In the PSA configuration screen it is not clear that Status, Offer mapping and Organizations mapping are clickable. Make these button appear clickable6 votes
In the Quickbooks Online integration, I wish that you would update the recurring invoice instead of generating another invoice. Also, same thing for4 votes
Good News! The integration now offer the ability to update the recurring invoice in QuickBooks Online. As of now, this feature is only available for Quickbooks Online, our Dev team is working hard to develop it also for Quickbooks Desktop. Our integration now allows you to update your recurring invoice template instead of generating an new invoice. Thanks to all our beta testers for the suggestion of improvement!
When integrating Cumulus with a PSA, I would like to have additional information such as the email of the tenants that have different Office product to flow from Cumulus to my PSA3 votes
Now available for Connectwise! You would like it for another PSA such as Autotask? Let us know!
As clients come and go, we are unable to remove them from the billing integration. Please provide a way to remove them so we can get rid of unmapped alerts1 vote
This feature is now live!
It would be nice to have a Save and Sync button at the top of the screen not only at the bottom1 vote
We now have a Save and Syn button also at the top of the screen.
Include performance tier rebates and other discounts in the unit cost when synchronizing to ConnectWise.2 votes
For Connectwise and Autotaks, the performance tier is included in the unit cost once synced.
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