Release Notes: November 7th, 2022

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 / New Features

  • Customer Email Groups - A new feature that allows you to group contacts together for the purposes of sending to multiple contacts at once.
    • Under Contacts tab of any Customer record, you can create a group by selecting the Customer Email Groups option: Image
    • After creating the group (Image), you can manually enter the group by beginning to type in its name when sending an order or estimate email: Image
  • Added a CC field to the Customer and User Login communications. 
    • Global CC and BCC automations purposefully ignore these fields.
  • Improved readability of the Reconciliation Reports.
  • Added code to differentiate between user and customer-initiated transactions for the purposes of 3ds payment integration.

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

  • Fixed a display issue that was causing duplicate payments to show on payment search.
  • Fixed an issue that was causing the income account override flag to not always display when expected.
  • Fixed an issue that would rarely cause unexpected behavior when editing payments.
  • Improved proof optimization code for image files.
  • Increased character length for Avalara Tax Codes.