February, 2025

• User & role access management - Introducing the ability to manage roles and permissions when inviting users - Refer to this article for more details.
• Deleted/Archived apps - Ability to track deleted or archived apps - Refer to this article for more details.
• Xero certification & activate/deactivate flow - Refer to this article for more details.
• Refreshed email templates & demo data across the system.
• Security & infrastructure measures (VAPT passed).
• Abilty to download five years worth of data from Xero & QBO.
• Introducing background processing of Apps and manual imports.

December, 2024

1. Stay Informed with Real-Time Notifications

• Get instant updates on critical events, tasks, and client activities.
• Prioritize effectively with timely alerts about client onboarding, task progress, and app recommendations.
• Strengthen client relationships with notifications for interaction updates and app optimization opportunities.

2. Strengthen Security with Comprehensive Audit Trails

• Maintain accountability with a detailed record of all user actions.
• Ensure data security and meet compliance needs by logging every change.
• Quickly resolve issues and analyze events for continuous improvement.

3. Precision with Custom Mapping for Unrecognized Transactions

• Match unrecognized transactions to the right apps with custom mapping.
• Optimize app spend and ensure accurate financial reporting.
• Gain clearer insights into app usage trends and financial health.
  
  

4. Real-Time App Insights with Okta Integration

• Access app and user data instantly for better insights.
• Streamline data integration and reduce manual errors.
• Track user activity patterns and offer personalized app recommendations.

If you need further assistance, please contact our dedicated customer support team at support@coachbar.io who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.