In this release, a lot of background work was completed to get ready for some upcoming feature releases. While we put some finishing touches on those features, here are some enhancements included in this August 27, 2024 release.

Enhancements

Control the type of Statements available on the Customer Portal

You can now select what type of statement is available on the customer portal. In the Portal settings under Statements, you can choose the statement type a customer can view.

Name and description of Plan Families

You can now add a name and description to plan family relationships. 

GL Codes are now included on deferred and Earned CSV files

QuickBooks Online Search

You can now search for QuickBook Online entities. This is helpful when you have over 500 entities and drop-down menus may not show items above 500. 

Bugs

• Bug 59665: HubSpot - Search failed to find users with special characters.
• Bug 59775: Fixed the connect customer to QBO online error.
• Bug 59627: SSP Responsiveness - Buy More button improvements.