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File Reference Numbers Now Available
- It is now possible to store a reference number (i.e. document id, asset tag, etc...) associated with uploaded files.
- The file reference number is now available via the File API endpoint.
Case Budget Changes
- It is now possible for clients to input the initial case budget without the permission to modify the case budget. This change makes it easier for clients to provide a starting budget but still prevents them from making changes to it after the case is created without prior communication.
Quickbooks IIF Export Updates
- The Quickbooks IIF export has been updated to be compatible with newer versions of quickbooks desktop (offline version).
- Tax accounts in the Quickbooks IIF Export are now optional. When omitted, tax is disabled.
Internal Application Upgrades
- We've made significant upgrades internal application software to improve performance and security. This overhaul will set the stage for future improvements.
- As a result, the processing of large file uploads is now approximately 3x faster than before.
Case Update API Changes
- It is now possible to validate a case update via the API.
- It is now possible to validate a case update while it is being created or edited via the API.