Changelog
Follow up on the latest improvements and updates.
RSS
new
improved
fixed
8/20/2025 - 9/5/2025
New
- Email Integration (inbox, email templates, attach emails to tasks, etc.)
- Show payout date on the booking commission tab
- Sabre: Support account number as an alternative corporate identifier
- Internal tool: Import client profiles from spreadsheets
- Import Adjustments (FKA Advisor Expenses) in bulk
Improved
- Honor line breaks in invoice remarks
- Various Analytics improvements
- Sabre: Parse MCOs and taxes better
- Revamp: Accounting for unmatched commissions
- When an email is sent from a trip, tag it to that trip
- Sabre: Accounting for cash FOP ARC commissions
- Advisor expenses renamed to "Adjustments"
Fixed
- Include unpaid client payments in wallet total calcs
- Exclude deleted refunds on trip summary tab
- Embedded Accounting: Journal entry rounding error
- Emojis not populating in email templates correctly
- Multi-file select for email attachments
- Supplier payment UX regressions
- Forms: Passport component not updating client profile
- Forms: New client profiles from forms not getting assigned to form creator
- Dashboard: Tasks appearing multiple times
improved
fixed
8/4/2025 - 8/19/2025
Improved
- Various Analytics improvements and new fields
- Clicking outside a dialog will no longer close it
- Better error messaging around faulty imported gender data
- Default assignee on a new task to the user
Fixed
- Sabre: Better handling of unticketed segments in the PNR
- Invoices: Various improvements and bug fixes
- TS Accounting: Relax validation around JEs
- QBO: Don't change supplier on unmatched payments
- ARC: Various fixes for agency paid bookings
- Include unpaid client payments in wallet tab calculations
new
improved
fixed
7/19/2025-8/3/2025
New
- TravelWits and Trip Boutique integrations
- Add Bermuda to country list for client addresses
- Bank statement upload for embedded accounting
- Mapped fields in supplier payments for comma and slash name formats
Improved
- ARC deposit debug improvements
- Add recognized percentages to funds on account report
- Add multiple task templates to a trip
- Better checks for statement drifts
- Net remit calculation for refunds to FOP Cash bookings
- Better support for multiple TripSuite clients with shared PCCs
- Various improvements to the Spotnana integration
Fixed
- Prevent commission chasing for ARC bookings
- Don't process PNRs for PCCs which aren't mapped
- Receipt not sending for authorization only invoices
- Do not require client/trip for embedded invoices or bills
New
- Revamped Client Invoices
new
improved
fixed
6/25/2025 - 7/13/2025
New
- Client payments now have a searchable ID
- TripSuite Accounting
- Sabre: Only accept ENS notifications from certain queues
Improved
- Better address formatting for supplier invoices
- Myriad analytics improvements and new fields
- Sabre: Count booking as non-commissionable when CMN-NC is present
- Sabre: Prevent duplicate interface IDs when creating suppliers
- Default address selection in credit card dialog to primary
- Standardize KTN to Known Traveler Number for integrations
Fixed
- Sabre: Don't create duplicate booking when accounting line is duplicated
- Round amounts for markup withdrawals
- Allow negative markup withdrawals when necessary
- Convert trip cost amounts to home currency for wallet calcs
new
improved
fixed
6/6/2025 - 6/24/2025
New
- Analytics for advisors
- Crawlers to check payouts in QBO vs TS
- Special parsing for Virtuoso hotel bookings
Improved
- Spotnana integration refactor
- Search by Spotnana Trip ID and add Spotnana chip
- Better handling of inactive agency users
Fixed
- MCO creation causing error
- Use total processing cost when available over percent
- Show new subagency admins their old statement if permission structure is chaged
- Allow transferring gift cards to deleted clients for un-merging
- Reassign markup splits when trip is reassigned
- Merge to PNR: Use traveler's info for CTCM and CTCE
- Support negative withdrawals in QBO
- Various Travelwits integration foxes
new
improved
fixed
5/26/2025 - 6/5/2025
New
- Analytics revamp (beta release)
- Embedded accounting (beta release)
- Internal crawler to check for ARC duplicates
Improved
- Sabre: ENS service refactor
- Changed sales/revenue terminology across the app
- Show booking client on supplier invoices instead of trip client
Fixed
- Imported addresses not showing on supplier invoices
- Incorrect date displaying on some tasks in the dashboard
- Settings page showing 500 error when integrations have an error
new
improved
fixed
5/19/2025 - 5/25/2025
New
- Add PNR chips to corporate programs
- Public ID display on client payment dialog
- Track card used for client paid bookings
Improved
- Client matching for Sabre bookings: Incorporate gender
- Add tooltip to primary commission contact star icon
- Tweaks to supplier payment matching algorithm
- Upgrades to internal tools
Fixed
- Prevent primary on trip being added as an additional traveler too
- Time zone issues with preloaded exchange rates
- Include canceled bookings when pushing markup to QBO
- Fix for scripts used to clean up commissions on imported data
new
improved
fixed
5/14/2025 - 5/18/2025
New
- Internal alerting for duplicate ARC document numbers
- Delete supplier contacts
- Move PNRs between trips
- Hide PNRs on trips
Improved
- Default new bookings to commissionable
- Forms: Remove unnecessary tooltip and rename name field
- "Goes by" now a column in the travelers tab of the trip
- Supplier payments matching algorithm improvements
- Don't create a trip from Sabre when there are no segments in the PNR
- Copy and pasting from supplier payments card now enabled
Fixed
- Various statement fixes
- Push ARC fees to QBO using Tulsa time zone
- Imported supplier addresses not showing in the supplier profile
- Various fixes for agencies with bank accounts in other currencies
- Some bookings marked as paid but with no commission from Sabre
new
improved
fixed
5/11/2025 - 5/13/2025
New
- Add public IDs to bookings and make searchable
Improved
- Group name as a column on the clients page
- Subagency admins can now see statements of sub-advisors not paid out by them
- Internal logging to better debug MCO parsing issues
Fixed
- Wallet tab cutting off after too many line items
- Various minor statements fixes
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