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Denari changelog
Screenshots and clearer conversations in Answers
We're making Answers easier to use for screenshot-based questions and long conversations. You can now paste screenshots into a thread. The sidebar toggle works again, so you can show or hide the sidebar as you read. Long responses are easier to read. Thread pages stay responsive while replies stream, and long replies finish streaming. Footer tabs opened from checklist tasks now show the thread's name.
Use Denari in Excel on Mac and the web
You can now work with Denari account data in Excel on Mac and the web. Load the add-in and sign in to Denari from Excel to retrieve an account balance. Tax binders now include tax adjustments and tax ending balances. The add-in tells you when its configuration file needs an update. The binder name also hides again after a Papers save.
Improvements
Binders: Checklist edits carry forward to future binders.
Binders: Name filters now use exact matches.
Clients & Entities: You can select existing client entities as referral sources.
Documents: Checkboxes and controls now match the rest of the app.
Engagements: You can delete projects and engagements created in error.
GoFileRoom: Catch-up re-sync and reconciliation bring synced records up to date.
Papers: The spreadsheet editor now calculates Denari formulas.
PDF preview: The outline and surrounding controls now follow the app's dark mode setting.
Profile photos: Firms using Microsoft Entra can import profile photos through a Microsoft sign-in prompt that completes reliably.
Tasks: You can assign tasks in bulk from the Work tab.
Time logging: Track time with timers in My Work and review weekly billable totals on the Time page.
Security improvements.
Fixes
Answers: Status messages reflect the results of bulk updates and report when connector jobs finish.
Binders: Missing trial balance warnings appear only when you submit a trial balance binder.
Deals: You can delete pipeline stages in configuration settings.
Engagements: You can remove a service when a project is present.
My Work: Page navigation works again.
QuickBooks Online: Re-syncing refreshes correction amounts so the balance sheet reflects current data.
Tasks: Checklist tasks stay in place when another task becomes dependent on them.
Time logging: Answers preserves the billable status of billable time entries.