[LIVE] August 29th Update

Botkeeper keeps getting better. Here are the updates we're releasing as of August 29th, 2024.

Eligibility Requirements Banner
When a new client is added to the platform, Transaction Manager will display a banner listing the requirements to enable AutoPush. Learn more.
Customer/Project Column Display
To keep the interface uncluttered, the customer/project column in Transaction Manager will only show if users have at least one project assigned to a customer in QBO.
Improved experience when syncing with GL
Users will now see the time and date of the most recent GL sync in Transaction Manager. Additionally, users may force a sync with a refresh button. Learn more.

Update to Partner Ops role permissions
Partner Ops users can no longer add other partner users to the system, nor can they invite other partner users to join a client’s portal. Partner Ops users can only add or invite Client Admin or Client Ops users to clients the Partner Ops user has access to. Visit the user permissions guide here.
Improved points-of-contact visibility
The Clients tab within Client & User Management now displays a column to list the client point of contact and bank statement point of contact (Infinite package clients only see Client Point of Contact). Learn more.

Adding instructions to one task will not duplicate the instructions on other tasks within the project template.
Deleting an upcoming task no longer produces an error or forces a logout.
Project template details will not be cleared out for document upload tasks when adding a project to a client.
All documents uploaded to a project will now be shown on the project's Documents tab.
Users will only receive one automated task to reconnect any disconnection in Smart Connect.
Tasks generated by Smart Connect now have a Reject button.

Significantly faster load times and performance improvements across the board for all available actions.
All active GL accounts are now available in Category dropdown.

The tooltip that appears when hovering over the automation icon on a Smart Connect account now differentiates between AutoPush and ManualPush. If the account is using AutoPush, it will say AutoPush. If an account is using ManualPush, it will say ManualPush.
When a previously supported institution is no longer supported for statement downloads, any previously downloaded statements will continue to show. Above them, users will see the notice "This institution is not supported for statement downloads."

Upon opening a document, users should now consistently see the correct document.

Sort by oldest/newest now works consistently and is based on the date/timestamp of the activity log.

An issue on login that caused some users to see a black screen requiring cookie deletion has been resolved.