Updates
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Client Portal Link in Text Reminders
Now, when your client receives a text reminder, they will be able to access the portal from the link in the text message!
This makes it easy for clients to seamlessly access the portal from their mobile phone and respond to your requests!
Ability to Auto-Share Transactions
Now you automatically share uncategorized transactions with your clients on a specific schedule. This prevents you from having to go into each individual client and manually ask about the transactions. You can easily customize this on a client-by-client basis.
Bulk Categorize Transactions
Easily update the category, vendor, description, and more on all your transactions with the new bulk categorization feature.
Ability to hide unwanted uncategorized transactions
If there are uncategorized transactions that you don't want to see in your view you can now easily remove them by selecting the transactions and hiding them.
Similar to the hide functionality for uncategorized transactions you can also hide uncategorized transactions for a client from before a specific time period. This will remove all the transactions before the date selected from your view.
You will also now have the option to select the date you want to start importing the uncategorized transaction when initially setting up a client.
Ability to share duplicated folders with clients
Now when you duplicate a folder structure to other clients you will have the ability to share those new duplicated folders with the clients they were copied to. This makes it much easier to set up and share the folders across your client base.
