Accounting Client and Task Management Software Updates
New
Client search – You can search clients by their contacts’ names or email.
Emails – A recurring task with an email sent is now automatically considered to be in progress.
Companies House – The app and its client fields are now available for UK companies and disabled for everybody else.
Flextime and Calendar – Added national holidays for Belarus, Kazakhstan and Ukraine.
Flextime – Members without an agreement in the selected period are not listed in the Flextime report and cannot take a Flextime vacation.
Client Portal – Clients can now adjust how they see dates, times and numbers in the client portal.
Client Portal – An app setting can now remove the file upload box in the client portal.
Client Portal – Client tasks without a due date are now considered overdue on the next calendar day from their start date.
Client Portal – Remaining logged into the client portal is now extended by 30 days after each successful login.
Client Portal – Notification emails sent to clients are now logged under task communication and client communication for a more accessible overview
Client Portal – Client portal preview is only possible by properly setting up the client portal first.
Improvements
Magic Button – Members with user-level rights can create magic buttons.
Companies House – Uku now looks up only active companies from Companies House.
Payment – You can pay for Uku in US dollars.
Clients – Updated adding and editing client contacts experience.
Members – Inviter receives a notification when the invitee joins the company
User-friendliness – more user-friendly on lower resolution screens.
Tasks – Tasks whose parent recurring task has been deleted can now be opened again.
Tasks and Client Portal – improved using and showing links in task checklists, descriptions and comments/messages, both in Uku and the Client Portal.
Client Portal – Notification emails sent to client contacts by Uku are shown under task communication history as sent by the client’s responsible accountant.
Client Portal – Checklists of client portal tasks are now shared between Uku and the client portal.
Client Portal – Improved the look of emails under task communication and client communication and added a way to view them in near full detail as they were sent.
Integration – Xero integration remains active as long as it is used and no longer requires re-authentication for every activity.
Xero Integration – The customer’s email is now imported as the main contact.
Xero Integration – The customer’s mobile phone and phone are now imported as the main contact’s phones.
Emails – Placeholder contact_name in emails now uses the contact’s first name instead of the full name.