Since we acquired Qsales last May we have completely rewritten the application and added many new features. This drive comes from the fact that we use Qsales internally, and we're always wanting the program to do more. Needless to say, our customers are not much different, which is why we're very excited to announce the release of two major new features to the Qsales subscription product.
Much like before, QBilling is designed to allow users to assign billable histories in Act!, and then convert those histories into transactions. The difference with this new version is we've added faster searching of billable Histories, and we've designed the workflow to convert one or more of these Histories into a single Opportunity first, which can then in turn be converted into a QuickBooks transaction.
Once a History is converted into a line item in an Opportunity, it cannot be converted again.
This simple change in workflow allows users to aggregate all Histories for one customer over a set period of time, and then add billable details as needed to the Opp before it is sent to QuickBooks as a transaction. We feel this workflow is not only more intuitive, but it also provides a clearer audit trail in Act! than the previous method.
We're excited about these two additions to Qsales, and our customers will be excited to learn they're free upgrades. That's right, these two new features will become part of the regular subscription offering at no extra cost. So if you haven't upgraded to v13.x, now is the time to make the move.