Finance

• Added the ability to duplicate a financial document or payment—just click on the three-dot (actions) menu.

• Added support for setting up payment methods in Settings > Finance.

• Added a financial document filter to the Vendor/Supplier detail (Finance tab), including an option to show only overdue documents using the Status filter.

Purchase Orders

• Added a check when creating a special order to prevent accidental overbooking.

  • Example: If you create a PO with 1 slab of a material and try to connect it to 2 different special orders, the system will allow it but now shows a warning so you’re aware of the potential conflict.
    
    

    

Calendar

• Added a filter for tasks by billing customer.

  • This works both as a calendar setting (e.g., a dedicated calendar for a specific client) and as a calendar filter (e.g., use a company-wide calendar but filter to one client without changing the view for others).

• Added summary stats for the Day View mode, showing the total square footage for that day.

Reports

• Sales by Person: Added rich comparison filters so you can easily analyze sales trends across your team—compare by percentage or nominal change, or against year-to-date sales.

• Sales by Project Type: Added a rich comparison filter to see trends across project types more clearly.

Leads

• Fixed a bug where editing the Lead Source from the Project Overview tab did not pre-fill the existing lead in the dropdown.