Quipli Release Notes
April 30th, 2024
Sprint 74
New Features
TaxJar Updates and GL Account Improvements
When using Tax Jar, new tax codes will automatically generate a Tax GL account.
Admins can tag Tax Codes with QBO Tax Codes in order to sync the proper tax breakdowns to QBO
GL accounts can be tagged as income or tax and filter based on those.
Cycle Billing Invoice Improvements
Added ability to regenerate and void past cycle invoices based on current contract rates
Roles For Company User Type
Three roles have been added that can be assigned to representatives. Manager, Accounting, and Field Role.
These roles will each receive the designated emails associated to their roles for each order created for that company, regardless of which representative is assigned to the order.
Text Messaging for Create Quote
Customers will now receive a text linking them directly to the quote created whenever a valid phone number exists.
Bug Fixes & Improvements
Improvement: Product configuration for minimum rental price based on duration
Improvement: Clear End date button for create and update order.
Improvement: Invoice Number and Customer Name added to Stripe Reconciliation report
Improvement: New Setting that requires terms to be agreed to before order can be approved.
Bug Fix: Credit Limit changed to money format
Coming Soon
Ecommerce 2.0 Updates
Admin Availability warnings