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- Improvement
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Red dots indicator for unsyncd clients
Now when you have an active QBO integration and you have a client not linked to QBO you can easily identify this from the dashboard with a red dot indicator.
If you hover over the red dot you can see how to link the client to QuickBooks.
Assign team members to clients from client dashboard
Now you can easily assign team members to clients from the client dashboard
Identify which time entries are not synced to QBO
If you have an active QuickBooks Online integration and a time entry did not sync for a specific reason you can identify those time entries easily now with a red dot indicator.
You will also be able to quickly fix the time entry by hovering over the red dot and reading our troubleshooting article.
ChatGPT Integration - Create any workflow template in seconds
Documenting your processes with workflow templates just got a whole lot easier! With our new ChatGPT Integration, you can now create any workflow checklist template in seconds.
For example, create a checklist template for:
Monthly Bookkeeping for construction companies
1040 tax return with Drake tax software
Client onboarding with Ignition
Tax return for a married couple filing jointly who own rental properties
See it in action!
Learn more about this feature here.
New notification dropdown
New improvement to notifications to make it easier to stay in the loop on everything happening in your firm.
- A bigger view to see more notifications and information
- Catagory tabs to view certain types of notifications (projects, dependenceis, mentions, client tasks)
