TABLE OF CONTENTS

• Version 1.12
• Version 1.11
• Version 1.10
• Version 1.9
• Version 1.8
• Version 1.7
• Version 1.6
• Version 1.5
• Version 1.4
• Version 1.3
• Version 1.2
• Version 1.1

Version 1.12

September 2023

Features

Effortless Invoice Resending

• You can now easily resend invoices with this convenient enhancement.
• Simplifies invoice management for users.

Streamlined “Get Started” with Enhanced Invoice Emails

• Emailed invoices now include the invoice number in the subject lines of emails.
• Provides improved tracking and management of invoices.

Payment Processing

• Revamped "Get Started" button for seamless sign-up with Gozynta Payments.
• Enhances the user experience for payment processing.

Enhanced Onboarding Task List

• Upgraded task list for onboarding offers a more intuitive and efficient way to manage the onboarding process.
• Improved visualization of batch status for users.

Bug Fixes

• Reduced automatic AutoSync disconnects from intermittent ConnectWise API timeouts.
• QuickBooks Online connections can now be disconnected by Mobius Admins.
• AutoSync disconnect emails now contain disconnect cause (if possible).
• Cleaned up legacy task logging for better developer review.
• Fixed issue with reading ConnectWise lines on very large purchase orders.
• Fixed exempt tax code bug for US QuickBooks Online locale.
• Fixed missing icons on the payment sync datepicker.
• Mobius Admins now require confirmation to disconnect a QuickBooks Online connection.
• Updated the password reset link for user convenience.

Version 1.11

April 2023

Features

Gozynta Payments Settings

• Improved clarity in Payments Settings page.
• Clear instructions on setting up Gozynta Payments.
• Easy access to pre-filled sign-up email, pricing, and documentation.
• Seamless experience for users who have already set up Gozynta Payments.

Login Page Redirects

• Enhanced URL redirects for users with bookmarked version URLs.
• Ensures users are directed to the most up-to-date page.

Autosync Improvements

• Autosync module self-disables and notifies users in case of unexpected sync failure.
• Error handling added for ConnectWise API timeouts.
• Module only disables when expected, reducing false disablements.

Autosync Email URL Redirects

• Fixed URL redirection issue in Autosync module emails.
• Links now correctly redirect even for unauthenticated users.

White Labeling with Company Logo

• Option to omit a company logo for Gozynta Payments emails.
• Recommended to add a company logo for branding and recognition.

QuickBooks Online Character Limit Handling

• Truncation of long strings to 21 characters to accommodate QuickBooks Online's character limit.

COGS Knowledgebase Link

• Fixed broken knowledgebase link for cost of goods sold (COGS).
• Updated link for users interested in GL Mappings.

Bug Fixes

• New accounts missing the Autosync Module.
• Issue with a specific QuickBooks Online error requiring backend reset.
• ConnectWise API error causing issues with company lookup in QuickBooks Online.
• User-friendly messaging when a token expires.
• Branding consistency issues fixed.
• Backend issues resolved regarding subscription changes.
• Customer downgrades in QuickBooks Online now trigger re-sign in for Mobius.
• Autosync not working for customers experiencing a specific timeout error.

Version 1.10

January 2023

Features

Gozynta Payments Now Available

• White-labeled payment tool for MSPs.
• Email invoices come from your email address, enhancing security.
• Access Gozynta Payments from inside Mobius on Payment Settings setup page.

Better Log-in Experience

• Improved log-in experience with future support for MFA and SSO.

Access to W-9 from Mobius

• Easily access the W-9 during tax season from the Billing page.

Continued Improvement of Customer Experience

• Complimentary Software Support Call: Up to half an hour of screen-sharing support.
• Included Onboardings: Standard Onboarding for structured setup and confidence in financials.
• Released Multi-currency support for Purchase Orders.

Bug Fixes

• Fixed Bug: Missing Autosync Module for New Accounts
• Fixed Issue: Quickbooks Online Error Message Correction
• Fixed User Guide Link and Knowledge Base Link
• Fixed Quickbooks Online Unauthorized User Error
• Workaround for CW API Error
• User-Friendly Messaging for Token Expiry
• Branding Consistency Fixes
• Backend Issue Fixes for Subscription Changes
• Issue with Customer Downgrading QuickBooks Online Account
• Autosync Issue Resolution for Specific Timeout Error

Version 1.9

September 2022

Features

Payments Email Resend Option

• Partners using Gozynta Payments can now resend payment emails to customers.
• Provides the flexibility to re-send payment requests to customers easily.

Bug Fixes

• Tax Code Mappings Bug Resolved
• Purchase Order Tax Code Resolution
• Guard User from Conflicting Tax Settings
• Improved Error Messages
• 500 Error Page Fix

Version 1.8

July 2022

Features

Introduction of Gozynta Payments, a new option for accepting payments from customers.

• Streamlines invoice sending from ConnectWise Manage with an easy-to-use payment link.
• All payment-related emails come from your MSP's domain name.
• Payment link is branded with your logo and attached to a PDF version of your ConnectWise Manage invoice.
• Customers can pay via credit card or ACH.
• Completed payments sync to QuickBooks Online.
• Available to Mobius Standard users registered with the payment processor.
• Learn more at Gozynta Payments.

Bug Fixes

• Updated GL warning message for clarity.
• Partner's company logo on the invoice email not displaying after logo change.
• Fixed error message with incorrect knowledge base article.

Version 1.7

February 2022

Features

New Partnership with Stride

• Partnering with Stride for outsourced accounting.
• A one-hour complimentary strategic assessment with Stride.

Bug Fixes

• Removed support for ConnectWise Member Impersonation authentication.
• Improved Inventory start date settings in Mobius.
• Email Invoice feature now includes invoice CC email addresses from Manage.
• Stopped syncing the email address field on invoices to QuickBooks Online.
• Item missing necessary GL account will now update the Item instead of showing an error.
• Fixed Explicit Tax Mapping bug.
• Fixed bug with DKIM settings for adding a domain.
• Fixed bug marking finished with a warning as an unsuccessful transaction.
• Fixed bug preventing free accounts from updating the credit card on file.
• Fixed bug for non-US QuickBooks Online connections regarding taxable POs.
• Updated error message for "Failed to create a Vendor" with correct Knowledge Base article.
• Updated error message for "Creating member if necessary" with correct Knowledge Base article.
• Improved tax code error message clarity.
• Showing ConnectWise API member in user account configuration for easier troubleshooting.

Version 1.6

December 2021

Features

New Suggestion Board

• Centralized feature request board.
• Create, comment, and upvote feature requests.
• Accessible directly from Mobius.

Email Invoices from Mobius

• Send email invoices to customers.
• Checkbox option during batch process.
• Set up Email Preferences in Mobius.

Skip Attachments Option

• Option to skip attachments when syncing invoices.

"Bill To" Prioritization

• Prioritize "Bill To" email address over QuickBooks Online.
• Overrides only at the invoice level.
• Update "Bill To" email address in ConnectWise.

Bug Fixes

• Stuck on Billing Page
• Show Record Creation Status
• Sync Currency Symbol
• Aggregate ConnectWise Expenses
• Credit Memos Removal Bug
• Configuration Changes Bug
• "Please Wait" Screen Bug
• Update GL Mapping Error Message
• Typo in Error Message
• GL Account Not Specified Error
• Payment Auto-Sync for New Accounts
• Update Credit Card on File
• Unsupported Unicode Character Error
• Case Sensitivity Logic Bug
• Expense Attachment Fetching Bug
• Date Formatting Error Message

Version 1.5

October 2021

Features

Additional Fields Synced

• Now syncing more fields from ConnectWise invoices to QuickBooks Online.
• Syncing Customer PO, Sales Rep, and Reference fields.
• Displayed on the "Message on Invoice" field on QuickBooks Online invoices.

In-App Release Notes Pop-up

• Users will receive pop-up notifications of release notes within Gozynta Mobius after account upgrades.
• Enhances user awareness of changes to their account.

Unique Batch IDs

• Updated batch IDs to include a UUID for increased uniqueness.

Bug Fixes

• Quickbooks Online DocNumber Limitation
• OAuth1 Expiration Logic Removal
• Standardized Call to Action
• Credit Memo Error Message Fix
• Invoice Details Processing Bug Fix
• More Errors with Knowledge Base Articles
• CW API Validation Improvement
• Redirection Bug Fix
• AutoSync Failure Bug Fix
• Default Setting Change
• AutoSync Email Error Bug Fix
• Quickbooks Online Connection Bug Fix
• AR Invoice/Credit Memo Validation Message Fix
• Attachment Upload Bug Fix
• Quickbooks Online Configuration Bug Fix
• Internal Expenses Bug Fix
• Memo Rate Calculation Bug Fix
• AutoSync Email Bug Fix
• Subscription Update Timing Fix

Version 1.4

June 2021

Features

Accounting Package Validation

• Introduced validation to warn users if their accounting package setup is incorrect.
• Ensures data received from ConnectWise Manage meets requirements.
• [Security role update required.]
• Support article available for more information.

ConnectWise Manage API Version Update

• Updated API version to work with v2020.4 and above.
• Users on v2020.3 or lower must upgrade to enjoy new updates and feature releases.
• New signups require ConnectWise Manage v2020.4 or higher.
• Recommended upgrading to the latest ConnectWise Manage release.

Member Impersonation Authentication Deprecated

• Deprecated Member Impersonation authentication for ConnectWise Manage connections.
• Encouraged switching to APIKey Authentication method.
• Support article provided for guidance on setting up custom security roles and authentication.

AutoSync Warning Notifications

• Implemented warning notifications to enhance transparency during batch processing.
• GL Account Warning and other warnings will be emailed to users.
• Emails include a link to the batch with warnings for easy access.

ConnectWise Manage Invoice as PDF in QuickBooks Online

• Added ConnectWise Manage Invoice as a PDF attachment in QuickBooks Online invoices.
• Provides a permanent record in QuickBooks for invoices sent to customers.

Procurement/Inventory UOM Update

• Updated integration to read Unit Of Measure (UOM) from ConnectWise Manage to QuickBooks Online.
• [Security role update required.]
• Resolves discrepancies in quantities when purchasing items with different UOMs.

Expense Attachment Import for Service Tickets

• Enabled importing attachments for expenses on service tickets.
• [Security role update required.]
• Improved functionality with custom security role updates.

Prevent Reconnecting to Wrong QuickBooks Company

• Implemented a safeguard to prevent accidental reconnection to the wrong QuickBooks company.
• Users will be prompted to confirm the switch if reconnecting to a different company.

Bug Fixes

• Initial Quantity On Hand Fix
• Payment Sync Location Change
• Update Plan Fix
• Spelling and Message Fixes
• Password Change Error Fix
• Automatic Payment Sync Fix
• Additional Fixes

Version 1.3

May 2021

Features

Transfer Approved Expenses

• Introduced an option to transfer only approved expenses from Manage to QuickBooks.
• Unapproved expenses are no longer batched over by default unless chosen.

Transfer Expense Attachments

• Enabled the transfer of ConnectWise expense attachments to QuickBooks Online.
• Requires custom security role updates for attachment permissions.

AutoSync Configuration Notifications

• Allows users to select who receives notifications in AutoSync settings.
• Enhances control over email notifications in case of errors.

GL Mapping by Account Number

• Added the ability to map GL by Account Number, in addition to Account Name.
• Provides more flexibility in mapping accounts.

GL Sub-accounts by Number

• Enables mapping of Manage accounts to Sub-accounts in QuickBooks Online using Account Numbers.
• Supports up to 5 levels of sub-accounts.

Improved Error Messaging

• Error messages now include links to helpful articles for faster issue resolution.

Transaction Line GL Account Warning

• Warns users when an invoice line's GL account differs from what ConnectWise specifies.
• Helps prevent discrepancies between GL accounts.

Bug Fixes

• No Customer on Internal Expenses
• Payment Sync Credit Handling
• Fixed Credit Memo Logic
• Improved Security
• Unique Vendor Invoice Numbers
• Payments without Invoice Numbers
• Issue with Reading Invoices
• Customer/Vendor/Member Usages
• AutoSync Error Handling
• Legacy Product Mapping
• Tax Level Mapping Fix
• Service Item Mapping Fix
• Missing Purchase Dates Fix
• Avalara Batch Processing Fix
• Tax Mapping Error Fix
• Split Batch Date Fix
• Tax Override Fix
• Mobile Device Button Access Fix
• Whitespace Integration Error Fix
• Agreement Product Line Fix
• Connection Name Length Limit Fix

Version 1.2

November 2020

Features

Enter Reimbursable Expenses as Bills

• Introduced the ability to enter reimbursable expenses as bills.
• Works with "Expenses as Bill" feature turned OFF in ConnectWise Manage.
• Simplifies the transfer of both reimbursable and non-reimbursable expenses.

Sync Billing Term With End Of Month

Enhanced integration by allowing Billing Terms with End of Month in QuickBooks Online.

• No longer pushes Due Days value for Billing terms, ensuring compatibility with End of Month settings.
• Provides notifications if Billing Term Due Date in QuickBooks Online and ConnectWise invoice Due Date don't match.

Track Expenses and Items By Customer

• Utilizes QuickBooks Online's setting to track expenses and items by customer.
• Populates the customer column in expense transaction details.

Track your Batch Status

• Added a convenient way to check batch statuses.
• Access batch statuses through "Review existing batch."
• Statuses include Started, Finished, Finished with Error.

Avalara Tax Module Renamed

• Renamed Avalara tax section to Taxes as Line items.
• This change is cosmetic and does not affect functionality.

Improvements with Tax Mapping

• Configuration Dashboard now indicates if Tax mapping is Implicit or Explicit.
• Renamed Avalara tax option to "Taxes as line items."

Bug Fixes

• Better handling of Payment Sync with missing invoices
• Implicit Tax Mapping Warning

Version 1.1

September 2020

Features

Improved Data Mappings

• Enhanced handling of invoices without any lines.
  • Automatically mark $0 invoices as batched.
  • User-friendly task log notification for invoices with no lines.
• Support for applying Credit Memos.
  • Streamlined handling of credit memos from Manage to QuickBooks Online.
  • Improved payment sync for accuracy.
• Utilize the dateEnd from expense reports as the date of expense entries.
  • Simplified payee assignment for non-reimbursable expenses.
• Added unique identifier to batch_id for ensuring uniqueness in inventory.
  • Robust support for taxes on Purchase Orders (POs).
• Warning for item creation without a COGS account.
  • Improved error messages for easier troubleshooting.
• More complete invoice details:
  • Synchronize CW invoice Reference field to QuickBooks invoice notes.
  • Enhanced line descriptions for discount invoice lines.
  • Improved Product ID usage in GL Mapping for Deferred Revenue lines.

Platform Improvements

• Better Unicode support throughout the application.
• Container-based hosting for enhanced security, performance, and reliability.
• Transition from SOAP API to ConnectWise REST API.
• Enhanced backend logging for proactive error resolution.

Bug Fixes

• Fixed bug related to taxes in QuickBooks (US only).
• Batch data view in task log for data analysis.