September 2022

September 2022 Firm360 New Features

General

• Clear Search Button (9/2/22)
• Set as Default View - maintain your search criteria across logins (9/30/22) 

Clients

• Bulk Update Client fields (Update PIC, Manager, Bookkeeper, Add Tags/Remove Tags) (9/30/22)

Client Portal 

• Client Portal - Pay Invoices NEW LOOK (9/30/22)

Projects

• Bulk Update Project Status, Assignee, and Target Due Dates (9/30/22)

Documents

• Bulk Update Documents (9/2/22)
• Bulk Update Document Allow Client Portal Access, Remove Client Portal Access, Bulk Change Client (9/30/22)
• Upload Document Now Includes - Select Default Year (9/30/22)

Time Tracking

• Time Entry Description - Quick Selection Button (9/2/22)

Billing/Invoicing

• Reset Billable Items Back to the Original Values (9/2/22)
• Ability to Email Statements (9/2/22)

Reports

• Filter by Open/Closed Projects - Client Project Hours Report (9/2/22)
• Filter by Open/Closed Projects - Client Project Status Report (9/2/22)

Admin

• Client Custom Fields - Extended text area for unlimited text field (9/30/22)
• Admin - Setting - Hide Blocked Project Tasks (9/30/22)