Version History

aug 2026 3 40 improvement emails sent from breadwinner now appear in the salesforce activity timeline for the related invoice, bill, po, or credit note when activities are enabled the xero contact page now displays the newest records first for all related lists improved custom guided wizard error messaging when the button field mappings were incorrect bug fix fixed an issue where bills or purchase orders are failing when using the supplier account option for salesforce orders via the custom guided wizard july 2026 3 39 new feature adds an option to exclude deleted invoices from xero sync this helps prevent sync issues when deleted invoices contain a large number of line items ui change updated the invoice record page to display the tax rate column correctly and position the tracking category columns after the tax column to match xero’s layout bug fix fixed an issue on the invoice testing page where the originating object value was not displayed when creating an invoice via the custom guided wizard from a salesforce order or work order june 2026 3 38 xero contact edit restriction the "edit xero contact" link is now hidden during invoice creation for users without the required permissions bug fix added ui error handling for xero api rate limit errors, ensuring users receive a clear error message when limits are reached bug fix fixed a null pointer exception on invoice, bill, and purchase order record pages that occurred when custom fields had the same name as breadwinner fields bug fix resolved an issue where payments created through the global api were not synchronized with salesforce immediately bug fix resolved an issue where invoices created within the last 24 hours were not being excluded correctly during batch invoicing may 2026 3 37 adds a way to adjust the number of transactions fetched during the sync processes this helps eliminate sync issues when there are a large number of child records, such as line items on an invoice, on a transaction bug fix fixes view state and collection size issues on the invoice and bill creation pages for orgs with a large number of tax codes and revenue codes april 2026 3 36 new feature adds the ability to create and apply credit notes via the global api new feature credit note line items are now visible in salesforce bug fix resolved duplicate invoice creation issues, improving data consistency during sync operations breadwinner tab restriction restricted access to certain functionalities in the breadwinner tab for users without the required permissions february 2026 3 35 3 bug fix a user without the proper permissions will get an "attempt to de reference null” error on the edit xero contact page this fix displays the proper message january 2026 3 35 2 bug fix resolved an issue where the future method can not be called from another future or batch method january 2026 3 35 1 bug fix the historical batch process was being rescheduled under certain conditions but should have stopped instead december 2025 3 35 implemented security controls to be in alignment with salesforce security guidelines february 2025 3 33 2 upgraded breadwinner related apex classes, visualforce pages, triggers, and components to api version 52 and above february 2025 3 33 1 bug fix resolved an issue where the future method can not be called from a future or batch method november 2024 3 34 internal submitted for salesforce security review november 2024 3 33 refreshed sandboxes will now mirror the production breadwinner subscription details this means the sandbox will have the same 'add ons' and expiration date as the production subscription addressed an issue related to custom profiles that arose due to recent changes in salesforce fixed the supplier account curl error for the custom object august 2024 3 32 internal release july 2024 3 31 the breadwinner invoice line items have been aligned to match the order of the xero invoice record april 2024 3 30 the breadwinner invoice record page now shows credit note records associated with the invoice a new field, "bread winner type c," was added to the "bread winner payment c" object march 2024 3 29 bug fix technical error in new email invoice feature of global api february 2024 3 28 internal release january 2024 3 27 bug fix issue when the user enters an id value in the "parent account" field of a custom url button november 2023 3 26 internal release november 2023 3 25 bug fix issue with account match feature in xero contact configuration resolved the 'duplicate field selected' error bug fix 'too many dml rows 10001' exception while tracking categories record sync previously we were deleting all accounting records and reinserting it back to salesforce now, except for currencies and tax rates, we are storing the unique ids of all accounting records (branding themes, account code, tracking category) in the new field "reference id" created in salesforce added create and send the invoice via email in the global api feature in order to send a xero invoice via email after successful creation, use the 'emailinvoice' parameter in the 'requestjson' section of the code provided for creating an invoice october 2023 3 24 bug fix an error while re parenting a xero contact on the create xero contact page from the "search for another xero contact" link september 2023 3 23 showing invoice dml exception on the ui itself while creating an invoice fixed issue happening while reparenting xero contact on the create xero contact page updated error message when creating a xero contact that already exists in xero handled the "amounts are" field via the custom guided wizard feature now, using the custom guided wizard feature, you can map the ' amounts are' ( tax treatment ) field while creating the invoice bug fix fixed a permission issue for the "send invoice" and "download invoice" options when the user had the 'breadwinner read only' permission set assigned restricted the multiple records creation in a single request from global api previously using the global api feature, breadwinner allowed the creation of many invoices per request, but now breadwinner is restricting that to one invoice per request july 2023 3 22 bug fix invoice sync issue caused by enabling "set audit fields upon record creation" and "update records with inactive owners" user permissions in the user interface from salesforce setup june 2023 3 21 updated unitdp (decimal values) configuration for request url, the user can send either 2 or 4 decimal values from salesforce to xero fixed the issue that happened on multiple 'connection' tab clicks may 2023 3 20 1 internal release may 2023 3 20 bug fix xero contacts not syncing when the auto match is found with person account email created email invoice global api feature to send the invoice via email by passing the invoice id the "sync invoices with specific prefix" feature was added to the invoice configuration page this feature will only sync the invoices with the specific prefix mentioned in the newly created configuration by default, breadwinner syncs all the invoices from xero to breadwinner you can enter multiple invoice prefixes separated by a 'comma,' and breadwinner will sync only those invoices march 2023 3 19 bug fix we handled the sync issue for accounting record syncs (account codes, tracking categories, currencies, and tax rates), which occurred when the tracking category's values were more than 10,000 we have updated the account match feature in the xero contact configuration previously, when breadwinner finds a xero contact, it compares the xero contact name with the salesforce account name to determine if it should be auto matched now, the user can also use other custom fields to match the salesforce account and xero contact march 2023 3 18 bug fix an error is thrown during the bill creation allow partial invoice from batch invoicing tool breadwinner is now providing item creation using salesforce's global api feature it will create the item in xero and sync it back to salesforce bug fix we made changes to the regular sync to handle a large amount of data coming in occasional apex cpu time limit exceeded errors were occurring february 2023 3 17 internal release january 2023 3 16 bug fix fixed the 'list index out of the box' error showing for non admin users while creating the invoice bug fix fixed the attempt to de reference null object error in regular sync december 2022 3 15 bug fix added blank/none option on xero org picklist on xero contact creation november 2022 3 14 use our own global api read item when importing items from xero november 2022 3 13 bug tracking category was not displaying on the line item tables when there were over 1,000 entries bug contacts marked as "do not include in emails" were showing up in the cc list on the send email page october 2022 3 12 adds option to tell xero to send out the invoice after it has been created speeds up load time on the breadwinner setup page global api download invoice adds ability to limit which users show up in the cc list based of the user license type during the send email as pdf process (example you can exclude chatter or community users from showing in the drop down) september 2022 3 11 adds ability to push shipping address information into xero during the guided wizard xero contact creation speeds up load time on the breadwinner setup page global api link invoices to salesforce accounts and opportunities number will display on the create invoice page base on the user's locale august 2022 3 10 internal changes july 2022 3 9 improvements to the breadwinner setup page load time bug fixed race condition that sometimes happened during the initial install process bug fixed ui issues on the setup page for the "free" plan june 2022 3 8 adds ability to lock all line items fields, making them read only, when creating an invoice june 2022 3 7 batch invoicing enhancement added ability to filter the opportunity records based on the opportunity custom field bug fixed issue with retrieving tracking categories may 2022 3 6 bug rendendering issue when creating addition contacts after clicking the 'create xero contact' button may 2022 3 5 bug exception occurred during the import item process if there was no product name or unit price fixed cosmetic issue on breadwinner setup page may 2022 3 4 bug xero payments were not immediately synching after the global api "createpayment" call bug fixes rendering issue on the permission menu option bug checks to make sure user has proper permissions before allowing them to create invoices can now delete records from a disconnected org this is helpful if you're refreshing a sandbox and have a separate sandbox for testing april 2022 3 3 bug fixed issue with the read only / active toggle action released custom apex generator to help with automation march 2022 3 2 bug blank contacts were getting created during the edit process if the xero contact had only one additional contact bug invoices with more than 2 decimal places in the quantity and unit price fields were getting rounded to 2 decimal places when passed into xero bug due date was not set correctly if the sales terms on the contact was 0 breadwinner setup page redesign tools section is now visible to users with the bw operations permission set january 2022 3 1 bugfix "company status" in the account detail section now takes into account 'credit notes' bugfix "go to breadwinner" link from inside xero disappeared this brought it back bugfix "delete" records option was not showing for some users january 2022 3 0 internal changes january 2022 2 108 global api for payments (read, create, update) global api for invoices (read, create, update) global api for contacts (read, create, update) december 2021 2 107 bugfix creating an invoice would fail if you have too many line items bugfix total amount credited rollup value was including the 'tax amount' in all instances november 2021 2 106 internal changes november 2021 2 105 updated error message if the xero org connection was lost november 2021 2 104 adds option to delete xero metadata stored in salesforce october 2021 2 103 you can now populate the custom invoice number from the order object you can see the expense type accounts on the create invoice page if you enable the setting on the invoice configuration section match invoices created in xero to salesforce orders based on a custom field mapping september 2021 2 102 adds ability to change the sort order of the line item on an custom guided wizard invoice august 2021 2 101 bugifx fixes issue with displaying line items on a blank invoice during the custom guided wizard august 2021 2 100 adds "company name" as an option to pass into the custom guided wizard