Release Notes

FusionInvoice 2024-3.01

December 26, 2024

This is a minor maintenance release that addresses a few bugs that were reported in the 2024-3.0 release.

Bugs Fixed

• A UI issue related to Terms and Due Dates on invoice editing
  • Setting the terms and due date works properly on the initial creation of the invoice, but on edit, when adding some additional text to the standard terms and the pressing Save, the due date recalculates from the invoice date plus the the default number of due days. It should instead stay as the originally saved due date. Fixed. (2492)
• On the default invoice template, there is separator line after the Terms and Conditions section would not draw the entire width of the page in some condition. Fixed. (2493)
• When creating a live invoice from a subscription and the date format was not m/d/Y, there could be a date formatting issue. Fixed. (2497)
• Invoice, Quote, Proforma Revisions UI issues
  • On the document Revision views, the discount method would default to “flat discount” even when the actual setting for the invoice was percentage. Fixed. (2501)
• Unpaid Invoices Tax Rounding Issue
  • After upgrading to 2024-3.0, some users reported that some of their previously paid invoices now showed a .01 unpaid balance and as a result, showed up in the "unpaid" status list. This could happen if the System Setting for "Number of Decimals for Tax Rounding" was set to 3 and the recalculated tax value after the upgrade had a fraction that was less than .005. Fixed. (2496)
  • The upgrade from 2024-3.0 to 2024-3.01 will correct this.
• The Expenses list did not include a column for the new Tax 2 field. Fixed. (2508)
• Searching in the Expenses module would not properly search for a numeric string in the expense description. Fixed. (2507)

FusionInvoice 2024-3.0

December 20, 2024

Upgrading Users - Must Read

• Daily CRON job changes. In previous versions, the daily CRON job could be called from your site's URL, as an authenticated user or not. We have now secured the running of the daily tasks. With that, the way in which your CRON job calls the URL has changed. Please be aware that the prior method, using a CURL command WILL NOT WORK and must be changed.
• We have removed support for MS Graph and MS 365 Email and all related vendor libraries. (2358)
  
  

New Add-Ons 

In previous releases, the only add-on that was commercially available was Time Tracking.
In this release, we've released many of the other add-ons that we've developed over the last several years. 
*These will be available for purchase soon, but if you have any questions, please feel free to reach out to us at: support @ fusioninvoice.com

• E-invoice Capability for Germany
  Our e-invoicing add-on for Germany adheres to the ZUGFeRD standard and creates PDF/A documents
• E-invoice Capability for France 
  Our e-invoicing add-on for France adheres to the Factur-X standard and creates PDF/A documents 
• HUB-3 Payment Barcode
  Supports payment barcodes for Croatian customers
• Internal Firewall - Works with the CloudFlare API to create a real-time FusionInvoice firewall, keeping bad actors out
• SMS Support - Send SMS messages to your clients from within FusionInvoice.
  (Requires an SMS provider account, such as Twilio, ClickSend, or Telnyx)
• Sales Commissions
  A well integrated system for managing and reporting on commissions for your Sales team.
• Payment Center
  A simple and secure way to allow a third party, such as a call center, the ability to accept credit card payments for your company, directly into FusionInvoice. 
• Pricing Formulas
  Allows you to develop complex pricing models, based on many different factors, that set prices on invoices and quotes. 
• Pro Forma Invoices
  A preliminary bill or estimate which is more formal than our existing Quotes

New Features

• Redesigned the credit card convenience fee structure and made changes that allowed these fees to be taxable. (1983)
• Ship To / Shipping functionality was added to Invoices, Subsriptions and Quotes (1265, 2073, 2087, 2074)
• Added Purchase Order number to the Invoice fields. (2085)
• Project Status was introduced. A Status list can be defined and you may optionally show the status on your invoices. In addition, the project status has been integrated into advanced payment terms, so that an invoice due date can be updated upon project completion. (2117)
• Emoji icon support has been added to notes and emails, however it must be enabled at a DB level. This requires that your DB and tables support UTF8-MB4. (2335 + 2351)
• Dashboard date ranges have now been separated for the various widgets that require them, so for instance, the sales chart can display a different date range than the KPI cards. (2284)
• The Sales Chart Dashboard Widget now includes comparisons to other related time periods. (2319, 1939)
• The fields and storage for DB based attachment storage have been removed with this version. All storage of attachments was changed to file based stored in the previous release. (1547)
• For users that have SendGrid configured as their mail sender, FI now supports delivery status tracking in the mail queue logs. 
• Added Square as a new online payment processor option. (1725)
• Added basic banking information, including a QR code, the Company Profiles. This information can now, optionally, be included on invoices for payment remittance convenience. (2218, 2359)
• Added the ability to send Ad-hoc emails to clients, from the Client view. Emails allow for full WYSIWYG editing and are logged. (1542)
• Introduced Ad hoc Email Templates, allowing for the addition of ad-hoc templates that users may save as their own private templates, or as a public template (shared will all users). These templates have full WYSIWYG editing available. These can be used when sending an email to a client, or to a contact record of a client. (2052, 2050)
• Introduced E-mail signatures to be used on the new Email feature. Each user can define their own email signatures and select the appropriate one when sending an email to a client or contact. (2051)
• Added the ability to view the payment receipt from the Invoice Payments page, Options menu. (2057)
• Added the ability to customize payment receipt email templates (2216)
• Introduced a new UI for Tag Filtering, which is used throughout (Clients, Reports, Invoices, Quotes, etc.). It allows for better selection visibility as well as new “must match all” functionality. (2067)
• Added a new Shipping Methods configuration view to support the new Invoice and Quote Ship To capabilities (2072)
• Added a system setting for the creation of live invoices from subscriptions, allowing for the live invoices to be generated by the system user account or by the user that created the subscription. (2093)
• Improved the support and visibility of development licenses. A banner is show in the upper left corner of the dashboard when running under a dev license. (2344)
• Added new API endpoints for viewing, creating and modifying expense entries. (1862)
• In previous versions, expenses only allowed for one tax to be assigned. It now supports two, which is consistent with Invoices. (2345)
• The default invoice template now includes PO number and Ship To information, when appropriate (2086)
• Added the ability to capture merchant gateway fees as expenses, for public invoices paid online. (1638)
• Improved the refresh speed of dashboard
• Menu restructuring 
  • Add-ons and Custom Fields now each have their own top level menu items (2454)
  • All logs are now located within the Utilities and Logs menu item called Logs
    • The log viewer UI has been improved and is consistent across all log files. 
    • All log files are now limited to a max of 2MB and the oldest log entries will be deleted when this limit is reached. (2408)
    • Mail (Email) logs have been greatly improved in terms of the UI as well as the actual logging (2422)
• Added a “View Example” button to Document Number Schemes for a preview of changes. (1860)
• All add-in configuration changes are now made through the Add-ons specific Options button via a Settings menu item in the Add-Ons list. (1873)
• When the number of open tasks exceeded 1000 in the task list, there was a noticeable slow down in the dashboard refresh. (1875)
• Added the concept of a 3-letter code (3LC) to company profiles as a means of easily and quickly selecting and assigning them through the UI. These can also have a specific backcolor to visually identify them more easily. (1842, 2217)
• All reports and filters that allowed for limiting based on Company Profile now have a new simplified UI, using the new 3LC company profile control. (1844)
• Added some options (Company Profiles, Advanced Payment Terms, Client Center) to a new Advanced Options area within System Settings (2257, 2219)
• When viewing the Client Settings (in read-only view mode), then clicking edit, you would be routed to the primary page of the client edit view, not the Settings page. This has been corrected for all client pages that have a matching read-only view and edit view. (2399)
• Added the ability to generate random strong passwords in all areas where a password can be input. (2082, 2061)
• Improvements to the Task List dashboard widget. (2056)
  • Added a link to the Task Title 
  • Added 1 line of the description for improved visibility
• A client, using the Client Center, can now view their payment receipts, from their Payments list, Options menu. (1968)
• Improved the UI for all report headers, related to filtering, PDF generation and viewing. (1843)
• All emails, system generated, like payment reminders, etc. as well as the new ad-hoc emails are logged in the mail queue log. They are also logged in the timeline. (1843)
• Added a setting on Invoices, Quotes and ProForma Invoices, next to the Summary field, to “Include on Invoice” or “Include on Quote”, etc. (1878)
• Added “Job Title” to the Contacts fields. (1927)
• Streamlined the view for User Profiles and User Settings into one common view. Added UI elements from both previous views to provide a more consistent UX. (2061)
• Added the ability to set the Default Country Code to System Settings. Now, when editing a client record, or other area that has a country code selection, the default country will display as the first item in the list. (2065)
• Added the protected system user record to the users list view and allowed for editing of the name field only. (2092)
• Added the ability to the expense list by Expense Category and by the Expense Vendor (2106)
• Added the ability to run the Item Sales Report by Invoice Paid date. (2114)
• In previous versions, after an upgrade, you would have to remember to manually re-enable any add-ons that were previously enabled, after upgrading. Upgrades now make every attempt to do this automatically. (2403)
• When sending an Upcoming Payment Notice from the client view, the email would send immediately to the default email address. It now displays the emails that will be sent and allows for the additional selection of other contacts. (2479)
• From the Clients view, Invoices list, clicking the Options button and Email would automatically select the Overdue Invoice Reminder template, if the invoice is overdue. It now prompts “It looks like this invoice is overdue. Would you rather send an Overdue Invoice Reminder?” (2477)
• When sending an Overdue Invoice Reminder email from the client view, the email would send immediately to the default email address. It now displays the emails that will be sent and allows for the additional selection of other contacts. (2477)
• Light mode / Dark mode is now easily settable from the titlebar area as well as in the user profile settings view. 
• When changing the color of the titlebar in system settings, it now shows immediately after the selection and no longer required a save before showing the new color.  (1984)
• Improved the logging of missing relational data errors, so that the key value is included in the logged error (2037)
• Many new icons introduced (1877)
• Improved the UI for fields that have a tooltip available. A tooltip icon is shown to the right of the field label. (1966)
• Improved UI of the email templates for Default vs. Custom 1, 2, 3. Added tooltips explaining their use. 
• Removed all support and composer dependencies for MS Graph / MS 365 Email Support (1842)
• Improved color scheme visibility for login fields when dark mode is enabled.  (2288)
• Renamed the field Expenses->tax to Expenses->tax_id for consistency sake. (2204)
• In the System Settings About page, there is now a distinction between LiteSpeed and Open LiteSpeed servers.  (2241)
• Immediately after adding a titlebar shortcut and saving it, it will display on the titlebar. (2444)
• Combined DB tables for Mail queue and Client Mail Queue (2445)
• Minor UI improvements for consistency in the Client Center. (2396, 2397)
• Improved the ability to set and reset a client’s client center password. (2080)
• Several timeline events that were logged independently, as they are separate events to the DB, such as an invoice receiving payment (the status changed to “sent” if it was “draft” was logged and then the payment entry was logged), are now logged as one event to cut down on the amount of timeline entries. (2229)
• Moved the Company Profile field in the Client read-only view from the Details page to the Settings page to maintain consistency with the editable view. (2049)
• Added timeline logging of all CRUD operations related to client contacts. (1817)
• Added an indicator dot for the default payment term, on the Payment Terms list view. (2048)
• Improved naming consistency in the title area of all standard page views. (2083)
• Added a toggle button on the Users list to change a user record’s status from Active to Inactive directly from the users list. (2256)
• Clients using the Client Center can now select the light or dark them (2398)
• When daily tasks is run from the Utilities menu, it is now logged in the timeline. (2282)
• A min of 6 and max of 16 characters has been set for all passwords. (2206)
• Several minor improvements to the Ctrl + S save functionality on edit views. (2101)
• Added “System Mode” as an automatic means for setting the default light or dark mode within System Settings. With this value selected, any user that does not have a specific setting selected will have their light or dark mode selected to match their computer’s default mode setting. (2265)
• When viewing System Information, LiteSpeed and OpenLiteSpeed now show as the correct product. Previously it had shown only “LiteSpeed”. (2421)
• In the Subscriptions list view, the column heading for the Subscription ID read “Recurring ID”. Fixed. (2475)
• The document number scheme allowed for all schemes to be selected for any document. In other words, they were not document type specific. The dropdown list displayed for any document is now specific to the document type. (2463)

Bugs Fixed

• The default overdue invoice reminder email body referenced a test company in the previous release. (2060)
• Refresh issue on Subscriptions Save - it would show “of the” invoice year. (2047)
• The free public currency conversion API that was used stopped working. (2089)
• The Payments list view could load very slowly in some occasions. Added DB indexes to improve load time (2389)
• An expense client ID of 0 could cause an index page load failure for expenses (2036)
• Creating a new task in the Task List could fail to include the proper date time in the Due Date, despite having the user setting to Include Time in Due Date set to Yes. (2038)
• Creating a new subscription by clicking the NavBar “+”  button would cause the new subscription to default to the previously entered subscription’s frequency and time period. (2046)
• Task Creation from the button on Task List could cause multiple entries if double clicked. (2054)
• Several Client Merge accounts issues were fixed. (2055)
• Copying quotes could show an error related to the new Payment Terms ID. (2058)
• Several issues were addressed related to client records that were allowed Client Center logins, specifically with password setting and resetting (2064)
• Deleting related tag(s) entries was not automatically happening when deleting a parent record, such as Invoices, Quotes, etc. (2088)
• If you attempt to change the email address from your own login, by clicking your initials (this route http://localhost/your-profile), the change does not get committed on save. (2100)
• Improvements to handling of pre-saved password on the Client settings page. (2420)
• Return route when saving user profile changes was incorrect. (2290)
• Clicking the Email button from the Client view could cause a browser error (2266)
• Invoice Actions->Print or Print and Mark as Mailed Causes PDF to be stored and not deleted server-side (2264)
• Several instances of the error “Failed to parse time string” had been reported in the prior version. Fixed. (2252)
• The Profit and Loss report, when sorted by Payment Date, would include incorrect results. (2251)
• A bug was reported when recording an Expense entry with Deductible tax, using the Euro currency, could cause a rounding to the integer portion of the value. (2249)
• Added safeguards to prevent a data related error from causing a 500 error on the dashboard and/or the timeline views. (2393)
• Addressed a potential XSS vulnerability on the user profile view. (2366)
• ProForma Invoice template errors were recorded to the error log, even if the ProForma invoice add-on was not installed. (2246)
• The Timeline entries shown on a Client Merge were out of order. (2244)
• When creating a live invoice from a subscription, the terms were not automatically transferring.  (2220)
• Fixed a VAT tax issue where an Expense with Deductible tax was recorded, but the Tax Detail report and the Expense List report values were not in agreement. (2201)
• If the email sending method was set to empty (none) within system settings, and you attempted to send an email, the email could still be sent (2202)
• The total value on the Expense List view could be incorrect. (2207)
• The Tax Report Summary report had an issue with the date range selection and could, in some cases, no return the appropriate results for the date range. (2208)
• For subscriptions that have an annual recurrence frequency, the Due Date, was being set to the ending date of service, on the live invoices, which was not correct. (2203)
• There was a parse error shown when searching the invoices list with a numeric value. (2111)
• There was a discrepancy between the totals on the Item Sales Report and the Payments Collected report, when sorting by the payment date and excluding unpaid invoices. (2115)
• From the client view, subscriptions page, selecting the option to Create Live Invoice, would not automatically refresh the invoices list. (2364)
• The “View All” link on the Clients view, Payments page, would cause a 500 error. (2401)
• When using WKHTMLTOPDF as your default PDF library, the Item Sales Report headers could display inconsistently on multi-page reports. (2271)
• Corrected a date selection issue on the Revenue by Client report. (2105)
• When attempting to create a live invoice from a Subscription, via the Options menu, it would not work due to a permissions issue. (2407)
• Attempting to view a payment receipt for an invoice that had been paid by a credit memo application would display a blank page. (2481)