What's new in the Console? - October 2022

Doc Center: new features for the 'shared with client' folder

Create folders, upload, delete, move, sort and search documents in the Shared with client folder.

Download the Synqup app more easily

A link to download the Synqup app setup is now available when configuring an accounting package via Synqup.

Create clients without adding all their information

Now you can create clients without having to enter all their details. The following information is now optional:

● Address
● Address 2
● Address 3
● Zip
● City
● State

Your client will be required to add this information when they create their account.

Get help by accessing the documentation from the Console's interface

To help you work more efficiently with the Console, links to the documentation have been added to the user interface. Any time you need help with the Console, you'll be able to visit the help pages by clicking the menu on the top-right of your screen, then About and FAQ.