Date |
Feature |
Description |
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. |