Platform Updates

April 2025

6min

Version 3.4

Released: April 8, 2025

Improvements

Conveyance History Date / Time Display

The date / time sent now displays a proper time format (as opposed to an ugly UTC offset format), and has been adjusted to display in the office's configured time zone.

Bug Fixes

Accounts Receivable Report Balances Incorrect

Resolved an issue where, in some cases, A/R balances for agents did not calculate correctly when multiple instances of the same recurring expense were outstanding.

Address QBO Rounding Issues

Resolved an issue where, in extremely rare cases, certain entries would create incorrectly due to a rounding issue at the third decimal place.

Version 3.3.2

Released: April 4, 2025

Improvements

Lawyer Info Page — Names Should Not Be Editable

In the top section of the Lawyer Info page, it is no longer possible to edit the party names directly, to ensure this information stays in sync with other parts of the deal.

Bug Fixes

Auto-Recovery Doesn't Charge All Pending Expenses

Resolved an issue where, in rare cases, the overnight auto-recovery script would not attempt to charge all pending expenses.