June 2025 Release Notes

6/16/2025 - 6/20/2025

The new feed now supports emoji reactions and adding time entry details to existing items

Variables for first name, full name, and business name are now supported in notification and welcome messages
Fix: When many portal messages were sent in quick succession, delivery receipt for some of messages became stuck in "Pending"; this has been resolved
Fix: Improved handling for documents that use an archived tag

When entering time and choosing a team member, firms can now select Remember my selection to auto-fill the team member field in future entries
The menu organization for the Billing Setup Advanced tool has been refreshed
Team member selection on Timesheet has been updated to include all Org members rather than strictly those with active billing items
New owners added to an existing Org now receive advanced billing permissions by default
Fix: Team member selection on Timesheet was periodically timing out; this has been resolved
Fix: Returned the “Description” title to the correct placement when entering time from the Timesheet

No release notes this week.

Fix: Address Book URLs were not opening contacts when navigated to; this has been resolved

Document Management is now available
For Client Portal users associated with more than five projects, the My Projects page now includes new search functionality
Fix: Forms translations logic has been adjusted to avoid unintended translations

In Timesheet, the Team Member lookup now allows users to search by username
Fix: Issues with editing time entries in bulk have been resolved
Fix: Briefly, users were able to save invoiced time entries as drafts. This has been corrected
Fix: When adding time entries through Timesheet, the project name no longer highlights when selected