Project

• Introduced a new Create Project modal. The old multi-step process has been replaced with a single screen for faster setup. Future improvements will make it even more compact (e.g., streamlined contact entry, auto-prefilled info from default settings).

• Bulk edit of tasks in Project Detail now allows you to unassign a package.

  
  

Quote / Deal

• Added support for searching through alternative descriptions of products and services. Once enabled, the preference is saved in your browser so you don’t have to set it up every time.

  

• Matching text is highlighted in results, making the search experience smoother.

  

  
  

Services

• Added support for alternative descriptions, just like products. This allows you to create aliases for services and see them in search results.

  
  

Settings

• Task Groups can now be reordered via drag & drop. You can also collapse all groups for easier navigation.

• Task Workflow has an improved modal for adding tasks, and task groups are now displayed so you can quickly see where a task belongs.

• Price Groups can be deactivated if no longer needed.

• The User List now shows the last time each password was changed, making it easy to spot users with outdated credentials.

  
  

Finance

• Added filters to the Reconciliations screen, so you can easily narrow results to a specific account or just credit cards/bank accounts.

• Product and Service account setup is now restricted by type—Assets to Asset accounts, Revenue to Income accounts, COGS and Expenses to COGS/Expense accounts. This reduces mistakes, like assigning income to a COGS account.

• The Chart of Accounts table now has sortable columns.

• The Account Detail view includes a search input, and journal entries can be sorted by credit/debit values.

• Check Payments now show a flag indicating whether they’ve been printed. You can remove the flag if necessary. A new button in the Payments screen lets you bulk print all unprinted checks.

  

Reports

• Lead Export now includes: Total Deal Price, Quote Decline Reasons, Invoiced Amount, and Invoice Due Amount.

• Added a new report: Sales – Summary by Item. This works like Detail by Item but is grouped per item, so you can quickly see total sales for each product/service in a period.

  • The old Sales Summary by Item has been renamed to Sales History by Product.

• Custom Project Views now support logical OR for task conditions (default is AND). This makes views much more flexible.

• Fixed bugs in reports:

  • Task Filter date input sometimes showed an undefined error.

  • Columns weren’t updating correctly when reordered in certain cases.

  • Sales – Detail by Item totals weren’t updated properly under some filter combinations.

Inventory

• Fixed a bug where inventory on hold could still be allocated when selected via the lot/summary checkbox.

Calendar

• Cleaner UI for showing conflicting availability intervals—irrelevant users are no longer displayed.

Logistics

• Optimized the Logistics page so it loads faster.