Week of 2/23

Search functionality has been restored to the “Add Child Customers” modal in the Merchant Portal. Merchants can now quickly locate customers by name, phone, or email when linking accounts, eliminating the need to manually page through large customer lists.

Improved messaging when no valid bank account is available for invoice deposits in QuickBooks Desktop integrations. The system now clearly indicates when a bank account must be configured instead of displaying a confusing placeholder value.

Fixed a case-sensitivity issue that could cause invoice sync failures when product names differed only by capitalization (e.g., “Discount” vs. “discount”). Invoices now sync without triggering duplicate record errors in QuickBooks.

Resolved a UI issue that displayed a “Request Failed” message during Halo integration setup, even though the integration was successfully connected. This error dialog has been corrected to prevent confusion during onboarding.