Release Notes: November 8th, 2021

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

  • QuickBooks Online Detail Sync: Added a checkbox option to send ALL refunds to Undeposited Funds.

    Users should keep the following in mind:
    • This feature is defaulted to OFF and will not affect or change anything in your system unless you enable it.
    • When OFF, only Credit Card refunds go to Undeposited Funds, all other refunds will go to the "Default Bank Account".
    • When ON, ALL refunds regardless of type will go to Undeposited Funds. This can be helpful when managing multiple operating accounts or if you want more control over your refund transactions in QuickBooks.

General Fixes / Issues.
The issues below were resolved in this release.   

  • Bulk Statement Report: Fixed an issue with the Bulk Statement Report when using the Large Logo the report would not load as expected.
  • Free-Form Addresses: Corrected an issue where the State field was incorrectly being required in some places. 
  • Individual Statements: Fixed a spacing issue on the location of the billing address with Individual Statements when using the Large Logo.
  • Zapier Integrations: Updated the integration to import Customers as ACTIVE LEADS.  Previously they were being imported as ACTIVE CLIENTS.