Release Notes Archive

https://myfusioninvoice/api/v1/quotes?include_custom_fields=1&custom->column_1=Laundry

• On the Invoices page of System Settings, there is a new setting, “Allow editing of invoices in status: “
  • The default is Draft
  • You may also change the setting to: “Draft and Sent“ or “Draft, Sent and Paid“

• Added search functionality on client listing
• On client creation, response returns the newly created client object
• Added invoice attachment functionality on sendEmail endpoint
• Changed API endpoint for custom fields add from POST to PATCH

• Improved UI
• Added Preset Tasks. Here you can define the tasks you use over and over on many projects and later apply the list(s) to a new project to save on data entry.
• Changed colors for paused and running timers.
• Added floating timers widgets that will stay at the bottom and on top of all other modules to raise awareness of active times, and allow stopping and starting of those timers without having to open the Time Tracking module.
• Created fav icons for Safari apple-touch-icon png files

• Overdue invoice emails could error due to this
• The payments eventsubscriber could fail after payment application with Error: [0] Trying to get property 'id' of non-object

• A migration has been added to fill in any missing entries automatically upon this version update.

• Added Credit Memo section to the System Settings -> Email configuration

• New Import Mappings allow for multiple, predefined file layouts to match your various CSV formats.
• Improved validation and feedback for failures
• Added on-screen documentation (see Important Details button) including required fields, and process explanations.
• Added the ability to import data into your own defined custom fields as if they were part of the native tables.
• Created Named Exports for all exportable tables as a means of pre-defining selected export fields.
• Exports allow for use of your own custom fields as if they were part of the native tables.

• Invoice Items
• Quote Items
• Item Lookups
• Recurring Invoice Items

• Invoice Items
• Quote Items
• Item Lookups

• The main system email defined in System Settings
• The email address of the user that created the document or entered the payment
• The email address of the currently logged in user

• We have added the ability to create Credit Memos, sometimes called Credit Notes.
• A Credit Memo is, for all intents and purposes, a negative invoice. Credit Memos are displayed in the same areas in which you would normally see invoices.
• Credit Memos are distinguished from Invoices with a light red indicator.
• To create a Credit Memo, begin in the same way that you would with an invoice, but select the Credit Memo option.
• Credit Memos can be applied to one or more invoices through the new ‘Apply to Invoices’ option.

• Prepayments are now supported in FI.
• Prepayments are recorded payments that remain open until they are applied to one or more invoices.
• To create a prepayment, enter a new payment from the Payments module and select the option ‘Pre-payment for future invoices’.
• Pre-payments can be displayed in two ways on the payments collected report, either by showing the entire pre-payment amount or by showing only the amount(s) of the pre-payment that has been applied to invoices.
• The dashboard widget displaying payments collected includes only pre-payment amounts that have been applied to invoices.
• To apply a pre-payment to an invoice, first select the invoice, then select Apply Prepayment. This can be done from the Invoices list or by editing the invoice.
• Similar to Credit Memos, prepayments can be applied, but on an individual invoice-by-invoice basis.

• Similar to pre-payments, FI now supports entering one payment that can be applied to multiple invoices.
• This is done the Payments module, while entering a new payment.

• The dashboard widget Task List has a new filter, allowing you to show All tasks, tasks created yourself or tasks assigned from others.
• Tasks relating to clients are now shown in a tab on the Clients view.
• Task List now has it’s own module
• Added a button on the Task List dashboard widget to sort by date or date/time.
• Added the ability to customize the Task Title, when creating a task from a Note.
• The Task List dashboard widget is now set to be enabled by default for upgrading users.
• Within the Task edit view, clicking the Calendar icon now displays a calendar for selecting dates.

• From any Client account, on the Settings page, you may assign a parent account, establishing a parent-child relationship.
• Child accounts display a Link visual and the parent account name under the main client name area.
• Parent accounts display a page/tab within the Client view called “Child Accounts” and lists all of the child accounts that belong to the parent account.

• A dashboard widget allows displaying a timeline of important FI events, such as: invoices created, clients being edited, payments received, notes created, recurring invoices generated, etc.
• The timeline allows for quickly searching and filtering important events.
• In addition to the dashboard Timeline display, a client-specific Timeline is displayed below the Client record.

• A new tab showing Tasks assigned to the client.
• A new tab showing Child accounts displays if the client has child accounts.
• A new link showing the account’s Parent account is displayed if the client record has a parent account defined.
• Count badges are displayed on client related tabs, for Contacts, Attachments, Notes and Tasks.
• A new button was added to the Client view to Add Note.
• A new button was added to the Client view to Create Task.
• Reduced clutter on Client view by moving Create Invoice, Create Quote and Create Recurring Invoice to their respective tabs.
• Added a new Client Type option for Affiliate. This is for clients that do business on your behalf, with your products.
• Client searches now these fields in addition to the previous ones: Address, City and Zip/Postal code.
• A red badge is shown in the header area for Client entries that are flagged as inactive.

• Added 2 new fields to Contacts view - Primary and Alternate Phone.
• Added a Notes field.
• Added the ability to create, edit or delete contacts for a client while in View mode.

• Added support for currency symbols requiring a space after the amount and before the symbol.
• When the currency used for an invoice differs from the base system’s currency, the exchange rate and currency fields display with a yellow background to call attention to the difference.
• Redesigned the formatting capabilities of currency symbols to be much more flexible.
• The currency options for thousands separator and decimal points have been changed from a free-form textbox to a dropdown list, allowing for all major world currency options.

• Added a Client link to the “To” box containing the client name and address for Invoices, Recurring Invoices and Quotes.
• Line item entry was improved with the use of the new Item Lookup control.

• Item Lookups will no longer allow entries with duplicate names.
• Added a new Category field to Item Lookups to improve sales reporting capabilities.
• A new item entry control was created for item selection within invoice line items. The new control allows for and easier selection from a dropdown list of existing lookup items or enter a new one. Previously, to get a list of lookup items, you had to enter the first few letters of the item to get a matching list.

• Within System Settings, there are new fields for Mail From Address and Mail From name. This serves as a System user to send mail from and is the new default when sending emails and quotes. It had previously used the email of the logged in user. You still have the option to chose to send from your user email account if you like.

• Redesigned the System menu into more logical groupings.
• Added a new view for System Log.
• Added a new view for Mail Log.

• The Client Statement report could be confusing when multiple currency types were used. It has been improved and now groups and totals by currency type.
• The Client Statement report includes Credit Memos and displays their document numbers as a light red color.
• Added date range selections of Last Month, Last Quarter, and Last Year to the options for all date range selections throughout the system, including most reports.
• The Revenue by Client report now allows for custom dates.
• Added Category selection to the Item Sales report.
• Added new improved dropdown list selector for Clients on the Client Statement report.
• Added a new report, Invoices by Client.

• Added more attention-grabbing warnings when deleting records.
• Added a new status field of Inactive to the Users view. An inactive user has no login rights.
• Improved handling of user deletions. It now prompts to change them to Inactive instead, but if deleted, it is a soft delete and all related information entered by the user remains in tact.
• Changed default web session timeout from 2 hours to 1 week to minimize logins required for normal users.
• Added a new setting for Company Profiles to designate the Default profile.
• Added a Cancel button to the Expenses edit mode.
• The new Item Lookup control is used for invoices, quotes and reports that prompt for item selection.
• Added a visual enhancement of striped tables to all table displays throughout.
• Delete buttons throughout are themed red.
• Introduced a new “System” user that is used to mark timeline entries for automated entries, like recurring invoices being created or customers paying invoices from public invoice links.
• Improved search capabilities within all the modules. It is now an AND search instead of OR for keyword matching.
• Updated the control used to select Expense categories to a new selectable dropdown list, similar to the new Item Lookups control.
• Previously, when within the Client view, when deleting a document, you would be returned to the individual document module’s list. You are new returned to the view of the client and specific module from the document that you deleted.
• Improved the layout and improved functionality for Email testing within System Settings.
• Added more information to the System tab within System Settings to display MySQL version, Webserver type and the most recent 300 lines of the system log.
• Added the concept of user specific dashboards. A user can now define, within their user settings, their own dashboard display. If the user does not have a custom dashboard defined, the system dashboard is used for them.
• Added the ability to create PDFs in bulk for Invoices or Quotes, by selecting the checkbox in the invoice list and clicking the PDF button.
• Added a new setting for Tasklist items to show (or not show) a time value in the task’s due date.
• Improved readability of all field labels on all module views, where the field’s label displays in bold and the data displayed is in standard type.
• Added a new Tag field to the Invoices module for quick filtering of specific invoices. This has been added to normal invoices, as well as recurring invoice templates. The filtering capability was added to the header area of the Invoices list.
• Added an automatic field selection of the search box when clicking any of the modules from the left navbar menu. Reduces the number of clicks needed to search within any module.
• Added a dropdown list control for Country selection for the Client view, Company Profiles and System Setup.
• Added a Copy Invoice feature to the Options button on the primary invoices list as well as the Client view invoices list.
• Improvements to the System Settings, System page. It now shows all requirements in an easily identifiable pass/fail manner.
• Moved the Notes area that could conditionally be displayed below the normal client view back to its own Notes tab. I In place of this, the new Timeline display, which includes Notes,is shown. as well as an Add Note button.
• Improved UI when manually sending an overdue invoice notification. It is more evident now when sending has completed.
• Set a limit of 8MB on file attachments to minimize DB impact.
• Safeguards were added before an Admin type user can be deleted. There must be at least one other active Admin user and you cannot delete the user account if it is your currently active user.
• When a recurring invoice is generated and the system setting is on to automatically send emails, the invoice status is now automatically changed to Sent.
• Added an option within System Settings to require CAPTCHA on user login. This can be used if you have a problem with brute force login attempts.
• Changed the order of tasks that are run within daily scheduled tasks. Recurring invoices is now run before the other tasks.

• The CustomField() helper function now supports returning raw values. This can be used in normal views, as well as Invoice, quote and email templates. ▪Previously, using syntax like this: {{ $invoice->customField('ServiceInvoice') }} was the only option and would return fully formatted HTML, suitable for including on any view. A return value for a custom field based on a checkbox would display something similar to this: ' You can now add a second parameter of ‘false’ to the function call and receive back only the raw value of “1”.The syntax is: {{ $invoice->customField('ServiceInvoice', false) }}
• Changed underlying storage of custom fields of type Date. They are now stored internally as DateTime to mitigate potential display issues.

• WARNING! This is a breaking change if you are using the API from prior versions.
• Added custom API endpoints for sending invoices or quotes via email
• Added support for custom fields
• This release includes an entirely rewritten API, which is much more accessible from other applications and can easily be tested with common API testing tools like Postman, cURL, Fiddler, Insomnia, Swagger UI. etc.
• We will be providing detailed information about using the new API in upcoming documentation, but in the mean time, if you are using and relying on the previously provided FusionInvoice API, this update will be a breaking change. Please do not update your live FusionInvoice installation until you have the new documentation and have recreated your endpoints using the new API.

• Significantly redesigned the database migration strategy, which improves relational integrity during updates.

• A notification system was added that displays a badge with a number in it in the upper left portion of the header when a new notification comes in. Currently notifications are limited to tasks that have been assigned to you from others, but it will be used for additional purposes in future releases.

• The “Groups” table and associated UI labels to the more accurate “Document Number Schemes”.

• You can now customize your own language file translations and place them in an overrides folder to ensure that they will be preserved through new version updates. This allows you to override system default translations as well as create new translations that you can use in your own customizations.
• For reference, look in the /resources/lang/ folder (where ‘xx’ is your specific 2 character language code) to see your language specific translation files. Your override files will have to have the same names as the core files, but you will place them in the /custom/overrides/lang/ folder. You may create override files for as many of the core files as you like.
• When creating your override files, keep in mind that you only need to enter values that you want to override. It’s not advisable to duplicate the same information that is in the core language translations.

• We’ve expanded the options for Due Date to allow you to better call attention to it on your invoices.
• A few of the potential options:
  • {{ $invoice->getDueAt('F j, Y') }} returns January 29, 2020
  • {{ $invoice->getDueAt('m/d/Y') }} returns 01/29/2020
  • {{ $invoice->getDueAt('l jS \\of F Y h:i:s A') }} returns Wednesday 29th of January 2020 12:00:00 AM
  • {{ $invoice->getDueAt('g:i a l jS F Y') }} returns 12:00 am Wednesday 29th January 2020
  • {{ $invoice->getDueAt('l jS F Y') }} returns Wednesday 29th January 2020

• Laravel, the underlying framework of FI, has been updated.
• All third party libraries, including all payment gateways have been updated.

• 7.25 minimum and 7.4 maximum

• Due to core changes with the payments system, to support payments that can span multiple invoices, pre-payments and credit memos, there were changes also to the way that email templates work for payment receipts. If you are currently sending payment receipt emails, please pay special attention to this.
• In previous versions there was a text area on the System Settings -> Email page that allowed for the definition of the body of your payment receipt emails. This has been replaced with a drop-down list that offers options for Default and Custom.
• The new body for these default emails can be found here: .\app\Modules\Payments\Views\payments\paymentReceiptBody.blade.php. ▪This file contains proper referencing for the new structure of the payments and related tables.
• If you wish to use a customized version of this email, create a copy of this file here: .\custom\templates\email_templates\payment\paymentReceiptBody.blade.php. Any changes made to files in the .\custom\ folder will not be overwritten by updates.
• Finally, to ensure your custom version is used, change the setting in System Settings -> Email -> Payment Receipt Emails from Default to Custom.
  

• We’re pretty darn excited about this one! FI now has a full-featured permissions system, which means not every user has to be a system admin. You can grant specific individual user rights to view, create, update and/or delete on every module and every report.
• When adding a new user account, there’s a new option, “Standard user”.

• Admin users have all rights.
• Standard users can be assigned granular access to all major modules and reports.
• Client users can only login to the Client Center and can view only their invoices, quotes and payments.

• This handy list holds your ten most recent actions. It provides a reminder of what you’ve been working on as well as a one-click link to go back to any item - clients, invoices, expenses, quotes, reports, etc.

• Notes are included within the user privileges system.
• You can now edit notes after they’ve been saved.
• Dates added and last edited are tracked, as are the user who added and last edited. A tag system was added to allow quick categorization of notes.
• A timeline view with user initials and colored avatar.
• Client notes can (optionally) be displayed below the Client Details page. (set within System Settings)
• Notes can be searched by description, user name and assigned tag.
• A new search control was added to allow for a more directed search experience.
• A badge at the top of the Note area displays the number of notes attached per entity (client, invoice, task, quote, etc.)

• The Search control was moved from the top of the left navigation menu into each module (Clients, Invoices, Quotes, etc.)
• Added Tag filtering to the Clients module
• Added a display of the number of matching filtered records.
• Added the ability to easily clear the current filter.
• Searching now respects all active filters.

• A new dashboard widget was designed for managing your personal to-do list.
• You can enable the widget from the System Settings -> Dashboard view. (A minimum of 6 columns is recommended.)
• Assign a task to yourself or any member of your team.
• Use the inline task creation for quick task notes (using the Add Item link in the task section header)
• Use the Create Task or Edit Task buttons to enter full details.
• Tasks can be assigned to a specific client, if needed.
• Tasks can have file attachments and notes.
• Tasks can be closed (marked complete)
• Tasks can be reopened if needed.
• Tasks can be reassigned
• Tasks can be filtered based on their:
  • Status (open, closed, all, overdue)
  • Date range
  • Keyword contained
  • Assignee
• Task have four sections:
  • New
  • Today
  • Tomorrow
  • Later
• Tasks can be moved and sorted within and between sections with a simple drag and drop.
• Tasks can be created from any Note entry. Just check the box to “[x] Create Task from Note”.

• Badges display for: Clients, Invoices, Quotes and Tasks

• Some time ago, the API service that we used to provide realtime exchange rates changed their model and no longer worked for us. We have changed to using exchangeratesapi.io and the ability to use automatic exchange rates is back.

• Your customers can scan the QR code on a printed invoice to go directly to the public URL link and pay it.This option can be turned on or off with a new setting System Settings -> Invoices.•

• This page houses properties most often set once and not changed, like: Active (Y/N), Invoice Prefix, Email Payment Receipts, Default Currency, Language, Timezone, etc., simplifying the main Details page.

• This provides a more consistent UX and flows better with the new user permissions system.

• Previously, editing a Client record automatically opened the Details page. It now edits within the active page (Contacts, Attachments, Notes, etc.).

• This feature can be used with the {INVOICE_PREFIX} field within System Settings -> Groups

• This feature can be used with the {INVOICE_PREFIX} field within System Settings -> Groups

• Accessible from the panel below the invoice details, using Options/Edit.

• The email to use for testing is now saved.
• Details of the specific error encountered are now displayed along with suggestions for how to fix them.

• Adding a new field now respects the active tab (selected table).
• Field names are limited to A-Z, a-x, 0-9, space, - and _ characters to avoid naming compatibility issues.
• Removed the ability to define date and datetime formats as it could conflict with the system setting.
• Added bulk delete functionality. (select multiple fields and delete)
• Added the ability to sort all base module table views by custom fields.

• This removes all tags that were created but are no longer being used.