Expense and Travel Logs
- Implement next Bulk Actions for Expenses and Travel Logs:
- Sync to FreshBooks
- Delete From FreshBooks- Unlink From FreshBooks & Keep- Sync to QuickBooks Online- Delete From QuickBooks Online- Unlink From QuickBooks Online& Keep
- Fixed the email links to support vanity URLs (partial or full if configured)
Invoicing
- Fixed error when attempting to view an invoice online while not logged in (as a customer would).
FreshBooks Integration
- Implemented the option ‘FreshBooks Default Project’ for each account. This way if you’re not using projects in SherpaDesk you’ll still be able to sync your time logs.
- Fixed the issue where we are filtering Projects by Staff ID. Staff IDs for staff members who are assigned to a project only appear for admins and project managers.
- Added the ability to sync Account, Projects, Time Logs for Internal Client in FreshBooks Integration
QuickBooks Online Integration
- Updated the "Download All QuickBooks Customers" button to be visible ONLY for Administrators. This button is hidden for Technicians.
Contracts
- Included recurring billing for the billing method Hourly
- Fixed bug when entering a comma in the Included Hours field
ToDo's
- Remove timestamp from calendar view
Time Logs
- Implemented bulk time log sync with QBO
Contract Detail Report
- Fixed bug when Billing Method = 'Time Tracking Only No Invoice' these time logs were not being shown in the report
Ticket Detail
- Fixed the error when the user selects the % Complete and Logged Hours they were not showing up correctly in the email to the Standard User
Xero Accounting Integration
- Migrated to OAuth 2.0
Bug Fixes and Optimization
- Upgraded and optimized several controls to Telerik 2020
- Improve Rollbar integration by adding links to errors into a support ticket
- Fixed the export issue when you will get the correct value in "Department" field.
- Fixed Account and Locations import bug not supporting address updates
