Updates to The Gap Portal

Here's a summary of what we've released on 30 January 2018

New functionality:
  • 14 day free trial
Enhancements:
  • View the Working Files Inbox by 'All Documents'
  • Other minor bug fixes and enhancements


Known Issues

  • UPDATE: Resolved 6/4/18.
    5/4/18: The months showing under the BD Targets screen are incorrect. It should be showing the last 3 months and the next 12 months. Our development team has been advised of this issue, fix due ASAP.
  • UPDATE: Resolved 19/3/18. 
    Client names 'dropping off' under the Working Files tab and under Proposals Open box on dashboard. This will only affect documents created prior to 14/3/18, and only clients that sync from Xero.
  • UPDATE: Resolved 16/3/18.
    Firms are unable to set up a new sync from Xero to The Gap Portal if they have upgraded their XPM login to a Xero login (as required by Xero this April). The current workaround is to use the credentials of an XPM user who is yet to upgrade their login to a Xero login. Xero is looking into this issue.

Previous Releases

New functionality:
  • Additional currencies
  • Delete a completed proposal from Proposals Open area
Enhancements:
  • Unique expiry dates for goals and actions on dashboard
  • Other minor bug fixes and enhancements
 

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