Changelog
Follow up on the latest improvements and updates.
RSS
Enhanced AutoPay Tags on Invoice Detail Page
AutoPay tags with tooltips now populate directly on the Invoice Detail Page, providing clearer visibility into automated billing status at the invoice level.
Auto-Complete for AutoPay Rules
Added auto-complete functionality when creating or updating AutoPay rules, making configuration faster and more accurate.
Resolved Issue: API Deposit Calculation Errors
Fixed an issue that could impact deposit calculations when using the API, ensuring accurate reporting and reconciliation.
Enhanced Payment Method Locked Notifications
Improved the content and clarity of Payment Method Locked emails sent after failed payments, giving customers better guidance on next steps to resolve payment issues.
Various Backend Bug Fixes & Improvements
Implemented multiple enhancements and fixes across the platform, including updates to the Payment Terminal, Past Due email notifications, and the Merchant Application
New Payment Terminal Configuration Options
You can now control how Payment Terminal transactions sync into your accounting system. Choose between Sales Receipts or Unapplied Payments for improved flexibility pertaining to payment reconciliation
AutoPay Tag Tooltip
AutoPay tags now display a helpful tooltip explaining why AutoPay may not run, giving you clearer insight into automated billing behavior
Xero Payment Rollback
Added support for Payment Rollback in Xero. Refunded and failed transaction will automatically update in Xero with corresponding journal entries
Resolved Issue: Payment Method Rules Not Rendering
Fixed a problem that prevented payment method rules from displaying correctly.
Various Backend Bug Fixes & Improvements
General stability, performance, and reliability enhancements across the platform.
- Enhanced AutoPay badges to better visualize AutoPay Errors
- Added auto complete functionality for ConnectWise and QBO import rule criteria
- Web API no longer requires SSL Certificate authentication
- Various backend enhancements to invoice import functionality
- Resolved an issue which affected Parent <> Child email notification logging
- Same Day ACH UI enhancements
- Payors are now directly notified of R29 Unuathorized Payment Failures
new
Week of 11/3
- Improved failed payment and refund handling — invoices automatically reopen as Unpaid with correct accounting entries in your accounting integration
- Various enhancements to R29 failed payment workflow
- Released enhanced R29 Unauthorized ACH Return workflow
- Added automatic rollup of jobs from QuickBooks to FlexPoint (Parent<>Child structure) to simplify customer management
- Improved functionality for adding bank accounts across multiple customer records
- Refined invoice matching to ensure more consistent results across connected integrations
- Enhancements related to failed payments
- Redesigned the Internal Email Notification tab to improve clarity and organization
- Enhanced the internal Payment Failedemail notification for R29 Unauthorized Returns
- Added Customer Name to the subject line of the internal Payment Madeemail notifications for better context
- Updated the Scheduled Payment Reminderemail to anchor on the Scheduled Payment Date vs the Due Date
- Resolved issue affecting the email routing of the QuickBooks Desktop Sync notification email
- UI enhancements to the Payment Processing Application
new
Week of 10/6
- Added micro-deposit verification notification emails once micro-deposits are available for bank accounts added manually
- Added the Open Invoice Statement as an email that can be routed to internal users
- Various improvements and enhancements related to the invoice import process
new
Week of 9/29
- Added ability to hide Unit Prices on Invoice PDF. Contact support@flexpoint.com to enable this feature!
- Enhanced Xero integration to excluded Awaiting Approval invoices from syncing into FlexPoint
- Updates to micro-deposit verification UI components
new
Week of 9/22
- Various bug fixes and improvements
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