September 2023

The New Features and Updates below were added to Firm360 on September 1, 2023! Click on the blue links for more details on each topic.

Documents:

• Create a Document Checklist that will allow you to create a list of needed documents for each client that is specific to them.
  • Add a Document Checklist into a Form
• Once a client has completed a Document Request, they will be presented with a request that will confirm if the document has been uploaded. 

Client Portal Messaging:

• Mark a message "unread" after previously opening a message

Projects:

• When adding projects start from ANY status (Use case: If you're working on an existing project from the previous year.)
  • When adding a one-off project start in any status
  • When adding a recurring project select which status you want the project to start in if the start date is more than 10 days in the past

Forms:

• Give users the ability to "Upload a Document" when filling out a form

Reports:

• Report on the Global Documents tab to be able to export a CSV that consists of document type and document year
• Calculate and show overtime calculations on timesheet report