1. Clients: search by contact name or email
Section titled “1. Clients: search by contact name or email”You can search clients by their contacts’ names or email address.
2. Emails: recurring task auto-marked in progress
Section titled “2. Emails: recurring task auto-marked in progress”A recurring task with an email sent is now automatically considered to be in progress.
3. Companies House: UK company fields
Section titled “3. Companies House: UK company fields”The app and its client fields are now available for UK companies and disabled for everybody else.
4. Flextime and Calendar: new national holidays
Section titled “4. Flextime and Calendar: new national holidays”Added national holidays for Belarus, Kazakhstan and Ukraine.
5. Flextime: members without agreement excluded from report
Section titled “5. Flextime: members without agreement excluded from report”Members without an agreement in the selected period are not listed in the Flextime report and cannot take a Flextime vacation.
6. Client Portal: date, time and number formatting
Section titled “6. Client Portal: date, time and number formatting”Clients can now adjust how they see dates, times and numbers in the Client Portal.
7. Client Portal: remove file upload box
Section titled “7. Client Portal: remove file upload box”An app setting can now remove the file upload box in the client portal.
8. Client Portal: tasks without due date marked overdue next day
Section titled “8. Client Portal: tasks without due date marked overdue next day”Client tasks without a due date are now considered overdue on the next calendar day from their start date.
9. Client Portal: extended login session
Section titled “9. Client Portal: extended login session”Remaining logged into the client portal is now extended by 30 days after each successful login.
10. Client Portal: notification emails logged in communication
Section titled “10. Client Portal: notification emails logged in communication”Notification emails sent to clients are now logged under task communication and client communication for a more accessible overview.
11. Client Portal: preview requires proper setup first
Section titled “11. Client Portal: preview requires proper setup first”Client portal preview is only possible by properly setting up the client portal first.
Improvements
Section titled “Improvements”Magic Button
Section titled “Magic Button”- Members with user-level rights can create magic buttons.
Companies House
Section titled “Companies House”- Uku now looks up only active companies from Companies House.
Billing
Section titled “Billing”- You can pay for Uku in US dollars.
Clients
Section titled “Clients”- Updated adding and editing client contacts experience.
- Uku now shows a warning when adding an existing client.
Members
Section titled “Members”- Inviter receives a notification when the invitee joins the company.
- Tasks whose parent recurring task has been deleted can now be opened again.
- Improved using and showing links in task checklists, descriptions and comments/messages, both in Uku and the Client Portal.
Client Portal
Section titled “Client Portal”- Notification emails sent to client contacts by Uku are shown under task communication history as sent by the client’s responsible accountant.
- Checklists of client portal tasks are now shared between Uku and the 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.
- More user-friendly on lower resolution screens.
Integrations
Section titled “Integrations”- Xero integration remains active as long as it is used and no longer requires re-authentication for every activity.
- The customer’s email is now imported as the main contact.
- The customer’s mobile phone and phone are now imported as the main contact’s phones.
Emails
Section titled “Emails”- Placeholder
contact_namein emails now uses the contact’s first name instead of the full name.