April 27, 2021 Release
Web App Version: v2021.04.22.1

Catalog/General

  • PW-11239 - We found an issue where deleted or previously merged parts were indexing improperly and showing up in catalog searches. This was resolved.

  • PW-11002 - Updated to news version of the Stripe API

Account

  • PW-11210 - We fixed an issue where if you attempted to send an invitation to an email address that was previously used in Portal, the system would log out the user sending the invite. If you invite a deleted user it will now simply create a new user. If you invite a user already associated with another account on Portal, we will inform you that it’s connected to an existing account. If you attempt to invite someone already active on your account, you’ll be alerted that the user exists on your account already. If you attempt to invite an email that’s currently in your pending invite list then it will simply re-send the invitation.

Proposal

  • PW-11164 - You can now Add & Edit Images for Labor Items!

  • PW-11095 - Our WYSIWYG editor got an update. We are using the default look from the plugin developer, and we added a Loom icon. You can now add Loom videos to proposals! The loom feature is available on Team and Unlimited accounts only. The editor also has some additional new features, such as inserting a table!

  • PW-11230 - We fixed an issue where once a proposal would ask if you collect tax in a state, the question would look like it’s reloading and then disappear.

  • PW-11229 - When cloning a proposal the original proposal's name wasn’t carrying over to the clone. This is resolved.

  • PW-11212 - When reverting a proposal that includes Options, if the options were not yet selected at the moment to which you reverted, those options will be reset. Previously, chosen options would stick through a revert.

  • PW-11211 - We fixed an issue where the tax setting for a cloned proposal would keep the tax value of the client on the original proposal, even if you had your tax default set to Dynamic Tax calc. Cloned proposals tax settings will now default from the account, not the original cloned proposal.

  • PW-11220 - We improved the proposal notification that prompts you to add a client address when you are using the Dynamic tax setting and have added a customer without an address.

  • PW-11165 - We improved the proposal notification that asks you if you collect tax in the state of the client’s address - if you are using the dynamic setting and that state isn’t currently listed as your taxable state. If you select “No”, that you do not have nexus in that state, then the tax rate defaults to be based on your company address, and now gives you a notification of such.

  • PW-11215 - If you chose to hide your labor total on a proposal in the client view settings the tax percentage will not be broken up and displayed for parts & labor. It will just show the single tax line item.

Payments

  • PW-11219 - When a dealer deletes a payment request after the payment link has been sent, the link will no longer show as active to the customer if opened.


April 13, 2021 Release
Web App Version: v2021.03.23.7

General

  • User Permissions functionality, currently in Beta, has been turned on for all Team and Unlimited accounts.

Proposals

  • PW-11152 Fixed an issue where reverting a proposal to a previous version would change the tax setting to dynamic (based on Client Address)

  • PW-11137 Fixed an issue where revert feature was not functioning from the Proposal History section

  • PW-11151 We fixed an issue that generated an error when adding an address to a new Contact if that contact has already been created but without an address.

  • PW-11049 We updated Tax functionality so that Parts and/or Labor tax can be selected via checkbox, so that you can easily charge tax only on labor, parts, or both on a proposal as well as set in your global settings. You also have the option to charge different rates on Parts versus Labor. This is mostly for use outside of the US.

  • PW-10683 Pick List PDF can now be downloaded on all proposal statuses. If the proposal has Options then the Pick List PDF will include only the Options that are currently selected/visible.

Quickbooks

  • PW-11134 QBO - Quickbooks returns an error during an item lookup, when the item name is in the same format as a date, returning that the date is invalid. We built a fix for this QB issue.

  • PW-11126 QBO: We now run a check that the country set in both Portal and QBO match.

  • PW-11129 QB Desktop - We fixed an issue where items were being sorted by their type on the estimate rather than showing up in the order from the proposal. (v3.6.1.0)

iOS App

  • PW-11133 Fixed an issue where you could not preview the proposal in the iOS app


March 30, 2021 Release
Web App Version: v2021.03.23.6

General

  • PW-11030 We built new functionality to allow US dealers to add their taxable states in their settings to be used on proposals.

Catalog

  • PW-11107 We fixed an issue that prevented users from setting a default supplier for an entire brand in the catalog.

  • PW-11097 We fixed an issue where if a part was added to a proposal while an Area Description section was open for editing, the user would be warned to save the Area Description from inside the catalog.

  • PW-11108 In the Product Detail we made the “More suppliers’ button more visible so it appears active and clickable.

Proposals

  • PW-11044 We fixed an issue where a previous discount value would be cached in the discount field when you edit it.

  • PW-10824 We added/improved our Tax Calculation exceptions in proposals. When using the Dynamic Tax calc feature, Portal We now ask if the To utilize the new taxable States within a proposal if a dealer is using the dynamic setting to get tax rate based on Customer address it will warn them that their client isn’t in one of their taxable states and set their tax to 0 until you interact with the flow.

Orders

  • PW-11021 Added PDF Order download.

  • PW-10973 We fixed an issue regarding order statuses not updating

  • PW-10948 When an order does not have a ship to address, it will now send a warning that an address is needed when attempting to submit.

Quickbooks Integration

  • PW-10688 - We added the ability to map tax codes in QB Online when you are outside of the US. This will allow non-us dealers to be able to utilize the QBO integration.

  • PW-11129 - We fixed an error “string too long” for QuickBooks Desktop that was being shown when trying to sync some items. We also made sure that when you push an estimate over the items are in the same order as they are on the proposal.


March 9, 2021 Release
Web App Version: v2021.03.03.4

General

  • User Permissions - Released in Beta! If you’d like to try User Permissions for your account, reach out to Portal in the chat or email us at support@portal.io

Catalog

  • PW-10998, PW-10986 - Optimized queries, indexes, and endpoints for improved catalog loading speed for both web and iOS app.

Proposals

  • PW-10949 Quantity fields were displaying with 4 values after the decimal on some pdf downloads.

  • PW-10941 Improved adding products to a Proposal when there are no Areas yet on a new proposal.

  • PW-10976 When a proposal is reverted from Proposal History section, not all data points were being recalled, client notes being one of them. All data is now being reverted.

Orders

  • PW-11021 Added PDF Order download.

  • PW-10973 We fixed an issue regarding order statuses not updating

  • PW-10948 When an order does not have a ship to address, it will now send a warning that an address is needed when attempting to submit.

Quickbooks Desktop

  • PW-10972 We fixed an issue where all models were coming over as lowercase and labor items were showing up at the bottom rather than in line where they are in the proposal.


February 16, 2021 Release
Web App Version: v2021.02.10.6

General

  • User Permissions - Continued work on User Permissions feature.

Proposals

  • PW-10927 We adjusted the Invoice PDF to use the custom item descriptions when applicable. It was always using the catalog description.

  • PW-10940 We adjusted our tax calc rounding. When labor & parts are both taxed, some rounded tax totals were off by a penny.

  • PW-10667 When you click edit on the part discount in the financial section of the proposal, the cursor will now automatically highlight the value in the part discount box for faster editing.

  • PW-10913 When you manually set a proposal status to "Submitted" with no or low tax, you will be prompted regarding low/no tax the same way you are prompted when submitting via email.

Orders

  • PW-10926 We now allow you to create an order, even if you don’t have a Company Address in your users settings page. An error will still be generating when submitting an order if there is no Ship To address.

Quickbooks

  • PW-10836 QB Online does not allow negative value estimates to be created. Instead of allowing an error to be generated, we have removed the ability to push these proposals into QB Online. We also added a tool tip for clarification.

  • PW-10928 We fixed an issue with labor item mapping for QB Desktop. A new version (3.5.5.2) is available to download from the Integrations section in Settings.


February 9, 2021 Release
Web App Version: v2021.02.04.1

Catalog

  • PW-10658 When adding a part from within a proposal, you can now click on the product to view the product details before adding it to your proposal.

  • PW-10763 We fixed an issue that would round the sell price differently depending on how you added the part to your proposal. This only occurs when the default sell price is set to "Markup from cost" in setting. It was also causing an issue with Quickbooks integration.

Proposals

  • PW-10464 You can now Add Items (Part, Labor and Custom) to Multiple Areas (and Options) from within a proposal.

  • PW-10660 Custom costs on an item in the catalog now load in the proposal without requiring a manual refresh on costs on the proposal.

  • PW-10848 When there are two taxes (Canadian Dealers), both taxes will show up on the PDF Invoice now.

  • PW-10846 Invoice PDF's would sometimes truncate the description of a part on a second line rather than keeping it on one line. This was resolved.

  • PW-10851 Sorting Proposals by number will now sort in Descending order by default.

  • PW-10850 Manually changing the proposal status to "Submitted" will now behave more similarly to emailing the proposal. A PDF version will be captured in Proposal History and the proposal can be reverted.

  • PW-10847 When changing proposal tax from Dynamic or Company Location to a fixed percentage on a proposal, and making that the default on your Company account, the new fixed percentage will now be saved correctly and will show on the settings page upon refresh.

Quickbooks

  • PW-10762 We fixed an issue where very long labor descriptions would not sync properly to Quickbooks Desktop.


January 26, 2021 Release
Web App Version: v2021.01.20.1

General

  • User Permissions - We have laid out the groundwork for our user permission feature. User Permissions have been designed for Team & Unlimited plans. It will be ready for Beta within a few weeks. If you’d like to be a beta tester for User Permissions, please let our team know.

Catalog

  • 10664 - An item menu has been added to parts results in the catalog. This menu list currently has only one function - allowing users to suggest a better category for a part.

Proposals

  • 10624 - We resolved an issue where the Tax Value on the Invoice PDF varied by one penny.

  • 10602 - We resolved an issue where the Tax Value on the PDF of a Client Proposal varied by one penny.

  • 10606 & 10603 - We made adjustments to the new Invoice PDF. It now includes the Dealer's Company Name, and displays the approved date rather than the current date if the proposal is in Accepted or Completed status. The filename of the downloaded PDF now includes ‘Invoice’ rather than ‘portal picklist’

  • 10771 - We resolved an issue with Sales tax rounding on Dealer View of Proposals.

  • 10752 - We updated icons for the QB Online integration.

  • 10675 - We made improvements to the Proposal CSV download. We added total cost, total sell, total profit per item, and a sell tax column where you can see if a product/labor item is taxed or tax exempt.

  • 10663 - We now allow manually setting a proposal status to “Submitted”

  • 10633 & 10650 - We now support multiple tax rates for Canadian dealers. This can be set as an account-wide default or from within a single proposal. Rates can be applied to Part, Labor, or both, and can be labeled (GST, HST, etc).

  • 10623, 10630 & 10657 - We made improvements to the Dynamic Sales Tax feature and integration with TaxJar. Rather than looking up the rate based off of zip code, we now use the street address to determine the dynamic tax rate. This change is due to jurisdictions in the US that have different tax rates for the same zip code. This dynamic tax rate lookup by address is only available for US dealers in Portal.

Payments

  • 10662 - Billing has been setup for ACH transaction fees. On the first of the month dealers will be billed for any ACH transactions that took place during the previous month. This will run automatically through Stripe.

  • 10770 - We resolved an issue that generated an error when viewing some payment details.

  • 10619 - We resolved an issue that did not email the customer the payment request if the request was added to a proposal after the proposal was already submitted.

  • 10604 - We resolved an issue that showed incorrect fee totals on the Payouts page, if a convenience fee was added to a Payment.

  • 10433 - Added skeleton loader graphics to the UI for Payout list

2020 Release Notes

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