2021-04-09 Product Release


Beta Features

  1. You now have the option to email the Disbursement Authorization on the Deals page.

    You can send it to any of the Contacts in your company. By default, it will show the email address on the Contact card, but you can change it as well.

    Note: The permission for this feature is managed by Manage Disbursement Documents in Roles.


  1. We have updated Zipi so that:
    • Products/services being used in financial transfers cannot be deleted, only archived.

    • Once archived, you will see Archived next to the product/service on the Products/Services page.

    • Once archived, the product/service cannot be used for new transactions but will still be visible in legacy transactions.

    • Archived products/services can be un-archived.

  2. We have made formatting updates to all our reports. The following reports are currently in progress:
    • Recurring Invoices
    • 1099s
    • General Ledger
    • Income Statement
    • Trial Balance
    • Balance Sheet

Bug Fixes


Fixed: Not being able to select ledger accounts when creating Account Transaction reports.


Fixed: Deal image not staying after saving the deal.
Fixed: The 'Not enough permissions to manage tags' error.
Fixed: The 'cannot read property 'equals' of null' when adding sales expense to a deal. 


Fixed: Not being able to delete expenses. 


Fixed: Getting duplicate deal participants in Zipi and SkySlope after saving them as contacts and saving the deal. 


Fixed: Not being able to attach a file for Records


Fixed: Profile filters not working.


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