Changelog
Follow up on the latest improvements and updates.
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new
Week of 12/9
- Role-based permissions are now available for users in the merchant portal
- Expanded deposit window for Same Day ACH payments
- Improvements to bulk payments when on the new payment processor
- Clients can now switch between accounts on different merchants that use custom portal URLs
- Deposit reports now contain customer names and link back to referenced invoices
- Improvements to Payment Details for FlexLine payments
new
Week of 12/2
- Improvements to support Same Day ACH payments
- Resolved issue that prevented certain invoice import rules from being added
- Resolved issue that prevented guest users from paying invoices by credit card
- Resolved issue that was incorrectly displaying invoice line item names from Xero
- Improvements to allow merchants to set their own statement descriptor
- Improved error message when attempting to add a bank account while processing has not been fully approved
- Added ACH payment method locking for AutoPay failures
- Improved error messages for failed payments
- Improvements to the SuperOps integration
- Added option for "Non-profit corportation" to payment processing application
- Improvements to QuickBooks Desktop web connector sync
- Bulk payments are now processed as one payment for all invoices
- New Invoice emails now respect email address overrides configured in Settings
- Resolved issue causing customized email templates to have incorrect links and merchant names
new
Week of 11/4
- Resolved issue preventing invoices with negative value line items from syncing when using the ConnectWise / QuickBooks full sync
- Resolved issue preventing invoices with long billing email fields from syncing when using the ConnectWise / QuickBooks full sync
- Resolved issue causing certain credit card payments to fail
- Invoice line items are not shown in payment receipts when Use Integration PDF is on
- Improved tax behavior when using QuickBooks Desktop integration
- Resolved issue that allowed for duplicate payments when adding a new credit card
- Invoice notes are now synced into FlexPoint when using SuperOps integration
- Collect Payment in the merchant portal now displays a notice regarding the credit card surcharge when applicable
- Deposit status in Reports > Payments is now correct
- Invoice lists now have more advanced filtering options
- ACH payment methods can now be added from invoice detail pages
- The UI for Payment Methods on a customer's page has been updated to be less confusing
- The Collect Payment Quick Action now asks for confirmation before initiating the payment
- General quality-of-life updates to UI in merchant and client portals
- Resolved issue preventing certain invoices with missing item descriptions from being imported
- Resolved issue preventing certain bank accounts from being selected on the QuickBooks Desktop integration
new
Week of 10/7
- Changed text on Import Customers dialog to reflect action being taken
- Resolved bug preventing ACH payment methods with certain routing number from being added
- Improved QuickBooks Desktop integration to allow certain types of line items to sync into FlexPoint
- Resolved bug causing all payments to be stuck in "Deposit Pending" status
new
Week of 9/30
- Fixed subject line for New AutoPay Payment Method Added emails
- Item discounts in ConnectWise are now properly recognized and synced
- Resolved bug impacting search on the Customers page
- AutoTask contacts with type "Billing" will now be synced as Portal Users in FlexPoint
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