February 2019 Release Notes

01.02.2019

Enhancements

  • Bulk Export

  • Default application - change office to Office and email to Outlook

  • Job ordering within categories

  • Display failed details failed activity Step

Fixes

  • Document modifier is not changed in the activity log

  • Multiple email entries observed in "In Tray" for the account "troy.steele"

  • Error downloading signature

  • "Close in 3" popup appears in "Mark All Notifications" function

  • User name is missing in task notification tab

  • Conversion Error - change service calling graph api endpoint

  • Nothing happens when clicking the 'request now' link

  • Stuck at the admin/account page and still says "I have 1 trial day left" after the card has been updated.

  • Open Office Using option does not work for the "Copy" action button

  • Document Change Dev Error

  • Modified by user name is displayed as "Unknown"

04.02.2019

Enhancements

  • Add support for TXT and CSV files to be viewed in the preview

  • Show if a user has a discount on the billing page

  • Changes to Start a trial screen (welcome page)

Fixes

  • Bulk update progress is not clear to the user

  • Missing Work Type

05.02.2019

Enhancements

  • Bulk Export

  • Jobs in cabinet category control

  • Welcome page - tab title "FYI - Getting started"

  • Updated login page

Fixes

  • Modified by user name is displayed as "Unknown"

07.02.2019

Enhancements

  • Bulk Export

  • Export to folder structure using config settings

  • Jobs in cabinet category control

  • Support preview of XLSM files

  • System client in documents grid

Fixes

  • Xero Token Rejected

  • Skipped file shows a count in the export process

  • Modified by user name is displayed as "Unknown"

  • Firefox formatting - Run process

  • Possible bug and an inconsistency

  • Upgrade Plan and Partner Settings - Admin - Account do not show anything

  • Unable to select least used clients by user account "liz.hurst"

  • Exporting only email & meeting document does not show the list of errors

  • Import/Export config showing strange buttons

09.02.2019

Enhancements

  • Update Ontraport with status changes

  • Export to folder structure using config settings

  • System client in documents grid

  • The name field is not being populated when doing Drag & Drop

  • Process Reset - Prompt user before resetting

Fixes

  • Exporting email & meeting document does not show the list of errors

  • Navigation icons are displayed on the dashboard for tabs in Edge & firefox browser

  • Error creating Profit Loss Report

12.02.2019

Enhancements

  • Add a visual indicator that an email has been filed

  • System client in documents grid

  • Disable drag drop on jobs board

  • Support filtering Client column on the jobs index page

  • Release Jobs

  • Tax tab updated to an advanced grid

  • Auto-assign default filing

  • Job aside read-only

Fixes

  • Error creating Profit Loss Report

  • Save Attachments - Support legacy Office

13.02.2019

Enhancements

  • Created portal files using the correct directory structure

  • Default the number of lines within user admin to being 25 rather than 10

  • Displayed additional data in jobs grid

  • Jobs open in XPM

  • Jobs aside to show a description of the job

  • Auto-assign default filing

  • Login button should change shade on hover

  • Portal Config - allow all fields to be selected

Fixes

  • States of the Job do not match with XPM in FYI

15.02.2019

Enhancements

  • Auto-assign default filing

  • Tidied clients code

  • Xero User-Agent

  • Devices page too long to open

  • Ensure User email alias is actually an email before saving

  • Jobs List - Hide Client column when in the client workspace

Fixes

  • Clicking client group and partner column on Client - List page throws a console error

  • A horizontal white line in the client workspace

  • Protect against invalid category option value

  • States of the Job does not match with XPM in FYI 

19.02.2019

Enhancements

  • Workflow - Client Signature

  • Changed document icon colours to visually see the different type of docs

Fixes

  • Last month option does not work for Profit & Loss report

  • "Run As - Last month" option does not work when selected at the time of run for Profit & Loss Report in the client workspace

  • The system fails to fetch the report for the date range Last Quarter for profit and loss report

  • Changing a documents workflow level reloads the aside and grid

  • Horizontal scroll on preview page is half hidden behind the Windows taskbar

  • Remove icon for the cabinet & category is inconsistent

  • The removed category is not getting removed from the document

  • The downloaded balance sheet has a column with 0 values when compared to the actual balance sheet from Xero

  • The system creates an incorrect Balance sheet for the last month

  • The system creates an incorrect Balance Sheet report for the "Last Quarter"

  • The system creates an incorrect balance sheet for the date range "Last Financial Year"

21.02.2019

Enhancements

  • Document - Comments

  • Support 'FYI ā€“ My Imports'

  • A single email address for multiple clients in XPM

  • Client Page - remember 'My recently used'

  • Sync entity accounts

Fixes

  • The system throws an error when I remove any option from the clients drop-down on the Client list page

22.02.2019

Enhancements

  • Document - Comments

  • Task - Comments

  • Draggable column show to hand over the entire span

  • Incorrect preview icon for Email

  • Implement new Apps User Interface for practice

Fixes

  • Error creating an account with the USA

  • Error bulk importing with export_code and client_code

23.02.2019

Enhancements

  • Move jobs open button

  • Support tax open button

Fixes

  • Create Document shows an error if user not having OneDrive access

  • Tab highlight line is not complete in Edge browser whereas it is complete in chrome browser

25.02.2019

  • Companies do not have mobile # in XPM

  • Updated notifications to include mentions

  • Email comment notification to all mention

  • Search job state

  • Tax returns process to create document link

  • Check FYI Drawer when not subscribed

26.02.2019

Enhancements

  • Tax state with a capital first letter

  • Updated notifications tab to include notifications for a comment

Fixes

  • Only 200 files are getting imported using Bulk import

  • Multiple user mentions show square bracket for the user name in the comment mention email notification

  • Notification count in web application is not clearing out

27.02.2019

Enhancements

  • Support 'FYI ā€“ My Imports'

  • Do not schedule the process if the customer is not active

  • Add Account Support

  • Bottom of tabs should not have a border

Fixes

  • Only 200 files are getting imported using Bulk import

  • Multiple user mentions show square bracket for the user name in the comment mention email notification

  • Notification count in the web application is not clearing out

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