Default Project Custom Fields for Customers

• You can now define default project custom fields for a customer. These fields are automatically applied whenever you create a Quote or Project with that customer as the billing contact. This is useful in cases where, for example, different customer segments are represented by a custom field. You can now configure the appropriate Project custom field directly on the Customer.

• You can also use Bulk Edit to set default Project custom fields for multiple customers at once based on Customer filters.

• Regular Customer custom fields were also added to Filters and Visibility Options.

Logistics

• Added a setting to control whether Custom Project Views are shown to field workers. This is disabled by default.

Project

• You can now generate any document that is not a Financial Document from the Files and Docs tab. For example, you can generate a Quote or Sales Order from here, even though it still makes the most sense to generate these from their respective screens.

• The Project sub-header now has actions to quickly set the Billing Customer, Location, etc., so you don't have to open the side Project Info menu for these.

• Interaction with the Overview cards was improved further. A good example is issuing an Invoice when there is no Sales Order. Previously, you would get an error and have to go issue the SO separately. Now, after clicking to issue the Invoice and seeing the validation error, you can issue the SO immediately from there.

Drawing

• Attached Pieces, introduced in the last release, now have an option to link them to a Service. This Service is automatically generated for the Attached Piece and uses its length as the quantity. This allows you, for example, to link a Miter edge to a Service and include (and charge for) it in the Quote.

Document Template Editor

• Another set of cleanups and improvements. It should now be more intuitive to add and modify elements. The setup of dynamic data elements (such as Project ID, Customer Address, etc.) was also simplified in the UI.

Finance

• Added support for the Cash Accounting method for the P&L and Balance Sheet. The default company accounting method setting was moved to Settings > Finance > General.

• The Bank Deposit modal was redesigned to make working with deposits more efficient. It is more compact, and information about the currently selected rows is always visible in the footer.

• The Payments screen now has a Check Print filter, so you can set up a filter to show only printed or not printed checks.

• Added an editor to set up Check Printing, including the positioning of all elements. It is available in the General tab.

• The last used check number is now saved, so the next check printing will automatically pre-fill the next number. You can also change the next number in Settings > Finance > General.

Inventory Audit

• Added a new set of permissions specifically for Inventory Audit. You can now control who has access to start audits and who can only scan inventory.

Reports

• The Inventory Operations report was greatly improved. It can now show operations grouped in different ways, such as by Product, Category, Type, etc. Check it out.

Custom Views

• Added a Deal Status filter.