7.7.7 Update (Aug 28, 2021)

In This Article…

This weekend’s update brought a few fixes.


  • When working with matched transactions, you can now view and edit notes from the details screen.
  • The AP recurring bill will now save the class assigned next to it.
  • All icons now display in the money finder display on the Firm and Me Dashboards.
  • Firm users and firm clients who use Dropbox as a document storage app, will now be able to upload files.
Updated on October 22, 2021

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