Tasks

• Added support for custom properties on tasks. You can now define your own fields for specific task types (in settings)—making the system more flexible to fit your business needs.
  
  

  

• Example: Add an “Internal Note” property for installation tasks.

Projects

• Added settings for custom fields on projects.

• Also introduced two new field types: Date and Text Area, giving you more flexibility in capturing business-specific information.

Finance

• Redesigned bills to make the bill identifier easier to work with. You now have two options:

  • Use the auto-generated Stonify ID

  • Enter a custom ID (e.g. the vendor’s PO number)
    
    

    

• Added a permission flag to control access to Finance data export (used when exporting aged amounts, financial documents, or payments to Excel).

• Invoice numbers can now be edited. Stonify uses auto-incrementing invoice numbers by default, but this feature allows more flexibility.

• For example: If you delete invoice #100 and later create a new invoice that becomes #115, you can manually change it back to #100 if needed.

• Added an option to export financial documents.

• The Aged Amounts Excel export now includes primary and secondary sales consultants from the project.

• Tables for Payments and Financial Documents now have customizable page size.

• You can now duplicate or reverse a journal entry via the actions menu.

• Fixed a bug where the reconciliation list incorrectly showed reconciliations as incomplete if they included an expense.

• Added a setting to configure the Auto-Apply Funds feature.

• Manual funds usage now allows pulling funds or credits from sibling entities.

  • For example, if Company B has an unused deposit, you can manually apply it to Company C—as long as they share the same parent (e.g., Company A). This helps in handling edge-case scenarios.

• If a credit memo has a custom ID, that ID is now displayed instead of the auto-generated numeric Stonify ID.

  
  

Products & Services

• Added change history to product/service detail pages—track when a product was renamed, had a price change, etc.

Calendars

• Improved performance of large calendars—they now load approximately twice as fast.

• Added a new feature called Availability.
  
  

  

• This allows users to block days in the calendar for things like vacations, holidays, machine maintenance, or anything else that should prevent scheduling for a person or machine.
  
  

  

• Use the Calendar Availability permission in Settings to control who can edit these availability entries.
  
  

  

Inventory

• The product name on the printed barcode label is now displayed in a larger font for better visibility.

Reports

• Optimized performance of Custom Project Views—even the largest views should now load in just a few seconds.

• Sales by Customer report now includes:

  • Who created the customer

  • When the customer was created

  • Sorting by Customer, Current Sales, and Created Date

• In Quote Performance and Per Customer Quote Insight reports, number cells are now clickable, showing the specific quotes behind the data.

• Fixed a bug where the Sales Forecast settings modal was not scrollable.