Changelog

We fixed a bug where a removing a message participant may sometimes crash the Purchase Order Detail Page.

We had an issue where Pricing Group Edit Page displays the symbol "&" as "&" instead. This is now fixed.

We've had issue where setting Sales Order as Rush / Not Rush errors out. This is now fixed.

New Triggers Added

• Sales Order or Quote Marked as Rush Trigger
• Sales Order or Quote Marked as Not Rush Trigger
• Job Marked as Rush Trigger
• Job Marked as Not Rush Trigger

New Actions Added

• Mark Sales Order or Quote as Rush Action
• Mark Sales Order or Quote as Not Rush Action
• Mark Job as Rush Action
• Mark Job as Not Rush Action

We route all requests through Cloudflare to maintain reliable service. However, a recent update on their end caused errors for OPTIONS API calls, impacting only certain regions.

To resolve the issue, we switched to a different service provider and have verified that everything is now functioning properly.

We've now removed Auto Save options for Job Create Dialog. As it was in V1, you can now make all the changes you need quickly and press "Save" when you are done.

We've made a couple of small tweaks to improve user experience.

1. Drag-and-drop re-arranging of services and tasks has now been to a button. We find that everyone is accidentally dragging when they didn't intend to.
2. We've fixed a couple bugs around Task Dialog and date selection
3. We've also fixed a couple of bugs that affected how Job start and due dates were being calculated.

When you turn on Auto Invoice for the order, we will automatically show you the generated invoice so that you can update billing and tax information quickly and make any other changes that are allowed.

We've also fixed a bug that caused the page to crash if you tried to enable Auto Invoice from an Invoice Edit Dialog. The issue was that when you enable Auto Invoice, we delete and recreate the invoice, which causes the Invoice Edit Dialog to lose its reference. (In other words, we weren't cleaning up after ourselves.)

We've also removed the option to turn on Auto Invoice from anywhere other than the Sales Order Create or Sales Order Detail Page. However, if auto invoice is enabled for an invoice, you can turn it off from anywhere.

Hopefully, these tweaks will make the Auto Invoice feature more user-friendly!

We've had an issue where the Purchase Order receiving quantity is either incorrect or receives the wrong item. This issue is now fixed.

The option to delete a Purchase Order from the Purchase Order Detail Page was missing. This has now been added.

When a Quote has a last payment sent date, clicking "Convert to Sales Order" may error out. This issus has been fixed now.

When creating a customer or contact, entering invalid email will result in operation failed without specifying the reason. We've now added UI validation to indicate if entered email is invalid.

We've added two new triggers

1. Sales Order Converted to Quote
2. Quote Converted to Sales Order

We've added related order to purchase order triggers so that you can update order status based on purchase order changes.

Creating a Saved Filter with "Is Draft" = "True" is showing an empty list. This issue has been fixed now.

We've fixed a bug where Customer name containing the symbol "&" doesn't get matched correctly to the QuickBooks Online counterpart. This is now been fixed.

We've also fixed a few instances where an error is mistakenly interpreted as a session expiration causing us to discard the authentication token.

We are still working on the automatic quickbooks syncing.

We had a bug where Invoice Item Report was not displaying all the line items, due to this code incorrectly using the V1 style querying instead of V2 style querying. We've update the code to reflect this.

As a result we had to remove certain fields. Since V2, we no longer calculate discounts and taxes on a line item level. We do it on an invoice level. Therefore, the following fields are removed Invoice Item Report

• Discount
• Tax
• Tax %
• Total (which is useless without that the three fields above)

We found an issue where trying to create a Purchase Order for Simple Products fails with an error. This is now fixed.

This issue is now fixed.

In the version prior, you will be notified of all Job Status changes. Now you can filter to just the status you are interested in. This will significantly reduce "Tasks" consumed in Zapier.