When someone on your team collects a payment from inside FlexPoint, the payment details now show who made it. That makes it easier to answer "who ran this?" without digging.

Updates from Halo now come into FlexPoint through an improved webhook process, so invoice and customer changes sync more reliably.

GL Connect now posts each invoice line to the revenue account ConnectWise assigns it when syncing to QuickBooks Online. Service charges like fixed-fee project labor land in the right income account instead of Uncategorized Income.

Customer emails synced from QuickBooks Desktop now match what's in QuickBooks. Before, an address that differed only in capitalization could leave an old or duplicate email on the customer in FlexPoint.

Resetting a QuickBooks Desktop payment with the Support Agent now works when the payment is part of a split payment. Before, it could grab the wrong record and fail to reset.

The Support Agent is now on for every FlexPoint account, no setup required. It's your built-in helper for sync problems. It checks your account data, tells you in plain language why something didn't make it to your accounting system, and in many cases fixes it for you right there.

Open it from Support Agent in the left nav or the Support Agent button in the top right. It slides in from the right, so you can keep working on the page next to it. Just pick an option and it takes it from there.

When a fix takes a few steps, the agent lays them out in order (invoice, then payment, then deposit) and links you straight to the right page. Your conversation stays with you as you move around the app and the next time you sign in, until you click Clear chat.

The AR Agent Overview page got a round of polish. Task types are now color coded so you can tell a call approval from an account review at a glance, you can click anywhere on a row to open the task, pagination sits above and below the table with a refresh button, and the KPI formerly called "Managed Accounts" now reads "Monitored Accounts." There's also a friendly empty state for when you've cleared your queue.

Businesses with long legal names can now save their full account holder name when adding an ACH bank account. Previously, longer names wouldn't fit.

QuickBooks Online connections now have a fixed expiration date, and FlexPoint will warn you before yours runs out. You'll see an orange banner and a note on your Integrations page a month ahead, plus reminder emails at one month and seven days out. Just reconnect from the Integrations page and your sync keeps running without a gap.

FlexPoint now checks NetSuite every couple of hours for invoice, payment, credit memo and customer changes that didn't come through right away, and syncs them automatically. Your import, AutoPay and notification rules apply just like they normally would. No bundle update needed.

Deposits synced to your accounting system now reference the Deposit ID, the same ID you see in FlexPoint, so tracing a deposit back is easier.

The first AR Agent email to a customer now goes out based on the initial delay after you approve the task (one day on most setups), instead of waiting for the longer follow-up interval. Follow-ups are still spaced from the last email actually sent.

When one NetSuite payment covers several invoices, every invoice now shows the actual payment date. Before, some of those invoices showed their due date as the paid date instead.

Fixed an issue that kept invoices for some Halo clients from importing and their scheduled payments from running.

Fixed an issue where some GL Connect invoices failed to sync to QuickBooks Online with a "name supplied already exists" error.

The Support Agent button no longer sits on top of pop-up windows, which was getting in the way on smaller screens.

Deposits now post to Business Central as one net entry in your bank account, so they match what actually lands in your bank. Fees still post to your fee account, and you can still see each payment line on the deposit.

The Payment Timeline on each invoice got a polish: tidier alignment and text sizes, a consistent order for payment details, and a cleaner View Deposit link.

The {{client_portal_link}} merge tag now shows as "Client Portal" instead of "Payment Link," so the link text matches where it goes.

Halo invoices now import correctly when "Create Labour and Items Issued Invoices per Site" is turned on in Halo.

AR Agent calls no longer fail when two of your invoices share the same invoice number. The agent can now speak to both invoices on the call.

In Datagate PDF settings, the Save button now turns back on once you fix a validation error and enter a valid API key.

Payment receipts can now show exactly how your customer paid, like "VISA - 1234" or "ACH - 8888," in the payment receipt. No more "which card did I use?" questions.

When you apply a customer deposit to an invoice in NetSuite, FlexPoint now picks it up and reduces the invoice balance to match. Fully covered invoices close automatically, and partial applications leave the correct remaining balance.

Refunding one invoice that was paid as part of a bulk payment now updates that invoice's status correctly.

New Invoice emails no longer have a chance to show your customer's Bill To name twice.

If a deposit failed because no deposit account was set, it no longer stays stuck after you add one. The Support Agent can now reset the deposit so it syncs to QuickBooks Desktop.

Amounts in AR Agent emails now show two decimal places, like $416.00 instead of $416.0000.

When you apply a credit memo to an invoice in NetSuite, FlexPoint now picks it up and lowers the invoice balance to match for all cases. Full, partial and reversed applications are all covered.

If you record a payment by hand in QuickBooks Online, the matching ConnectWise invoice now updates to paid, even when it had no earlier payments on it. If you have older invoices that got stuck open, reach out to support and we'll catch them up for you.

The AR Agent no longer counts draft (unposted) invoices toward past-due balances, days overdue or activation. Your customers' outstanding figures now reflect only invoices they've actually been sent.

The "As of" date on the AR Agent's Total Managed AR card now shows today's date instead of a date 30 days back.

Importing customers from QuickBooks Online no longer fails when a customer has an unusually long website address, so the rest of your customers come through as expected.

If you manually send an email that's part of a sequence, we'll skip the next scheduled copy of that same email so your customer doesn't get it twice. Only that one email is skipped, the rest of the sequence continues as normal.

The Support Agent used to tell you that support had to reset a deposit before it could resync, right above a button that let you do it yourself. That message has been rewritten so the instructions match what's actually on screen.

Deposits for your FlexPoint invoices now break out the individual payments behind them instead of showing a single lump line. That makes them straightforward to reconcile against your bank statement.

Some invoices paid in FlexPoint weren't getting marked paid in ConnectWise when the accounting system was manually paying. Payment status now writes back reliably.

A ConnectWise contact flagged with your FlexPoint contact type wasn't always getting a portal login created. Those contacts are now provisioned correctly.

Some customer records held on to old contact details, including a bill-to name that no longer existed upstream and a contact who had been removed. Those records now reflect what's in your PSA or accounting system.

Your AR agent can now pronounce your business name exactly the way you say it. Add a phonetic spelling in your AR Agent settings, hit Test to hear it right in your browser, and every outbound call will use it. Leave it blank and the agent uses your business name as-is.

Outbound AR agent calls now include a callback number, so a customer who wants to reach you has something to act on. It defaults to the phone number on your account, and you can override it in AR Agent settings.

Invoices built on a QuickBooks item group with its individual components are now able to be imported. If you have invoices that never showed up in FlexPoint, re-sync and they should import.

Payments were sometimes tagged as Same Day when they actually ran at standard speed, which made the estimated deposit date look wrong. The label now reflects the speed a payment really runs at.

Opening an email or template preview, whether from onboarding, notification settings, or an invoice send screen, pushed the page content out of place until you closed it. Previews now stay in their own window and leave the page alone.

The Payments Collected box now has a View Invoices link. Open it for the list of invoices behind that number, with the payment amount applied to each, plus a tooltip explaining how the AR Agent gets credit for a payment.

AutoPay rules now handle stray spaces and match the way you'd expect. It's worth a quick look at any rule that wasn't catching the invoices you thought it would.

Business Central invoice import rules were greyed out when it was connected as a dual integration in some cases. That has now been fixed.

Refreshing the AR Agent Conversations page used to bounce you back to the first conversation in the list. It now keeps the one you had open.

If contacts coming over from Business Central are creating records you don't want, we can now switch that import off for your account while keeping invoices and payments flowing. Reach out to support and we'll flip it for you.

On a ConnectWise and QuickBooks Online full sync, an old QuickBooks invoice that happened to share an invoice number there could be times the same invoice number caused confusion. Usage of the same invoice number is now operating as expected.

An invoice with a negative quantity or amount, like a credit or an adjustment, used to stop the whole invoice from importing. Those lines are now handled and the invoice comes through.

When a customer record had free text like "CC ON FILE" sitting in the email field, saving a payment method for that customer failed. We now validate the email before sending it to the processor.

We fixed mis-styled tabs and a mangled links section on the Customers list, including the Client Payment Portal and Client Onboarding Form links, plus similar issues on Merchant Settings, Customer Settings, and the Payment Methods step of Customer Registration.