Robert Lance

  • Total activity 79
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 1
  • Subscriptions 52

Activity overview

Latest activity by Robert Lance
  • Robert Lance created an article,

    Release Notes August 18, 2020 [1.165]

    Highlights New "Standing Order" Subscriptions Feature (Geotab Integration) "Standing Order" subscriptions" can now be configured by clients using Geotab integration. A standing order subscription a...

  • Robert Lance created an article,

    Release Notes July 21, 2020 [1.163]

    Highlights: Purchases - Improved Management of Tracked Items This release brings significant improvements to the management of product items for a purchase, including: Bulk upload of product items...

  • Robert Lance created an article,

    Release Notes April 14, 2020 [1.156]

    New Features and Feature Refinement:  More Text Messages Available Two new automated text messages were added: a welcome message that prompts users to create their credentials and a warning regardi...

  • Robert Lance created an article,

    Release Notes May 26, 2020[1.159]

    Highlights Override Collections Settings by Billing Period You can now override collections settings (payment method, net terms, auto collection, and auto posting of draft invoices) by billing peri...

  • Robert Lance created an article,

    Release Notes May 12, 2020 [1.158]

    Highlights Renamable Ledgers Ledger names (labels) can now be changed to correspond to the ledger names used in your accounting software. This setting can be found under Settings>Customization>Disp...

  • Robert Lance created an article,

    Release Notes April 28, 2020 [1.157]

    Highlights Additional Text Messaging Features A url shortener is now applied to links in text messages in order to save character space. Additionally, a new Subscription Expiry Warning automated te...

  • Robert Lance created an article,

    Release Notes July 07, 2020 [1.162]

    Highlights New Payment Term Option: "Specific Day of Month" Previously, setting the invoice payment due date involved specifying the number of days after posting that the invoice came due, for exam...

  • Robert Lance created an article,

    Release Notes June 23, 2020 [1.161]

    Features API - Opened up certain Catalog API calls to external developers to allow them to:  Modify pricing on catalog items using the PATCH Plan Products endpoint Push out those pricing changes ...

  • Robert Lance created an article,

    Release Notes June 09, 2020 [1.160]

    Highlights Webhooks Can Now Have Multiple Targets You can now to create multiple webhook configurations, each with a different target URL. See Webhooks Overview and Configure Webhooks for more deta...

  • Robert Lance created an article,

    Netsuite error message NetSuite API Error - Code: APP_ERROR

      Issue If you receive this error message: Netsuite error: "Error: NetSuite API Error - Code: APP_ERROR; Message Error, no tax code with name Staxbill Tax could be found."   Solution This error res...