December 6, 2022

Kaseya Quote Manager release notes

Improvements

• Quote templates are more customizable with two new variables: Created Date and Tax Number.
• We've added an EmployeeOwner field to the Quote, Sale, And Customer API endpoints and added a new endpoint to retrieve a list of employees.
• Upon cancelling a connection with Xero or QuickBooks Online, rather than receiving an error, you will be navigated to the relevant app integration page and see a Connection cancelled message.
• Inactive products are excluded from the selectable options when adding products to a landing page.

Fixes

• When a user without an account completes a purchase using the Online Store, they can safely view their invoices without the need for account creation. Previously, invoices could not be viewed without logging in. We have improved the security for invoices and loosened this restriction.
• Previously allowed by the supplier API integrations for Lenovo and Synnex, line items with the quantity 0 will now be omitted.