Products & Services

• Rows are now more compact.

• A new custom footer lets you display up to 100 items per page.

Customers

• Customer Detail now includes a new Internal Team card, where you can set default Primary/Secondary Sales and Team members.

• These defaults are used when creating a new Project or Quote for that billing customer.

• The old Account Managers card is still visible for now but is obsolete and will be removed in the future.

Tasks

• The Create/Edit Task modal now has a time picker with a clock icon. Clicking the icon sets the time to the current time.

Inventory

• Major improvements to how the PO process works in the background:

  • A new default account, Purchase Price Variance (PPV), was automatically created.

• When a PO is closed, the system compares the liability from Goods Receipts against the Goods-in-Transit transactions from Bills. Any difference is cleared into PPV.

• Normally, both values match and nothing is posted to PPV. But if dimensions or bill values differ from the PO, the difference is highlighted in PPV.

• POs now have additional options in the Actions Menu:

  • Show JE Totals: Displays all journal entries connected with the PO.

  • Recalculate Costs: Re-applies PO prices to inventory (and possibly COGS). These operations run automatically in the background, so there’s no need to trigger them manually.

• If a PO line is modified, added, or deleted while Goods Receipts exist, the system now shows a popup warning—since Goods Receipts are based on PO prices at creation, the change will trigger inventory recomputation.

• The PO List now has checkboxes and a bulk action to change PO state (e.g., open or close multiple POs at once). This is useful when working with groups of POs that meet criteria like “fully billed and received.”

Finance

• The Aged Amounts report was optimized and now loads much faster (no more timeouts for large datasets).

• Added new settings for payment terms.

• Improved the behavior of the Show Undeposited toggle in Payments:

  • Default is false, which hides transactions hitting the Undeposited Funds account—so the view mirrors your bank/credit card transactions.

  • Setting it to true also shows undeposited transactions (e.g., checks grouped into a bank deposit).

    
    

Reports

• Sales by Customer now includes segmentation similar to P&L, making it easier to see how sales for a customer change over time.

• If your Custom Views shows multiple task types in a single column, they’ll now be grouped for a cleaner view.

• Added support for advanced logic in task time filters in Custom Views. For example, you can now filter tasks for “tomorrow” using negative numbers. A tooltip in the configuration explains this in detail—try it out!

• Added new filters for the Quote Performance report. You can now check conversions by project type (e.g., Residential vs. Contractor projects), filter by price tier, customer, and more.