New features, updates, and fixes released in the month of August, 2023.
New Features
- Improved Study Settings
- Further accessibility and management options. Accessible from Practice Management, Dashboard and Study Overview.
- Introductory Videos
- Embedded videos added to all client-facing sections to help guide workflow and provide instruction.
Existing Feature Updates
- W2 Import:
- Ability to import W2s when payroll expenses are already present.
- Ability to update existing payroll expenses during a W2 import.
- Excel Import error messaging:
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Further detail provided in error messages related to missing required fields and altered column headers.
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- Bulk Edit enhancements to Workflow/Tasks and Expenses.
- General UI fixes and improvements.