June 14, 2022
Kaseya Quote Manager release notes
Autotask integration
- We’ve streamlined how we handle tax when syncing to Autotask. As a result, we no longer require a Tax category or Tax region to be configured during setup and instead rely on billing codes. Billing codes can be set per product type for when a product needs to be created in Autotask. If a product already exists in Autotask, Kaseya Quote Manager will use the billing code defined on that product.
- Credit card payment surcharges are now synced to Autotask tickets and opportunities. We’ve added a new billing code option on the setup page to facilitate this.
- We no longer sync $0 shipping charges to Autotask and will now remove existing $0 shipping charges if we encounter them during synchronization.
Performance
We’ve made significant improvements to the performance of Kaseya Quote Manager. On average, we have improved page load speed by 300-400% on our most frequently visited pages, and all other pages have seen a solid performance boost.
Product feeds
Comsol (Australia) has changed the domain name for downloading product images. We've updated the supplier product feed importer to use the new domain.
Other improvements
- We’ve improved the security of the Online Store to address a potential vulnerability we detected as part of our regular penetration testing.
- The Xero sync setup page will now display a meaningful error if we are unable to connect to the Xero API for any reason. The most common reason this occurs is due to exceeding Xero API daily rate limits.
.NET Core rollout complete
Our new and shiny platform update is complete. All partners are now using the new version of Kaseya Quote Manager and have access to all the latest features.
