Sales Tax

• Added a setting in Settings > Finance > Taxes to choose between Accrual and Cash-based methods.

• Updated the tax UI to show a more detailed tax breakdown.

Drawing

• Added additional checks when exiting the drawing if changes are not saved. This helps prevent situations where users modify the drawing, exit, and assume the quote lines were updated.

• Added buttons in Step 6 to quickly generate missing lines or resolve quantity mismatches, making it faster to align the quote with the drawing.

Quote

• Generated quote documents now include a suffix (1, 2, 3, etc.). This makes it easier to distinguish between multiple versions of a quote shared with a customer.

• The quote also shows the last generated document, so you can quickly see the most recent version.

  

Security

• All users with weak passwords have now been locked.

  • Users were given a 2-month period to update their passwords before this change.

  • This step is important to ensure stronger account security and protect sensitive data.

Logistics

• Added the ability to assign a color per user (instead of sharing a color per vendor).

Reports

• Sales Forecast now includes a customer filter.

• Customer Statement has an option to include the project name.

Contacts

• More compact layout for customer/vendor/supplier detail.

Leads

• Added Referrer and Owner filters.