- Bulk Update for tasks. You can select multiple tasks and use Bulk Update to update the Due Date and/or the Status for more than one selected task at a time. Refer to Bulk Updating of Filing Details and Displaying Task Details and Actioning Tasks.
- Category column and filter has been included in the Jobs list. Refer to Using the Jobs List.
- Administer Knowledge option in User Groups.
If users have access to any Cabinets that have Enable Knowledge set as "On," they will see additional tabs for these Cabinets in the Knowledge workspace. Refer to Using Knowledge Cabinets and Managing Cabinets.
To set a User Group so that users in that group also have access to add, make changes and delete the documents that display in these additional tabs in the Knowledge workspace, in the Administer section for Knowledge click the switch to "On". Refer to Creating User Groups.
- Assign a Job to a Task.
If a Client is selected for a Task, you can also optionally select a Xero Practice Manager Job for the client. Refer to Creating a Task.
- Added the Clear Search button at the right-hand side of a list to clear.