2022

3.0.8

Peter Wen
Peter Wen

Excel line zero import fix.

In app subscription with Chargebee.

Prep for 2022 Tax Categories (preliminary).

Form 1065 Retirement Plans tax categories for Lacerte.

Form 1065, Schedule K tax categories for Lacerte.

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2022
members

3.1.2

Peter Wen
Peter Wen
Rollforward import fix.  (Certain rollforwards were not accepting an import) CCH Axcess create ATB fix. (CCH API created clients couldn't create an ATB) Empty synthetic account fix. (Sometimes a group…
2022
members

3.1.1

Peter Wen
Peter Wen
QBO and QBD report imports now exclude Inactive accounts. Sage50 date picker fix. Worklesspapers URL fix.…
2022
members

3.1.0

Peter Wen
Peter Wen
Holiday release!🎁 Notes, Links and Attachments Widget! (feat. Drag and Drop)Upload supporting documentation to a Client, Adjusting Trial Balance and an Account Line! Click on the paperclip to launch.…