Enhancements
Invoice Import Enhancements
We’ve improved the Invoice Import feature to make it more accurate and flexible:
You can now include both Vessel ID and Vessel Name when importing invoices.
If both are provided, the system will prioritize the Vessel ID.
If multiple vessels share the same name, an error will prompt you to use the Vessel ID instead.
If only one match is found by name, the vessel will automatically be linked.
The import now supports Tax, Tax Code, Subtotal, and Total columns.
The system will calculate and validate tax values (for example, verifying that a 5% tax on a $100 subtotal results in a $105 total).
If the math doesn’t match, the invoice will not import and an error will be shown.
Resolved Issues
Credit Settlement and QuickBooks Online Integration Improvements
We’ve improved how credit settlements sync between Sharper and QuickBooks Online (QBO) for smoother and more accurate accounting.
Each credit now creates its own payment in QBO, but you can still select multiple credits in one payment to settle them together.
When a payment is deleted or voided in QBO, Sharper will now automatically clear the linked credit settlements, ensuring both systems stay in sync.
Delta Credit Retention
Fixed an issue where delta credits were not being retained correctly, which could result in inaccurate invoice calculations and balance discrepancies.
Payment Method Saving in Online Portal
Resolved an issue that prevented customers from saving payment methods in the online portal.
Prorated First Month Invoice Calculation
Resolved an issue where the system incorrectly used the next month’s rate when prorating the first month’s invoice for long-term reservations. This occurred when the following invoice was scheduled for the first of the next month, causing overcharges. The first month’s invoice now correctly uses the rate for the current month only.
Default Payment Method in Create Payment Form
Resolved an issue where the Create Payment form did not reflect changes to the default payment method set in System Settings → General. While other areas updated correctly, this form continued to display the old default. It now properly shows and applies the updated payment method.
Refund Balance Accuracy
Fixed an issue that could cause negative refund balances when refunds were linked to income accounts instead of A/R accounts. Sharper now includes a safeguard in the balance calculation to ensure refund balances never drop below zero. This control has also been added to the Customer and Balance Details reports for consistent accuracy across the system.