Changelog
Follow up on the latest improvements and updates.
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new
Week of 6/23
- Failed payments will now be automatically rolled back in your accounting integration
- Various backend infrastructure enhancements
- Improved Integration Log messaging for Deposit syncing
- Added support for multiple signatories on multiple bank account
- Enhancements to Same Day ACH
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Week of 6/16
- Added support for Integration PDF with Superops
- Simplified payment receipt for payments made via the Payment Terminal
- Added ability to include $0 invoices to be included in automated New Invoice Emails (contact support@getflexpoint.com if interested)
- Resolved issue where multiple email addresses were not being properly parsed when using Quick Actions-Email
- Resolved issue affecting certain line items from QuickBooks Online Invoices to not properly render
- Resolved issue affecting certain Credit Memos from not syncing from ConnectWise
- Added ability to use one-time cards which expire in the current month
- Updated UI for Custom Outgoing Email Sender
- Updated PDF generation component and added watermark for Payment Receipts
- Updated Open Invoices to send to all Bill To emails or Portal Users if no Bill To emails exist
- Various enhancements to integration synchronization
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Week of 6/9
- Added support for Contract Type when using Autotask for import and AutoPay rules
- Integration Log message enhancements
- Collect Payment feature now shows number of available payment methods
- Scheduled Payment feature now checks to ensure card being used will not be expired at date of payment
- Various Same-Day ACH enhancements
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Week of 6/2
- Added support for Contract Type with ConnectWise
- Open Invoice Statements now support sending an a specific day of the month
- Added Debit Block detection for R29 Unauthorized Returns
- Implemented safeguards to prevent duplicate Customer Records from being created when using the Onboarding Form
- Added API support for the Payment Terminal
- Added additional details to the Integration Log regarding Deposit Sync Failures
- Improvements to Same Day ACH functionality
- Enhanced invoice sync with QBD to support line items that only contain a Description
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Week of 5/26
- General improvements to Virtual Payment Terminal
- Resolved issue impacting ConnectWise Manage Credit Memo Sync for credit memos with negative item prices or quantities
- Virtual Payment Terminal now creates sales receipts in QuickBooks Desktop
- Resolved issue impacting some Recurring Invoices
- Fixes to Client Portal payment UI
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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
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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
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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
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