Portal_Web_App

Modified invoice is not purging PDF cache after sync

#34 opened 2025-02-13 08:20:13 +00:00 by gtmadev

[GTMAWEB-9] New Invoice Queue/Send System

#154 by gtmadev was closed 2025-02-13 08:20:57 +00:00

[GTMAWEB-13] Local server time is sometimes wrong after reboots

#153 by gtmadev was closed 2025-02-13 08:20:57 +00:00

[GTMAWEB-16] Add FullContact Integration

#152 by gtmadev was closed 2025-02-13 08:20:56 +00:00

[GTMAWEB-20] Change billpay link system to use gatekeeper

#148 by gtmadev was closed 2025-02-13 08:20:54 +00:00

[GTMAWEB-21] Show invoice memo field when rendering invoice lists

#147 by gtmadev was closed 2025-02-13 08:20:54 +00:00

[GTMAWEB-22] Project/Memo column does not populate on some lists

#146 by gtmadev was closed 2025-02-13 08:20:54 +00:00

[GTMAWEB-23] Payment receipt email may not be valid when user has switched accounts

#145 by gtmadev was closed 2025-02-13 08:20:53 +00:00

[GTMAWEB-25] Can't set sub as project when it is disabled

#144 by gtmadev was closed 2025-02-13 08:20:53 +00:00

[GTMAWEB-26] Project invoices are showing on Dash where customer is not enabled

#143 by gtmadev was closed 2025-02-13 08:20:52 +00:00

[GTMAWEB-30] Transaction API to replace code that renders lists of transactions/statements

#141 by gtmadev was closed 2025-02-13 08:20:52 +00:00

[GTMAWEB-32] Manage Bank Accounts

#139 by gtmadev was closed 2025-02-13 08:20:51 +00:00

[GTMAWEB-33] Set login page header elements

#138 by gtmadev was closed 2025-02-13 08:20:50 +00:00

[GTMAWEB-34] Region Settings > Timezone reverts after saving...

#137 by gtmadev was closed 2025-02-13 08:20:50 +00:00

[GTMAWEB-40] Email placement not completed

#133 by gtmadev was closed 2025-02-13 08:20:49 +00:00

[GTMAWEB-38] Change automation scripts to use new Account Summary API

#135 by gtmadev was closed 2025-02-13 08:20:49 +00:00

[GTMAWEB-42] (deleted) at the end of project invoice

#131 by gtmadev was closed 2025-02-13 08:20:48 +00:00

[GTMAWEB-43] Does home_timezone setting serve any purpose?

#130 by gtmadev was closed 2025-02-13 08:20:48 +00:00

[GTMAWEB-46] Default Password Reset template needs to be created on account creation

#129 by gtmadev was closed 2025-02-13 08:20:47 +00:00

[GTMAWEB-47] External password reset still seems broken.

#128 by gtmadev was closed 2025-02-13 08:20:47 +00:00

[GTMAWEB-48] Company update page raises error

#127 by gtmadev was closed 2025-02-13 08:20:46 +00:00

[GTMAWEB-49] Add automated js bundle versioning to gulp process

#126 by gtmadev was closed 2025-02-13 08:20:45 +00:00

[GTMAWEB-50] No default sender email/name and pw reset template set on new accounts

#125 by gtmadev was closed 2025-02-13 08:20:45 +00:00

[GTMAWEB-53] Do not link (by default) staff users to QB employee records

#123 by gtmadev was closed 2025-02-13 08:20:44 +00:00

[GTMAWEB-55] Check AntiXss on GTMAWeb. Seems to be too aggressive

#122 by gtmadev was closed 2025-02-13 08:20:44 +00:00

[GTMAWEB-56] Billing Automation "Pause" button

#121 by gtmadev was closed 2025-02-13 08:20:44 +00:00

[GTMAWEB-59] Default Send Invoice by Email should work also when just enabling a customer

#120 by gtmadev was closed 2025-02-13 08:20:43 +00:00

[GTMAWEB-60] New invoice template merge field not merging when auto-sending, find when manual send

#119 by gtmadev was closed 2025-02-13 08:20:43 +00:00

[GTMAWEB-63] Billpay links are not showing expired verbiage. Just redirecting to session timeout (404)

#117 by gtmadev was closed 2025-02-13 08:20:42 +00:00

[GTMAWEB-64] Max spend on credit card payments (enhanced)

#116 by gtmadev was closed 2025-02-13 08:20:42 +00:00

[GTMAWEB-66] Registration seems to be allowing duplicate host/URL - pls check

#115 by gtmadev was closed 2025-02-13 08:20:41 +00:00

[GTMAWEB-69] feature request: 2 factor auth option...

#114 by gtmadev was closed 2025-02-13 08:20:40 +00:00

[GTMAWEB-71] Remove the "make payment" button on the customer portal

#113 by gtmadev was closed 2025-02-13 08:20:40 +00:00

[GTMAWEB-73] Email queue retry never ends on send error

#111 by gtmadev was closed 2025-02-13 08:20:39 +00:00

[GTMAWEB-72] Customer payment receipt email not logging.

#112 by gtmadev was closed 2025-02-13 08:20:39 +00:00

[GTMAWEB-79] Plan page show incorrect GTMA subscription total (includes all items)

#108 by gtmadev was closed 2025-02-13 08:20:38 +00:00

[GTMAWEB-81] Sorting in invoice history is messed up when showing livestamps

#106 by gtmadev was closed 2025-02-13 08:20:37 +00:00

[GTMAWEB-82] QBO Invoice payment fails when parent/child customer on different invoices

#105 by gtmadev was closed 2025-02-13 08:20:37 +00:00

[GTMAWEB-83] Date formatting of transactions can sometimes cause a date to display as previous date

#104 by gtmadev was closed 2025-02-13 08:20:37 +00:00

[GTMAWEB-84] Staff not receiving payment notifications when using QB Online Integration

#103 by gtmadev was closed 2025-02-13 08:20:36 +00:00

[GTMAWEB-85] Email failures with Past Due email script

#102 by gtmadev was closed 2025-02-13 08:20:35 +00:00

[GTMAWEB-86] QBO Refresh tokens are not happening

#101 by gtmadev was closed 2025-02-13 08:20:35 +00:00

[GTMAWEB-89] Send invoice from Open Invoices screen

#100 by gtmadev was closed 2025-02-13 08:20:34 +00:00

[GTMAWEB-90] Better handle existing (duplicate) customer email addresses

#99 by gtmadev was closed 2025-02-13 08:20:34 +00:00

[GTMAWEB-93] Do not send unsent invoices when older than x days (default 30)

#97 by gtmadev was closed 2025-02-13 08:20:33 +00:00

[GTMAWEB-94] Default bank account not selected on QB Payments ACH screen

#96 by gtmadev was closed 2025-02-13 08:20:33 +00:00

[GTMAWEB-95] Change customer portal account schema to no longer be based on specific QBO/QBD customer

#95 by gtmadev was closed 2025-02-13 08:20:33 +00:00

[GTMAWEB-96] Sales Receipts support added back on QB Online

#94 by gtmadev was closed 2025-02-13 08:20:32 +00:00

[GTMAWEB-101] Ability to add custom header links in customer portal

#91 by gtmadev was closed 2025-02-13 08:20:31 +00:00

[GTMAWEB-102] Transaction dates sometimes show wrong date due to UTC time and local timezone difference

#90 by gtmadev was closed 2025-02-13 08:20:31 +00:00

[GTMAWEB-110] PayPal payments not getting email receipt

#84 by gtmadev was closed 2025-02-13 08:20:28 +00:00

[GTMAWEB-112] Longer Password Reset TTL depending on requester

#82 by gtmadev was closed 2025-02-13 08:20:28 +00:00

[GTMAWEB-114] Add customer name header to billing notification emails

#80 by gtmadev was closed 2025-02-13 08:20:27 +00:00

[GTMAWEB-113] Enhanced GateKeeper for more seamless auto-logins

#81 by gtmadev was closed 2025-02-13 08:20:27 +00:00

[GTMAWEB-117] Customers unable to search on project/description column

#77 by gtmadev was closed 2025-02-13 08:20:26 +00:00

[GTMAWEB-119] QB Online invoice attachments - restore feature

#75 by gtmadev was closed 2025-02-13 08:20:26 +00:00

[GTMAWEB-121] Allow filtering invoice attachment options on send email

#73 by gtmadev was closed 2025-02-13 08:20:25 +00:00

[GTMAWEB-123] Customers with past due notifications disabled still received the notification

#71 by gtmadev was closed 2025-02-13 08:20:24 +00:00

[GTMAWEB-124] Customer meta data not rendering in customer portal.

#701 by gtmadev was closed 2025-02-13 08:20:24 +00:00

[GTMAWEB-128] QuickBooks Payments transaction fee not calculating correctly

#67 by gtmadev was closed 2025-02-13 08:20:23 +00:00

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