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Instant Accept

THE ONLY TRUE DYNAMIC REAL-TIME QUICKBOOKS INTEGRATION!

Bug Fixes for September 03, 2020

Instant Accept

  • Merchant Signup Link opens with an error if IA product is disabled
  • IA Merchant Signup Form – Auto Capitalize the first letters of First Name and Last Name
  • Sales Reps – Export PDF or CSV is not working
  • Bug fixes in Switch Account feature
  • Token Manager > Add / Edit Profile – The ‘Is Preferred’ option is not functional
  • Reseller level – Virtual Terminal > ACH method is disabled
  • Hierarchy – Add/Edit Reseller > Payout Info tab – Account Holder Type label is missing
  • Terminal Manager – UX fixes
  • Replace ‘Open Transactions’ label with ‘Unsettled Transactions
  • Print Receipt – The ‘Amount Paid’ label is not correct for Void and Refund transactions. Show ‘Amount Refunded’ for Refund receipt and ‘Amount Void’ for Void receipt.
  • Reporting – Export Excel only returns one page of data
  • Reporting – Export CSV file issues

Instant Accept SaaS and Plugin

  • Billing Information and CustomerName: Job is not pulling over from QBO in Edit Invoice
  • UX bugs on Unpaid Invoices tab
  • IA SaaS QB Financial – Customer Portal – Create Login for new Customer or log in with old customer – Invoices do not load and an error “Instant Accept could not connect to QuickBooks…” is displayed
  • Update the Instant Accept background process name from ‘QuickBooks Financial Background’ to ‘InstantAccept QuickBooks Service’
  • Instant Accept POS Plugin – Make A Sale > If customer is not selected then VT is pulling up the stored profile of last selected customer

Release Version: 1.74.17

Other Updates This Month

September 03, 2020 – Enhancements – Release Version 1.74.17
September 17, 2020 – Bug Fixes – Release Version 1.74.18
September 17, 2020 – Enhancements – Release Version 1.74.18
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