What's new with Paragon - February 1, 2022

New features and bug fixes every two weeks. Come back here to check out what's new.

Export refunds receipts to QuickBooks

When you need to refund a customer for an order, you can do so in Paragon by making a credit and then applying it to an on account payment. Now, if you mark that credit and payment as a refund using the 'export as refund' attribute, it will create a refund receipt in QuickBooks when the payment is issued.

If you also use our Shopify integration, the Paragon credit and make payment created for a refund are now automatically marked as such so they are exported to QuickBooks as refund receipts. 





Bugs

Here's a list of bugs we've eliminated with this update:
  1. The attribute inheritance screen no longer freezes when stopping in the middle of an edit.
  2. Clicking an item in a transaction now takes you to the correct item, even if the item module is filtered to only include some records.
  3. Attribute associations can now be removed when they are no longer needed.
  4. Importing the GL chart of accounts now prevents users from using duplicate account numbers.
  5. The source field no longer has a maximum character limit.
  6. The payment amount field on payments is now a properly formatted money field.
  7. Shopify orders with the < and > character in discount names are now blocked to prevent HTML injection.
  8. The commission analysis report now includes credits as a reduction to commission. In addition, the commission amount is now properly weighted across the transaction lines in the report.
  9. The inventory available and bought and sold reports now load even if the inventory value attribute has been removed from screen setup.
  10. Custom query attributes on the business card or business terms no longer default to the first value in the drop down.
  11. Notes on Shopify orders are now imported in Paragon.