Release Notes

1. The Work Items page now includes 'Recommended' processes above the Work Items list for easy access
   
1. The Work items list is now further down the page under "Your team's work".
   
2. Work item tasks now include a new Info section with extra process guidance, which may include how-to videos and images.
   
3. The org switcher feature now has labels for Advisor and Client orgs for easier, faster access.

1. General user interface improvements and bug fixes
   

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

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

1. General user interface improvements and bug fixes

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.
   

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.
   

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.

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.

1. Proposals and Services & Pricing released.
   
2. Main menu interface redesign.
   
3. General user interface improvements and bug fixes.

1. Value Gap Calculator released.
   
1. Accessible via the Main menu and a work items' meeting delivery workspace.

1. Work items interface redesign.
   
2. Cashflow, Profit & Improvement service released.

1. Annual Accounts Review service released.
2. General improvements and bug fixes.
   

1. Prospective Client Meeting service released.

1. General improvements and bug fixes.

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.

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.

1. Condensed Business Planning and Accountability Coaching services from three steps to a single step for ease of use and efficiency.

Known issues

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.

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]

1. Switching from a Client org to an Advisor org causes a Forbidden error message to show. This message can be safely ignored. [#4000]

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].
   
5. Client orgs created on-the-fly using the advisor’s email address won’t generate an email invite or show as connected in the advisor’s clients list, despite the Client org being created when the pre-work is sent.

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.

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.

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.

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.