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Product Update: Automated Receivables & Sales Permissions

Matthew avatar
Shared by Matthew • May 24, 2023

Hi there,

We are excited to share two new features that have been highly requested! Our team has launched the Quickbooks Online Integration for receivables and added a new permission level for sales staff. Here are the details:

Automated Receivables – QBO Integration

We've made it even easier for you to get paid! You can now sync your invoices from your Quickbooks Online account to your Truss dashboard. This allows you to import all outstanding invoices from QBO and automatically request payment through Truss.

When the payment's made, your invoice will be marked as paid in QBO and reconciled against your Truss general ledger account.

Learn more about how to set up and use Automated Receivables.

Sales Permission Level

We've got some great news for sales teams too! We've added a new permission level that lets you invite your sales staff to your Truss account and allow them to create payment requests. They can only view the payments they created.

Learn how to add users and set permission levels.

As always, if you have any questions or feedback, please do not hesitate to send us a message or schedule a call. Thank you for your continued support!

Best regards,

Matthew Smith
CEO & Co-Founder