Calendar

• Added a Task Status filter to the Calendar configuration.

Widgets

• Added new Payables and Receivables widgets.

  

• The Expenses widget now has a setting to show the breakdown by Vendor instead of Account Type.

  

Documents

• When generating a document, you now have an option to customize it. This is useful when you need to make a specific exception without creating a whole new Document Template. To customize the document, click the Customize button. This opens the full Document Template Editor, where you can make your changes and generate the document. You can also save your changes to the original template if you decide you want them to apply globally.

• When deleting a Sales Order or Change Order, you now have the option to keep a copy of the generated PDF, just in case.

Cost & Profit for Projects

• You can now link accounting lines to a Project. This allows you to capture additional costs such as labor, tools, small card expenses, etc.

• To do this, use the small link button (the same one used for linking Bill lines) in Manual Journal Entries or adjustment entries on Payments.

  

Logistics App

• Added a new setting to display Task Status directly on the home screen alongside the routes.

Sales Tax Report

• New "Sales without Sales Tax" row. Invoices, Credit Memos, and Refunds without Sales Tax were previously excluded from the report. They now appear in a separate row for nontaxable and exempt sales, so your Total Sales matches what goes on your tax return.

• Assign a 0% tax in bulk. Click the new row to see the documents, select the exempt ones, and assign them a 0% tax rate. They will then appear under the correct tax collector without changing any Invoice amounts.