Basil Updates and Requests

Version 3.0.2 - June 25, 2024

What's New:

• Basil Drive - Virtual drive that integrates seamlessly with a Windows server or local network. Edit files locally with your desktop applications, save tax returns and statements directly into Basil client folders, or simply use Basil Drive to back up all your cloud folders and files on local storage.
• Reports - Gain valuable insights with detailed task and time reports. Monitor productivity, manage workloads, and optimize your practice’s performance.
• Billing - Invoice and collect payments using the Stripe integration.

Updates:

• View Filters added to Signatures to sort by “Sent By” and “Status”.
• Performance improvements to enhance the overall performance of Basil. Enjoy faster load times, smoother navigation, and a more responsive experience.
• When opening a document, the file name will now be prominently displayed at the top. 
• Dashboard:
  • Task summary now includes freeform tasks.
  • Enjoy a more visually appealing and user-friendly interface.
  • The Quick Access menu has been moved to the main navigation for easier access from anywhere in the application.
• Client Name is now displayed on tasks in both the Placard and List view.
• Project repetition cycles can now be modified while the project is in progress.