Precise Petcare Features

I have lost, on more occasions than I can count, fully finished journal entries by fat finger clicking "cancel" instead of save as draft." Please add a prompt confirming the cancelation of a journal entry.

Comment below for providers/gateways you would like supported. Note on Zelle: Zelle does not offer an API for third-party integrations. Unlike Stripe, PayPal, or Authorize.NET , Zelle operates entirely within banking apps and does not provide a way to automate payments via code. Since all transactions go bank-to-bank , payments must be manually initiated through a financial institution's app or website.

Custom exports for different payroll companies on the Billing > Payroll page.

Requesting an integration with Microsoft's OneDrive -- akin to the work being done for Google Drive integration.

Note: this feature can be used by anyone as all you need is the Invite link below Zapier is probably the most requested feature these days and as the tool bag of business owners moves from separate apps to a web of interconnected apps we are joining the latter category. Our Zapier integration is currently set as Private and using the link at the bottom of this post is the only way you can connect to it. Eventually it will be public. We are starting with just a few Triggers and Actions, not because that’s all we’re going to support, but so we can test those out and then use them as a template for other Triggers and Actions. They are: Triggers New Client : Checks for newly added Client Profiles in the system, so that the client’s information can be synced to another application. Client Updated : Checks for updated Client Profiles in the system, enabling the latest details to be synced to another application. New Visit : Checks for newly added Visits in the system, allowing that visit’s details to be synced to another application. Visit Updated : Checks for updated Visits in the system, enabling those updated details to be synced to another application. Completed Visit : Checks for newly completed Visits in the system, allowing the completed status or relevant details to be synced to another application. Actions Create Client : Creates a new Client Profile in the system whenever a client is added in another application. The client information synced in the above is currently just the basics (name, address, phone and email). We can add more fields to that, although those fields will be unlikely to include ones which are often renamed from the default naming by different companies. If you’re new to Zapier, setting up a Zap can be a little complex until you get the hang of it. Here is an article on how to get started: https://zapier.com/resources/guides/quick-start/create-zap And finally, here is the invite link to join our Private Zapier integration: https://zapier.com/developer/public-invite/208497/6b280b7a6a972af2d18b9f1c13b8e52b/