We are launching our Beta of Halo PSA SSO. We will be starting with a small number of merchants while we test and gather feedback and will open this Beta up to more merchants soon.

New

• Ensure the parent customer name and not the sub project name is shown in the payment made notifications to merchants

Fixes

• Improvements to environment configuration management
• Improvements to support staff permissions management
• Update frill script to use new widgets
• Fix issue that caused duplicate transactions in rare conditions on some payment forms

New

• Add memory all data tables to remember column sort settings. Remembers on each computer only.
• Moved A/R Insights to the top of the Dashboard based on high number of requests
• Improved load speed for AR Insights
• Ensure A/R insights cards do not grow on load to avoid awkward page load behaviour
• Add queued transaction counts and amounts to the auto processing summary email

Fixes:

• Fix issue that caused automated account summaries to send multiple times in some instances
• Fix issue with QuickBooks Desktop sync that could cause new invoice notifications to be skipped in some cases.

• Fix issues with Elavon Profiles where in some cases the Company name was not added to the payment profile in Elavon Converge.
• Fix issue with Elavon gateway configuration where surcharge settings would be reset when re-validating the api credentials in the UI
• Fixed issues where invoice count tokens would show zero in some cases in Invoice Rover
• Performance improvements in Invoice Rover sending when there are a large number of invoices in an email.
• Add additional checks in Invoice Rover to ensure company is enabled and that new invoice notification can be sent once an only once automatically
• Ensure read only email fields (emails with a source of "accounting") wrap on long emails
• Fix grammar on bank payment receipts
• Fix issue attaching QuickBooks Online invoice attachments to emails when an attachment that was added to multiple invoices in QuickBooks is subsequently removed from the invoice being sent causing an error looking up the attachment
• Add additional error handling to the QuickBooks invoice attachment logic to ensure a single problematic attachment does not stop all attachments from being sent
• Ensure all invoices sent in an Invoice Rover email are set as sent and email history is created and not just the matched invoice that triggered the rule to send the email

Other:

• Add summary details to Auto Pay email notifications

Fixes:

• Improve error handling for network errors within Bambora Client
• Fix issue with terms sync in QuickBooks webhook
• Show correct invoice total in billing history
• Add additional entries for content security policy on customer portal
• Enable beta new payment modal for new customers by default
• Fix bug with clover refunds where clover managed surcharging is enabled - clover api response had changed shape.
• Fix cache key bug
• Fix issue with Invoice rover email templates if certain tokens were not present in the template
• Various security patches from third party components

Helcim API Updates

Required update of our Helcim integration to their new V2 API is complete. Existing Helcim configurations will continue to function, however we will be reaching out to merchants to assist them with migrating their configuration to the new API in August prior to Helcim retiring the old API.

Other updates:

• Fix issue with clover authentication tokens
• Improvements to auto processing to better handle when 3rd party services fail temporarily
• Various typo and small fixes

New:

• Improved handling of situations where one of our accounting system APIs is temporarily down or unavailable

• Required update for Clover Gateway

• We are now accepted requests to participate in our latest Beta Test for our new Payment Flow that allows Merchants to process multiple invoices in a single transaction.

New in this release:

Accounting sync logs for Xero and QuickBooks Online

You can now view the sync history of your data from your accounting system to Benji Pays - this will show you when invoices and customers are brought into Benji Pays.

View these reports under Reports >> Accounting Sync Logs

Reset accounting sync date

Each time Benji Pays performs a synchronization from your accounting system, we keep track of the time, and we always sync changes since a while before the last successful sync took place.

Sometimes things can get out of sync, you may find that a new customer or invoice may not be in Benji Pays, or perhaps and invoice that is showing as paid in your accounting system, is showing with an open balance in Benji Pays.

Fixing this is a simple matter of re-syncing further back - up until now you would need to contact our support to have your sync date reset - you can now do this on your own at any time under Reports >> Accounting Sync Logs. Choose a new date in the top right corner and save it. Navigate back to your home page and your updated sync will take place, it may take a while longer than normal to load the page.

Fixes

• Performance improvements to invoice searching
• Additional handling of timeouts received from Xero API when refreshing authentication tokens
• Fix issue with the Invoice Rover Beta for QuickBooks desktop that was causing invoice rover to have the incorrect created date on invoices.
• Fix issue with Global Payments forms not functioning correctly on some merchants customer portals.

Our newest feature, Invoice Rover is now available for all QuickBooks online users in a free preview for 2024. Xero and QuickBooks Desktop users may contact support to request access to the ongoing Beta Test.

Invoice Rover offers automated invoice notifications, dunning reminders and account summary's, all fully integrated with your Auto Pay rules and your customer portal.

Find out more about how to setup invoice rover here.

New:

Fixed:

• Fixed issue with custom SMTP using ports 465 and 587

Maintenance Activities

Upcoming scheduled maintenance notice.

Please note that Benji Pays will be unavailable Saturday May 18th from 3PM to 6PM PST to undergo required system maintenance.

Your merchant portal, as well as your customer portal and payment links will be unavailable during this process.

Maintenance Window Details:

Date: 5/18/2024

Start Time: 3:00 PM PT

End Time: 6:00 PM PT

Impact: Services will be unavailable at this time.

We apologize for any inconvenience and appreciate your patience. If you have urgent questions or concerns, please reach out to our Customer Support team via email support@benjipays.com.

We've added a new integration to ConnectWise Manage. ConnectWise users can now have the ConnectWise invoice PDF sent instead of their accounting system's invoice. This requires that the invoice numbers in ConnectWise match what is in your accounting system.

New:

• Ability to use different Gateway links for each invoice when batch emailing invoices
• QuickBooks Desktop and Xero Invoice Rover for Beta Testing
• Auto select default gateway options when sending payment info requests and invoices

Fixes

• Xero performance improvements relating to their API limits
• Improve logo rendering in emails (Outlook) and on pay now pages.
• Fix bug with gateway selection in payment info requests

The existing "Memo field skip" setting in your invoice skip settings would allow you to add some text to a memo in QuickBooks, and have Benji Pays skip that invoice.

We've expanded that feature to allow you to either skip the invoice if that text is found, or to skip it is the text is not found. In this new case, any invoices that do not contain the text in the skip setting would be skipped, allowing for greater flexibility.

We've also expanded this setting to include Xero users, you can now use the same logic with your Reference field on your Xero invoices.

Your existing Memo skip rule will continue to function without any need to do anything on your end.

New

• Added additional details to Clover card verification error messages to provide more detail to end user
• Minor updates to Xero integration in preparation for Invoice Rover
• Update Xero contacts when invoices are created / added to ensure they are marked as a customer properly to overcome limitations in Xero's API
• New tab on transaction table on dashboard - All Transactions and All Activity. All Transactions provides a focus on what's important - transactions and profiles with errors.
• Ability to set your default tab for the transaction tables per user under My Profile

Fixes

• Ensure all In Progress transactions show in transaction tables with no date range filter
• Fixed issue with transaction search by payment type not returning the correct results
• Fix issue where incorrect invoices may be displayed in customer portal after an error state
• Invoice searching performance improvements