All content is drawn directly from the Client Engager Product Development team and from suggestions from our community.
Completed job report updated now includes fee for each job as shown on deadline and a total at the bottom.
The email integration settings page now shows you which mail box or user login is connected to the shared inbox and personal inbox and this is also shown in the email page on the left hand menu
A new calculator is now added to the automation setting window telling you based on the days months and weeks entered when the first email will generate
The system now shows you upload dates and times of files in folders and allows organising in date and time order rather than just alphabetical order
New left hand menu ordering in the client details page to make it more logical
A new completed service report which is the base of which we will be launching time tracking, budgeting and more in the coming three months
Xero and Gmail Integration
New button added in tax references for vat that allows the checking of vat numbers against hmrc register
Ability to restrict which contacts can see which folders for each client. This allows you to give previous accountant or new accountant access to to a portal for a client and only let them see the clearance folder to upload or download from or allow the clients admin into certain folders but not all
Ability to see if client folders were created by the client or the firm and then it tells you who uploaded each document added in a column on the folder view
Dates on the completed job report now default to the last full month rather than the last 30 days from the day you look at the report
this is a test 🙂