This build is packed with upgrades that make your daily work smoother, especially for those in sales, with more visibility into leads, and plenty of under-the-hood improvements that boost performance and reliability from end to end.
Sales Pipeline Dashboard
Say hello to a faster, smarter way to manage your leads! Our new Kanban-style Sales Pipeline Dashboard gives you complete control. Drag and drop leads through every stage, from Needs Contact to Follow-up, track tickets, and watch your pipeline come alive in real time.
Key Features of the Sales Pipeline
The Sales Pipeline includes several powerful features to support users:
Salesperson filtering to streamline lead management
Ticket tracking to ensure accountability
Real-time pipeline visibility to aid in decision-making
Check out the Sales Pipeline Dashboard guide for more details!
Lead Auto-Assignment Feature
The Lead Auto-Assignment feature simplifies the distribution of leads by automatically assigning them based on which salesperson interacted with that lead. This ensures timely follow-up and better workload management for your sales team. This also allows for personalized templates so that your customers know exactly who is reaching out to them.
Check out the Sales Pipeline Dashboard guide for more details!
Payroll Summary
An additional Overtime Hours column has been added to the Payroll Summary, improving visibility on overtime calculations.
If your company has been utilizing the BiWeekly Calculator spreadsheet shared to companies who pay on a BiWeekly Cadence, here is the updated tempate including totals for overtime hours.
Instructions for use:
Open the Template
Click File>Make a copy
Change the name to match what you want your copy of the calculator to be named
Click the “Make a copy” button on the bottom
Now close the TEMPLATE version and you can begin using your new copy for BiWeekly Payroll calculations!
Tax Feature for Canadian Partners
A new feature was developed to help handle sales tax, especially for Canadian partners. This feature was developed to help Canadian partners who had certain line items taxed when they should not be taxed.
This feature can be turned on to reinforce tax settings by going to the Company tab > Settings > General > Features > QuickBooks - Improved Tax Calculation.
Please note: If you are not having any issues with sales tax, you can leave this feature off.
Bugs and Improvements
Several bugs impacting functionality have been addressed to optimize the user experience:
ACH Payments will now appear as “Check” as the payment method in QBO
Credit card payment methods were displaying incorrectly in QBO. This has been fixed to ensure payment methods are accurate.
QuickBooks item visibility issues for discounts
Images not appearing in Notes History in leads has been fixed, and now notes have a camera icon indicating that there’s an image.
Improved tax calculations for services provided in Canada
Supplemental pay rounding adjustments were not following company settings. This has been fixed.