March 5, 2026

Refreshed Vendor Request Designs + Performance Improvements

We've given the vendor request flow a fresh new look. Vendors who receive your document requests will now land on a cleaner, more intuitive page that makes uploading or completing a W9 simpler than ever.

On your end, W9s and other vendor documents will load significantly faster thanks to performance improvements under the hood - and look out for a few design upgrades in the 1099s reports as well!

General Improvements

Added actual days convention to prepaids, fixed assets, and deferred revenue in our Accruals module.
Include reconciliation details (account name, balance, reconciliation difference) throughout the AI reconciliation analysis flow for easy reference.
Updated timer rounding logic in Capacity Planning to round the sum of actual timers instead of rounding first and then summing the totals.
Added helper text to the client portal to let contacts know they need to click submit on files before closing out the window.
Added question subject in csv export of client questions.
Updated the pdf viewer to display a consistent width across all files.
Files attached to deleted tasks will now be saved in a 'Deleted Tasks' auto-organized folder.

Bug Fixes

Fixed a bug where email requests exceeded processing limits and caused slow performance.
Fixed a bug where receipt matching returned errors during processing for some users.
Fixed a bug where certain transaction questions were only visible from the client list.
Fixed a bug that triggered an error when attempting to read properties from an undefined value.
Fixed a bug where users were unable to exclude bills due to an exclusion logic error.
Fixed a bug where prior year data did not display in Location P&L visual metrics.
Fixed a bug where the default preview in the Add Client flow failed to render correctly.
Fixed a bug where admin users received a “folder not found” error when copying files to a related client folder.
Fixed a bug where a reconciliation difference analysis failed due to connection errors.
Fixed a bug where some connected clients did not appear in the client list despite being linked to QBO.
Fixed a bug where tasks continued to appear on the task list for archived clients.
Fixed a bug where filtering by client did not work correctly on the client list.
Fixed a bug where users encountered errors when adding new contacts.
Fixed a bug where private client list views failed to save.
Fixed a bug where replying to an email thread from a task caused unexpected behavior.
Fixed a bug where attachments were duplicated when a new email was added to a thread.
Fixed a bug where the name editing text field displayed incorrectly in user settings.