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February 26, 2025

Reporting updates, and QuickBooks Online refund sync improvements

Reporting updates, more custom fields, and improvements for syncing refunds to QuickBooks Online!

#Reporting updates

#Additional columns on reports

We've improved a number of reports this month, letting you customize the columns that show on the reports. We added the Columns... button to these reports this month:

  • The Credit Cards Expiring Soon report
  • The Income by Product report
  • The Cancellation Details report

You can also use the reports to build your own custom reports, choosing the columns, filtering, grouping/subtotals, and then saving those reports for future use.

(P.S.: Read any of the sci-fi in the screenshot? Let me know and I'll send ya' some swag!)

#Global audit log report

We also added a new report, called the Global Audit Log. Admins can see all actions (customers updated, invoices created, subscriptions changed, etc.) that have occurred, when those actions took place, and who performed the action.

It's easy to track any changes that were made inside ChargeOver.

#Chargebacks get their own transaction type

We hate them too, but sometimes chargebacks happen! Previously, chargebacks were treated as a "refund" transaction in ChargeOver, but for more granular reporting we've tweaked chargebacks by giving them their own type, instead of just grouping them with refunds. They still show up on the Refunds list, but you can filter them out and report on them based on the Transaction Type column now.

#Improvements to syncing refunds to QuickBooks Online

We've improved syncing of refunds to QuickBooks Online via two changes:

  1. Partial refunds now sync line item product, quantity, and rate information to QuickBooks (previously partial refunds synced just a generic line item, instead of the specific product that was refunded)
  2. Sales tax classification/tax codes sync to refunds now

#Other changes

#More custom fields on products/discounts/bundles

We've increased the number of available custom fields on products (and discounts and bundles too!) from 3, to 20.

#Write-off multiple invoices at once

We've tweaked write-off functionality a bit, so that when handling bad debt and writing invoices off, you can write off multiple invoices at once.

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