Changelog
Follow up on the latest improvements and updates.
RSS
new
Week of 3/24
- Payment Terms is now available as a criteria for AutoPay and Invoice Import rules
- For Dual Integration Full Sync setups, payments made in QuickBooks now sync back to ConnectWise Manage
- PDF download is now compatible with all browsers
- Resolved issue impacting permissions for View-Only users
- Resolved issue preventing American Express cards from being added as payment methods in some situations
- Improvements to deposit sync for bulk payments
- General improvements to payment processing
new
Week of 3/17
- Improvements to Integrations UI for dual integrations
- Payments tab now available in client payment portal
- Amount Due in client payment portal now includes credit card surcharge when applicable
- Invoices page now includes Open Balance sum in addition to Invoice Total sum
- Draft status invoices in Xero are now not imported into FlexPoint
- Message on Invoice criteria for AutoPay rules now includes invoice messages in Autotask as well as QuickBooks
- International credit card payments are now supported
new
Week of 3/3
- Credit Memo sync from ConnectWise to QuickBooks Online is now available
- The Client Onboarding Form is now available, allowing you to collect new client information and payment methods within the FlexPoint platform
- Scheduled Payments now use a separate email notification template that properly reflects date of payment
- Quick Actions now includes a Download PDF button
- Resolved issue causing line items to be displayed to clients when using an integration PDF
- Improved invoice sync when integrated with Autotask
- Inactive child customers are no longer displayed when viewing the list of a customer's children
- Improved descriptions for failed payments
- Debit cards now indicate that they are debit cards rather than credit cards when added as a payment method
- FlexLine now has a minimum financing amount of $10,000
new
Week of 2/24
- Credit Memo sync from ConnectWise Manage to QuickBooks
- FlexPoint payment links in the HaloPSA client portal
- Historical Sales Receipt import from QuickBooks Online
- Improvements to failed payment handling
- Resolved issue impacting Portal Users importing from ConnectWise
- Resolved issue impacting invoices with line items that have quantity 0
new
Week of 2/17
- Resolved issue when making payment while not logged into the client portal
- Resolved UI issue in the client portal which prevented switching to Dark Mode
new
Week of 2/10
- New "AutoPay Lock" feature allows merchants to mandate that all customers have one AutoPay-enabled payment method active at all times
- Merchants can now choose between any available integration or a third-party source for invoice PDFs
- Resolved issue impacting manual entry of ACH payment methods
- Improved tax handling for merchants on Dual Integration Full Sync
- Invoices in the client payment portal only show AutoPay tags when they are actually eligible for AutoPay
-
new
Week of 2/3
- Users on dual integrations now have the ability to choose between PSA and accounting integration invoice PDFs
- Improvements to the invoice sync from QuickBooks Desktop
- Merchant portal now allows use of Parent payment method on a Child invoice when using Collect Payment feature
- Improvements to bulk voiding process for invoices
- Improvements to tax sync between ConnectWise Manage and QuickBooks
- Limitations to end-user ability to modify company information in the client payment portal
new
Week of 1/27
- Detailed Sync: Added new option for translating ConnectWise time entries to QuickBooks line items
- Resolved issue preventing customers from adding ACH payment methods in the client portal
- Resolved issue preventing certain invoices with credits applied from syncing into FlexPoint
- Voiding an invoice in QuickBooks Desktop now voids the corresponding invoice in FlexPoint
- Improvements to parsing invoices in ConnectWise
- Improvements to matching algorithm for customer imports
new
Week of 1/20
- Failed payments for FlexLine financings now display correctly in the payment history
- Resolved bug impacting historical invoice import
- Resolved bug which prevented invoices that exist in the accounting system but do not exist in the connected PSA from being imported
- Improvements to syncing with QuickBooks Desktop
- Added new merge tags for raw URLs of client portal and invoice payment page
- Improvements to syncing with Xero
- Disabled ability to change company name in client payment portal
new
Week of 1/6
- Resolved issue preventing FlexLine financing requests on invoices where a previous request had been denied
- Merchants are now notified when QuickBooks Desktops invoices fail to import due to items missing from the product catalog
- Deleting an invoice in QuickBooks Desktop now deletes the invoice in FlexPoint
- Improvements to Xero payment sync
- Resolved bug which affected certain deposits to not show corresponding details
Load More
→