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 support@corebridge.net.

Enhancements / Refinements

    Accounting Module

• Enhanced the hover help text and some of the account names for more clarity when syncing with one of the summary syncs.
  Located in the Accounting Module > Accounting Home > Account Setup
• Adjusted the popup messages for Begin Sync button when their connection token has expired for more clarity and instructions on how to resolve the issue.
  Located in the Accounting Module > Accounting Home > Sync > Begin Sync
• QuickBooks Detail Sync: Adjusted the popup messages for the Refresh buttons if the connection is not set up properly for more clarity and instructions on how to resolve the issue.
  Located in the Accounting Module > Accounting Home > Account Setup > Refresh
• QuickBooks Online Summary Sync: Refined the hover help text for the Undeposited Funds button.
  Located in the Accounting Module > Accounting Home > Account Setup > Accounting Software Accounts > Undeposited Funds
  
  

    Reports Module

• Customer Payments Report: Added ability to filter by Salesperson and Entered By.  
  Located in the Reporting Module > Customers / Receivables > Customer Payments