Freshbooks Integration
- Added a log entry to invoices for hours that are not billed but are counted as included hours
- Enabled an option to automatically disable account creation from Freshbooks to SherpaDesk
Xero Integration
- Integrated projects and time entries
- Removed oAuth 1.0 authentication
- Set invoice currently based on the customer's default currency
- Added a log entry to invoices for hours that are not billed but are counted as included hours
- Enabled an option to automatically disable account creation from Xero to SherpaDesk
QBO Integration
- Invoicing now uses the preferred delivery method based on the account's QBO settings. (i.e. Send Now, Print Later)
- Linked all SherpaDesk data (time logs, expense, travel, etc) separately to QBO items for invoicing and updating
- Added a log entry to invoices for hours that are not billed but are counted as Included hours.
- Enabled an option to automatically disable account creation from QBO to SherpaDesk
- Added an option to remove the subject line from time log entries
Time Tracking and Billing
- Set Pre-Paid Pack on Contracts as a default option
- Added location information on invoices
- Added an option to remove the subject from time log entries
Team Calendar
- INTRODUCING the new Team Calendar.
- Integrate your SherpaDesk Calendar with Google Calendar
- Automatically sync SherpaDesk events to a shared Google Calendar
- Add events and appointments for technicians
- New calendar view that shows Daily/Weekly/Monthly/Agenda view of all events and dates
- Filter search on events and calendar
- Add events and invite users from the ticket details
Bug Fixes and Optimization
- Updated Google reCaptcha to v3 on KB articles
- When Accounts are marked as Inactive all associated Contracts will be marked as Inactive
- Implemented Working Days to work with time-based notification rules and Waiting on Response
- Implemented the override on sending messages to allow a technician to OPT-IN a message to the end-user
- Improved the performance of the Login page to quickly search for user accounts
- Fixed bug where the system was emailing user a message when they had all notifications turned OFF
- Fixed syntax error on default payment cost
- Fixed bug where Invoice section was showing ghost records of inactive contracts
- Fixed bug when trying to archive an Expense
- Fixed bug on-time entry logs where the customer notes where showing markup tags
- Fixed bug where Custom Report Builder was pulling in test data from the BETA environment
