News & Updates

Customer Billing Statements now present canceled invoices more clearly. Canceled invoices are displayed in a greyed-out style with the totals crossed out, providing a clear reference to the original amounts while indicating that these totals are excluded from the customer’s statement calculations.

We’ve added the ability to assign suppliers to unique inventory items. While you can’t add these one-of-a-kind items to purchase orders for restocking, assigning a supplier can still be valuable. You can filter your inventory list by supplier while also including your unique items now.

Batch Edit Mode now supports editing your data in a nicely formatted spreadsheet-style view.

We've added a new option to filter your inventory list by items that are not assigned to any suppliers/vendors. You'll find this in the Supplier Filter as a new option that appears in the drop down menu.

Starting today, you can email your customer’s billing statements as a PDF attachment directly from the report. Additionally, you can apply a date range filter and email the specified version of the statement.

Manage your Numbering Sequences for all different types of records. For example, you're now able to choose what the next auto-incrementing invoice number will be, or customer number, or PO number, along with many other types of records. Just go to Settings >> Account Setup >> Numbering Sequences and start adjusting your sequences however you like.

Custom Fields are available everywhere now! You're now able to setup extra fields for all your different record types (such as customers, invoices, POs, etc) and customize how you want them displayed. We've always had custom fields for inventory, but we've now expanded this for many more more types of records. To get started, just go to your Settings >> Custom Fields.

Starting today, you're now able to enter and track your own payments for your supplier/vendor purchase orders. If you enable this new feature, we also offer a convenient one-time batch update option, which will automatically mark existing "received" POs as paid in full to save you time from updating historical POs.