2025-10-27 - 2025-11-03
Overview
86 Unresolved Conversations
Open
#70
Auto-Pay with Billing Agreements
Open
#8
Add ability for other recipients in same customer account to be able to see who else received the same email?
Open
#7
Help floating icon gets in the way on some screens
Open
#6
No feedback given when changed password is too weak.
Open
#5
Allow adding metadata key/value pairs with Stripe payments
Open
#4
Add ability to email payment receipt from portal for payments added inside QuickBooks
Open
#2
Customer path display name with quotation mark in name fields not being properly escaped
Open
#1
Modify New Invoice Send automation to have additional rules
Open
#28
Create option to disable invoice discounts and references in the user interface for discounts.
Open
#27
Add detailed (better) QuickBooks Online webhook logging
Open
#26
Add support for transaction fees to All platforms (QuickBooks Online and Desktop Edition)
Open
#25
QuickBooks Online payment recording can fail when account mixed with parents and subs
Open
#24
Add invoice date to payment record detail lines
Open
#22
Allow customers to setup check draft (bank info) in advance
Open
#21
Make alternate login methods not display by default
Open
#20
Payment receipt email not received by staff users
Open
#19
Add ability to automate an account "clean-up" routine
Open
#18
Customer unable to scroll multiple account dropdown when there are many linked to account.
Open
#17
Add BTC Payment Method
Open
#16
Create new "customization" permission
Open
#15
Allow 3 decimal places for percentage based transaction fees on payment gateways
Open
#14
Add Support For OneDrive
Open
#13
Improve New User Invite UI Experience
Open
#12
No way to remove a custom header image
Open
#11
New Invoice email copy not received by staff users
Open
#10
Add email templates for OTP email.
Open
#9
Duplicate sending of new invoice automation
Open
#3
Implement Customer Notes Feature
Open
#54
Ability to set new invoices as "pending"
Open
#50
Portal company name as email template placeholder
Open
#49
Add ability to view/edit customer's tax ID in portal.
Open
#48
Tag-based automation schedules
Open
#47
Allow printing multiple check draft pages when using single check form
Open
#46
Ability to send SMS notifications (in addition to emails)
Open
#45
Custom (dynamic) css for hamburger menu is always white
Open
#44
Internal RedisConfig framework needs to have a fallback
Open
#43
Ability to send invite emails to all users on a customer account
Open
#42
Retool the Stripe payment screens to utilize the stripe.js library
Open
#41
New Report: list of customers who have not responded to dunning message(s)
Open
#40
Omit certain days (holidays) for automations
Open
#39
Country field validation issue when filled by auto-fill plugins
Open
#38
Permissions error when customer tries to update company profile
Open
#37
Billing automation cron schedule does not provide proper validation
Open
#36
Create Invoice page needs better parsing of items/services
Open
#34
Modified invoice is not purging PDF cache after sync
Open
#33
Google Drive authentication error when trying to retrieve stored file
Open
#32
Add ability to see unapplied payment balances when making payments
Open
#31
Customer list bottom margin css issue
Open
#79
Sort by Customer Access
Open
#78
PDF cache builder function causing rate limits to kick in from Intuit
Open
#76
Allow custom fields to display in transaction grids
Open
#72
Enhanced max spend rules to not allow multiple charges within specific period
Open
#69
Ability to set a default payment method per customer user
Open
#68
Add ability to add credit memos as attachments to email templates
Open
#66
Ability to print transactions/account summary
Open
#65
Link invite and password rest emails (log) to customer records
Open
#64
Option to not send paid invoices with certain billing automations
Open
#63
bug in UI for manual payment...
Open
#62
Portal reward program for portal customers
Open
#61
Add better API validation and user feedback on password resets
Open
#60
Support for refund receipts
Open
#59
Alert users when QB Online authorization invalid or disconnected
Open
#58
My statements are only showing due for the past year - how can I change this to reflect all past due?
Open
#57
Add ability to pay more than total amount due on an account
Open
#56
Custom footer html not displaying
Open
#55
Verification email needs more information/explanation
Open
#52
Add warning to online check screen re: account type
Open
#51
Ability for customers to apply credits to invoices in portal
Open
#151
Helpdesk/Chat Integrations
Open
#142
Show credit line items in QB Online portals
Open
#140
Ability to auto-apply a discount when someone pays
Open
#136
Customer Self Registration Feature
Open
#132
Google Drive Folders Set/Override folder name
Open
#124
Change aspect ratio of login logo.
Open
#110
Ability to send all unsent invoices to customers without turning on billing automation
Open
#109
Adding Payments without applying to invoice
Open
#107
pending_transactions.html needs rewrite.
Open
#98
Add basic project visibility in Customer Portal
Open
#93
Add support for title and suffix of customer name
Open
#92
Recent transaction query needs to take advantage of pre-aggregated data
Open
#88
Add ability to hide voided invoices from customer portal views
Open
#87
Estimates/Quotes
Open
#86
SAML Single Sign On for GoToMyAccounts
Open
#85
Can't deactivate inactive QBO customer who were previously active
Open
#83
Invited users list with status
Open
#150
Add Slack Integration