Changelog
Follow up on the latest improvements and updates.
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new
Week of 5/19
- Integration Log is now available in the merchant portal
- Resolved bug affecting Historical Invoice Import date picker usability
- Added support for Item Groups in QuickBooks Desktop
- Resolved issue impacting payment receipts for bulk payments
- Resolved issue preventing certain deposits from syncing to Xero
- Improved detection and reporting for R29 (Unauthorized) ACH returns
- Added support for modified Payment Terminal URL format to accommodate QuoteWerks
- Enhancements to Same Day ACH
- Manual Invoice Import now does not require an Invoice Import Rule to exist
- Resolved issue preventing Payment Terminal payments from syncing to QuickBooks on certain integration configurations
new
Week of 5/12
- Improvements to deposit sync with Xero
- Improvements to error reporting for Historical Invoice Import
- Resolved bug causing incorrect payment methods to be displayed for child customers
- Improvements to timing of deposits in FlexPoint relative to arrival of funds in merchant accounts
- Added "Customer Message" and renamed "Memo" criteria for invoice import rules when integrated with QuickBooks Desktop
- Bulk Payments are now displayed as a tree on Reports > Payments
- Invoices paid as part of bulk payments will now properly show as Deposited
- Bulk Payment receipts now show each invoice included in the payment
- Resolved bug related to ConnectWise invoices with multiple Agreements
- Resolved bug causing invoice discounts to not be applied properly
- Improvements to international credit card payments
new
Week of 5/5
- Virtual Terminal is now available: accept payments from your customers without an associated invoice
- Scheduled Payment Reminder has been added to the list of re-routable notifications in Settings > General > Notifications
- Send Email quick action now selects the same recipients as Send Email button
- Resolved issue impacting deposit details for certain credit card deposits
- Added AutoPay rule criteria for Billing Terms in ConnectWise
- Added fallback option when using Custom URL Invoice PDF
- Resolved bug causing incorrect invoice total when tax amount is negative
- Resolved issue preventing tax from being properly applied to certain invoices
new
Week of 4/28
- Improved contact sync from ConnectWise Manage
- Improved reporting of bulk payments in Reports > Payments
- If using a connected PSA as invoice PDF source, the first fallback PDF source will now be the accounting integration
- Resolved issue preventing certain invoices from importing on Dual Integration Full Sync setups
- Improved payment sync logic for Dual Integration Full Sync
new
Week of 4/14
- Automated deposit reconciliation is now available for Xero integrations
- Invoice Footer for FlexPoint PDFs is now available
- Resolved bug impacting Collect Payment quick action
- Resolved bug impacting payment sync to ConnectWise Manage
- Resolved bug impacting invoice import on dual integration setups
- Added support for credit cards from the Dominican Republic, Peru, and Argentina
new
Week of 4/7
- Resolved bug impacting adding payment methods for customers in parent/child relationships
- Resolved bug preventing certain invoices from syncing due to case-insensitivity in QuickBooks Online
- Disabled full customer import for QuickBooks Desktop
- Resolved bug causing debit card payments to be incorrectly surcharged in certain scenarios
- Improved portal user sync for ConnectWise Manage
new
Week of 3/31
- Resolved issue preventing import of certain invoices from QuickBooks Desktop
- Resolved issue preventing import of contacts from ConnectWise Manage in certain cases
- Improved support for one time use credit cards
- Improved support for international credit card payments
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
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