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March 2024 Release Notes

New features, updates, and fixes released in the month of March 2024.

Existing Feature Updates

  • Ability to navigate between associated distributions in the app​
    • Removes the URL requirement when accessing different clients​
  • Study Review refinement​
    • Ability to add details if documentation is unavailable
    • Providers can now add further information about their findings.
  • Additional Time Survey Reports can be delivered alongside final reports
  • Imported wages are now trackable through validation tags.
  • Task modal enhancements to improve user experience
  • Finalized controlled groups with support for short years​
  • Gusto added for payroll import.
Fixes
  • Improvements to matching algorithm for W2 and Payroll imports
  • General UI fixes and improvements.