Latest News from Truss
Product update

Contact Filtering & Bill Payment Improvements

Matthew avatar
Shared by Matthew • March 29, 2023

We are thrilled to announce some recently added new and improved features to our product. Our team has been working hard to make our platform more user-friendly and efficient. Here are the details of the new updates:

Filtering Payments by Contact

You can now search for payables and receivables by contact name or email. This new feature allows you to easily view all payments associated with a specific contact, making it easier to track your payments and vendors.

Importing Vendors from QBO and Adding Direct Deposit Info

When importing and paying bills from your Quickbooks Online account, we match vendor email to Truss contacts. If a vendor does not have a matching email, you must create a new contact or select an existing one in the side panel.

Additionally, if you prefer to pay them via direct deposit, you can add your vendor's routing information right away and send funds directly to their account. Learn more here.

Re-sync Bills from Quickbooks

To get the latest status of your Quickbooks Online account, you can now easily re-sync your bills at any time on the 'Select bills' step.

Payment Total Now Visible on Bulk Payment Flow

When sending payments in bulk, the total amount is now clearly indicated on the 'Review payment' step.

As always, if you have any questions or feedback, please do not hesitate to contact us. Thank you for your continued support.