5.4.1 Release Notes
03-18-26
03-18-26
🌟 What's New
Invoice Sync Date Management
The Invoice Sync Date now serves as the single source of truth for tax reporting, featuring a read-only field with admin-only edit capability, a required reason for any changes, and a full audit trail to ensure accurate QBO syncing.
Saved ACH Payment Methods in Customer Details
A new "ACH Payment Methods" section has been added to Customer Details, allowing users to view and delete saved ACH accounts alongside existing credit card management.
Product Sold Report Accuracy Update
The Product Sold Report now calculates Total Units Sold and Total UOM Sold based only on products that have been picked up, providing a more accurate representation of actual sales.
B2B Price Variance Visibility
A new price variance indicator on the non-inventory product list page allows users to monitor price increases coming through the B2B feed, enabling proactive price management.
QBO Attachments Syncing
Added the functionality to sync payment attachments to QuickBooks Online attachments.
🐞 Bug Fixes
Payment by Invoice Grid Shows No Data in Accounts Receivable
Resolved a regression where the Payment by Invoice grid in Accounts Receivable displayed no data, restoring full visibility into outstanding invoice payments.
Cannot Take Customer Payment
Fixed a issue preventing users from processing customer payments, ensuring payment transactions can be completed without errors.
Payments by Customer Page Loading Issue
Resolved an issue where the Payments by Customer page was stuck in an infinite loading state, preventing users from recording or processing payments.
Customer Revenue Report Accuracy
Fixed a bug where the Customer Revenue Report was displaying outdated data and not reflecting corrections made to invoices.
Inaccurate Surcharging
Resolved a critical issue where incorrect surcharge amounts were being applied to transactions, preventing potential overcharges to customers.
Incorrect PDFs Generated for Quotes
Fixed a bug where different PDF versions were being generated for the same quote, causing inconsistency in documents sent to customers.
Commission Splitting Issue
Fixed a bug where commission was not being correctly split among multiple salespeople when processing split-commission sales.
Fixed incorrect roll calculations on Work Order Purchase Orders
Resolved an issue where multiple roll carpet items with different roll lengths could show the same total cost on Purchase Orders. Each line now uses its own coverage values, ensuring accurate totals for all roll products.
Product Not Moving to Inventory via Purchase Orders
Fixed an issue where products received via Purchase Orders were not being moved to inventory as expected, resolving inaccurate PO status and partial arrival reporting.
Non-Inventory Products Not Loading
Resolved an issue where non-inventory products were failing to load, preventing users from completing invoices and work orders.
Invoice Paid Error
Resolved an error that incorrectly flagged invoices as paid or prevented proper payment status updates, ensuring payment records stay accurate.
Accidental Double Payment Prevention
Fixed a bug that allowed accidental duplicate payments to be recorded on the same invoice, preventing erroneous double charges.
Invoice Search Not Working
Resolved an issue where invoice search was returning no results, restoring the ability to find invoices and work orders by key criteria.
Accounts Payable Products Not Loading
Fixed a bug where the product list in Accounts Payable was failing to load, restoring the ability to process material payments and manage freight shippers.
Inventory UOM Discrepancy Between Invoice and Work Order
Fixed a mismatch in Unit of Measure values between invoices and their associated work orders, ensuring consistent UOM values across the workflow.
Work Order Search Not Working
Resolved an issue where work order search functionality was not returning expected results, making previously unsearchable tickets accessible.