September 4th Patch Notes

New

• Added a "Copy" action on OCR invoice line items — duplicating an existing line item pre-fills a new one with the same details, so users can quickly build similar missed line items without re-entering everything from scratch
• Added the ability to assign vendor invoices to specific users for ownership tracking
• Added the ability to update vendor invoice line items over the API
• Added the ability to link Client Accounts with QuickBooks Customers
• Added a manual sync option to refresh client and vendor invoice balances from QuickBooks Online on demand
• Added a "Reporting Cadence" field to Client Companies so teams can track and filter how often each client expects reports

Improvements

• Improved the process for linking Vendor IDs from QuickBooks Online during bulk vendor updates and imports

Bug Fixes

• Fixed issue causing line item categories to be impossible to create for accounts without an active QuickBooks Online integration
• Fixed issue causing an error when creating an extraneous vendor invoice charge that had no associated vendor fee
• Fixed issue causing a background reporting-estimate job to repeatedly fail and exhaust its retry attempts
• Fixed issue causing an error when creating an extraneous vendor invoice charge that had no associated vendor fee
• Fixed issue causing a background reporting-estimate job to repeatedly fail and exhaust its retry attempts

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