TABLE OF CONTENTS
- Version 1.12
- Version 1.11
- Version 1.10
- Version 1.9
- Version 1.8
- Version 1.7
- Version 1.6
- Version 1.5
- Version 1.4
- Version 1.3
- Version 1.2
- Version 1.1
Effortless Invoice Resending
- You can now easily resend invoices with this convenient enhancement.
- Simplifies invoice management for users.
Streamlined “Get Started” with Enhanced Invoice Emails
- Emailed invoices now include the invoice number in the subject lines of emails.
- Provides improved tracking and management of invoices.
- Revamped "Get Started" button for seamless sign-up with Gozynta Payments.
- Enhances the user experience for payment processing.
Enhanced Onboarding Task List
- Upgraded task list for onboarding offers a more intuitive and efficient way to manage the onboarding process.
- Improved visualization of batch status for users.
- Reduced automatic AutoSync disconnects from intermittent ConnectWise API timeouts.
- QuickBooks Online connections can now be disconnected by Mobius Admins.
- AutoSync disconnect emails now contain disconnect cause (if possible).
- Cleaned up legacy task logging for better developer review.
- Fixed issue with reading ConnectWise lines on very large purchase orders.
- Fixed exempt tax code bug for US QuickBooks Online locale.
- Fixed missing icons on the payment sync datepicker.
- Mobius Admins now require confirmation to disconnect a QuickBooks Online connection.
- Updated the password reset link for user convenience.
Gozynta Payments Settings
- Improved clarity in Payments Settings page.
- Clear instructions on setting up Gozynta Payments.
- Easy access to pre-filled sign-up email, pricing, and documentation.
- Seamless experience for users who have already set up Gozynta Payments.
Login Page Redirects
- Enhanced URL redirects for users with bookmarked version URLs.
- Ensures users are directed to the most up-to-date page.
- Autosync module self-disables and notifies users in case of unexpected sync failure.
- Error handling added for ConnectWise API timeouts.
- Module only disables when expected, reducing false disablements.
Autosync Email URL Redirects
- Fixed URL redirection issue in Autosync module emails.
- Links now correctly redirect even for unauthenticated users.
White Labeling with Company Logo
- Option to omit a company logo for Gozynta Payments emails.
- Recommended to add a company logo for branding and recognition.
QuickBooks Online Character Limit Handling
- Truncation of long strings to 21 characters to accommodate QuickBooks Online's character limit.
COGS Knowledgebase Link
- Fixed broken knowledgebase link for cost of goods sold (COGS).
- Updated link for users interested in GL Mappings.
- New accounts missing the Autosync Module.
- Issue with a specific QuickBooks Online error requiring backend reset.
- ConnectWise API error causing issues with company lookup in QuickBooks Online.
- User-friendly messaging when a token expires.
- Branding consistency issues fixed.
- Backend issues resolved regarding subscription changes.
- Customer downgrades in QuickBooks Online now trigger re-sign in for Mobius.
- Autosync not working for customers experiencing a specific timeout error.
Gozynta Payments Now Available
- White-labeled payment tool for MSPs.
- Email invoices come from your email address, enhancing security.
- Access Gozynta Payments from inside Mobius on Payment Settings setup page.
Better Log-in Experience
- Improved log-in experience with future support for MFA and SSO.
Access to W-9 from Mobius
- Easily access the W-9 during tax season from the Billing page.
Continued Improvement of Customer Experience
- Complimentary Software Support Call: Up to half an hour of screen-sharing support.
- Included Onboardings: Standard Onboarding for structured setup and confidence in financials.
- Released Multi-currency support for Purchase Orders.
- Fixed Bug: Missing Autosync Module for New Accounts
- Fixed Issue: Quickbooks Online Error Message Correction
- Fixed User Guide Link and Knowledge Base Link
- Fixed Quickbooks Online Unauthorized User Error
- Workaround for CW API Error
- User-Friendly Messaging for Token Expiry
- Branding Consistency Fixes
- Backend Issue Fixes for Subscription Changes
- Issue with Customer Downgrading QuickBooks Online Account
- Autosync Issue Resolution for Specific Timeout Error
Payments Email Resend Option
- Partners using Gozynta Payments can now resend payment emails to customers.
- Provides the flexibility to re-send payment requests to customers easily.
- Tax Code Mappings Bug Resolved
- Purchase Order Tax Code Resolution
- Guard User from Conflicting Tax Settings
- Improved Error Messages
- 500 Error Page Fix
Introduction of Gozynta Payments, a new option for accepting payments from customers.
- Streamlines invoice sending from ConnectWise Manage with an easy-to-use payment link.
- All payment-related emails come from your MSP's domain name.
- Payment link is branded with your logo and attached to a PDF version of your ConnectWise Manage invoice.
- Customers can pay via credit card or ACH.
- Completed payments sync to QuickBooks Online.
- Available to Mobius Standard users registered with the payment processor.
- Learn more at Gozynta Payments.
- Updated GL warning message for clarity.
- Partner's company logo on the invoice email not displaying after logo change.
- Fixed error message with incorrect knowledge base article.
New Partnership with Stride
- Partnering with Stride for outsourced accounting.
- A one-hour complimentary strategic assessment with Stride.
New Suggestion Board
- Centralized feature request board.
- Create, comment, and upvote feature requests.
- Accessible directly from Mobius.
Email Invoices from Mobius
- Send email invoices to customers.
- Checkbox option during batch process.
- Set up Email Preferences in Mobius.
Skip Attachments Option
- Option to skip attachments when syncing invoices.
"Bill To" Prioritization
- Prioritize "Bill To" email address over QuickBooks Online.
- Overrides only at the invoice level.
- Update "Bill To" email address in ConnectWise.
- Stuck on Billing Page
- Show Record Creation Status
- Sync Currency Symbol
- Aggregate ConnectWise Expenses
- Credit Memos Removal Bug
- Configuration Changes Bug
- "Please Wait" Screen Bug
- Update GL Mapping Error Message
- Typo in Error Message
- GL Account Not Specified Error
- Payment Auto-Sync for New Accounts
- Update Credit Card on File
- Unsupported Unicode Character Error
- Case Sensitivity Logic Bug
- Expense Attachment Fetching Bug
- Date Formatting Error Message
Additional Fields Synced
- Now syncing more fields from ConnectWise invoices to QuickBooks Online.
- Syncing Customer PO, Sales Rep, and Reference fields.
- Displayed on the "Message on Invoice" field on QuickBooks Online invoices.
In-App Release Notes Pop-up
- Users will receive pop-up notifications of release notes within Gozynta Mobius after account upgrades.
- Enhances user awareness of changes to their account.
Unique Batch IDs
- Updated batch IDs to include a UUID for increased uniqueness.
- Quickbooks Online DocNumber Limitation
- OAuth1 Expiration Logic Removal
- Standardized Call to Action
- Credit Memo Error Message Fix
- Invoice Details Processing Bug Fix
- More Errors with Knowledge Base Articles
- CW API Validation Improvement
- Redirection Bug Fix
- AutoSync Failure Bug Fix
- Default Setting Change
- AutoSync Email Error Bug Fix
- Quickbooks Online Connection Bug Fix
- AR Invoice/Credit Memo Validation Message Fix
- Attachment Upload Bug Fix
- Quickbooks Online Configuration Bug Fix
- Internal Expenses Bug Fix
- Memo Rate Calculation Bug Fix
- AutoSync Email Bug Fix
- Subscription Update Timing Fix
Accounting Package Validation
- Introduced validation to warn users if their accounting package setup is incorrect.
- Ensures data received from ConnectWise Manage meets requirements.
- [Security role update required.]
- Support article available for more information.
ConnectWise Manage API Version Update
- Updated API version to work with v2020.4 and above.
- Users on v2020.3 or lower must upgrade to enjoy new updates and feature releases.
- New signups require ConnectWise Manage v2020.4 or higher.
- Recommended upgrading to the latest ConnectWise Manage release.
Member Impersonation Authentication Deprecated
- Deprecated Member Impersonation authentication for ConnectWise Manage connections.
- Encouraged switching to APIKey Authentication method.
- Support article provided for guidance on setting up custom security roles and authentication.
AutoSync Warning Notifications
- Implemented warning notifications to enhance transparency during batch processing.
- GL Account Warning and other warnings will be emailed to users.
- Emails include a link to the batch with warnings for easy access.
ConnectWise Manage Invoice as PDF in QuickBooks Online
- Added ConnectWise Manage Invoice as a PDF attachment in QuickBooks Online invoices.
- Provides a permanent record in QuickBooks for invoices sent to customers.
Procurement/Inventory UOM Update
- Updated integration to read Unit Of Measure (UOM) from ConnectWise Manage to QuickBooks Online.
- [Security role update required.]
- Resolves discrepancies in quantities when purchasing items with different UOMs.
Expense Attachment Import for Service Tickets
- Enabled importing attachments for expenses on service tickets.
- [Security role update required.]
- Improved functionality with custom security role updates.
Prevent Reconnecting to Wrong QuickBooks Company
- Implemented a safeguard to prevent accidental reconnection to the wrong QuickBooks company.
- Users will be prompted to confirm the switch if reconnecting to a different company.
- Initial Quantity On Hand Fix
- Payment Sync Location Change
- Update Plan Fix
- Spelling and Message Fixes
- Password Change Error Fix
- Automatic Payment Sync Fix
- Additional Fixes
Transfer Approved Expenses
- Introduced an option to transfer only approved expenses from Manage to QuickBooks.
- Unapproved expenses are no longer batched over by default unless chosen.
Transfer Expense Attachments
- Enabled the transfer of ConnectWise expense attachments to QuickBooks Online.
- Requires custom security role updates for attachment permissions.
AutoSync Configuration Notifications
- Allows users to select who receives notifications in AutoSync settings.
- Enhances control over email notifications in case of errors.
GL Mapping by Account Number
- Added the ability to map GL by Account Number, in addition to Account Name.
- Provides more flexibility in mapping accounts.
GL Sub-accounts by Number
- Enables mapping of Manage accounts to Sub-accounts in QuickBooks Online using Account Numbers.
- Supports up to 5 levels of sub-accounts.
Improved Error Messaging
- Error messages now include links to helpful articles for faster issue resolution.
Transaction Line GL Account Warning
- Warns users when an invoice line's GL account differs from what ConnectWise specifies.
- Helps prevent discrepancies between GL accounts.
- No Customer on Internal Expenses
- Payment Sync Credit Handling
- Fixed Credit Memo Logic
- Improved Security
- Unique Vendor Invoice Numbers
- Payments without Invoice Numbers
- Issue with Reading Invoices
- Customer/Vendor/Member Usages
- AutoSync Error Handling
- Legacy Product Mapping
- Tax Level Mapping Fix
- Service Item Mapping Fix
- Missing Purchase Dates Fix
- Avalara Batch Processing Fix
- Tax Mapping Error Fix
- Split Batch Date Fix
- Tax Override Fix
- Mobile Device Button Access Fix
- Whitespace Integration Error Fix
- Agreement Product Line Fix
- Connection Name Length Limit Fix
Enter Reimbursable Expenses as Bills
- Introduced the ability to enter reimbursable expenses as bills.
- Works with "Expenses as Bill" feature turned OFF in ConnectWise Manage.
- Simplifies the transfer of both reimbursable and non-reimbursable expenses.
Sync Billing Term With End Of Month
Enhanced integration by allowing Billing Terms with End of Month in QuickBooks Online.
- No longer pushes Due Days value for Billing terms, ensuring compatibility with End of Month settings.
- Provides notifications if Billing Term Due Date in QuickBooks Online and ConnectWise invoice Due Date don't match.
Track Expenses and Items By Customer
- Utilizes QuickBooks Online's setting to track expenses and items by customer.
- Populates the customer column in expense transaction details.
Track your Batch Status
- Added a convenient way to check batch statuses.
- Access batch statuses through "Review existing batch."
- Statuses include Started, Finished, Finished with Error.
Avalara Tax Module Renamed
- Renamed Avalara tax section to Taxes as Line items.
- This change is cosmetic and does not affect functionality.
Improvements with Tax Mapping
- Configuration Dashboard now indicates if Tax mapping is Implicit or Explicit.
- Renamed Avalara tax option to "Taxes as line items."
- Better handling of Payment Sync with missing invoices
- Implicit Tax Mapping Warning
Improved Data Mappings
- Better Unicode support throughout the application.
- Container-based hosting for enhanced security, performance, and reliability.
- Transition from SOAP API to ConnectWise REST API.
- Enhanced backend logging for proactive error resolution.
- Fixed bug related to taxes in QuickBooks (US only).
- Batch data view in task log for data analysis.