by Brad Vossler | Oct 26, 2023 | Release Notes
Version 4.18 Release Date: 2023-11-18 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Workflow Added concept of ‘Named Records’ where you can add records to a named list...
by Brad Vossler | Oct 24, 2023 | Development, Integration
QuickBooks Online Search Bookmark This article explains how to make a QuickBooks Online Search Bookmark on your browser toolbar. The basic scenario for this article is that you are viewing a Bill in QBO and want to see the invoice image and all the workflow that went...
by Brad Vossler | Oct 16, 2023 | Administration, Installation, Security
Named Records in Workflow Our new “Named Records in Workflow” feature allows you access and update Records in workflow by simply referencing the Records by name. Streamline and simplify your workflows by leveraging an easy-to-follow naming system. This...
by Brad Vossler | Sep 28, 2023 | Release Notes
Version 4.17 Release Date: 2023-10-14 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Search Added “Quick Edit” option to allow editing of header data in formatted...
by Brad Vossler | Aug 28, 2023 | Release Notes
Version 4.16 Release Date: 2023-09-09 Possible Breaking Change Impact Probability Level: Low Performing an OR search in the UI has been changed slightly in this release. Previously, you would enter “A or B” and the system would search where the...
