August 2023 Release Notes

New Features

• Improved Study Settings
  • Further accessibility and management options. Accessible from Practice Management, Dashboard and Study Overview.
• Introductory Videos
  • Embedded videos added to all client-facing sections to help guide workflow and provide instruction.

Existing Feature Updates

• W2 Import:
  • Ability to import W2s when payroll expenses are already present.
  • Ability to update existing payroll expenses during a W2 import. 
• Excel Import error messaging:

  • Further detail provided in error messages related to missing required fields and altered column headers.

• Bulk Edit enhancements to Workflow/Tasks and Expenses.

• General UI fixes and improvements.