Latest updates from the Dubsado team
We shipped a big round of fixes and improvements this week, with special attention on invoicing accuracy, the Projects page, and forms. A few of these close out long-standing paper cuts, and one of them (QuickBooks tax codes) fixes a quiet issue that could cost you real money on invoices. Here's everything.
Choose which view the Projects page opens on You can now set a default view for Projects in Manage Project Settings, so the page opens on All projects, Leads, Jobs, or a specific status every time.
Sorting moved into the list toolbar Sorting for list and table views now lives as a button right in the toolbar next to search and filters, instead of being tucked away inside the display settings menu.
One time tracker at a time Starting a new timer now pauses whatever else was running, so you no longer end up with hidden timers quietly racking up hours in the background.
PDF upload and one-time link options are easier to find on projects When you add a form to a project, you can now upload a read-only PDF or link a one-time external form directly from the easy form building screen, without having to switch to Start from scratch first.
Pending payment visibility on installments In-flight payments (like ACH transfers awaiting settlement) now show as pending on payment plan installments and transaction records, so you can see what is on the way before it clears.
Clearer QuickBooks connection errors When a QuickBooks connection fails, you now see the specific error from Intuit instead of a generic failure message.
Project overview polish The Overview page now uses a clean, flat background with no color wash or stray seam, sidebar info rows show label and value side by side again, and the follow-up prompt reads "No reply yet: Follow up?".
Public issue tracker removed The customer-facing issue tracker has been removed from the client portal.
QuickBooks tax codes stay on your invoice line items Editing an invoice no longer quietly drops the QuickBooks tax code from individual line items, so an invoice that looks taxed actually charges tax. Codes now carry through packages, proposals, forms, recurring invoices, flow actions, and scheduler payment settings. Line item dates stop shifting on every save, and newly added or time tracker line items inherit the invoice's tax code instead of arriving untaxed.
Clearer tax and activity log details QuickBooks-sourced tax rates are now marked as such with the applied code name shown, and the invoice Tax column has room for a rate plus its QuickBooks mark. Activity log entries show real dates instead of "[object Object]" and no longer invent an invoice date change on every save.
Legacy recurring invoice drafts save without errors Saving a recurring invoice draft with incomplete recurrence fields no longer throws a validation error. Missing fields now default sensibly so you can save and return to finish later.
Xero income category mapping cleaned up on delete Deleting an income category now also removes its Xero mapping, preventing invisible orphaned entries.
Projects no longer crash when you search a number Searching the Projects list by an invoice number or any all-digit term now filters normally instead of throwing an error screen, and the screen stays healthy on later visits. Leading zeros in a search term are also preserved.
Projects list grouping, paging, and search fixed Project groups with projects in them no longer disappear when "show empty groups" is off, group pages load automatically as you scroll, "Load more" works on the first click, and searching now finds projects across every group instead of only the ones already loaded.
Leads and Jobs stay in the right place Changing a project's status now moves it between Leads and Jobs correctly from every surface, including the board view and the projects table. Sorting the projects list by Client now actually orders the results, and projects with no status can still be given one from the table.
Bulk action bar no longer hidden behind headers When you select items on the Projects, Contacts, and message templates lists, the bulk actions bar now stays fully visible and clickable above the sticky column headers as you scroll.
Forms created inside a project keep their client Forms built from within a project now carry the project's client, so applying them to the client portal works instead of erroring.
Forms with older packages open again Proposal forms containing packages built in Dubsado 2.0 without tax data now open normally instead of showing "Form not found".
Form expiration reminders fire correctly Form reminders now schedule from the form's actual expiration date, saving form settings no longer clears already-queued reminders, and reminders are only armed once a form is applied to a project.
Form template dropdown loads all templates The template picker in project and contact forms now loads all templates with proper pagination rather than stopping at the first 25.
Reordering flow actions sticks Rearranging actions on a project's flow now saves for actions you added manually, not just the ones copied from the template. Flows with previously scrambled ordering fix themselves the next time you reorder them.
Smart fields menu no longer closes the workflow editor Clicking Smart Fields or Project Links in a workflow action editor no longer saves the action and force-closes the editor.
Workflow "Waiting for you" actions fixed The dashboard widget and Project Assist no longer flag workflow actions as needing approval before the workflow has actually triggered them.
Flow actions show the flow name in the activity log Workflow-triggered actions in the project activity log now show the flow name (like "The flow X sent the email") instead of "Someone."
Private calendar tasks stay private Creating a task from the Calendar with Private turned on now saves it as private and assigns it to you. The Private toggle is also hidden on teammates' tasks, where flipping it would have made the task disappear from your views.
Tasks now show correctly across 2.0 and 3.0 Private tasks created in the classic app are visible again to the right person, task comments written in the new app now appear in the classic app and the client portal (with the client's name attached), and private tasks no longer leak onto teammates' calendars or task boards.
Calendar event popovers stay on screen Event detail popovers on the calendar now stay fully within the viewport instead of getting clipped at screen edges.
Buttons in emails update in place Editing the link on an existing button no longer creates a duplicate button at the top of your email. Buttons made in Dubsado 2.0 are now recognized properly, so they keep their styling instead of turning into plain text links. The same fix applies to rich text in flows, recurring invoices, and package summaries.
Share menu in the portal popover is reachable The Share dropdown on contact and project overviews now appears above the portal popover, so View portal, Copy link, and Send link all respond to clicks.
Email sender name saves correctly The sender name setting now reliably saves changes that were previously ignored on submit.
Lead status and package pickers show all options Pickers across Create Project, invoice, and recurring invoice screens now paginate correctly so no options are cut off on long lists.
Deleting a scheduler used by a group is blocked Instead of silently cascading and deleting the group, you are now told to remove the scheduler from its group first.