3.02 - The Sidebar

January 28, 2025
Written by Katherine Schraeder
Updated 1 week ago

🚀 New Features

  • New Sidebar

    • Account details opens in the new sidebar
    • Dedicated Auto Forecast tab
    • Forecast item detail
    • Last 12 months trend
    • Breadcrumb to show data retrieval
    • Highlight active accounts that are being worked on

⚠️ Changed Functionality

  • Item Date Changes

    • Change overdue items to show days overdue
    • Remove date and blue dot from forecast items

  • QBO Week Start

    • Remove week start option from QBO import due to limitation and hardcode to start on Sunday

🔧 Fixed

  • Fix week start error with QBO limiting week start to Sunday
  • Fix duplicate keys error on sync (issue caused by week start setting)
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