Peter Wen
Peter Wen

Holiday release!🎁

Upload supporting documentation to a Client, Adjusting Trial Balance and an Account Line! Click on the paperclip to launch.

Use the upload button.

Or if you're working on the fly, just drag and drop a file onto the account line. A green box will indicate you can drop a file on the account. Cool!

Drag and drop to add files to the Adjusting Trial Balance too!

Reclass and Tax Journal Entries are now separate.

We've broken out Reclass and Tax Journal Entries to be displayed in their own columns.

We've also given you a way to toggle Hide/Display of those columns.