As part of our commitment to your success, we're happy to announce several improvements to MC Trade to help you manage your organization more efficiently and effectively. We will roll out these changes to all customers on July 20, 2023.
This release includes the following enhancements and fixes:
- Fixed an issue with "Write off all selected invoices" action in the Invoice Selector for invoices with related revenue item dependencies
- Fixed an issue with QuickBooks Online re-authentication sometimes failing to save tokens
- Updated the sort order on QuickBooks Online Account Import to sort by Account Number rather than description
- Fixed an issue with the display on the State field in the Listing Override values on a profile
- Fixed an issue with Renewal forms not requiring Custom Fields and Affiliation Code selection when flagged as required in the form setup
- Update the Add a Member window to show Member Activity as required with an asterisk
- Fixed the Committee Memberships section on individual profiles in both the MC Trade profile view and the Member Portal profile view to show more than top 5 Committees
The MC Trade development team is hard at work on new Post Transactions features and functionality in the browser! If you are interested in being an early Beta testing, please contact lbashaw@personifycorp.com.