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Release Notes
May 2026
May 20, 2026
Release Notes - Comprehensive Updates to Forms, Profiles, and Notifications
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May 19, 2026
Release Notes - Comprehensive Updates to Forms, Profiles, and Notifications
1. Release Notes Feature
- A new Release Notes section has been added within the application Sidebar Menu
- Learn More
April 2026
April 10, 2026
Release Note 6: Invite Flow & Trading Name Enhancements
- Updated label to “(Optional) Client Onboarding Form”
- Added logic to capture who registered the trading name (Accountant/Client)
- Learn More
April 10, 2026
Release Note 5: Auto Job Creation on Form Submission
- Automatically creates a job when a form is submitted
- Assigns the job to the requesting employee
April 10, 2026
Release Note 4: Activity Log for Forms
- Introduced an Activity Log to track form interactions such as:
- Viewed
- Opened
- Learn More
April 10, 2026
Release Note 3: Action Column for Requested Forms
- Added an Action column with Reminder option to notify users to complete forms
- Cancel option to stop requests
- Expired requests can now be ....
April 10, 2026
Release Note 2: Address Parsing Enhancement
- Improved address handling by automatically breaking down full addresses into:
- Street, City, State, Postal Code, and Country
- Ensures better data accuracy and consistency across the platform
April 10, 2026
Release Note 1: Forms Widget & Notification Improvements
- Added a Forms Widget to display requested forms in a structured table
- Introduced dashboard notificationsLearn More
April 10, 2026
Address Parsing & Standardization When a full address input is provided, the system automatically break it into structured components.
Title:
Fix Issue: Physical Address Changes Automatically When Updating Postal Address
Description:
While updating the Postal ....
