Avii releases new features and functionality approximately every 2-4 weeks. Product releases always include performance and stability improvements.

3.42 – March 29, 2024

• Update to Time Keeper tool functionality
• Enhanced Deliverables due date management
• Improved behavior in the Project Automations tool
• New tool for users to view relationships between parent and child client records and project records
• New feature in the Documents tool
• Updated functionality in the Deliverable Types tool
• Enhanced functionality in the Tasks tool

3.41 – March 15, 2024

• Adjusted options for viewing data on the Project Queue KPI tool
• Improved end user experience when uploading to public upload links
• Additional options for scheduling automated project rollovers
• Improved behavior in the Document Request List tool
• Additional functionality for Team Role permissions

3.40 – March 4, 2024

• New tool for creating and delivering Engagement Letters and other documents to clients for electronic signature
• New tables and data added to the Avii Data Warehouse
• Additional data points added to bulk action logs
• Updates to API method
• Updated Avii Data Warehouse schema diagram
• Updated options for displaying project data in the Client portal

3.39 – February 16, 2024

• New functionality to track, view, and report on users’ hours goals
• Simplified functionality for adding users to project teams via Automations
• Added functionality for creating Client records
• New functionality that incorporates Electronic Signature requests with Automations
• Added functionality for managing saved and shared searches in the Project Queue tool
• Further work preparing for rollout of preparation and delivery of Engagement Letters

3.38 – February 9, 2024

• Improved experience for client users who represent multiple client records in the client portal
• Additional data available to query in the Project Queue tool
• Additional Security Role permissions created for conducting certain bulk behaviors in the Project Queue tool
• New functionality to assist with configuring Automated Rollover Policies
• New functionality to assist with configuring Deliverables Types
• New behaviors when Client records are flagged as inactive
• Further work preparing for rollout of Avii Data Analysis tool
• Further work preparing for rollout of preparation and delivery of Engagement Letters

3.36 & 3.37 – January 12, 2024

• Enhanced controls for client notifications related to Documents
• Controls for client notifications related to Documents can be managed via the Avii API
• Improved functionality with Automations creating Document Request Lists when projects are rolled
• Additional views of time entries in the Time Keeper tool
• Improved visibility restrictions on folders in the Documents tool
• Additional Task tool data added to the Avii API
• New options for retaining or resetting document folder structure and permissions when projects are rolled
• Improved Tasks tool interface for client users
• Further work preparing for rollout of Avii Data Analysis tool

3.35 – December 23, 2023

• New Questionnaires tool that allows firms to request client users to provide answers to questions and other data points
• Further work preparing for rollout of Avii Data Analysis tool
• Additional automated behavior in the Avii Automations tool

3.34 – December 4, 2023

• New options for creating custom data fields
• New options added to Invoice tool
• Addition to user experience in Document Requests tool
• Addition to user experience when managing projects

3.32 & 3.33 – November 6, 2023

• Enhanced functionality incorporating Document Requests status in Automations tool behavior
• Additional features in the Invoices tool
• Additional features in the Deliverables tool
• Additional capabilities added for admin users
• New channels to use the Newsfeed tool
• Additional features in the Public Upload Folder tool
• Enhanced functionality in Rollover Policies
• Additional data points added to the Avii API
• New options for notifications configuration in the Project Queue tool
• Additional security measures in the Documents tool
• New options for scheduling resources in the Hours tool

3.31 – October 2, 2023

• New functionality for users to add tracked/billable time directly from their own Calendar tool
• New option for Automations progress to be dependent on documents received from client via the Document Request Lists tool
• Updated experience when moving documents from a user’s public upload folder
• New status indicator on documents that are uploaded by client users

3.30 – September 22, 2023

• Increased file size limitations for uploading and downloading documents
• Added options for using Sections in the Document Request Lists tool
• New functionality for reviewing and approving invoices
• New option for updating Task status

3.29 – September 6, 2023

• Enhanced online MS Office document editing options for firms with an integration with either Box or Sharepoint
• New visual indicator for documents uploaded via the Document Request Lists tool

3.28 – August 18, 2023

• New functionality to allow invoices to be approved prior to delivery to a client
• Updated behavior for how Discussions address hyperlinks
• Added visualization in the Document Requests tool for managing items that will be rolled

3.27 – August 9, 2023

• New options for Printing/Previewing documents from the Documents tool
• Updated behavior with DRL item Notifications
• Account Summary tool now available for authorized client users in the Client Workspace
• New compressed/expanded views of DRL items available to all users

3.26 – August 1, 2023

• New options for accommodating firms’ fiscal year requirements
• New automated document folder permissions management
• Additional options for selecting and printing Discussions
• Increased visibility of invoices
• Additional Project Queue filtering options

3.25 – July 12, 2023

• Introduced new flexibility for firms to manage team roles
• Additional system notification scenarios when firms deliver documents to client users
• New options for setting default system notification settings
• Additional data added to the Avii Data Warehouse
• New options for managing in-app system notifications

3.24 – June 27, 2023

• New Documents tool improves performance and user experience
• New PDF document preview/annotate experience
• Client Snapshot data available in the API
• New Documents tool KPI view
• Firm users can receive a notification when DRL items are overdue
• Firm users are prompted to send notifications on dropping files in folders marked for client notification. This allows users to determine when all files are uploaded, avoiding multiple notifications on uploading a set of documents.

3.23 – June 6, 2023

• New bulk behaviors available in the Project Queue
• New options for viewing recently accessed projects and clients
• Additional options for viewing document histories
• Additional data points available in Proposal records
• Enhanced interface for users to select workspace tools

3.22 – May 24, 2023

• New functionality for tracking firm users’ scheduled hours vs. target hours
• Enhanced abilities to assign Automations to Projects
• Enhanced Realization and Utilization reports for managers to run for firm users
• Additional options for assigning due dates for Document Request items
• New functionality for searching for client users and seeing associated data about them
• Additional options when creating Document Request items
• Additional data points can be viewed in the Client Snapshot
• Additional data added to the Avii Data Warehouse

3.21 – May 13, 2023

• Improved client user visibility into ongoing and past projects
• Additional tools for requesting documents from clients
• New functionality for exporting and printing Discussions
• Additional system notifications to client users when documents are sorted through the Document Sorting tool
• New functionality for users to see their own current and year-to-date utilization and realization numbers

3.19 & 3.20 – May 9, 2023

• New options for logging time entries
• New options for firms to determine how time entries are approved
• New functionality for firms to set users’ charged hour goals
• Enhanced navigation from Discussions directly to related items
• Enhancements to system notifications
• New options for downloading documents from Document Request Lists
• Enhanced searching from the Main Workspace
• New functionality for charged hour goals to be applied to firm users
• New options for customizing charged hour goals for individual users
• New system notification options for users with specified assigned competencies
• Enhanced custom data management options
• Additional data points included in Task exports
• Additional data added to the Avii Data Warehouse, including data for Client users and Discussions

3.18 – March 29, 2023

• New options added for tracking firm users’ PTO
• New options for sharing direct links to Document Request Lists
• New options for saving project workspace layouts
• Additional data added to the Avii Data Warehouse, including data for Client teams and Document Request Lists
• Enhanced functionality for interacting with in-application notifications
• New functionality for bulk editing Deliverables in the Project Queue tool
• Additional data added to system notifications related to Automations

3.17 – March 17, 2023

• New options added for budgeting time
• Adjusted options for users to request support from firms
• Adjustments to presentation of data points in the Deliverables tool
• Enhanced functionality for searching for and filtering data in the Project Queue tool
• New functionality for assigning custom data fields to project types
• Additional data added to the Avii Data Warehouse
• Performance enhancements related to interactions with documents

3.16 – March 7, 2023

• Improved performance in document previewing and downloading
• New functionality added for reporting on users’ submitted and unsubmitted time
• Enhanced functionality for updating deliverables’ due dates
• New functionality added for managers to approve or unsubmit submitted time entries
• New org options for selecting teams to include in Discussions by default
• New functionality added for setting project time budgets based on team roles
• Additional data added to the Avii Data Warehouse
• More consistent presentation of data related to clients, teams, and users
• Improved presentation of relational data between Deliverables and Project Types
• Enhancements to Avii API encryption/decryption

3.15 – February 18, 2023

• New functionality added for improved time entry and review
• New functionality added for improved project budgeting
• Additional project data points available in the Project Queue tool
• Additional data and relationships added to the Avii Data Warehouse
• Updated permissions related to project management
• Updated filtered views in the Users tool
• Increased visibility of Project Proposals
• New functionality added for user and team management
• Additional log views available for in-app data imports
• Additional options available for creating templates for in-app data imports

3.14 – January 30, 2023

• Introduced new tools related to submitting tracked time in the Hours tool
• Updated the formatting of routing sheets for project automations
• New options for creating default layouts in the Client Portal

3.13 – January 18, 2023

• Introduced the ability for users to search for documents and folders in the Documents tool
• Enhancements to communicating in the Deliverables tool
• Formatting adjustments to data displayed in the Deliverables tool

3.12 – January 2, 2023

• Adjustments to the way columns are rendered in the Project Queue tool
• Improved search functionality on several fields in the Project Queue tool
• New tool for searching for and accessing Project Document Request Lists more easily
• Updates to configuration options in Automated Project Rollover Policies

3.11 – December 14, 2022

• Improved column controls in the Project Queue tool
• New features in the Hours tool for saving and searching for time entries
• New feature in the Hours tool for adding comments to time entries
• Data points added to the Avii Data Warehouse
• Additional data points available in firm user records
• Improvements to viewing system notifications and managing notification settings
• Enhanced settings for Document Request List tool alerts

3.10 – November 22, 2022

• Additional controls for managing Discussions attributes
• Update to how prioritized items are ordered in the Document Request List tool
• Additional option for viewing Deliverables in the Project Queue tool
• Enhanced search feature for Service Lines and Project Types added to the Project Queue tool
• Enhanced search feature for Projects with a specified Parent Client added to the Project Queue tool
• Additional options for including project teams when Projects are rolled over

3.9 – November 6, 2022

• New filtering options on the Document Request List tool
• Refined link targeting on Avii system notifications
• Increased visibility into client user project assignments
• Updates to populating some data fields in the Deliverables tool
• Continued work on additional connectivity between Avii and Box
• Improved performance on some Project Queue tool bulk actions
• Additional data points in Avii system notifications

3.8 – October 25, 2022

• Additional options for importing client users across multiple project teams or client teams
• Additional permissions for Discussions management
• Additional communications and instructions options in the Deliverables tool
• Improved data update options in the Deliverables tool
• Additional data points are surfaced in the Documents tool
• Improved ways for client users to communicate status to firm users for Document Requests List items
• Expanded historical data captured in Document Requests List item histories
• Improvements to Discussion tool performance
• Other bug fixes and performance improvements

3.7 – October 18, 2022

• Updated options for scheduling and extending Deliverables
• Added Client record import interface
• Added controls for displaying or hiding firm teams in the Client Portal
• Added controls for displaying or hiding firm user phone numbers in workspaces
• New permissions for editing sensitive project data fields
• UI updates to make the user experience more consistent
• Updates to the Avii API
• Added new fields to the Avii API and the Avii Data Warehouse

3.6 – September 27, 2022

• Additional methods to query users in the Users tool
• Improved data population and updating in Deliverables tool fields
• New Focus tool that allows firm users to designate content from other tools to be prioritized in their personalized view
• Refreshed, more efficient, menus on Avii Workspace tools
• Additional ways to favorite content
• Improvements and enhancements API interface
• New API call for updating document folder properties

3.5 – September 13, 2022

• Improved control over visibility of completed projects in the Client Portal
• Improved control over assigning users to roles on Projects
• New functionality to allow overrides to automated project rollover settings
• Streamlined settings for populating Deliverables data points
• Improved performance on Client tools
• Added new publicly available APIs
• Improvements to error logging processes
• Additional Automations settings for Completed Projects
• Additional data points are available in the Avii Data Warehouse

3.4 – August 27, 2022

• Additional controls for saving queries in the Project Queue tool
• Added flexibility to navigating through Automations
• New filtering options in the Project Queue tool
• Improved performance in specific Project and Client interfaces
• Additional Avii API features for document and folder permissions
• New interface for exploring and testing the Avii API
• Additional data points available in the Project Queue tool

3.3 – August 20, 2022

• More data tables added to the Avii Data Warehouse
• Additional system automation behaviors
• Update to task subscription notifications
• Addition of Prospects that can be associated with Proposals
• New client notifications options when documents are shared with them
• Added flexibility and controls in navigating through Automations
• Additional data points in text system notifications
• Additional user notification settings controls

3.2 – August 10, 2022

• Performance and stability improvements
• Revamped multi-document upload interface
• Additional options for scheduling Deliverable due dates/extensions
• Projects can be scheduled to roll over automatically
• Additional data points in Automation histories
• Interactions tool available in additional locations
• Additional data points in Proposals manager

3.0 & 3.1 – August 1, 2022

• Performance and stability improvements
• Continued development on Box Integration System
• Additional features in rollover policies
• Updated annotation capabilities in Document Requests
• New Automations (previously known as Workflows) features
• New tagging features in the Documents tool
• New automated interactions between workspace tools
• Added data points in Document Requests templates
• Enhanced permissions settings on the Notes tool
• New features in the Avii Data Warehouse
• Enhanced Discussions features
• Expanded availability of the Client Interactions tool
• Added greater control over tools displayed in the Client Portal
• Additional query options for Deliverables in the Project Queue tool
• Enhanced capabilities for saving and sharing Project Workspace layouts
• Improved query options in the Project Queue tool
• Improved team role assignments for firm users
• Added data points to the Project Workspace
• New functionality to accommodate and control outsourced resources on projects
• Improved syncing data between Avii and Practice Engine
• Additional data points in Avii system notifications
• New tools to associate Proposals to Projects
• Additional tools for following up on completed Projects
• Updated parameters for bulk project rollovers
• New data points in Project Task Lists
• Updated workspace tool names
• Revised status labels for Document Requests
• Improved UI for custom fields
• Additional tools for displaying projects in the Client Portal
• New data points in Proposals
• Updates to the Avii API
• Additional data available in the Avii Data Warehouse
• New system notification options for the Documents tool
• Additional tools on the Client Workspace

2.51 – June 18, 2022

• Performance and stability improvements
• Continued development on Box Integration System
• Development on next generation Avii platform

2.50 – June 4, 2022

• Performance and stability improvements
• Updates to Data Warehouse configurations
• Development on next generation Avii platform

2.49 – May 21, 2022

• Performance and stability improvements
• Improvements to Avii documents storage platform
• Development on next generation Avii platform

2.48 – May 9, 2022

• Performance and stability improvements
• Continued development on Box Integration System
• Development on next generation Avii platform

2.47 – April 24, 2022

• Updates to how the Tasks tool behaves following changes or updates
• Updated defaults for firm user and client user notification settings
• Additional data points related to Project Status added to the Project Queue
• Adjustments to how tools appear on the main Avii Workspace

2.46 – April 10, 2022

• Performance enhancements on the Project Queue
• Additional multi-factor authentication options
• UI improvements to using the Client Snapshot tool
• Additional filtering options on the Document Request List

2.45 – March 26, 2022

• Updated available permission settings for Security Roles
• Additional data fields in client user reporting that serve to support multi-factor authentication

2.44 – March 14, 2022

• Additional querying and sorting options on the Project Queue
• Enhanced workflow data presentation on project workflow histories
• Enhancements to project rollover policy editor
• Additional data points added to the Avii Data Warehouse
• Enhanced system notifications and alerts settings
• Improvements to document folder sharing
• Enhanced workflow functionality

2.43 – March 5, 2022

• New options for multi-factor authentication
• Enhancements to Avii API configuration
• Enhancements to Document Request List sorting options
• Performance and stability improvements

2.42 – February 24, 2022

• Additional data points added to the Avii Data Warehouse
• Enhancements to Deliverables management
• Enhancements to Project Team management automation
• Enhanced Task management for clients
• Enhanced client user management
• Updates to client notification settings
• Additional Project Team management options in the Project Queue
• Additions to Rollover Policy options
• Development on next generation Avii platform

2.41 – February 1, 2022

• New “What’s Next” Client Portal tool for simplifying and presenting next steps and actions
• Additional data points added to the Avii Data Warehouse
• Enhancements to workflow team and role assignment behaviors

2.40 – January 20, 2022

• Updates to firm notifications settings for Client Satisfaction Surveys
• Additional filter options on admin User reports
• Enhancements to workflow action behaviors
• Additional data points added to Projects tools
• Improvements to the Discussions tool for client users
• Design on a new Client Portal tool for simplifying and presenting next steps and actions
• Continued development on Box Integration System

2.39 – December 24, 2021

• Improvements to the Customer Satisfaction tool and alerts for low score surveys
• Enhancements to and additional data points included in the Document Request List tool’s reminders and notifications
• Improvements to the user experience on Workflow tool actions
• Avii performance improvements
• Continued development on Box Integration System
• Development on next generation Avii platform

2.38 – December 15, 2021

• Enhancements to the process for specifying how to roll over projects with parents/children
• Enhancements to Document Request List reminders and notification settings
• Enhancement to the client experience with the addition of the Quick Links tool in the Client Workspace for firm users and client users
• Enhanced user experience with the Project Queue tool on the main Avii Workspace, with users able to click on the pie chart segments to get a corresponding filtered view directly in the Project Queue tool
• Firm users can automatically be put in a group on each team. This is useful for Discussions, Permissions, etc.
• Development work on the Box Integration System

2.37 – November 20, 2021

• Additional tokens added to the rollover policy editor
• Enhancements to SharePoint webhooks
• Improvements to Deliverables tool rollover functionality
• Development work on the new Box document integrator
• Enhancement to the Data Warehouse to include Customer Satisfaction Survey data
• Enhancements to the Workflow tool’s history details
• Login enhancements allowing users to disable User/Password login, forcing users to use Two-Factor Authentication
• Enhancements to client user notifications at the project level, not affecting client level notification settings
• Project Queue bulk operations enhancements
• Development on next generation Avii platform

2.36 – November 10, 2021

• Enhanced client portal experience with the Quicklinks tool now available for client use in the Project workspace
• New Account Statement tool is available in the client workspace
• Design on a new In-app Payments tool in the client portal
• Box integration enhancements
• Enhancements to user notification settings
• SharePoint integration enhancements
• Development on next generation Avii platform

2.35 – October 28, 2021

• Numerous enhancements and additions to project rollovers
• Enhancements to the Project Queue tool’s bulk operations
• Enhancements to working with client users on teams
• Enhancements to project Workflow data tracking
• Upgrades to the Project Queue tool
• User experience improvements to new Tasks tool features.
• New Client Satisfaction Survey tool released with auto launch capabilities from workflows, and targeted delivery capabilities based on specific client users
• Enhancements to the firm user experience and additional information surfaced in the Client Snapshot tool
• Enhancements to the Project Queue tool for improved segmentation and analysis
• Development on next generation Avii platform

2.34 – October 14, 2021

• Project Queue enhancements to bulk actions for updating project team rolls
• Numerous project rollover enhancements
• Client notification enhancements
• Data Warehouse enhancements
• Box integration improvements
• Project Status tool visible to clients in the portal
• Enhancements to the Avii API
• Users tool reporting enhancements
• Development on next generation Avii platform

2.33 – October 01, 2021

• Avii platform performance improvements
• Additional data elements from the Project Queue and Tasks added to the Data Warehouse
• Enhancements to Project Queue saved searches
• New project rollover policies introduced
• Enhancements to bulk editing functionality in Document Request Lists
• Design of a new Project Status tool
• Enhancements to the client experience with Document Request Lists
• Improvements to the way Document Request Lists and Deliverables are rolled over
• Document Request List tool segmentation enhancements
• Project Queue tool data visibility enhancements
• Improvements to admin user permissions and security roles

2.32 – September 10, 2021

• Numerous Avii platform performance enhancements
• Task List tool enhanced search capabilities by Task, Project, and Client attributes.
• Enhancements to the Project Queue tool bulk actions
• Design on a new Client Satisfaction Survey tool
• Enhancements to the Document Request List sorting capabilities

2.31 – August 31, 2021

• Project Queue tool enhancements, including filtering, queries, and enhanced visibility of project descriptions, filtering of deliverables, and Document Request List data
• Projects tool permissions enhancements
• Project rollover enhancements
• Document Request List template and groupings enhancements
• Avii platform performance enhancements
• SharePoint document integration and permissions enhancements

2.30 – August 17, 2021

• Further work preparing for rollout of document retention policy
• Project queue performance improvements
• Collapsible grouping in the DRL
• Users can flag tasks as required. Workflows can be gated so that certain steps cannot be passed until required tasks are completed
• Users can bulk edit extended deliverables in the new deliverables extension grid view

2.29 – July 31, 2021

• Numerous performance enhancements
• Firm Support Email address will receive a copy of any Bright Ideas, Issues, or Support requests related to the firm or its customers
• When an Extension-type workflow is associated with a project, the workflow will be restarted each time another deliverable is extended. This will help firms ensure that all extension steps are followed for all extensions.
• Users can edit/bulk edit user team roles in the Project Queue
• Users can indicate which DRL items should be rolled over by default when importing a DRL from a CSV file
• Tags and Competencies handles commas more intuitively when added or imported
• Project Routing Sheet now includes the Period End Date
• Managed Lists used in Custom Fields can now have values added, edited, or deleted even after the list is in use with one or more custom fields. Deleting a value will generate a warning before deleting.
• Team Tool KPI view now includes the Team Role and email address next to the individual’s name

2.28 – July 17, 2021

• Users can add custom fields to a project without assigning a value. These values will be available for edit in the project for users with custom field edit permissions on the project.
• Users can define required fields on a project that must have values before a workflow can be marked as completed on the project.
• Project Deliverables comments now allow saving multiple comments per deliverable. Each comment will indicate who made the comment and the date and time the comment was added.
• Users can choose to be notified when a project workflow is assigned to them. They will not receive a notification if they took the action that assigns the workflow to themselves.

2.27 – July 03, 2021

• Project Queue export file includes custom fields or team users/roles
• User can select a workflow step in a Project Queue adhoc change by clicking in the diagram
• Users with View All Projects global permission can view Discussions on all projects
• Options for Project PIC or Owner assigned to specified team roles that accommodate multiple firm teams
• Users can tie the assignment in the Signer Project Team Role to the Signer field in the Deliverables tool
• Users can see Deliverable Rollover status on Deliverable and Assembly tabs on the Project Deliverables tool
• Workflow tool on the project workspace has a Current Assignment heading
• Users can see a calculated Period Start Date on the project
• Users can search in the Project Queue Workflow Current Step query tool, and see paginated results
• Permissions for editing projects vs. editing custom field values reflected in their corresponding bulk behaviors in the Project Queue

2.26 – June 25, 2021

• On the Hours tool in the Project Workspace show all hours even if the project is completed
• Adjust permissions dialog for Box
• Admins can set Workflow-specific competencies
• Users can apply many various filing methods en masse when bulk extending Deliverables in the Product Queue
• XCM tool messaging and refresh button
• Admin users can set free form date option for due dates on Deliverable Types
• User has a “client home folder” button in the Documents tool that takes them to the client default folder
• In-app Project Import Tool

2.25 – June 05, 2021

2.24 – May 22, 2021

2.23 – May 11, 2021

2.22 – April 25, 2021

2.21 – April 13, 2021

• Tasks include both the project & client name
• Users can edit deliverable fields across projects
• Users can bulk extend across projects
• Users can add deliverables to project in bulk
• Workflow step changes show better details in the history
• Email notifications include both the project & client name

2.20 – March 27, 2021

• Custom fields to include text, numbers, managed list, or dates
• Job Title dialogue uses a selector
• Project Queue can be searched/return on text/number/managed list/date custom fields
• Discussion Type is an admin-controlled managed list
• User can export all Project Queue results instead of just the visible page
• Discussions to include both the project & client name
• Tasks to include both the project & client name
• Budgeting in the Hours tool to include both the project & client name
• SharePoint Integration beta code
• The Project tool has “Owner” as a column

2.19 – March 13, 2021

• Firms can restrict who can add new competencies to the library
• Users can add custom fields to clients
• Users can search and sort on custom client fields
• Authorized Users can bulk edit custom fields on projects
• Authorized Users can bulk edit tags and competencies on projects
• Authorized Users can see a list of what projects a user is assigned to
• Authorized Users can easily shift multiple project team roles from one user to another

2.18

2.17

2.16

• Users can modify Outsourcing tracking data on multiple projects through the bulk project edit dialog
• Users can roll back extensions on project deliverables
• Project default folder selector added to the main tab of the edit project dialog to make project setup easier and more intuitive
• Firms can choose to automatically warn users when they attempt to set up a project without a default document directory
• Project queue KPI view defaults to showing the user’s projects, rather than all projects
• Additional options for the workflow routing sheet: users can choose to include or exclude workflow steps and/or project tasks. Users can also choose to order completed items for completion date or alphabetically
• Numerous stability and performance improvements

2.15

• Routing Sheet (workflow history) for projects (in the Workflow tool)
• Users can mark deliverables as “allow rollover” (defaults to yes)
• Users can set discussion types on discussions (not required)
• Users can define Tasks and Document Request Items to be due a certain number of days before the end of a project

2.13 / 2.14

• Users can specify an engagement letter expiration and comment on each project
• Users can set a client type for each client
• Deliverables tool now has an extensions tab allowing users to extend due dates for deliverables
• Users can roll over projects to the next period in bulk
• Users can track the status of the current bulk rollover package
• Users can search the project queue by deliverable date range
• Users can choose to see individual deliverables in the project queue
• Users can jump directly to any workflow step, optionally changing the assigned user
• Users can filter the project queue by workflow type
• Users can export the project queue to a CSV file
• Deliverable due dates are calculated based on the fiscal year end date, if specified on the client
• Users can bulk extend deliverables
• Users can specify outsource consent information for projects
• Additional query fields on the project queue (outsource and engagement letter-related)

2.12

• Deliverables – New tools for Assembly, Shipping, and eFile in the Deliverables tool
• Project Queue – Users can reassign multiple workflow assignments from one user to another user
• Project Queue – Users can edit properties of multiple projects at the same time
• Project Queue – Users can select projects in the same workflow step and push them to perform the next action in the workflow
• Projects and Clients – Users can indicate which firm location a project or client is associated with
• Projects – Users can mark a project as “complete,” either explicitly, or through a workflow action
• Projects – Users can indicate an Anticipated Due Date on a project, which can be different than the end date or the calculated deliverables due dates
• Projects – Users can indicate outsourcing authorization on projects, including the date of authorization expiration and the authorized firm
• Projects – Users can indicate the difficulty level of a project
• Projects – Users can mark projects as “no rollover,” preventing them from rolling over with a batch
• Projects – Users can mark discussions, notes, and tasks to be rolled over to the next period (back-end only; UI will be visible in the 2.13 release)
• Clients – Users can indicate a parent client relationship for a client
• Clients – Users can define a “fiscal year end date” for a client
• Discussions – Users can mark discussions as Resolved
• Users – Users can edit multiple user accounts at the same time