03.01.2019
Enhancements
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Updated email editor control
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Added disconnect option to Xero Blue Integration
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Upload Document Background
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Welcome Privacy Copy
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Updated Import Layout
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Removed the 'Invalid' toggle for check results (just show invalid)
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Automation Menu
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Updated process add page
Fixes
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Email preview does not render apostrophe character
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Incorrect import message when it failed to import the files
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Xero Sync is throwing connection timeout errors
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Unable to import files with only cabinet followed by category structure
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The newly added category does not get recognised in import validation
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The subject line of the Send via OneDrive/ Email says "Re:"
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Handle error unknown user for subscription
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The body of the email is blank in the email preview
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Blank email error in logs
04.01.2019
Enhancements
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UI Handle call to foundry to download email
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Change open email to download Email to OneDrive
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Search Processes should filter the processes by their name
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Process Filters
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Move automation menu to Practice Settings
Fixes
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Job dropdown does not appear when a document is created from client workspace
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Imported documents does not appear in practice document list
05.01.2019
Enhancements
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Updated Import Layout
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Documents should not be deleted if they are in Edit mode
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Process card settings redesigned
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Added support for XLS, PPT, DOC
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Bulk importer should not re-import document
08.01.2019
Enhancements
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Changed message on PDF edit screen
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Added Process status filter for 'Available'
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Changed background of non-active processes
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Displayed 'Plan' on Process Index/Table Page
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Changed tab name on client workspace from 'Integrations' to 'Integration Apps'
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Removed the 'Remove Step' button from aside, add as a column to the table
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Email Templates - Subject Line Not Populating
Fixes
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UI issue on the client integration page for the Xero
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Drag & drop documents create UI issue in Edge browser
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Template category is not getting selected
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Clicking on the Create Template button shows error
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Create stationery shows error
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Forced Logout - FYI and Outlook Online FYI Drawer
10.01.2019
Enhancements
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Process Activity
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Client Processes Page
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Activity - Support Process column filter
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Activity - Client/Started filtering
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Process - quick change step
Fixes
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Error uploading signature for a user
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Error uploading signature
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Error displaying preview for specific email
12.01.2019
Enhancements
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Changed 'FYI ā Import' to 'FYI ā Bulk Import'
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Highlighted selected activity
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Fixed client detail not updating from XPM
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Added refresh button to process activity grid
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Added refresh button to process grid
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Added Client activity tab
Fixes
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The loading bar is displayed when cancelling the action on import configuration tab
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Task Message/Details in the Process Aside is not displaying any data
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Document grid extra buttons
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Process steps re-ordering and removing on change
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When deleting a clients email from XPM the deletion is not syncing to FYI clients
16.01.2019
Enhancements
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Changed 'FYI ā Import' to 'FYI ā Bulk Import'
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Enabled Email Sentiment process
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Enabled Calendar Modal
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Support setting alias on login
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No Processes Available
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Email Save attachment link
Fixes
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Client View - Group data and Recent Documents
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Export popup has UI issue in Edge browser
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Long file name creates UI issue for import pane
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User edit - Enforce Email Alias to be an email
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Downloading document shows activity "Started Editing"
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Drag & drop complete folder creates an error in the console
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Task status filter in "My Tasks" & "Delegated Tasks" do not work
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Different clients are selected in tasks of the client workspace
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The page title is missing for the login page after logout
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The file structure of import is not getting validated
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Template "type" sorting option is not required in Templates list
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Default filing details for a client are not being saved
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New inbound emails aren't being imported and auto-filed
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Filing state not being saved in Client Ledger Reports AutoFile
18.01.2019
Enhancements
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Updated stripe with active users before payment required
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Displayed Close button on process aside
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Calendar Enable Modal
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XPM sync to process page
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Changed our trial period from 14 days to 30 days
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If the calendar process is set to active, calendar process card should be filtered and displayed as active
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Process run modal
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Invalid date as the due date
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Delegator is missing on the alerts page
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Remove BGL tile from the Automation Dashboard
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Send emails should not get flagged as negative sentiment
Fixes
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User edit - Enforce Email Alias to be an email
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Change step shows incorrect task status
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Creating an Email from 'Templates' list do not open preview in web browser
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Opening Document list under Practice takes 14 seconds
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New inbound emails aren't being automatically imported and auto-filed
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Change step shows incorrect document auto file switch value
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Year merge field for Xero Reports is causing a process to error out
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Adding a Step is inserting to the top of the list
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Merge fields for Xero report
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Client Group does not appear to be working in production
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Timeout loading import page
23.01.2019
Enhancements
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Action for My Edits on the dashboard
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Removed the need to add "Unallocated Client"
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Document Preview - Download button should use process async to show the progress of the download
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Changed the name of the tab from "Integration Apps" to "Apps"
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Client name import "names accept _ instead of '"
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Provided ability to reset a process based off a template
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Removed Pun: You can count on us to fix this
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Error when trying to save attachments
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Regression Test Open methods
Fixes
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An extra bullet appears in the email having "attachment link" tag for hyperlink of file names
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Opening a document aside in desktop mode creates a new document activity called "saved"
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Creating a task first time for the step in automation does not get saved
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Values are not getting saved in Negative Email Alert automation step
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Assignee & Delegator column does not sort in Tasks page
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Negative email does not get applied to those metadata sets in negative email alert step
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Error setting Negative Sentiment Active
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Tasks not creating on any process (Negative Sentiment)
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Continuous tasks are getting created for the negative email alert automation process
24.01.2019
Enhancements
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Record file size on document version record
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Creating Phone call from Client Record
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Remove document to use process async
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Process async limit items in the list
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Support 'Zipped' document type in user-interface
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Graph subscription default last_delta
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Correct issue with uploading templates failing due to missing s3 credentials
Fixes
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Deleted task's notification gets into the loop
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The system shows error when I send documents which are in edit mode
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Existing tasks for the Automation Process Step is not getting updated
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Edit button in preview section does not open document in desktop mode by default
25.01.2019
Enhancements
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Sync stale jobs from XPM
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Choice of default for either Desktop or Online with the default Desktop
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Jobs - make client column wider
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User profile option to select the default method for creating an edit of office documents
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Default practice open modes
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Set open office user settings to introduce a better system for handling templates and stationery
Fixes
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Error saving a new stationery
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Download existing stationery is just loading
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Team member automatically flicked back to active
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Upgrading Plans
29.01.2019
Enhancements
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Invalid step index for Email attachments
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Provided option to send an email immediately
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'Close in ...' popup is displayed for deleting the tasks
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Added title bars to the automation modals
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Clicking 'update' on the billing page should disable the button until process completed
Fixes
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Restore action shows "Close in 3" popup
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Document Change Exception
31.01.2019
Enhancements
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Notifications - Mark all as Read
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Add help tooltip
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Notifications tool tip
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My Settings -> vertical center text
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Tidied up the filter in list view for processes
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Support Coupons
Fixes
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Send email attachment is not working