updates below were added to Firm360 on May 26, 2023! Click on the blue links for more details on each topic.

Clients:

• Client search by registration date

Client Portal:

• Open project progress is now shown on the client portal
• Client Portal Self-registration 

Projects/Task:

• Sort completed task to the bottom - Admin setting option
• Recurring project advanced options
• Search by multiple project status option

Reports:

• Search criteria for client account receivable reports include user, bookkeeper, and client custom fields.

Invoices:

• The invoices tab for child clients now has a note indicating invoices are located on the parent client invoice tab