New features, updates, and fixes released in the month of August 2024.
New Features
- Custom UTM fields added for both referral and alliance opportunities.
- Email preview is displayed when marking a Trinet Review as complete.
- Added task for clients to update their Company Information between years.
Existing Feature Updates
- Documentation is now only required for contractors with significant QREs.
- Improved AI responses for expense duties/responsibilities.
- Improvements to payroll import instructions.
- Changes to 'inactive' studies
- Complete all tasks when a study is marked 'inactive'.
- Limited access for clients to inactive studies.
Fixes
- General UI fixes and improvements.