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July 2022

 

Clients

  • Alternate email for contacts associated with multiple clients  (7/18/22) 

Documents

  • Add document allows "Recall last entries" before files are selected. (7/18/22) 
  • Add documents to a folder when bulk uploading documents (7/18/22)

Time Tracking

  • The client's name in the time entry links back to the client's main page (7/18/22)

Billing

  • Invoice Submit options for Save & Email and  Save & Download (7/18/22) 

Invoicing

  • Invoice "View Breakdown" flags when "Combine & Edit" was enabled (7/18/22) 

Admin

  • Access Log for Client Portal logs successful 1st step (email & last-4) entry (7/18/22) 
  • Customizations of Project Templates now allows "Delete all tasks"  (7/18/22) 

Client Portal

  • Improved Branding on Client Portal (7/18/22) 
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