Release Notes: September 28th, 2019

An update was released to all systems. Following are release notes related to new features, changes made to existing features and functionality, and fixes for previously reported issues. If you have questions, please contact our support department for assistance through our support site here or by emailing

Enhancements / Refinements

  • Adjusted the user permission that controls locking down the ability to edit orders to not affect editing estimates. This permission can be changed in the Management Module > Users > Specific User > Access Rights > Order/Estimate Permissions > Disable Edit Order. 

  • Modified the Sales by Income Account Drilldown report to use the the currency specified in the Management Module > Global Settings > Localization page.

  • Removed inactive tax groups from displaying on QuickPrice checkout page.

  • Adjusted the Payment sorting so payments are filtering and displaying as expected. Found on the Sales Module > Customers > Payments page
  • Removed the ability for Walk-In Customers to access the Customer Portal.
  • Corrected the Order/Estimate Search sorting so orders and estimates are filtering and displaying as expected .  Found on the Sales Module > Order Search or Estimate Search page.  

General Fixes / Issues

The issues below were resolved in this release.

  • Fixed an issue where some Customer Portal Payments attempts displayed a message stating "Error in retrieving GetOrderPayment Result" even though the payment posted successfully.
  • Resolved an issue where customers were not able to reorder through the customer portal. 
  • Fixed an error that would occur when creating orders for Walk-In Customers while using the TaxJar integration. 
  • Resolved an issue where the Enter Payment button was not clickable after correcting any mistyped information that prevented the payment on the first attempt.