2024-11-03 - 2025-11-03
Overview
93 Issues closed from 1 user
Closed
#179 Revised Invoice popup - add payment data and payment button
Closed
#178 Make payment popup look better
Closed
#177 Customer Popup Card should be able to open multiple
Closed
#176 Implement New Tree for customers
Closed
#175 Implement PayPal Express Checkout
Closed
#174 Improve statements
Closed
#173 Enhanced Permissions for customer sub-users
Closed
#172 Add storing credit cards on Stripe and Auth.net
Closed
#171 Sales Receipt buttons missing
Closed
#170 Better payment receipts
Closed
#169 (Sync) QB Connection status polling needs to be paused when other data queries are running
Closed
#168 QB Online Registration needs choice for enabling payments
Closed
#167 Add EFT support for Stripe, QB Payments, and Auth.net
Closed
#166 Transaction fee or convenience fee on payments
Closed
#165 eCheck payment not always reporting if bank/routing not verified
Closed
#164 Check Printing Confirmation does not display with IE
Closed
#163 Too many redirects when user goes over license limit.
Closed
#162 PayPal Express not allowing to approve payment
Closed
#161 Allow user to specify a different auto-sync interval
Closed
#160 Make QB Online Sync work unattanded
Closed
#159 Don't allow duplicate check numbers (check drafts)
Closed
#158 Need payment gateway log
Closed
#157 Sync App Needs scheduler mode
Closed
#156 Remove Sync History on QBO portals
Closed
#155 Need billpay token length longer
Closed
#154 [GTMAWEB-9] New Invoice Queue/Send System
Closed
#153 [GTMAWEB-13] Local server time is sometimes wrong after reboots
Closed
#152 [GTMAWEB-16] Add FullContact Integration
Closed
#149 [GTMAWEB-19] QB Payments displays Invalid Amount Error
Closed
#148 [GTMAWEB-20] Change billpay link system to use gatekeeper
Closed
#147 [GTMAWEB-21] Show invoice memo field when rendering invoice lists
Closed
#146 [GTMAWEB-22] Project/Memo column does not populate on some lists
Closed
#145 [GTMAWEB-23] Payment receipt email may not be valid when user has switched accounts
Closed
#144 [GTMAWEB-25] Can't set sub as project when it is disabled
Closed
#143 [GTMAWEB-26] Project invoices are showing on Dash where customer is not enabled
Closed
#141 [GTMAWEB-30] Transaction API to replace code that renders lists of transactions/statements
Closed
#139 [GTMAWEB-32] Manage Bank Accounts
Closed
#138 [GTMAWEB-33] Set login page header elements
Closed
#137 [GTMAWEB-34] Region Settings > Timezone reverts after saving...
Closed
#135 [GTMAWEB-38] Change automation scripts to use new Account Summary API
Closed
#133 [GTMAWEB-40] Email placement not completed
Closed
#131 [GTMAWEB-42] (deleted) at the end of project invoice
Closed
#130 [GTMAWEB-43] Does home_timezone setting serve any purpose?
Closed
#129 [GTMAWEB-46] Default Password Reset template needs to be created on account creation
Closed
#128 [GTMAWEB-47] External password reset still seems broken.
Closed
#127 [GTMAWEB-48] Company update page raises error
Closed
#126 [GTMAWEB-49] Add automated js bundle versioning to gulp process
Closed
#125 [GTMAWEB-50] No default sender email/name and pw reset template set on new accounts
Closed
#123 [GTMAWEB-53] Do not link (by default) staff users to QB employee records
Closed
#122 [GTMAWEB-55] Check AntiXss on GTMAWeb. Seems to be too aggressive
Closed
#121 [GTMAWEB-56] Billing Automation "Pause" button
Closed
#120 [GTMAWEB-59] Default Send Invoice by Email should work also when just enabling a customer
Closed
#119 [GTMAWEB-60] New invoice template merge field not merging when auto-sending, find when manual send
Closed
#118 [GTMAWEB-61] Sometimes login will redirect back to login page after successful logins
Closed
#117 [GTMAWEB-63] Billpay links are not showing expired verbiage. Just redirecting to session timeout (404)
Closed
#116 [GTMAWEB-64] Max spend on credit card payments (enhanced)
Closed
#115 [GTMAWEB-66] Registration seems to be allowing duplicate host/URL - pls check
Closed
#114 [GTMAWEB-69] feature request: 2 factor auth option...
Closed
#113 [GTMAWEB-71] Remove the "make payment" button on the customer portal
Closed
#112 [GTMAWEB-72] Customer payment receipt email not logging.
Closed
#111 [GTMAWEB-73] Email queue retry never ends on send error
Closed
#108 [GTMAWEB-79] Plan page show incorrect GTMA subscription total (includes all items)
Closed
#106 [GTMAWEB-81] Sorting in invoice history is messed up when showing livestamps
Closed
#105 [GTMAWEB-82] QBO Invoice payment fails when parent/child customer on different invoices
Closed
#104 [GTMAWEB-83] Date formatting of transactions can sometimes cause a date to display as previous date
Closed
#103 [GTMAWEB-84] Staff not receiving payment notifications when using QB Online Integration
Closed
#102 [GTMAWEB-85] Email failures with Past Due email script
Closed
#101 [GTMAWEB-86] QBO Refresh tokens are not happening
Closed
#100 [GTMAWEB-89] Send invoice from Open Invoices screen
Closed
#99 [GTMAWEB-90] Better handle existing (duplicate) customer email addresses
Closed
#97 [GTMAWEB-93] Do not send unsent invoices when older than x days (default 30)
Closed
#96 [GTMAWEB-94] Default bank account not selected on QB Payments ACH screen
Closed
#95 [GTMAWEB-95] Change customer portal account schema to no longer be based on specific QBO/QBD customer
Closed
#94 [GTMAWEB-96] Sales Receipts support added back on QB Online
Closed
#91 [GTMAWEB-101] Ability to add custom header links in customer portal
Closed
#90 [GTMAWEB-102] Transaction dates sometimes show wrong date due to UTC time and local timezone difference
Closed
#89 Attach all open invoices to automated invoice emails
Closed
#84 [GTMAWEB-110] PayPal payments not getting email receipt
Closed
#82 [GTMAWEB-112] Longer Password Reset TTL depending on requester
Closed
#81 [GTMAWEB-113] Enhanced GateKeeper for more seamless auto-logins
Closed
#80 [GTMAWEB-114] Add customer name header to billing notification emails
Closed
#77 [GTMAWEB-117] Customers unable to search on project/description column
Closed
#75 [GTMAWEB-119] QB Online invoice attachments - restore feature
Closed
#74 [GTMAWEB-120] PayPal IPNs are failing
Closed
#73 [GTMAWEB-121] Allow filtering invoice attachment options on send email
Closed
#71 [GTMAWEB-123] Customers with past due notifications disabled still received the notification
Closed
#701 [GTMAWEB-124] Customer meta data not rendering in customer portal.
Closed
#67 [GTMAWEB-128] QuickBooks Payments transaction fee not calculating correctly
Closed
#53 Send Now context menu broken on invoices page
Closed
#35 Dropbox http 409 (conflict) error
Closed
#30 GTMA Mail Sender Package not setting from name in outgoing emails
Closed
#29 QuickBooks API Token refresh process failing periodically
Closed
#23 Customer payment receipt email formatting issues in Outllok email client
179 Issues created by 1 user
Opened
#2 Customer path display name with quotation mark in name fields not being properly escaped
Opened
#1 Modify New Invoice Send automation to have additional rules
Opened
#8 Add ability for other recipients in same customer account to be able to see who else received the same email?
Opened
#7 Help floating icon gets in the way on some screens
Opened
#6 No feedback given when changed password is too weak.
Opened
#5 Allow adding metadata key/value pairs with Stripe payments
Opened
#4 Add ability to email payment receipt from portal for payments added inside QuickBooks
Opened
#3 Implement Customer Notes Feature
Opened
#9 Duplicate sending of new invoice automation
Opened
#14 Add Support For OneDrive
Opened
#13 Improve New User Invite UI Experience
Opened
#12 No way to remove a custom header image
Opened
#11 New Invoice email copy not received by staff users
Opened
#10 Add email templates for OTP email.
Opened
#19 Add ability to automate an account "clean-up" routine
Opened
#18 Customer unable to scroll multiple account dropdown when there are many linked to account.
Opened
#17 Add BTC Payment Method
Opened
#16 Create new "customization" permission
Opened
#15 Allow 3 decimal places for percentage based transaction fees on payment gateways
Opened
#23 Customer payment receipt email formatting issues in Outllok email client
Opened
#22 Allow customers to setup check draft (bank info) in advance
Opened
#21 Make alternate login methods not display by default
Opened
#20 Payment receipt email not received by staff users
Opened
#26 Add support for transaction fees to All platforms (QuickBooks Online and Desktop Edition)
Opened
#25 QuickBooks Online payment recording can fail when account mixed with parents and subs
Opened
#24 Add invoice date to payment record detail lines
Opened
#27 Add detailed (better) QuickBooks Online webhook logging
Opened
#28 Create option to disable invoice discounts and references in the user interface for discounts.
Opened
#29 QuickBooks API Token refresh process failing periodically
Opened
#31 Customer list bottom margin css issue
Opened
#30 GTMA Mail Sender Package not setting from name in outgoing emails
Opened
#35 Dropbox http 409 (conflict) error
Opened
#34 Modified invoice is not purging PDF cache after sync
Opened
#33 Google Drive authentication error when trying to retrieve stored file
Opened
#32 Add ability to see unapplied payment balances when making payments
Opened
#39 Country field validation issue when filled by auto-fill plugins
Opened
#38 Permissions error when customer tries to update company profile
Opened
#37 Billing automation cron schedule does not provide proper validation
Opened
#36 Create Invoice page needs better parsing of items/services
Opened
#41 New Report: list of customers who have not responded to dunning message(s)
Opened
#40 Omit certain days (holidays) for automations
Opened
#42 Retool the Stripe payment screens to utilize the stripe.js library
Opened
#46 Ability to send SMS notifications (in addition to emails)
Opened
#45 Custom (dynamic) css for hamburger menu is always white
Opened
#44 Internal RedisConfig framework needs to have a fallback
Opened
#43 Ability to send invite emails to all users on a customer account
Opened
#50 Portal company name as email template placeholder
Opened
#49 Add ability to view/edit customer's tax ID in portal.
Opened
#48 Tag-based automation schedules
Opened
#47 Allow printing multiple check draft pages when using single check form
Opened
#54 Ability to set new invoices as "pending"
Opened
#53 Send Now context menu broken on invoices page
Opened
#52 Add warning to online check screen re: account type
Opened
#51 Ability for customers to apply credits to invoices in portal
Opened
#57 Add ability to pay more than total amount due on an account
Opened
#56 Custom footer html not displaying
Opened
#55 Verification email needs more information/explanation
Opened
#61 Add better API validation and user feedback on password resets
Opened
#60 Support for refund receipts
Opened
#59 Alert users when QB Online authorization invalid or disconnected
Opened
#58 My statements are only showing due for the past year - how can I change this to reflect all past due?
Opened
#65 Link invite and password rest emails (log) to customer records
Opened
#64 Option to not send paid invoices with certain billing automations
Opened
#63 bug in UI for manual payment...
Opened
#62 Portal reward program for portal customers
Opened
#701 [GTMAWEB-124] Customer meta data not rendering in customer portal.
Opened
#69 Ability to set a default payment method per customer user
Opened
#68 Add ability to add credit memos as attachments to email templates
Opened
#67 [GTMAWEB-128] QuickBooks Payments transaction fee not calculating correctly
Opened
#66 Ability to print transactions/account summary
Opened
#73 [GTMAWEB-121] Allow filtering invoice attachment options on send email
Opened
#72 Enhanced max spend rules to not allow multiple charges within specific period
Opened
#71 [GTMAWEB-123] Customers with past due notifications disabled still received the notification
Opened
#75 [GTMAWEB-119] QB Online invoice attachments - restore feature
Opened
#74 [GTMAWEB-120] PayPal IPNs are failing
Opened
#77 [GTMAWEB-117] Customers unable to search on project/description column
Opened
#76 Allow custom fields to display in transaction grids
Opened
#81 [GTMAWEB-113] Enhanced GateKeeper for more seamless auto-logins
Opened
#80 [GTMAWEB-114] Add customer name header to billing notification emails
Opened
#79 Sort by Customer Access
Opened
#78 PDF cache builder function causing rate limits to kick in from Intuit
Opened
#84 [GTMAWEB-110] PayPal payments not getting email receipt
Opened
#83 Invited users list with status
Opened
#82 [GTMAWEB-112] Longer Password Reset TTL depending on requester
Opened
#88 Add ability to hide voided invoices from customer portal views
Opened
#87 Estimates/Quotes
Opened
#86 SAML Single Sign On for GoToMyAccounts
Opened
#85 Can't deactivate inactive QBO customer who were previously active
Opened
#90 [GTMAWEB-102] Transaction dates sometimes show wrong date due to UTC time and local timezone difference
Opened
#89 Attach all open invoices to automated invoice emails
Opened
#91 [GTMAWEB-101] Ability to add custom header links in customer portal
Opened
#95 [GTMAWEB-95] Change customer portal account schema to no longer be based on specific QBO/QBD customer
Opened
#94 [GTMAWEB-96] Sales Receipts support added back on QB Online
Opened
#93 Add support for title and suffix of customer name
Opened
#92 Recent transaction query needs to take advantage of pre-aggregated data
Opened
#97 [GTMAWEB-93] Do not send unsent invoices when older than x days (default 30)
Opened
#96 [GTMAWEB-94] Default bank account not selected on QB Payments ACH screen
Opened
#100 [GTMAWEB-89] Send invoice from Open Invoices screen
Opened
#99 [GTMAWEB-90] Better handle existing (duplicate) customer email addresses
Opened
#98 Add basic project visibility in Customer Portal
Opened
#102 [GTMAWEB-85] Email failures with Past Due email script
Opened
#101 [GTMAWEB-86] QBO Refresh tokens are not happening
Opened
#103 [GTMAWEB-84] Staff not receiving payment notifications when using QB Online Integration
Opened
#106 [GTMAWEB-81] Sorting in invoice history is messed up when showing livestamps
Opened
#105 [GTMAWEB-82] QBO Invoice payment fails when parent/child customer on different invoices
Opened
#104 [GTMAWEB-83] Date formatting of transactions can sometimes cause a date to display as previous date
Opened
#109 Adding Payments without applying to invoice
Opened
#108 [GTMAWEB-79] Plan page show incorrect GTMA subscription total (includes all items)
Opened
#107 pending_transactions.html needs rewrite.
Opened
#112 [GTMAWEB-72] Customer payment receipt email not logging.
Opened
#111 [GTMAWEB-73] Email queue retry never ends on send error
Opened
#110 Ability to send all unsent invoices to customers without turning on billing automation
Opened
#115 [GTMAWEB-66] Registration seems to be allowing duplicate host/URL - pls check
Opened
#114 [GTMAWEB-69] feature request: 2 factor auth option...
Opened
#113 [GTMAWEB-71] Remove the "make payment" button on the customer portal
Opened
#118 [GTMAWEB-61] Sometimes login will redirect back to login page after successful logins
Opened
#117 [GTMAWEB-63] Billpay links are not showing expired verbiage. Just redirecting to session timeout (404)
Opened
#116 [GTMAWEB-64] Max spend on credit card payments (enhanced)
Opened
#120 [GTMAWEB-59] Default Send Invoice by Email should work also when just enabling a customer
Opened
#119 [GTMAWEB-60] New invoice template merge field not merging when auto-sending, find when manual send
Opened
#123 [GTMAWEB-53] Do not link (by default) staff users to QB employee records
Opened
#122 [GTMAWEB-55] Check AntiXss on GTMAWeb. Seems to be too aggressive
Opened
#121 [GTMAWEB-56] Billing Automation "Pause" button
Opened
#126 [GTMAWEB-49] Add automated js bundle versioning to gulp process
Opened
#125 [GTMAWEB-50] No default sender email/name and pw reset template set on new accounts
Opened
#124 Change aspect ratio of login logo.
Opened
#127 [GTMAWEB-48] Company update page raises error
Opened
#130 [GTMAWEB-43] Does home_timezone setting serve any purpose?
Opened
#129 [GTMAWEB-46] Default Password Reset template needs to be created on account creation
Opened
#128 [GTMAWEB-47] External password reset still seems broken.
Opened
#132 Google Drive Folders Set/Override folder name
Opened
#131 [GTMAWEB-42] (deleted) at the end of project invoice
Opened
#70 Auto-Pay with Billing Agreements
Opened
#136 Customer Self Registration Feature
Opened
#135 [GTMAWEB-38] Change automation scripts to use new Account Summary API
Opened
#133 [GTMAWEB-40] Email placement not completed
Opened
#139 [GTMAWEB-32] Manage Bank Accounts
Opened
#138 [GTMAWEB-33] Set login page header elements
Opened
#137 [GTMAWEB-34] Region Settings > Timezone reverts after saving...
Opened
#143 [GTMAWEB-26] Project invoices are showing on Dash where customer is not enabled
Opened
#142 Show credit line items in QB Online portals
Opened
#141 [GTMAWEB-30] Transaction API to replace code that renders lists of transactions/statements
Opened
#140 Ability to auto-apply a discount when someone pays
Opened
#146 [GTMAWEB-22] Project/Memo column does not populate on some lists
Opened
#145 [GTMAWEB-23] Payment receipt email may not be valid when user has switched accounts
Opened
#144 [GTMAWEB-25] Can't set sub as project when it is disabled
Opened
#148 [GTMAWEB-20] Change billpay link system to use gatekeeper
Opened
#147 [GTMAWEB-21] Show invoice memo field when rendering invoice lists
Opened
#151 Helpdesk/Chat Integrations
Opened
#150 Add Slack Integration
Opened
#149 [GTMAWEB-19] QB Payments displays Invalid Amount Error
Opened
#152 [GTMAWEB-16] Add FullContact Integration
Opened
#155 Need billpay token length longer
Opened
#154 [GTMAWEB-9] New Invoice Queue/Send System
Opened
#153 [GTMAWEB-13] Local server time is sometimes wrong after reboots
Opened
#158 Need payment gateway log
Opened
#157 Sync App Needs scheduler mode
Opened
#156 Remove Sync History on QBO portals
Opened
#160 Make QB Online Sync work unattanded
Opened
#159 Don't allow duplicate check numbers (check drafts)
Opened
#162 PayPal Express not allowing to approve payment
Opened
#161 Allow user to specify a different auto-sync interval
Opened
#163 Too many redirects when user goes over license limit.
Opened
#165 eCheck payment not always reporting if bank/routing not verified
Opened
#164 Check Printing Confirmation does not display with IE
Opened
#168 QB Online Registration needs choice for enabling payments
Opened
#167 Add EFT support for Stripe, QB Payments, and Auth.net
Opened
#166 Transaction fee or convenience fee on payments
Opened
#170 Better payment receipts
Opened
#169 (Sync) QB Connection status polling needs to be paused when other data queries are running
Opened
#173 Enhanced Permissions for customer sub-users
Opened
#172 Add storing credit cards on Stripe and Auth.net
Opened
#171 Sales Receipt buttons missing
Opened
#174 Improve statements
Opened
#175 Implement PayPal Express Checkout
Opened
#178 Make payment popup look better
Opened
#177 Customer Popup Card should be able to open multiple
Opened
#176 Implement New Tree for customers
Opened
#179 Revised Invoice popup - add payment data and payment button