3.04 - Setup Screen

February 24, 2025
Written by Katherine Schraeder
Updated 2 weeks ago

🚀 New Features

  • Setup Screen for Account Mapping

    • New area to efficiently move accounts to different section
    • Seamless drag and drop for multiple accounts
    • Bulk operations

⚠️ Changed Functionality

  • Update some modals’ responsive layout; Section Settings, Scenario Functions
  • Use monthly total logic in weekly view to include totals for all month instead of all week

🔧 Fixed

  • QBO bank balance including weekly balances in monthly view
  • Cash start imbalance in future months
  • Historical data not grabbing previous year forecast
  • Save/delete item not refreshing sidebar
  • Saving auto forecast this instance and all future causes duplicate loop
  • Active style not persisting when sidebar opened
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