Release Notes: April 6th, 2020

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

  • Added an option to Keep or Remove all Discounts when cloning an order.

  • Created the ability to Reset Credentials for QuickBooks Online & Xero. This is helpful when you are switching accounting software.

  • Added a CSV Manual File Export option for ShireBurn Accounting Software. 

General Fixes / Issues

The issues below were resolved in this release.

  • Corrected an issue where Company Flags were not displaying when clicking the create New Estimate or Order button from the Company page. 
  • Resolved an intermittent issue where users were unable to edit the body (content) of an email.
  • Corrected a customer contact search timeout error that intermittently occurs when searching by contact first name. 
  • Adjusted Clipboard Products feature so that Product Notes are always included when pasting into new estimate/orders.