Xero payments now appear in the invoice history
Since v0.45.0, payments recorded in Xero sync into Current every night. Until now they changed the invoice without leaving a trace in its Activity history, so an invoice could flip to Paid with nothing to say when or why.
Every change the sync makes is now recorded on the invoice:
- "X marked as paid in Xero" for the amount newly paid (just the new amount, not the running total, so a 400 payment followed by the remaining 600 shows as two entries).
- "Status changed from Sent to Paid (synced from Xero)" when the status moves.
- The client's activity timeline shows the invoice as paid, the same as when you mark it yourself.
The first nightly run caught up on your existing Xero payments just before this change shipped, so invoices updated in that first catch-up may not show these entries.
Duplicate a quote for a different client
Duplicate now asks which client the copy is for, from both the quote page and the quotes list. It defaults to the original client. If you pick someone else, the copy's project is cleared (a project belongs to one client) and everything else — sections, line items, pricing, notes — comes across as before.
Changing the client on an existing quote is still not possible. Duplicating is the way to reuse a quote for someone new.
"Sync Client First" links work
When an invoice couldn't sync to Xero because its client wasn't in Xero yet, the error offered a Sync Client First link. That link opened the client's page and then did nothing.
It now asks you to confirm and then syncs the client. The client page also has its own Sync to Xero button, next to the client's Xero status, for anyone who can make changes.
Uploaded files
- Uploads now only accept the file types each area actually uses. Documents take PDFs, images, Word, Excel, text and CSV files. Logos take PNG, JPEG or WebP. Anything else is turned away with a message.
- Files that aren't images or PDFs now download when you open them, instead of opening in the browser tab.
- Logos on your PDFs and emails are only ever read from your own organization's files.
Behind the scenes
- Security updates to the rich-text editor used in the wiki and notes, and to other components.
- Reliability and stability improvements.