Wise-Sync & Wise-Pay Feature Release

Releases   Written by Paul MacNeill on Jun 5, 2017    

 

In the upcoming webinar, Master Ninja Paul will be highlighing all the latest features and enhancements of upcoming Wise-Sync & Wise-Pay release.

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We're just days away from the new release of Wise-Sync & Wise-Pay. In this update, there are a number of bug fixes, as well as a couple of major features that will improve Wise-Pay's performance and expense management plus some smaller features in Wise-Sync.

To register for the webinar, please click here

Join us on Friday, 9 June 2017 at 10:00 AM (AEST) (Click here to check your local time) as we highlight all the changes in this release which includes: 

Wise-Sync

  • Product Discounts - Will now display as "Product Discount" rather than the default description provided by ConnectWise of 'Service'. 
  • Sync Expenses Based on Approval Status - Allows users to control which Expense Entries sync based on Billed Status and/or Approval Status. Wise-Sync will now hold back expenses that do not meet the minimum approval and billing status. Providing with a way of selectively syncing records that have completed their approval or billing processes.
  • New ConnectWise REST API - We've made the first steps towards moving to the newer REST API, to ensure smooth transition, please ensure you create and update the ConnectWise API Credentials.
  • Payment Sync Cutoff - This feature has been fast-tracked by a partner to improve the speed of sync payments where you have many years of accounting data. We've added a new Payment Sync cutoff, to ensure that payment data in the past is not updated by Wise-Sync, but there's a catch. Join the webinar to hear more about this new feature. 

Wise-Pay

  • Application Performance - We've made several changes to the application framework for quick loading of Wise-Pay dashboard.
  • Payers now can save Address Data (AVS) - The first part of AVS support, the collection of address data for card holders. 
  • Invoice Reference for Xero Conversion Customers - For customers that have converted from Xero, payers will now see the invoice reference, as well as the Xero assigned Invoice Number.
  • Expense Approval Sync Management - Set the Approval and Billing status levels to control when an expense can sync to your accounting package.
  • More Details When Payment Reference & Card Don't Match - Show details will now show the details for the specific transaction and payment method, rather than the saved method.
  • And more...

 

We thank you for all the suggestions and feedback we've received to make Wise-Sync and Wise-Pay Wiser and helping us achieve better effencies and simplify processes. 

If you'd like to know about the previous major release, check out our previous blog post here.

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