April 2022

Client Portal

• Improved Client Portal Experience

Documents

• Search Criteria now include Has Pending Signature Request and Has Completed Signature Request

Billing & Invoicing

• Mobile UX Billing Dashboard Improvements
• Invoice - Past Due/Previous Due wording change
• View invoice breakdown from the action dropdown menu
• Canceled invoices cannot be paid
• Billing rate overrides ignored for any admin billable type (Rate = $0). 

Admin

• Admin users can change entity type on the client account Note: Business client entity types cannot be changed to an individual. Contact [e-mail] to make this change for you.