- Client Portal Enhancements
You can now send an invite to a client asking them to access your client portal. Under the client contacts tab, there is a new action "Send portal invite" You can customize the message they receive and it includes a link to get to the portal. If any of your clients have issues logging in, there is also a new section for Admins called "Client Portal Logs." This view will usually have helpful information on why your client was unable to log in. - Project Calendar View
You can click the "calendar view" button to see your upcoming project due dates and recurring projects in a calendar view. - Document Send Activities
Click into a document to see a history of who you sent it to, and if/when they viewed or downloaded the document. You can now also search for recently sent documents to see them all in a list. - Billing WIP export
Now you can export all of the pending WIP items that show on your Billing Dashboard to analyze them in Excel. - Tracking Staff Cost for Realization Report
If you would like your Realization Report to compare revenue against the estimated hourly cost for your staff, you can enable this feature and enter the estimated hourly cost for each team member.