Version History
24min
- Use our own Global API: Read Item when importing items from Xero
- 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
- 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)
- 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
- Internal changes
- 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
- Adds ability to lock all line items fields, making them read-only, when creating an invoice
- Batch Invoicing enhancement: Added ability to filter the Opportunity records based on the Opportunity Custom field.
- Bug: Fixed issue with retrieving Tracking Categories
- Bug: Rendendering issue when creating addition contacts after clicking the 'Create Xero Contact' button
- Bug: Exception occurred during the import item process if there was no Product name or Unit Price
- Fixed cosmetic issue on Breadwinner Setup page
- 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.
- Bug: Fixed issue with the Read-Only / Active toggle action
- Released Custom Apex Generator to help with automation
- 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
- 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
- Internal changes
- Global API for Payments (read, create, update)
- Global API for Invoices (read, create, update)
- Global API for Contacts (read, create, update)
- 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
- Interal changes
- Updated error message if the Xero Org connection was lost
- Adds option to delete Xero Metadata stored in Salesforce
- 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
- Adds ability to change the sort order of the line item on an Custom Guided Wizard Invoice
- Bugifx: Fixes issue with displaying line items on a blank invoice during the Custom Guided Wizard
- Adds "Company Name" as an option to pass into the Custom Guided Wizard
