Squeegee release notes 2022

Squeegee Release Notes 2022

Susie Bishop
4th July 2023

Our previous release notes were taking up too much space in the app :) so we have moved them here. You'll still get the latest update in the app each time, with a link to the history here.

Release Notes for v1.20.6 November 7th, 2022

Summary

Added support for filtering only specific numbers to SMS, added the ability to send STOP in SMS replies to disable marketing, deleted customers are restored if the submit a new quote request, invoice rendering issue for some users is fixed, fixed a problem processing some item updates, and time totals are fixed for estimated times.

Features Added ๐Ÿš€

  • Customers replying "STOP" to an SMS message will now be automatically marked as marketing disabled.
  • You can now add a filter so SMS messages only go to specific numbers e.g. 07,+447,+44 7

Improvements ๐Ÿ”ง

  • Improved the layout of the directory info config.
  • Made the directory info for inserting readonly to prevent confusion.
  • Deleted customers are restored if they request a new quote.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug causing invoices to render incorrectly for some users.
  • Fixed an issue in the processing of general item updates.
  • Re-added the job time total when using estimated times.

Release Notes for v1.20.5 October 27th, 2022

Summary

Improved TrueLayer matching and added balance information, made performance improvements to backups, fixed an issue caused by the Three mobile network, stopped inbound SMS where the account is inactive etc and fixed a bug preventing some push notifications from being delivered.

Features Added ๐Ÿš€

  • Franchise customers can now access their franchise through a central sign in.
  • You can now allocate payments directly to a specific invoice during bank reconciliation.
  • You can now trigger manual allocation when reconciling a payment to allow the remainder to be treated as a tip or credit balance.

Improvements ๐Ÿ”ง

  • Performance improvements to our backups to reduce the time and impact to backup your data.
  • Added the balance to the customer suggestion in the bank reconciliation screen.
  • Improved the jump to date feature from the launcher.
  • Added additional monitoring around the notification service.
  • Added support for import from JSON files that match the field spec.
  • Added the value to the customer cancellations report.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug preventing jump to date from the launcher.
  • Fixed a bug causing jobs for any user in a team to be shown for the whole team.
  • Stopped inbound SMS where the account is inactive, dropped down to Core or two way SMS is disabled.
  • Fixed a bug preventing push notifications from being sent to some devices.
  • Fixed a bug causing the launcher to always open the first customer found.
  • Fixed a bug in the footer of the job revenue report.
  • Fixed a bug preventing "not" searching from working in the customer search.

Release Notes for v1.19.97 October 13th, 2022

Summary

View the training academy in Squeegee including searching and playing the videos, search the training site from the Launcher and link straight to a training page, improved loading time of Launcher results and fixed a bug in the Squeegee Send customer api.

Features Added ๐Ÿš€

  • Full training section now in the app including search and play right in Squeegee.
  • Search the training content from the Launcher and view the training pages.

Improvements ๐Ÿ”ง

  • Improved the payment customer matching to return fewer and more relevant results.
  • Improved the loading time of the Launcher results.
  • Improved the tap area of the alerts button in the support bar.
  • Tidied up the reports screen to make it easier to read.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug in the Squeegee Send customer api.

Release Notes for v1.19.88 September 21st, 2022

Summary

All new support form in the app, now works the same way across Google, Apple and Web. Much improved payment matching flow, alerts for staff are now shown to them when received, franchise owners can now search for customers across all franchises using the launcher, launcher can jump straight to a date in the work planner and much much more, see the full release notes for details.

Features Added ๐Ÿš€

  • Recorded time data can now be viewed as total in the done work section of the work planner.
  • You can now view the recorded time against a schedule item in the work planner.
  • Time recording is now required when completing a timed job.
  • Franchise owners can now search for customers across all franchises using the launcher.
  • Added jump to date in work planner to the launcher.
  • New message alerts for staff are now shown to them as soon as they are received in the app.
  • Much improved payment matching flow, should allow users to match payments without the need to be trained on it specifically.

Improvements ๐Ÿ”ง

  • Improved the layout of the support bar with the new launcher button included.
  • Improved the performance of user interface where it was monitoring too many events.
  • Improved the account management flow.
  • Untimed appointments now show on the customer billable time report.
  • Updated the global selection for send invoices automatically to match the customer version.
  • Made the chart title fit better on mobile.
  • Improved the performance of the work planner.
  • Improved the reconnect flow for TrueLayer.
  • Removed the need to select a category when creating an expense if you have payment accounts.
  • Added support for keywords to the inbound calendar sync.
  • Added a button to renew the connection to any provider in the connected services section.
  • Added additional protection against creating multiple charges to a card from Stripe.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed an issue on the shift schedule when shifting for a specific user or team.
  • Fixed the assignee avatar not showing in the multi-planner.
  • Fixed a bug preventing job completion from stopping a timer
  • Fixed a bug allowing multiple timers to start against the same job.
  • Fixed a bug when setting the default payment account.
  • Theme now resets when switching accounts.
  • Fixed a bug with assignee when creating and appointment from the work planner.
  • Fixed a number of issues with select account in the expense form.
  • Fixed the user name not being picked up for some reports.
  • Fixed an issue causing mark as done not to replace an existing appointment.
  • Assignee showing as Unassigned in message templates
  • Workers not seeing their work if it was assigned to their team on not them directly.
  • Fixed a bug causing the backup to be reported as failed when it was in fact sent.
  • Fixed a bug causing all alerts to show until a tab is selected.
  • Fixed clear all alerts button not working.
  • Fixed new jobs not showing the assignee.
  • Fixed a bug causing the ignored matches to be lost when reconnecting TrueLayer.
  • Shift schedule by days now correctly updates the round schedule for scheduled rounds.
  • Fixed a bug allowing transfers to happen between non-payment accounts.
  • Fixed a bug causing card transaction import incorrectly from TrueLayer.

Release Notes for v1.19.81 September 10th, 2022

Summary

Improved default frequency selection and fixed a number of bugs including a long standing shift schedule issue.

Improvements ๐Ÿ”ง

  • Default frequency now no longer uses the original date that it was set as a start date.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a number of localisation items that were showing incorrectly.
  • Action on alert not working
  • Assignment prompt showing on single user accounts.
  • Assignee can be applied to job from the appointment.
  • Unassigned work incorrectly shows default assignee,
  • Fixed missing job settings,
  • Message viewer freezing app.
  • Assigned to other user warning,

Release Notes for v1.19.71 August 26th, 2022

Summary

Big improvements and new features for franchise users, expanded features for managing particular users in daypilot, a number of loading and other performance improvements throughout the app, and some bug fixes reported by our users.

Features Added ๐Ÿš€

  • Advanced and Ultimate users now have access to the launcher to allow faster and easier access to commands in Squeegee. Commands already available include:
    • Press Ctrl+Shift+Space on to activate the launcher.
    • Tap with four fingers on iOS and Android to activate.
    • Quickly go to different screens.
    • Go straight to a customer.
    • Go straight to an invoice.
    • Edit a customer directly.
    • Open the settings screen.

Let us know your suggestions for other commands you think should be in the launcher.

  • You can now disable worker's ability to optimise their routes in daypilot in Settings -> Jobs & Scheduling -> Disable Worker Ability To Optimise Route
  • You can now view the day pilot as your other users, and view their workload / current location / order of jobs, with planner permissions or higher.
  • Users can now have their start time set in the Users section for optimisation, particularly in Day Pilot.
  • Franchisee reports can now be filtered to a single franchisee.
  • Franchise owners can now open a customer directly in the franchisee account when selecting them in the franchise customer search.
  • Franchise owners can now open the franchise section directly from any account.
  • Franchise search now supports searching by customer reference number.

Improvements ๐Ÿ”ง

  • When switching to price by service and only having one service active, the form for price and quantity is prefilled to save some time
  • The service quantity picker on editing the services / price of a job and using price by service is now editable directly by clicking on the picker.
  • We have made a number of improvements to the performance when first loading the app up.
  • Improved the message when the portal info is not yet saved.
  • Added a "Today" button to the date picker for convenience.
  • The portal invite link will now take your customers directly to sign in or sign up, without asking them if they are new or existing customers or asking for the customer reference.
  • The create button on the GoCardless sync customers dialog no longer is misshapen, and is moved farther away from the find button to signify the difference.
  • New customers coming in from the portal will now have their default notification method set to the account default.
  • Improved the display of the alert count in app.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug breaking price by service on certain devices / browsers.
  • Fixed a bug that didn't update the status of an invoice when a failed GoCardless payment is retried and successful.
  • Fixed a bug preventing the day of week from updating on a scheduled round when shifting the schedule by days.
  • Fixed a bug causing customer ID not to be updated on an invoice when merging customers.
  • Fixed a bug preventing unverified users from being able to send messages when connected to a verified account.
  • Fixed a long standing bug causing the map to not load map tiles when a dialog that was covering it is closed.
  • Fixed a bug causing the map to stay grey for a period of time after opening Squeegee onto it.
  • Fixed a bug where the weekly total was incorrect due to the job price being used rather than the appointment price.
  • Fixed a number of franchising reports which were not showing the correct data.
  • Fixed a bug preventing sign in from the website straight into Squeegee.
  • Fixed a bug preventing dialogs from animating when closing.
  • Fixed various bugs surrounding the round filters at the top of day pilot.
  • Fixed a bug with displaying the / symbol in round names.
  • Fixed a bug causing job notes not to display.
  • Fixed a bug preventing the time from displaying correctly on the notes and activities.

Release Notes for v1.19.38 July 27th, 2022

Summary

Added first appointment price to instant quoting, added the total jobs and income to the work planner for Owner/Admins, jobs updated now appear immediately in the work planner and fixed a number of minor bugs and issues.

Features Added ๐Ÿš€

  • Added the total jobs and income to the work planner for Owner/Admins.
  • Initial / first appointment price functionality added to Squeegee Ultimate instant quoter.

Improvements ๐Ÿ”ง

  • Added a huge number of new localisations to the app, most of the app is now translated.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug preventing new jobs from appearing immediately in the work planner.
  • Fixed a bug causing the multi planner and the job list to get stuck loading.
  • Fixed the day totals on the customer finances tab when including void invoices and payments.
  • Fixed a bug causing stray decimal places in the week total.
  • Fixed a bug causing the service name to be duplicated on the job summary of a customer.
  • Fixed a causing it to be possible for a customer double charge themselves if they were set to pay automatically.
  • Fixed a bug preventing GoCardless payment statuses from being checked.
  • Created a patch to correct an issue with push notifications on iOS
  • Fixed a bug preventing the frequency picker from showing scheduled rounds when one is already selected.

Release Notes for v1.19.30 July 22nd, 2022

Summary

Added the live status badge for the Squeegee platform to the about page, made minor improvements to the owing report and resolved an issue with the issue of inclusive credits for a small number of users.

Features Added ๐Ÿš€

  • Added the live status badge for the Squeegee platform to the about page.
  • Added week total jobs and income to the work planner for admins and owners.

Improvements Made ๐Ÿ”ง

  • An in app alert is now created when credit topup fails as well as the existing email.
  • Minor improvements to the owing report.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed an issue with the issue of inclusive credits for a small number of users.
  • Fixed a bug when changing cards on the account after a payment failure.
  • Fixed a bug causing EU prices to show with Tax included.
  • Fixed a bug in the message for reason length on skipping, deleting and timers.
  • Fixed the marker for customers/jobs which was missing.
  • Fixed an issue with push notifications not opening correctly on Android.
  • Fixed an issue preventing iOS push notifications from being delivered.

Release Notes for v1.19.28 July 20th, 2022

Summary

A number of improvements to the app performance and memory usage, added the ability to search the customer list for job addresses and schedule information, updated the location and colour of the delete option for quote, round, service and user, updated the message when requesting account deletion and fixed a bug with the weather temperatures.

Features Added ๐Ÿš€

  • Nearest scheduled round will now highlight rounds containing a matching postcode first.
  • Added the ability to search the customer list for job addresses.
  • Added the ability to search the customer list for job schedule information.

Improvements Made ๐Ÿ”ง

  • We have made a number of improvements to the app performance and memory usage.
  • Updated the warning when deleting your account to remind you that you will lose access to connected accounts and others will lose access to yours.
  • Updated the location and colour of the delete option for quote, round, service and user to make the at the bottom of their respective menus and red.
  • Enhanced the Aworka import to use the external IDs.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug causing the weather temperatures to be displayed incorrectly due to US/UK conversion.
  • Fixed a bug preventing push notifications from being sent to some users.

Release Notes for v1.19.11 July 1st, 2022

Summary

Added a round colour picker, added token for portal signup, improved the weather features, added device audit section, added permissions descriptions for audio recordings and gallery access, Updates to fix franchise report group download and fixed a number of other minor bugs.

Features Added ๐Ÿš€

  • Added the ability to set the colour of rounds in the app to make them easier to spot/differentiate.
  • Added the weather summary for the day when hovering over a weather icon in the menu or on the planner.
  • Added the ability to manually check the status of outstanding Stripe payments.
  • Added token for portal signup link

Squeegee Ultimate

  • You can now view all devices accessing your account under the 'Audit' section.

Improvements Made ๐Ÿ”ง

  • Improved the permissions descriptions for audio recordings and gallery access on iOS.
  • Added Dutch invoice translation.
  • Increased the weather projection to 15 days.
  • Made the day of week selection a drop-down.
  • Many additional parts of the app now localised.
  • Automatically offer to set attachments to public when using as a logo.
  • Added better audit information around devices updating data.
  • Improved our ability to support users in their accounts.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed an issue with the franchise report group download on some devices.
  • Fixed an issue preventing the frequency picker from showing the right type when first opened.
  • Fixed an issue preventing the signout on the loading screen from completing.
  • Fixed a bug preventing quotes from auto converting when the customer is new.

Release Notes for v1.18.98 June 21st, 2022

Summary

Improvements to the payment recording dialog, new ability to impersonate customers for creating quotes on their behalf etc.

Features Added ๐Ÿš€

  • Added ability (in Ultimate) to impersonate customers in the portal, via the three dots menu on the customer in Squeegee.

Improvements Made ๐Ÿ”ง

  • A number of improvements to the payment dialog.
  • Improved the performance of the job details dialog.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug causing the number of days ago to be incorrect when it is more than a year.
  • Fixed a bug causing "Tomorrow" to be displayed as "Today".
  • Fixed a bug causing users who have downgraded to Core to continue to receive push notifications.
  • Fixed the links in push notifications on mobile devices.

Release Notes for v1.18.97 June 14th, 2022

Summary

Customer contact details can now be hidden, Squeegee Advanced and Ultimate have been updated to include a number of credits per user, social sign in no longer requires email verification and a bulk payment reminders selector issue is fixed.

Squeegee Ultimate is now available ๐Ÿ“ข

  • Squeegee Ultimate along with its initial set of features is now generally available.
  • Feature highlights include the following:
    • 500 Squeegee Credits included per user per month.
    • Full chart of accounts including balance sheet and VAT return details.
    • Basic theming of Squeegee to match your company branding.
    • Squeegee Portal can be added to your own website.
    • Access to self service quote flows including 1hr initial design time.

Squeegee Credits for Advanced and Ultimate Subscriptions ๐ŸŽ๐Ÿ“ฒ

  • Squeegee Ultimate now includes 500 Squeegee Credits per user per month.<br>
  • Squeegee Advanced now includes 150 Squeegee Credits per user per month.<br>

Features Added ๐Ÿš€

  • Added ability to hide customer contact details from workers and planners.
  • Added the customer contact details to the top of the payment form.
  • Added support for multiple SMS numbers in the telephone number field separated by commas.

Improvements Made ๐Ÿ”ง

  • Social sign in no longer requires users to verify their email address.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug when sending payment reminders and unselecting some customers resulted in the wrong customers getting reminders.

Release Notes for v1.18.89 June 6th, 2022

Summary

New Customer Portal Directory feature. Improved the status of the app for online offline indication, improved the date-picker user interface throughout the app and added the ability tp turn pff mobile swipe actions.

Features Added ๐Ÿš€

  • The Round/Job Group frequency picker can now be switched between the round containing the nearest job and the middle of the nearest round, defaulting to the nearest job.

Squeegee Ultimate

  • Squeegee now supports basic theming for branding to your company including the left panel image and the main app colours.

Improvements Made ๐Ÿ”ง

  • New Portal Directory feature for Advanced Plan.
  • Improved the status of the app for online offline indication.
  • Improved the date-picker user interface throughout the app.
  • Updated the cancelled customer report to exclude customers with only ad-hoc jobs.
  • Deleted services and rounds are now excluded from the filters in the planner.
  • Added the ability to turn off swipe actions on mobile to prevent accidental swiping.
  • Added the ability to remove the company logo if required.
  • Email Confirmation Required for New Accounts.
  • Made the account email also trigger the switch accounts menu to make it more accessible.
  • Restricted the payment request button and bulk payment request button to creator, admin or owner.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed an issue causing the totals on payment headers to include all payments including filtered out ones.
  • Fixed the text for automatic payment types in the payments report.

Release Notes for v1.18.83 May 12th, 2022

Summary

Improved the payment status visibility for failed card on file payments, added explicit in app alerts for failed card on file payments, updated the text wrapping on day notes to allow multiline notes and fixed a bug preventing multiple emails from trimming spaces correctly.

Features Added ๐Ÿš€

Squeegee Ultimate

  • A new accounting report to show customer balances at a specific date.

Improvements Made ๐Ÿ”ง

  • Added explicit in app alerts for failed card on file payments.
  • Improved the payment status visibility for failed card on file payments.
  • Updated the text wrapping on day notes to allow multiline notes.
  • Added the customer source to the payments vs invoices report.
  • A number of improvements to the job price changed report including support for decreases and better performance.
  • Added the ability to search the customer screen for notes.
  • Added customer creation, job creation, messages and customer attachments to the customer activity feed.
  • Added status tags to some items in the customer activity feed.
  • Added the ability to search the customer activity feed.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug preventing message templates from updating on all devices in real time.
  • Fixed a bug causing the tokens in an SMS template to only load if they are also used in Email template.
  • Updated the job revenue per worker report for one user accounts.
  • Fixed a bug causing multiple emails with spaces between them not to save.
  • Fixed an issue preventing individual franchisee reports from showing.
  • Fixes a bug where creating a new job makes the job order incorrect for some .
  • Fixed the layout of the alert clear button.

Release Notes for v1.18.80 May 3rd, 2022

Summary

Added ability to enforce deactivate/delete customer reason, default quote expiry setting, added customer reference to all job data and completed jobs reports, fixed void invoices not showing, corrected ad-hoc jobs appearing in the round revenue summary, and corrected the tax rate on Squeegee subscription invoices displaying incorrectly.

Features Added ๐Ÿš€

  • Job order data admin only lock to prevent offline wiping out all your hard work ordering jobs

Squeegee Ultimate

  • Ability to enable debtors and creditors ledgers.
  • You can now create and manage expense accounts.

Squeegee Advanced

  • Customer activity feed including historic customer notes and audit trail.
  • Current timer banner - shows when a timer is running.
  • Timer will only start if not already running, job is due today and not completed.

Squeegee Core

  • You can now enforce recording of deactivation/deletion reasons for customers.
  • You can now specify the default number of days for quotes before they expire.

Improvements Made ๐Ÿ”ง

  • Added customer reference to the all job data report.
  • Added customer reference to the completed jobs report.
  • Breakdown of appointments / teams on time worked and customer billing reports
  • Temporary teams can no longer be set as default assignee

Bugs Smashed ๐Ÿ’ฅ

  • Fixed the invoice statements not showing.
  • Fixed the balance token in messages when the customer has a balance of 0.
  • Fixed a bug where gocardless or stripe was not appearing as allowed payment when confirm payments switched on.
  • Fixed a bug preventing invoices marked as void from being shown if the link was sent out before it was voided.
  • Fixed the tax rate displayed on Squeegee subscription invoices.
  • Fixed a problem causing ad-hoc jobs to appear in the round revenue summary.
  • Fixed customer running balance in balance tab
  • Fixed the batch send reminders not filtering to selection.

Release Notes for v1.18.71 April 10th, 2022

Summary

Added a custom payment method recording, limit worker available payment methods and fixed a bug causing the job time to sort incorrectly.

Features Added ๐Ÿš€

  • Added the ability to create custom payment types to the system.
  • Added the ability to specify which payment types workers and planners can see.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug preventing the job sort by time from sorting correctly.
  • Fixed a bug preventing customers with names containing two square brackets from opening.

Release Notes for v1.18.70 April 7th, 2022

Summary

A number of bug fixes preventing some from using the app effectively.

Improvements Made ๐Ÿ”ง

  • Added new tools to help us support our if they are experiencing issues.
  • Added services/line items to the services token when sending an ad-hoc invoice.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed the tax rate display on quotes.
  • Fixed a bug preventing swipe right for done.
  • Fixed a bug preventing switching accounts from the menu.
  • Fixed a bug causing imports to fail when a job address was set separate the customer address.
  • Fixed a bug allowing ad-hoc jobs to save despite an error when no service is added.

Release Notes for v1.18.61 April 5th, 2022

Summary

Made a number of improvements to sync performance, remote support and fixed issues on starting the app.

Improvements Made ๐Ÿ”ง

  • Improved the sync performance and lowered memory usage, particularly on desktop.
  • Made a number of improvements to remote support to allow us to better diagnose issues for when starting the app.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed an issue preventing initial date and price from being applied when converting a quote.
  • Fixed various layout and other issues on the sign in, getting started and registration screens.
  • Corrected the label for refund of account payment.
  • Fixed a bug preventing the message templates from saving.

Release Notes for v1.18.45 March 21st, 2022

Summary

Added the Squeegee Training Academy course to the welcome email, greatly improved the all messages view, fixed auto notifications for invoices for some and fixed an issue preventing Stripe disconnect from showing correctly.

Announcements ๐Ÿ“ข

The Squeegee Training Academy Course is now live ๐Ÿฅณ ๐ŸŽ‰ ๐ŸŽŠ

  • The Squeegee Training Academy Course is now live and is free to all squeegee subscribers.<br> To access the course go to the Udemy website and search for Squeegee<br> ๐ŸŽ Special prizes will be awarded to the first few people who complete the course successfully

Improvements Made ๐Ÿ”ง

  • Added the Squeegee Training Academy course to the welcome email.
  • Massive improvements to the performance of the all notifications view.
  • Added a confirmation dialog to the repeat for all when matching payments.
  • Include manually created payments that are not allocated to an account in bank reconciliation suggestions.
  • Added the ability to set the subject for email templates using a html comment <!-- subject="..." --> including tokens.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug reported by some causing auto notifications not to be generated for invoices when the device was offline.
  • Fixed a bug causing Stripe disconnect to show incorrectly and prevent new connections.
  • Fixed a bug allowing two Go Cardless payments to be processed for the same day if one of them was not synchronised until the following day.
  • Fix to ensure updated expense names when matching in bank reconciliation are saved.
  • Fixed a bug causing transaction summary details from showing when there are no actions for them.
  • Fixed the labels for the chart of accounts.
  • Fixed the group balance on the chart of accounts for accounts with no type.

Release Notes for v1.18.27 March 8th, 2022

Summary

Minor bug fixes including fix for loader showing and other small improvements and tweaks.

Improvements Made ๐Ÿ”ง

  • Added 2 tokens to allow the auto signature and auto invoice links to be hidden from invoice emails. Place these in the html view of the html invoice message template editor right at the end before the closing body tag:
    • <!-- hide-invoice-links -->
    • <!-- hide-signature -->
  • Added the app rating to the about page.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug causing a loader to show when moving from the rounds payment page for some .
  • Fixed a bug in the version number in the release notes page.
  • Corrected the formatting of the release notes page.

Release Notes for v1.18.25 February 21st, 2022

Summary

General stability improvements and bug fixes

Improvements Made ๐Ÿ”ง

  • Ability to not set a job date when creating ad-hoc jobs that are not booked in yet.
  • Create expense refunds from payment match screen.
  • Ability to set an expense as not paid or paid with a paid date.
  • Inactive label now appears against customer suggestions that are inactive on payment match screen.
  • Inactive customers get deranked on payment match screen.

Bugs Smashed ๐Ÿ’ฅ

  • Customer name / add shows on invoice suggestions in payment match
  • Setting a date for credit note now works
  • Removed payment account selector when creating a credit note
  • Squeegee invoice dates and tax rate are now correct
  • When a GoCardless payment is retried and fails a voiding transaction now gets created correctly.
  • Check status button now shows on GoCardless payments
  • GoCardless payments now show again in payment lists.
  • Issue with error signing in and getting into a loop.
  • Multi day planner now shows / not shows pricing correctly.
  • Attatchment image thumbnail now loads correctly.
  • Syncing with xero, payments, debits and credits reversed correctly.
  • Fix issue with multiple swipe actions

Release Notes for v1.18.21 February 11th, 2022

Summary

Improvements with payment accounts, payment matching and ability to download card transactions from bank along with general stability improvements and fixes.

Improvements Made ๐Ÿ”ง

  • Payment matching / account reconciliation improvements
  • Ability to download card transactions from TrueLayer
  • Stability fix for apple data handling
  • Payments accounts balances refresh
  • Improved squeegee import to import multiple jobs per customer
  • Ability to create expenses, payments and transfers between payment accounts
  • Transfer summary view, with ability to delete transfers
  • Ability to have assign account types for future Chart of Accounts.
  • Sorted the job list on a customer to show inactive jobs last.

Bugs Smashed ๐Ÿ’ฅ

  • Changed the default account type.
  • Set the default chart mode to on the Multi Planner.
  • Fixed a bug preventing multiple emails from being entered for the BCC setting.
  • Corrected the Squeegee logo with the new logo in a number of places.
  • Fixed the owing report as voids were excluded.
  • Fixed the balance in the group header on customer finances as it excluded voids.

Release Notes for v1.18.12 February 4th, 2022

Summary

Rebranding, improved signup flow, and stabilisation of xero connection and opening balances on payment accounts.

Improvements Made ๐Ÿ”ง

  • New branding colours
  • Xero errors are now friendly
  • You can now retry failed xero requests
  • Payment accounts now can have an opening balance

Bugs Smashed ๐Ÿ’ฅ

  • Fixed some flow issues for existing starting a new subscription.
  • Corrected a bug preventing some from seeing their owed balance.