March 2024

The new features and updates below were added to Firm360 in March 2024! Click on the blue links for more details on each topic.

Projects:

• Project Delivery Package - will streamline the delivery of the tax return to your client! (March 1, 2024)
• Project Delivery Package - Client's experience (March 1, 2024)

Client Actions:

• Bulk delete or ‘mark done’ client actions (March 15, 2024)

Client Portal:

• Document preview available for your clients (March 15, 2024)

Task:

• Global Task tab search criteria - Bookkeeper and Manager (March 1, 2024)

Documents:

• Search criteria include 'Uploaded by Me' (March 1, 2024)

Document Folders:

• Create GLOBAL custom folder names to provide consistent folder names across clients. (March 15, 2024)

Billing: 

• Billing dashboard advance search criteria dropdown includes Project Template (March 1, 2024)

Invoices:

• Invoice details history includes the user who performed the action(created, sent, paid etc.) (March 15, 2024)
• You can now ‘email invoice’ from the action drop-down menu (March 15, 2024)
• Option to include the hourly rate on the time breakdown page (March 15, 2024)

Reports:

• Client Realization Report - Group by Bookkeeper added (March 15, 2024)

Users:

• Limited User - client option to allow a user with the limited user role to view this client (March 1, 2024)

Additionally, email notifications to clients will now include the firm name rather than the user name.  

Note: All Canadian provinces and territories abbreviations are now included in the State dropdown menu.