August 18, 2022

Local Transaction Status / Question Status
Until today, Transaction Status has always been global. This meant that closing a transaction in any report closed it in every report
 and hid it in the Client Portal.
This lead to a lot of users accidentally closing out transactions in one report that were relevant in others. If this happened to you, it's not your fault – this was confusing even to us!
Well no longer. As of today, Transaction Status is now localized to each report. We've also renamed this action from closing
 a transaction to reviewing
 a transaction. 
This means that marking a transaction reviewed in one report will still leave it open in other reports. In addition, we've separated the reviewed status of a transaction from the logic of hiding a question in the portal.
You can find a lot more detail on the changes at this docs page.
Fixes and Improvements
You can now adjust the sensitivity of the Duplicate Vendors report.
You can now search in filters on tables in reports.
You can now paste images from your clipboard to attach files.
The Client List is now sortable by Client Properties.
Fixed a bug affecting search in the Newly Added Accounts report.
Fixed a bug causing some tasks not to show in related client comments.
Fixed a bug causing text not to resize properly when date ranges were changed on Management Reports.
Fixed a bug preventing Firm Tasks from moving to Completed on completion.
Fixed a bug where the Prepare 1099s report was missing in some Close Templates.
Fixed a bug where files would download with a different name from their name in Keeper.