Contacts

• Added filters for Primary/Secondary Sales and Default Sales Team in the Customer List.

• The table still shows the old Account Manager fields for now, but these will be removed in a future update.

Project

• You can now pre-set default payment information (Pricing Tier, Sales Tax, and Payment Terms) by Project Type in Settings.

• These defaults are automatically applied whenever a new project of that type is created.

Inventory

• Added a new Reuse Transformed Material feature in the Deal.

  • Example use case: A Deal includes both a vanity and a countertop, cut from the same slab. One line has allocated material while the other is left empty, which then shows up in the Invoiced Not Consumed Inventory report.

  • With this new feature, you can click the Reuse button on the Deal line (visible when another line with the same product already has allocated inventory). This helps keep the flow cleaner and makes it easy to verify if inventory was properly allocated for all invoiced products.

• The Return Inventory operation is now generally available (previously only enabled for some users). It is controlled by the new Return Inventory permission. A future release will allow bulk selection of inventory from POs when returning.

• When a printed barcode is longer than 10 characters, the logo is automatically removed from the label. This makes longer barcodes easier to scan.

Tasks

• Added an option to print tasks. For example, you can print a delivery or installation task to provide as a PDF, or use it for any other case where sharing task details is useful.

Emailing

• Added new tokens: {{billingContact}}, {{onsiteContact}}, and {{communicationContact}}. These let you dynamically insert contact names into emails (e.g., automatically adding the onsite contact’s name).

Purchase Orders

• The auto-generated barcodes for Goods Receipts can now be changed during the receiving process. This gives you flexibility if you’d rather keep supplier barcodes instead of using Stonify’s auto-generated ones.

Finance

• Paying off a credit card and reconciling it can now be done more quickly. You don’t have to create a bill for the credit card issuer—just create a payment and add an adjustment line with the credit card account.
  For example, the screenshot below shows paying off an Amex credit card using a bank account.
  This transaction automatically shows up in the vendor as well as in the reconciliation for the card.

  

• Removed the redundant Total column from Aged Amounts reports (the Balance Due already shows this information).

Calendar

• Added support for filtering by Primary Sales. You can configure this directly in the calendar (e.g., set up dedicated calendars for each sales rep) or apply it as a filter on a generic calendar.

• Introduced a new Daily Grid option. This layout shows a single day, with columns for each assignee and their tasks stacked underneath. It provides a quick way to see each person’s workload for that day.

Accounting

• Account Detail lines now include checkboxes, allowing you to select entries and reclassify them to a different account. This makes it easier to correct misclassified ledger entries (e.g., revenue for certain products).

• Added a new Tools tab in Settings > Finance. Here, you can filter journal entries by a specific product or service, making it possible to bulk-correct misclassifications.

• Reconciliation Detail can now be sorted by Date, Name, and Payment/Deposit Amount.

User

• The User Table in Settings now shows the last login time for each user.

Reports

• Sales by Person: Added an option to group results by Project Type.

• Sales by Customer: Now shows the Default Primary/Secondary Sales and Default Sales Team. You can also filter by these fields.

• Both reports provide deeper insight into how much each sales rep is selling.

• Profit & Loss, Balance Sheet: Each sub-tree now has an Expand/Collapse All button (visible on hover). This makes it easier to collapse or expand entire sections at once, so you can focus only on the details you want to see. Fixed a bug where inactive accounts with $0 balance were still displayed when the Show Zero Accounts checkbox was selected.

• Added more quick-select options to the Date Range filter: This Week, Last Week, Month to Date, and Quarter to Date.

• Quote Performance Report: Columns are now sortable, making it easier to see quotes ordered by highest value for a given day or week. Also fixed bugs where some combination of filters caused an error.