Denari changelog
Boards
We're excited to put dashboard creation in your hands. With Boards, you can use Answers to generate and maintain your own dashboards.
Choose your columns in Documents
We've added a table view to Documents so you can compare document attributes across files. Choose which attributes appear as columns. The table refreshes after you save an attribute.
Improvements
Answers You can connect Google Analytics through to Answers.
Billing Clients can authorize automatic payment charges with autopay.
Billing You can bill a service when its project finishes.
Binders You can reopen checklist tasks.
Documents You can select multiple documents and merge PDFs.
Engagements You can schedule projects to recur every other month.
Papers Answers can read workpapers and post journal entries.
Papers The reconciliation sidebar now shows account checklist tasks.
Print You can print to a shared handoff directory, move the files to a permanent folder, then upload them.
Tax You can assign a tax mapping to the Net Income line.
Tax M1 adjustments now appear under M1 on the tax trial balance.
Fixes
Answers Fixed chart colors to improve dark-mode contrast and distinguish values in diverging charts.
Automations Fixed run statuses to reflect failed runs.
Binders Fixed checklist task creation to follow template order.
Intake Fixed fiscal-year return filing to use the period-end year.
Intake Fixed K-1 recipient routing to match redacted TINs.
Intake Fixed Practice CS statement identification to include the statement date.
Papers Fixed the editor to stay open when a binder finishes processing or document data refreshes.
Trial balances Fixed Excel amount parsing to use stored numeric values, including whole numbers.