The new features and updates below were added to Firm360 on June 21, 2024! Click on the blue links for more details on each topic.
User Profile:
- In-App Notifications: You now have the option to enable in-app notifications instead of email notifications.
Clients:
- Updating Client Records: Only users with the PIC, Bookkeeper, or Manager roles can bulk update clients with "Restricted Document Access" or "Limited User Access" enabled. This restriction ensures that users without these roles cannot change or update the PIC, Bookkeeper, or Manager roles assigned to a client.
Client Messaging:
- Edit and Resend: You can now edit and resend previously sent client messages.
Client Portal:
- Document Deletion: Clients can now delete documents they uploaded by mistake.
- Year Folders: Year folders are displayed on the left, allowing clients to find their documents by year.
Tasks:
- Bulk Delete: Tasks can now be deleted in bulk.
Documents:
- Document Name: You can now hover over a document name to see the full name description
Invoices:
- View Breakdown: The "View Breakdown" action now displays total hours, amounts, and subtotals by category.
Reports:
- User Workload Report: You can now search the User Workload report by project template.
Customizations:
- Global Folders: Global folders can be reactivated if they have been made inactive.