April 2025

version 3 4 1 released april 11, 2025 improvements deposit entries in qbo match multiple trust accounts when brokerages employ multiple trust accounts (e g , using an additional trust for rental property management), the qbo sync will now correctly reflect deposit entries into each bank account version 3 4 released april 9, 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