Inventory

• When allocating inventory to a Deal line, the modal now allows you to remove holds directly from within it (instead of navigating to the product detail). This makes the allocation process faster and more efficient.

• The Return Inventory operation has been significantly improved:

  • You can now trigger the return from either the PO or the Inventory Product Detail.

  • You can automatically create a Credit Memo/Refund for the returned items.

  • Any accounting difference (e.g., if the credit memo amount differs from the inventory cost) is posted to the Purchase Price Variance (PPV) account when the PO is closed.

• Added a new setting in Finance > Accounts for the Write-Off operation. You can choose either a single default account or the COGS account of the product being written off.

Project

• The old Project Templates feature has been reworked and renamed to Plans.

  • A Plan lets you pre-create a quote and reuse it for multiple projects.

  • Each plan also displays all associated projects.

  • This is particularly useful if you have pre-agreed layouts or configurations (e.g., standard kitchen plans) and want to quickly create and track projects under each plan.

Logistics

• It’s now possible to allow installers to view and show project invoices to customers.

  • This can be useful if installers need to present the invoice on-site.

  • You can enable this in Settings > Logistics.

Finance

• The Add Attachment button (for example seen in the Quick Expenses) now supports drag and drop, making it faster to attach files without clicking through the upload dialog.
  
  

  

• When a payment is duplicated, its adjustment lines are duplicated as well.

• Loading data for accounts from the Chart of Accounts has been optimized and now loads faster.

• Accounts from the Chart of Accounts can no longer be deactivated if they have a non-zero balance.

• Journal Entries now display the counterparty when related to a financial document or payment, and can also be filtered by counterparty, making it easier to trace and analyze transaction sources.

• The Purchases tab in the product detail now has an option to toggle between Goods Receipts and Bills, letting you easily separate received items from billed ones.

Reports

• Custom Views now have options to display Quote Decline Reason and Decline Note, making it easy to create reports of declined quotes and understand the reasons behind them.