The Gap App Private-Beta Release Notes

The Gap App Private-Beta Release Notes

Last updated 5 July 2024

Early Access Introduction

  1. This early access phase is a unique opportunity for you to explore and engage with our platform before its official release.
  2. Please take a moment to review our Early Access Disclaimer here to set the expectations for this phase.

Knowledge Base Articles

Please review our help articles that guide you through using the software.

Feedback Appreciated

Your feedback is invaluable to us. We welcome your thoughts on your experience, and we're happy to receive feedback in your preferred format.
A common medium used during internal testing was  team members recording their screen using Loom and talking through their use of the app. 
Possible scenarios for offering feedback include:
  1. Creating a work item to deliver an advisory service
  2. Reviewing and sending pre-work
  3. Delivering the session
  4. Gathering feedback
Submit your feedback via email to Sarah, Jeremy, or Natalie, or book in a call with Sarah.
If you would like to report a product defect, please review our Known Issues and Limitations section documented below first, and if the issue isn't listed, send us a support ticket.
Please note that, while we appreciate your suggestions, there is no guarantee that all feedback will be implemented.

Upcoming Features

While you explore the current features, we'd like to share a sneak peek of what's on the short-term roadmap. In the coming weeks and months, we plan to roll out further features, including:

  1. Further content:
    1. Improvement Meetings delivery services - launched in April 2024
    2. Onboarding Meetings - launched in April 2024
  2. Further features:
    1. The proposal builder - launched on May 14 2024
    2. Access to the existing Value Gap Calculator - launched on 16 April 2024.
    3. Add a personalised message to pre-work emails - launched on June 2024.
    4. Upload or add a link to the Annual Accounts to the Annual Accounts pre-work - launched in August 2024.
    5. Make minimal edits to pre-work - launched on 14 August 2024.
    6. Automated reminder emails for proposals and pre-work that is outstanding x amount of days before the due date - launched in 14 August 2024.
    7. Print and download the Business Plan and Session Records - launched in 21 August 2024.
    8. Print and download Pre-work and Feedback responses
    9. Team management: the ability to activate/deactivate team members from The Gap, Advisor and Client orgs - launched in 4 September 2024.
    10. An AI-driven note taker for online meetings
    11. A new trial experience
    12. The ability to switch between multiple orgs, including both advisor and client orgs - launched in 11 October 2024
      1. This will allow advisors to run processes on their own firms as clients; plus check out the client experience for themselves
    13. An improved onboarding experience for new users
    14. Improved best practice guidance within work items 
    15. Improvements to the Value Gap Calculator
    16. A refreshed Work Items and Clients page -

Need Assistance? Send us a support ticket.

Should you have any questions, encounter any issues please reach out to to Sarah, Jeremy, or Natalie.

 

Thank you for being a crucial part of The Gap's journey. We're excited to embark on this early access phase with you and look forward to hearing your thoughts.


Release Notes

22 October 2024
  1. General user interface improvements and bug fixes
9 October 2024
  1. Trials now expire and advisors are required to select a payment plan to continue using The Gap.
    1. When a trial expires, access to The Gap is limited and the XPM sync is disconnected.
  2. Document links sent to Guest clients now expire.
    1. Upon opening an expired link, Guest clients can request a new link from the expired link's page
  3. Advisors now can add themselves as clients and access the client org seamlessly
    1. If they use the same email address as their firm login, all organisations will be listed under the App bar menu via the org switcher.
  4. Advisors now can send pre-work to themselves as a client, and add other advisors on the fly to any work item
10 September 2024
  1. Updates to the Work items creation experience:
    1. Advisors now will see new guidance to create their first work item.
    2. The Work items page now offers three process suggestions to help advisors get started with their advisory journey.
  2. Updates to Work item tasks: tasks are now unassigned by default.
  3. Upon receiving a completed document (session records or the live Business planning), guest clients are now prompted to create their accounts.
    1. This feature solves the issue where guest clients would receive a completed document email notification and then prompted to login when they didn't have accounts with The Gap.
  4. General user interface improvements and bug fixes.
4 September 2024
  1. Updates to the Work items creation experience:
    1. Process selection now comes before client selection.
    2. Process cards now show Summary information and Detailed descriptions for each process.
      1. Please note: the processes currently don't have a Detailed description; the area for that content is accessible via "Learn more" and will be empty.
  2. Updates to work item task assignment:
    1. Tasks now can only be assigned to team members.
    2. The "Process roles" feature has been removed.
  3. Advisor/Client admins are now able to resend invites to team members, who will receive email invites 
    1. Advisor/client admins can leave their orgs
      1. All orgs must have at least one admin user
    2. Advisor/Client admins are now able to deactivate team members, which will restrict their access
      1. Deactivated team members will only have access to their profiles
      2. Deactivated clients users won't have access to any documents
  4. General user interface improvements and bug fixes
27 August 2024
  1. General user interface improvements and bug fixes
14 August 2024
  1. Updates to Work item completion:
    1. When an advisor user completes delivering a service, a client user will only be notified that their Business Plan has been updated if there is an existing Business Planning work item for the client; they used to be notified if they had a partially completed Business Plan, e.g. as a result of a Coaching session.
    2. If a client user has a Session Record and a Business Plan to view they will receive:
      1. 1 email with 2 buttons that links to both the Business Plan and Session Record docs.
      2. 2 in-app notifications: 1 for the Business Plan, and 1 for the Session Record.
  2. Updates to sending pre-work:
    1. Advisors can edit pre-work before sending it.
    2. When choosing a pre-word due date, advisors can set up a pre-work due date reminder with notifications being sent to the clients.
    3. The pre-work utility panel now lists recipients and their pre-work sent/complete statuses
    4. Advisors now can resend pre-work by clicking "Send again" for any of the client contacts in the recipients list.
  3. General user interface improvements and bug fixes.
07 August 2024
  1. Delivery workspace UI updates
  2. Advisors now can attach documents and links to pre-work from the Send pre-work and Send Feedback tasks on the Shared resources panel.
    1. Any clients that receive shared resources will be notified about them by email.
    2. Clients can see and download resources shared via pre-work/feedback.
  3. General user interface improvements and bug fixes.

30 July 2024
  1. Advisors can now print Session Records and the live Business Planning to PDF.
  2. General user interface improvements and bug fixes.
04 July 2024
  1. Advisors can request a change to their subscription tiers once they reach their maximum number of team members from Org Settings > Team members > Upgrade plan.
  2. Advisors can add and remove logos in Proposals.
  3. Pre-work collated responses are now visible to Client Admin users only.
    1. Client Team members and Guests can only see their responses.
    2. Client Guests can see their pre-work responses from their email notifications.
  4. Closed/Completed work items now can be reopened.
  5. General user interface improvements and bug fixes.
30 May 2024
  1. Advisors can add Clients and client contacts on the fly from the Proposal builder, the Work item wizard, when sending pre-work and feedback forms, and from the Value Gap Calculator.
    1. Clients and client contacts added on the fly now have the "Guest" access level.
    2. Client Admins can upgrade guest users to Team members and Admin users.
  2. Guest clients can sign proposals and complete pre-work and feedback documents.
  3. Sign up improvements.
  4. General user interface improvements and bug fixes.
15 May 2024
  1. Proposals and Services & Pricing released.
  2. Main menu interface redesign.
  3. General user interface improvements and bug fixes.
16 April 2024
  1. Value Gap Calculator released.
    1. Accessible via the Main menu and a work items' meeting delivery workspace.
12 April 2024:
  1. Work items interface redesign.
  2. Cashflow, Profit & Improvement service released.
3 April 2024:
  1. Annual Accounts Review service released.
  2. General improvements and bug fixes.
27 March 2024:
  1. Prospective Client Meeting service released.
21 March 2024:
  1. General improvements and bug fixes.
29 February 2024:
  1. Improved user experience with enhancements to the My Profile page.
  2. Implemented upgrades to the register, sign-in page, and multi-factor authentication feature.
  3. Enhanced the responsiveness of client forms, including pre-work and feedback forms, to optimise the user experience on mobile devices.
22 February 2024:
  1. Accountability Coaching service update:
    1. Pre-work divided into two sections - Reflection and Planning - aiding clients in reviewing their performance, numbers, and KPIs since the last session then look ahead to the next period.
    2. Updated Key Talking Points and Delivery Notes to ensure the budget section remains unaltered during sessions.
  2. Introduction of a new service: Annual Accounts Review.
14 February 2024:
  1. Condensed Business Planning and Accountability Coaching services from three steps to a single step for ease of use and efficiency.

Known issues

Last updated: 02 September 2024

Sign-in page:
  1. Advisor users are automatically signed out of Gap App after 24 hours, irrespective of in-app activities. It is recommended to sign in anew daily for optimal performance.
  2. When resetting your password from the Sign-In page: [#2565]
    1. The email field currently does not validate the email address.
    2. When the verification code required to reset your password expires, the verification code field only validates the code upon confirming the password change instead of validating the code immediately.
My Profile page:
  1. During MFA setup, the authentication app incorrectly labels the site as 'gap prod: The Gap App -prod,' and no logo is found (Authy) [#2638].
  2. When changing your email address in the 'My profile' area, The 'Resend Code' function on step 3 sends the new code to the old email instead of the new one. [#2949]
Work Items page:
  1. Hovering over an Agenda item displays a tooltip that duplicates the same text.
  2. The 'Last updated' feature does not update in the Live Business Plan when its components are updated in other work items, e.g. when the Budget is updated in a Coaching session. [#2712]
  3. Assigning a work item task to a user does not generate an in-app or email notification.
  4. Using the 'Complete Work Item' button does not currently trigger the expiration of outstanding Client documents.
  5. When archiving a work item with incomplete tasks, these are still editable from the 'Closed' items tab.[#2784]
Workspaces:
  1. While editing pre-work, if you hit 'X' to close the document, it will be saved instead of closed with changes discarded.
  2. When delivering a session and reaching the final 'Ready to review' agenda item, some content blocks like 'Welcome' will display even if they have no answers. [#2102]
Proposals page:
  1. Proposal are not currently  autoloading the images uploaded to My Organisation > General information in Step 1.
  2. The "Use logo from org settings" button currently has no effect. Advisors are still able to upload their logos without issues.
  3. If an Advisor adds a Gap service to step 2 of a proposal, which hasn't previously been added to the Services and Pricing page, the "How it works" field shows empty.[#3615]
Proposal Builder:
  1. When using the proposal builder, closing/reopening or refreshing the page should bring the advisor back to their maximum progress, except if the advisor hits the back button - then the builder will load the latest page accessed. [#3395]
  2. If you click "Edit" in the logo image on Step 5, the builder will load Step 1 and allow you to upload a new logo, but the Continue button will remain disabled. Refreshing the page should fix this issue - any uploaded images should show in Step 5. [#3394]
Clients page:
  1. When adding a new client, there is no prevention against adding a second client with the same primary contact email address, leading to potential duplicate clients [#2307].
  2. When an Advisor user manually deletes a client's name during editing, an error occurs, preventing the changes from being saved. The field should indicate that it is a mandatory field to avoid this issue.
  3. Pre-work lacks information on the date, time, venue, and names of attendees expected at the advisory session.
  4. When resending pre-work to a client to set or update an existing due date, the user receives a new 'Complete pre-work' email and in-app notification instead of a notification indicating the amendment of the due date [#2674].
Client users:
  1. If a Client has received multiple services, the Documents page automatically expands the first service delivered chronologically, rather than the latest one [#2652].
  2. For online documents filled by Clients, if multiple clients contribute to the same document but using different instances, the "Last Updated" time reflects the latest edit globally, not per individual instance [#2217].
  3. Client admin users can't currently deactivate client guests.
Client Team member users:
  1. When a client team member opens their pre-work and closes it without filling it out, an empty pre-work will show in their Documents page. [#3385]
    My Organisation (Advisor user for Admins only):
    1. Under Main menu > My Organisation > General Information, there are no recommended logo dimension guidelines. The maximum width should be 300px, with no specific height limit.
    2. The 'Document Footer Text' fails to populate at the footer of documents. This field is awaiting removal [#2317].
    3. Under Main menu > My Organisation > Users, there is no guidance on what a Team Member role has access to, which is everything except access to Main menu > My Organisation.
    4. Adding a new user with the same email address as an existing user does not display an error, and the system takes no action [#1419].
    5. When connecting to XPM through Main menu > My Organisation > Integrations, advisor users who do not have MFA enabled receive an in-app notification to enable MFA when their firm connects to XPM. The notification contains a "Set up MFA" button with no implemented function. [#2967]
    6. The notification that should show when an advisor org is disconnected from Xero Practice manager from inside Xero is currently not showing.
      1. The same notification is incorrectly showing when an advisor org disconnects from Xero Practice manager from The Gap.[#3648]
    Limitations
    Advisor users:
    1. It is not possible to delete an uploaded logo under Main menu > My Organisation > General Information.
    2. During sign-in, password resets, and MFA sign-up, if a prompt for a confirmation code displays, the user must sign in again.
    3. When an Advisor user signs in with email and Xero SSO, only their Xero SSO login will work.
    4. Work item tasks are not automatically checked off upon completion.
    5. When connected to XPM, archived clients in XPM and in The Gap will sync only once weekly.
    Client Admin users:
    1. Under Main menu > My Organisation > General Information, if a Client organisation updates their name, display name, contact number, or logo, this information does not update for their Advisor firm.
    Client Guest users:
    1. Client users with Guest access can't change their profile information. They need to contact their Client organisation admin and either request updates to their contact information or ask to be upgraded to the Team member access level.
    All client users:
    1. Under Main menu > Documents, if a Client user has a login for The Gap App, any pending documents do not show on the Documents page for continued editing. The user must access them via their notification panel or the original pre-work/feedback email.
    2. Clients won't be able to access attachments shared via pre-work once they complete it.

    Other notes

    1. The web app is not responsive on smaller devices.
    2. Clients must add their extra users; an Advisor can add a second client contact, but this does not create a Gap App account for them. It is expected and intentional that clients will maintain their own users.
    3. Business Plan documents only show the clients logo if the client uploads it themselves under Main Menu > My Organisation > General Information.
    4. The text in Gap App emails is in auburn instead of black.

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