Changelog
Follow up on the latest improvements and updates.
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Week of 9/8
- UI enhancements for failed payments
- Same Day ACH improvements
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Week of 9/1
- Various bug fixes and improvements
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Week of 8/25
- Speed enhancements to QuickBooks Desktop synchronization
- Various backend improvements related to ACH payment processing
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Week of 8/18
- Improved Xero invoice synchronization to only import Approved status invoices
- Added ability to Refresh Customers from AutoTask
- Improved Manual Invoice Import to support larger bulk imports
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Week of 8/11
- Various bug fixes and enhancements to automated Deposit Reconciliation with accounting systems
- Deposit Sent email is now routable by heading to Settings>General and the Notifications tab
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Week of 8/4
- Custom Client Portal Messages are now available!
- AutoPay rules are now available for both integrations in a Dual Integration setup!
- Added email notifications if QuickBooks Desktop Sync has not run in 2+ days
- You can now toggle invoice PDF attachments on/off for automated email notifications
- Enhancements to Scheduled Payments allowing to schedule a payment up to 90 days past the Due Date
- Various bug fixes and improvements pertaining to invoice and credit memo synchronization
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Week of 7/28
- Email Notifications are now sent for Deposits, containing details of the deposit. This provides better visibility into pending deposits for payments.
- Enhanced search functionality for the Integration Log
- Enhanced Deposit Reconciliation for QuickBooks Desktop
- Partial Payments are now available via the Merchant Portal!
- Enhanced address parsing for company Bill To information which resolves duplicate Company Name appearing in certain instances
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Week of 7/21
- Improvements to the Merchant Application submission requirements
- Added Deposit Details CSV download option
- Resolved issue preventing certain Email Notifications not properly displaying under Customer>Notifications tab
- Locked Payment Methods are no longer eligible for AutoPay
- Improvements to Automated Deposit Reconciliation in QuickBooks, adding additional Integration Configuration settings
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Week of 7/14
- Added ability to impersonate the client portal. Simply click on a Portal User to easily view your Client Portal
- Various improvements to ConnectWise Credit Memo synchronization
- Various improvements to QuickBooks invoice synchronization
- Improved AutoPay visibility in the Client Portal
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Week of 7/7
- Added Last Emailed as a new filter on the Invoice Page. You can now filter for invoices based on Last Emailed date
- Enhancements to the Payment Terminal API
- Improvements to Open Invoice Emails. You can now select a cadence and start date for when Open Invoice Emails are sent
- Various bug fixes and improvements
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