Name | Priority | Status |
Invoices: Recurring Invoices: Bills are posted one day before the start date for firms east of US Eastern (UTC+5 and beyond) | Medium | In Development |
Documents: Hyperlinks in Excel files are not clickable | Medium | Ready for Development |
CRM: New contact email not saved correctly after unlinking previous email | Medium | In Development |
Organizers: "Firm docs shared with client" folder is missing from the document selection panel on web portal | Medium | Ready for Development |
Payments: Invoices: Outstanding balance and Amount paid show $0 while a partial ACH/Stripe payment is Processing | Medium | In Development |
Client Mobile App: Proposals & EL's: Payments is not updated | Medium | In QA |
Client Mobile App: Error report fails for clients with single-word name (no last name) | Medium | In QA |
eSignature: Client Kiosk: Signature task from template placeholder not shown in kiosk | Medium | In Development |
Fixed Bugs This Week
Organizers: page doesn't display changes until reloaded | Low | Fixed |