Date |
Feature |
Description |
October 2025 |
Purchase Orders | Control the “Ship Date Phrase” for each purchase order. For more information click here. |
October 2025 |
Purchase Orders | You can now show two images on purchase orders. For more information click here. |
September 2025 |
QBO Projects | DesignSmart will not automatically create projects in QBO so you no longer have to manually link them. Click here for more information. |
September 2025 |
Price List View | The new Price List View allows you to see the more pricing and the price expiration date. Click here for more information. |
September 2025 |
Deposits | You can now click a switch to have the deposit payment that is recorded in DesignSmart sent to QuickBooks. More information click here and see Step 6. |
September 2025 |
Do Not Order | You can flag those items that will not be ordered. Click here for more information. |
September 2025 |
Distribution | You can now set the default setting for having the distribution page be included when genereating specifications of component items. Click here for more information. |
September 2025 |
Advanced Taxes | Advanced taxes allow you to override the default sales tax settings. Click here for more information. |
July 2025 |
Speed | We have made changes to the pricing tab so that when enter quantities or costs the amounts update much faster. |
July 2025 |
Attribute Labels | You can now change the attribute lables. Click here for more information. |
June 2025 |
PO columns | You can now control which columns appear on the PO Detail view. Click here for more information. |
June 2025 |
Viewing PO Detail | Now when you create a PO, you'll have an option to jump to the purchase order. More information can at the bottom of this page. |
June 2025 |
Acknowledging POs | When you enter a date in the PO Layout, it will acknowledge the purchase order. Click here for more information. |
June 2025 |
Paid In Full | Now invoices will show the words “Paid In Full” in red letters when an the invoice balance is $0.00 |
June 2025 |
Financial Summary | The Financial Summary now shows subcharges. Click here for more information. |
May 2025 |
AI Screen Grabber | Pull attributes right off a vendor's spec sheet! Click here for more information. |
April 2025 |
List View | You can now view images on the Status View. Simply look for the list view called “Status View w/ Images”! |
April 2025 |
Stripe | Processing online payments got a lot easier. The QuickBooks Connector will now automatically apply the Stripe processing fees to the QuickBooks deposit. |
April 2025 |
Sales Reps | You can now link one or more sales reps to each client. Click here for more information. |
April 2025 |
Statuses | Additional status colors have been added to the system. For more information, please click here. |
March 2025 |
Deleting | Now when you want to delete an item(s) you are shown the items you are about to delete. And you are required to enter the word Delete. |
January 2025 |
Saved Sets |
When you select a set of items you can now save that set as a Saved Company Set so other staff in your firm can access that set! For more information, click here. |
December 2024 |
Hospitality Tab |
The Hospitality tab has been replaced with two tabs: Approvals and Distribution. This only affects firms that use the Hospitality Module. |
| December 2024 | Proposal Detail View | A new Proposal Detail View has been added to be more in line with how invoices and purchase orders work. For more information, click here. |
December 2024 |
Image Array |
The new Image Array report shows multiple images on one page. You can also control what text appears below the images. More info here. |
December 2024 |
Time Invoices |
You can now add timesheets to an existing service invoice. |
December 2024 |
Changing Vendors |
You can use the new action Update Vendor to change the vendor for a selected group of items. |
November 2024 |
Distribution By Floor |
The Distribution spreadsheet now includes tabs for distribution by floor and room type. |
November 2024 |
Attributes on POs |
You can now show all component attributes on the purchase order of the related primary item. This requires that you turn on the |
November 2024 |
Quantity Method |
You can select multiple items and use the new Assign Quantity Method action to change how they determine the quantity. For more information click here. |