Emails
- Included advanced control to include HTML formatting on Custom Email messages
Accounts
- Improved the summary graph that showed profitability errors
QuickBooks Online
- Resolved invoice discrepancy of $0.01 - $0.04 on sync QBO invoices related to tax issues
- Added the option to sync SherpaDesk Payment numbers with QuickBooks Billing number
- Added the option to allow usersto sync Contracts with their QuickBooks classes.
Invoicing
- Add Site/Location filters and columns to be viewable on invoices
- Improved font colors on invoices to be true black
- Removed invoices that have $0 values and no assigned items (i.e. time, expense, travel or pre-paid packs)
Knowledgebase
- Separated Knowledgebase feature from the Support Portal
- Separated Knowledgebase categories to be independent of Classes
- Created a new ID and article when a new article is created from a ticket
- Added a new publish level 'Private - Account Specific'
- Included a log post entry when a ticket is converted into a new article
- Included log posts entries when an article is created, published, entry is edited or category is changed
- Included a search icon for ticket replies to allow the user to search and insert KB article into reply
- Added the datasouce Knowledgebase to Custom Reports for report designing
- Improved comment submissions on public articles
- Created Knowledgebase notifications rules under Notifications to alert users of events and updates
- Include Knowledgebaes articles on Advanced Search
Time Logs
- Keep time logs visible on Accounts that become inactivated
- Keep time logs for payments on Accounts that become inactivated
QuickBooks Desktop
- Added the option 'Add Time Log items on for Flat Fee billing' option
ToDos
- Sorting names of technicians alphabetically
Bug Fixes and Optimization
- Improved API calls on ToDo's
- Fixed the UI issues of only showing the last 25 tickets when entering time. Now shows all tickets in the drop down.
