Changelog
Follow up on the latest improvements and updates.
RSS
fixed
Weekly Release
Fixes
- Fix a bug on the My Activity page from loading all items correctly
- Fix for the Template Schedule 'add client to previous reporting period' popup incorrectly displaying the Existing start date period
- Fix the XBert logo link on some pages accidentally sending user to public website rather than app login screen
- Fix for a bug caused by swapping between the Team View and Client View pages that was breaking the 'Hide Empty Rows And Columns' button
- Fix for some navigation menus not displaying correctly in Safari
- Fix for moving a task to also remove the XPM link
improved
Weekly Release
Updates
- Update the 'Hide Empty Users/Clients' button on the Team View and Client View pages to now hide empty columns and rows
- Update the Team View and Client View pages to now exclude any overtime from the 'remaining' calculation in the total row and column
- Change the timer control to only show actual time that is assigned to yourself, rather than actual time created by yourself
improved
fixed
Weekly Release
Updates
- Filter groups now dynamically resize on the work list
- New filter button has been added to the Team View and Client View pages to filter out any empty columns
- All of the XI community pages have now been updated with a new background image
Fixes
- Hide the 'client console' link for disconnected clients
- Fix the XBert Automation chart link when clicked to redirect and correctly filter the work list to the correct XBerts
- Fix the Custom XBert width styling for the XI response on the prompt step
- Fix the chevrons on the work list date selector to invert when menu is opened
- Fix nav bar menu being cut-off on smaller screens
- Fix a bug causing schedule created tasks that are moved between clients, lose their attachments link
- Fix a bug with daily schedules causing the saved days to be saved incorrectly
fixed
Weekly Release
Fixes
- Fix for the Client Reports tenant filter list showing incorrect selection
- Fix for small screens where the work list filter menu could enter an infinite resize loop
- Fix for the bulk snooze action on the work list not correctly unsnoozing the item at the start of the day
- Fix for some of the work list hover tooltips not appearing correctly
- Fix incorrect Financial Quarter date range label on the work list date filter
improved
fixed
Weekly Release
Updates
- Upgraded XI prompts and Custom XBerts to use the latest and most powerful AI models to date
- Added the ability to share Custom XBerts
- Added sorting to the list that displays the schedules that belong to a template
- Various minor styling improvements
Fixes
- Fixed an issue that occurred when moving a task between clients, where attachment links could break
- Update actual time calculations across app to be consistent
improved
fixed
Weekly Release
Updates
- Many fixes and styling improvements across the entire product
Fixes
- Added the activity links to the main navigation sidebar
- Fixed a bug causing FreeAgent client signup limiting client selection to the first 25 clients
improved
fixed
Weekly Release
Updates
- Improved the performance significantly for the 'Signup New Xero Clients' flow
- Added Date of Birth onto the Employee Data Area for Custom XBerts - Find Employees missing Super based on age.
- Add Last Activity onto the Contact Area for Custom XBerts - Find contacts to archive
Fixes
- Fix for the template process/client count incorrectly increasing when opening tasks
- Fix for a bug on the work list and work priority pages where the work item subtask count was not excluding "Not Required" subtasks
- Fix for clients connected to KeyPay accidentally showing "payroll available" in the UI, as well as accidentally appearing in the "reconnect" panel
new
improved
fixed
Weekly Release
New Features
- Non-workday scheduling feature that prevents work from being set to start or be due on a non-workday. The feature settings allow you set which days are non-workdays, and to select whether it should push task dates to either the next or previous workday. More info here
Updates
- Upgraded monthly schedules with the ability to select which month(s) the schedule recurs on
- Updated the future recurring months option on schedules to now be the future recurring weeks, to allow for more flexibility
- Added the ability to name schedules
- Added the ability to "clone" a schedule, so that if you do need to recreate a schedule, you can now simply just clone the schedule and adjust it as needed
- Updated the timer control 'recently viewed' dropdown with functionality to be able to search any tasks/XBerts by the client or title
Fixes
- Reduce the amount of popups that can appear when your account is automatically logged out due to inactivity
- Fix a bug affecting the work list custom date range filter not retrieving all items within range correctly
new
improved
fixed
XBert v3.0 Release
XBert v3.0 is finally here! This major product update introduces these significant new features, improvements, and fixes:
- Complete navigation and UI overhaul for an enhanced user experience
- New "Capacity" user settings screen
- A brand new community area with a ton of new chat-based prompts for interactive data queries and actions (e.g., export to PDF)
- A new integration with FreeAgent so that you can now signup FreeAgent clients
- A count of completed/non-completed subtasks have been added to the work list
- Enhanced the Work List with new dynamic filters and new Financial Quarter/Year filters
- The default Work List filter has been set to Dynamic -> This Month
- New XPM integration setting: create timesheets using start/end times
- New client ledger connection setting to link your practice to your ledger file. This setting can be used for syncing annual/sick leave in capacity settings
- Numerous bug fixes, stability improvements, and performance optimisations
fixed
Weekly Release
Fixes
- Fix to prevent the email chain from temporarily disappearing off of an email task when it is Auto-Mapped to an XPM Job Task
- Fix the Connect Portal summary email from not listing all of the Connect Clients correctly
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