September 27, 2024

Opening balance for 1099 eligible payees, abbreviated country name on invoice, transaction link, Reset Password link for client portal.

Enhancements 

1099 Eligible Payees

US Firms can now add an opening balance as of a specific date for their 1099 eligible payees which will be included in the 1099 Payee Report.

Abbreviated Country Name

You can opt to use the abbreviated country name when you generate an invoice or statement, if you check the box to Include Country under Invoice Print Settings when navigating to Setup > Firm Settings > Invoice Settings, and uncheck the box beside Include Full Country Name.

Website Payments

User will be able to link transaction processed through the merchant account specific link to Invoice payment, operating, or trust retainer within the application.

Client Portal Password

If a client portal user is locked out of their account after multiple failed attempts, instead of reaching out to the firm, clients now have the ability to reset the password using the forgot password link.