As part of our ongoing commitment to providing you with maximum value, we regularly apply fixes and new features to MONESQ. This page was created to help you find information on the latest releases and what they contain. They are listed chronologically with the newest releases at the top. Where appropriate, links to additional help articles have been added in the descriptions.
If you have questions about new features or would like to make a recommendation, please reach out to us at support@monesq.com.
Version 30
December 2022
|
Type |
Product |
Function |
Description/Links |
|
| Free | Plus | |||
| Feature | X | X | Specify the Payment date during receiving payment |
To aid in bookkeeping, this step is added to Receive payment to Operating; to Trust |
| Feature | X | X | Download a partially signed document | A partially signed e-signature document can be downloaded and printed and then signed by the remaining signees in person. |
| Feature | X | X | Download the signed document without the audit trail | Download the document without the audit trail and share it. |
| Feature | X | X | Download the signature audit trail | Download an audit trail documenting the signature process for each document. |
| Feature | X | X | Invoice for multiple matters | By including multiple matters in a single invoice, you can streamline your billing |
Version 29
August 2022
|
Type |
Product |
Function |
Description/Links |
|
| Free | Plus | |||
| Feature | X | Customer Relationship Management (CRM) | With this release, we have added a CRM function so you can track your prospective client's journey from initial contact to becoming clients | |
| Feature | X | X | View QBO transaction sync history | You can now view QBO sync history and re-sync transactions as it becomes necessary |
| Feature | X | X | Re-sync transactions from QBO sync history | |
| Feature | X | X | Show entity QBO sync status in MONESQ and re-sync | You can now see whether or not an entity has synced successfully with QBO and initiate a re-sync as necessary. |
| Feature | X | Time entry rounding rules | You can now apply rounding rules to your time entries. | |
| Feature | X |
Two-way sync with Outlook/Exchange calendar |
Now, in addition to syncing your calendar with Google, you can integrate with Microsoft Exchange Outlook and set up 2-way syncing. | |
| Feature | X |
MONESQ Free to MONESQ Plus upgrade |
Now, MONESQ Free users can upgrade to MONESQ Plus while logged in to MONESQ. | |
| Feature | X |
Add "Prepared by" and "Prepared date" fields to three-way report |
Now, as users perform a trust reconciliation three-way report, the person who prepared the report, as well as the date, are included in the 3-way report. | |
| Feature | X | X |
Use firm timezone |
By default, MONESQ will use the time zone associated with the address in the firm's profile. |
| Feature | X | X | QBO account cannot be replaced | This allows firms to disconnect and reconnect the same QBO account and protects against data issues by blocking attempts to integrate a different QBO account. |
| Feature | X | X |
QBO mapping error communication |
When integrating QBO, as mapping errors occur, these will show in the settings, and an email will be sent to users. |
| Feature | X | X |
Sync prior invoices and payments once QBO is set up |
In cases where QBO is integrated after invoices and payments have already been created in MONESQ, users can now sync previous invoices and payments in MONESQ with QBO. |
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