We've begun rolling out version 3.5 to our BETA Testers. This will be a staggered release and should reach all systems within the next two weeks.


Things We've Made

  • Added additional Link Fields to allow users to include links to additional media, which can then be utilised on company websites - Read More.
  • Added the ability to group transactions when creating ABA files.
  • Prepared the system for future functionality to send an email with a calendar invite to a contact when an appointment is created.

Things We've Improved

  • Added 'Issued By' to Trust Receipts.
  • Fixed a few typos in warning messages.
  • Improvements to the information that we send to CampaignTrack.

Things We've Fixed

  • Filters are now functioning correctly when using the Portal Bulk Uploader.
  • Fixed an issue where the Commission Description would not carry through to the Commission Invoice.
  • Fixed an issue where reversed transactions would show in the 'Paid to' section of account summaries.
  • Fixed an issue where Commissions Statement would show a label for Inc. GST, but the number was Ex. GST.