QuickBooks Online Integration
- Fixed issue with tax syncing with QBO
Boards
- Implemented the ability to assign a default Board to a Class
Quotes
- Fixed a bug when trying to download the Quote file or access it via the URL link
Invoices
- Updated invoices with a paid stamp when marked as Paid
- When the user hovers over the “Tax” label, the tax name and percentage are displayed in the tooltip on both the Invoice and Quote detail pages
SherpaDesk Next
- Added the ability for existing customers to upgrade to the new platform
Bug Fixes and Optimization
- Fixed an issue when a KB article has been inactivated, still showing up on the portal
- Fixed the issue when the user tries to add a ToDo on the Home Page
- Fixed the issue when assigning a technician to a ToDo via a ticket
- Fixed the issue when editing a ToDo on an invoice
- Fixed the issue when System Admins are creating new users and not getting properly assigned to the organization
- Fixed the issue so that a newly added location is properly reflected in the Location field on the “Create Ticket” page
- Added the ability to edit Subject and Next Steps on the ticket detail
