Originally posted: April 14th, 2021

Hope everyone's week went well. It was a busy week here at Dubsado HQ. We had a HUGE planning meeting with our product and development teams to discuss and plan all that will be happening in Q2. We hit the ground running and are looking forward to sharing it with you in the near future! For now, here are some bug fixes we did this week.

Bugfix

• Fixed an issue where some users were receiving a "Domain is Required" error message while attempting to verify/use their CNAME. Our developers are currently putting on their detective hats and investigating other CNAME-related issues to see what they can do. Develtives. Detectopers. Wow, really thought that would work better. 💻🕵️
• Now when choosing which field to map to a short answer or date on a form, you can select 'None'. Much better than having to delete the entire field, right? Babies, bathwater, etc.
• The project 'Address' smart field will no longer add an extra line break if a country has not been added.
• Fixed an issue where sent payment reminders were being displayed in red text on the payment schedule within the invoice. Now they will appear in green, along with the time they were sent. Helpful! ✅
• Fixed an issue on the transactions page where setting the start and end dates to the same day would not show any transactions.
• Fixed an issue that caused form reminders to be duplicated when the form was saved.
• Now when you apply a task board to a project, all of the tasks will be properly assigned to that project. Say goodbye to adding dates to each individual task, and hello to...not...doing that...

Originally posted: April 9th, 2021

I feel like I just posted last Friday's bug report fixes and here we are another week has flown by us! Happy Friday. The first week of Q2 was off to a rockin' start in Dubsado-land. Continuing to develop some new features and other updates. We cannot wait to show you, for now, here are our bug fixes for this week.

Bugfix

• Added a new smart field for your business email address. Woohoo! You can find it under the 'Business' category when selecting a smart field.
• Added a new confirmation pop-up when you add a 4th, 11th, or 21st additional user to your brand. You'll be notified that, should you choose to proceed, you'll transition into a higher pricing tier. Movin' up in the world. 💪
• The forms in the template library will now be displayed from newest to oldest, and two new form templates have been added. ✨📋
• Fixed an issue where a lead capture notification email would only show the new information that a returning client would fill out. Now all of the information will be displayed in the email. More is better! ➕
• If you are connected to the Microsoft API for sending emails, you'll now be able to receive BCC copies of emails sent from your brand if that setting is enabled.

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Originally posted: March 26th, 2021

We are bringing you another round of bug fixes to wrap up this wonderful week.

In case you missed it, we launched a smoother email integration with Microsoft 365. Check that out here.

Bugfix

• Payment reminders will now send when they are scheduled to send. No more delays! ✨ (This is a rolling release. Everyone should have this soon)
• Improved stability of Google email connection
• Brought ACH integration up-to-date. This probably doesn't mean much to you. And that's okay. ❤️
• Fixed an issue where users could apply or edit payments that were greater than the invoice total.
• Added a confirmation pop-up when you click 'Subscribe' on an additional brand. It used to be that you'd be immediately charged after clicking that button. What if your finger slipped?! Scary. But fret not—it's been fixed. 🔧
• The "Client Area Sign in" text, where the client signs in to their portal, has been changed from green to gray. Now it matches the rest of the text. It's the little things 🕵️

Originally posted: March 23rd, 2021

Connecting an Outlook or Microsoft-managed email account with Dubsado just got easier! Our new Microsoft Office 365 integration allows you to sign in with Microsoft to connect your email to Dubsado for outgoing emails.

Although not required, if you connected an Outlook or Microsoft-managed email account to Dubsado via SMTP we do recommend re-connecting through the new integration for more stability! Under Settings >> Emails, just click on the trash can icon next to your connected email to disconnect and you'll see the new sign in option.

This integration will work for anyone who logs into their email through the cloud version of Outlook including:

• @outlook.com email accounts
• custom domain emails set up for Microsoft Office 365 (offered through GoDaddy)

Just head to your Settings >> Emails and click Sign in with Microsoft. Once you sign in, your Dubsado brand will be set up to send outgoing emails using your connected email address.

If you'd like to see incoming email replies from clients in Dubsado, there are just a few more steps.

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1. Copy the Brand Email address shown.
2. Outside of Dubsado, log in to Outlook at https://outlook.live.com/.
3. At the top of the page, go to Settings (the gear icon) >> View all Outlook settings.
4. Go to Mail >> Forwarding.
5. Select Start Forwarding.
6. Paste the brand email address into the forwarding address field.
7. Check the box for Keep a copy of all forwarded messages.
8. Save.

Thats it! Your Dubsado brand should now be set up to send and receive client emails with your Microsoft-managed email account.

If you'd like to learn more about how emails work in Dubsado, or more about connecting your Microsoft email, check out the articles below:

• Learn Dubsado email integration basics
• Connect your email with Microsoft

👋 Here's a tip... if you already have your email connected to Dubsado, there's no need to take action. If you are experiencing connection troubles with an Outlook or Microsoft-managed email account, you can disconnect and re-connect using the new integration!

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Originally posted: March 19th, 2021

Our development team just used to consist of one, Jake, our co-founder. Now we have a team of about 15 incredible developers.

They are split up on 3 teams:
Customer Experience
Platform Infrastructure
And our second Dubs HQ in Canada (they are working on a super secret project right now)

It is always easy to think that all these awesome devs do all day is create new, fun features, but it isn't always the case. They work on other cool, important things like site improvements, squashing bugs, and making sure our site infrastructure stays in tip-top shape...and features too. They do a lot. And we are so thankful for them and all they do.

Below are some of the bugs knocked out this last week.

Bugfix

• Improved dashboard loading ⚡
• Fixed an issue on mobile where emails sent via workflow would force the text to be center-aligned. Many emails were upset by this and we totally understand; they were justified. 😃
• Fixed an issue on mobile where Safari would crash if Dubsado was opened from a bookmark. Weird, right? Just be sure you update to the most current iOS.
• Fixed an issue where the full income category name would not be displayed in the dropdown of the invoice line item editor.
• You will now be able to apply an updated package template to any proposal templates containing that package, even if the package is in a column.
• Your account will now automatically log out if inactive for 3 days. This was added as a security measure. 🔒💪

Originally added: March 10th, 2021

A new smart field was created to populate the discount amount on your invoice. This is perfect if you wanted to use a smart field to show in the contract a percentage or amount off the invoice has.

Now when a discount is added to your invoice:

You can use a smart field to have it populate that discount total in the contract:

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Originally added: March 10th, 2021

The Activity Tracker will now show edits made to payment plans on a project, making it easier for you to keep track of who does what and when in your account.

To see it in action, make an edit to a payment plan or remove it. Then head to NOTES >> ACTIVITY LOG to see the new item tracked.

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Originally posted: March 10th, 2021

When editing a form within a project, clicking Save and Close will now take you back to the Forms tab within that project rather than the emails tab as it did before. This allows you to take immediate action with the form you were just editing.

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Originally posted: March 2nd, 2021

We have made an improvement to the way refunds are handled in Dubsado. Now it is more clear how refunds are documented for yourself and your clients.
**note: this feature is on a slow rollout and is releasing to a percentage of our users over the next couple weeks.
​

Refund receipts

When you click Apply >> Refund on an invoice, you'll see an updated modal. You can enter the date, amount, and method for the refund just like before, but now you can choose a percentage amount (whole number percents only) or a fixed dollar amount. Also, you can now enter a note for your client in addition to an internal transaction description.

Applying a refund now generates a refund receipt that you can manually send to your client. The refund receipt will include the note to your client if you entered one. Clients can also navigate back to the original invoice.

You can find and send refund receipts from the new Refunds tab. Click on the three dots next to the refund to open the receipt in a new window or send it via email to your client.

The default email used to send refund receipts can be customized under Templates >> Canned Emails >> Edit Templates >> Send Refund.

Sending a refund receipt is completely optional. Invoices with refunds automatically include a link to view the receipt.

And just in case you're publicly sharing a scheduler that requires a deposit without a lead capture to create a project (we still don't recommend it), we added an Apply Refund button to the invoice view accessible from Reporting >> Invoices. Previously, if an invoice was generated by a scheduler without a project, there would be no option to apply a refund.

⚠️ Heads up! Keep in mind that applying a refund in Dubsado does not return any money to your client. In a real life situation, always process the refund through your payment processor first, then apply the refund in Dubsado.

Refund reporting

In the past, we reported refunds as expenses. This meant that you might not see refunds counted in your chart of accounts if you didn't have a matching expense category for every income category.

Refunds will now be accounted for in your Income. Your gross revenue in this section will be your total income minus any refunds. Refunds are also accounted for in category totals.

Refunds are still applied to the invoice as a whole, distributed evenly across all income categories on the invoice.

Transaction filtering

Finally, we've updated the look of our filters on the transactions page. In addition to all the filters we had before, you can now also filter by transaction type (transaction or refund).

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Originally posted: December 1st, 2020

We are excited to announce the arrival of our integration with Xero. Xero​ ​is​ ​world-leading​ ​online​ ​accounting​ ​software​ ​built​ ​for​ ​small​ ​business. When you connect Xero to Dubsado, you'll be able to automatically sync invoices and payments from Dubsado to your Xero account.

Connect your Xero account

1. Click on the gear icon in the top navigation bar to access your Settings.
2. Go to the Integrations tabClick Connect under Xero.
3. In the upper right corner, click Connect to Xero.
4. Log in to your Xero account when prompted. If you are already logged in to your Xero account, you will not need to log in again.
5. Select an organization in your Xero account, if prompted.
6. Click Allow access.

After completing the connection process, you'll be redirected back to the Xero integration page in Dubsado.

⚠️ Heads up! There are a few more settings you'll need to configure before the integration is ready to use.

Sync invoices and payments

Select a Xero payment account

Before you can set up automatic syncing, you must select which Xero payment account will receive your Dubsado invoice payments.

You can choose any account in your Xero chart of accounts that has a code and the enable payments option turned on.

👋 Here's a tip... if you have your bank or payment processor connected to Xero, we recommend setting up a separate "clearing account" to receive payments from Dubsado. Here's an article from Xero on reconciling bulk payments.

There are three options for configuring automatic syncing with Xero:

Option #1 - Automatically Sync Invoices AND Payments

This option is for you if... you would like payments received through Dubsado invoices to be added as transactions in Xero.

Turn both automatic sync settings ON if you would like to sync both invoices and payments:

Option #2 - Automatically Sync Invoices Only

This option is for you if... you do not want to see Dubsado payments added to Xero when an invoice is paid.

Turn the setting to sync invoices ON, and the setting to sync payments OFF to sync invoices only:

Option #3 - Manually Sync Invoices

This option is for you if... you want full manual control over syncing individual invoices and payments with Xero. With this option, you will need to manually sync each invoice and payment.

Turn both automatic sync settings OFF to prevent automatic invoice syncing.

Tax item mapping

All Dubsado tax items must be mapped to corresponding tax items in your Xero account. For each tax item in Dubsado, select the corresponding Xero tax item in the dropdown.

👋Here's a tip... you'll need to have tax rates set up in Xero before you can map them in Dubsado. This article from Xero explains how to set up tax rates.

⚠️ Heads up! Dubsado invoices with tax items that have not been mapped to Xero tax items will not sync. If you add more tax items to Dubsado in the future, remember to return to the Xero integration settings page and map them.

⚠️ Heads up! Xero does not support line items with more than one tax applied. If you apply more than one tax item to a line item in Dubsado, the invoice will encounter an error when syncing.

Income category mapping

Select a default Xero account

In Xero, every invoice line item must be assigned to an account in your chart of accounts. Even if you do not use income categories in Dubsado, you must select a default Xero account here. Xero will automatically assign any "Uncategorized" line items to this account.

Assign Dubsado income categories

Income categories in your Dubsado chart of accounts can be mapped to Xero accounts here. Just use the dropdowns to select the matching Xero account for each of your Dubsado income categories.

⚠️ Heads up! If you add more income categories to Dubsado in the future, remember to return to the Xero integration settings page and map them. Line items with unmapped categories will be applied to the default Xero account.

FAQ

If I delete an invoice or payment in Dubsado, will it delete the record in Xero?

When you delete an invoice or payment in Dubsado, you will have the option to also delete the invoice or payment in Xero.

What happens if my Dubsado client already exists in Xero as a contact?

Dubsado will try to match clients to Xero contacts using their email address. If no match is found, or multiple matches are found, a new contact will be created in Xero.

Are the payment processing fees recorded in Xero when Dubsado syncs a payment?

No. Payment processing fees are not recorded separately when Dubsado syncs a payment with Xero, just like they aren't recorded separately on Dubsado invoices. You are responsible for reconciling payment processing fees inside your Xero account.

Which accounts do I need to set up in my Xero chart of accounts?

You need at least one "current asset" type of account in with the setting to enable payments turned on to select as your default payment account in Dubsado. You also need at least one "revenue" type of account to set as your default account in Dubsado for categorizing your income.

If you set up separate income categories for different services in Dubsado, it may make sense to do the same in your Xero chart of accounts so you can match them up. Beyond that, it's up to you and your accountant to decide how best to categorize your income and set up your chart of accounts!

What if I have multiple Dubsado brands and Xero organisations?

You can connect one Xero organisation to each Dubsado brand. After you have connected a Xero organisation to one brand, you cannot connect it to another brand. If you have multiple Xero organisations, you'll be able to select which organisation you want to connect during the connection process.

How do I disconnect from Xero?

If you need to disconnect from Xero, click Disconnect Xero on the Xero integration settings page. Disconnecting your Xero account will remove all Xero-related data inside Dubsado and prevent you from syncing further invoices and payments to your Xero account. Dubsado invoices and payments already synced to Xero will remain in your Xero account.

You have the option to delete all Dubsado invoices and transactions from your Xero account as well, however this action cannot be undone.

Related articles

• Understand the Xero integration
• Manually sync invoices and payments with Xero