Apr 23, 2024

• Feature: A new trigger - New Purchase Order
• Status: Implemented
• Details: The New Purchase Order trigger can be set up for all purchase orders or when they enter a specific status for the first time.

Apr 24, 2024

• Feature: A new trigger - Create Project
• Status: Implemented
• Details: The Create Project action can create a project for a specific organization and contact.

Apr 25, 2024

• Feature: New “Discount Amount” support for Create Sales Invoice
• Status: Implemented
• Details: The action Create Sales Invoice now supports a “Discount Amount” input field (in addition to the previously existing “Discount %” field)

Apr 26, 2024

• Feature: New input fields for Create Sales Invoice
• Status: Implemented
• Details: The action Create Sales Invoice now has additional Contact input fields:
  • Contact Address fields
  • Contact Phone fields
  • Contact Bank Account
  • Contact Tax Number
  • Contact Number fields (not only Contact Name and Contact Email Address)

Apr 30, 2024

• Feature: New access to the invoice URL for Create Sales Invoice
• Status: Implemented
• Details: The action Create Sales Invoice now includes the invoice’s URL (for invoices that are not in a “draft” status)

May 1, 2024

• Issue: Not all “Bank Accounts” are showing for the action Create Bank Transaction
• Status: Resolved
• Details: For the action Create Bank Transaction, the input field “Bank Account” now lists all bank accounts (not only those that have a “Code” assigned to them)

May 2, 2024

• Feature: A new trigger - New or Updated Contact
• Status: Implemented
• Details: New or Updated Contact triggers when a contact is created or updated

May 8, 2024

• Feature: A new action - Allocate Credit Note to Invoice
• Status: Implemented
• Details: The Allocate Credit Note to Invoice action can only be used with credit notes with a status of 'AUTHORISED' (Approved)

May 15, 2024

• Feature: A new action - Update Sales Invoice
• Status: Implemented
• Details: The Update Sales Invoice action can be used to update existing sales invoices, but adding line items should use the Add Items to Existing Sales Invoice action instead

May 20, 2024

• Feature: New input fields for Create/Update Contact
• Status: Implemented
• Details: The action Create/Update Contact now supports additional input fields:
  • “Contact Number”
  • “Company Number”
  • “Payment Terms” (including day of the month and type of terms)
  • “Secondary Person” fields

May 21, 2024

• Feature: A new search - Find Item (and Find or Create Item) 
• Status: Implemented
• Details: The Find Item search can use an item’s name or code (and optionally create an item if one is not found)

May 24, 2024

• Issue: Due dates are not being set properly for the Create Sales Invoice action
• Status: Resolved
• Details: For the integration, a fix was made for the Create Sales Invoice action so that due dates are properly set and not incorrectly adjusted due to time zones