2020.01.23 Production Release


  • Included advanced control to include HTML formatting on Custom Email messages


  • 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.


  • 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)


  • 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


  • 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.