What's New - January 27, 2025

New Audit Trails: Payments, Receipts, and Purchase Orders

Audit trail reporting is now available for Supplier Payments, Client Receipts, and Purchase Orders.  This continues our rollout of comprehensive history logging across core transactions. 

Supplier payments 

https://knowledgebase.counta.com/knowledge/supplier-payment-audit-trail

Client receipts  

https://knowledgebase.counta.com/knowledge/receipts-audit-trail

Purchase order

https://knowledgebase.counta.com/knowledge/purchase-order-audit-trail

Task Type Detail Added to Revenue Aging Reports

You can now get task type-level details on the Aged Accrued Revenue and Aged Deferred Revenue Reports.  This feature enables better revenue analysis by service type and  easier reconciliation.

On the request page, select  the 'Task Type Details' option on the request page to analyze aged revenue by service category, ideal for agencies tracking revenue by department through task type assignments.

Password Reset Flow Improvement

Users with non-compliant passwords can now reset their password immediately after authentication instead of waiting for an email link. This streamlines the password update process while maintaining security through existing login and 2FA verification.

What Changed

• Redirects users to password reset page after successful authentication
• Removes email-based reset flow for existing users
• Maintains 2FA verification requirement