The update introduces automated invoice due dates with configurable payment terms, a user presence indicator for records, asset hierarchies for better organization, and streamlined list view actions. The mobile app also sees a renaming of "Work Orders" to "Picking Lists" for clarity. Key fixes include sorting errors in customer invoices, session handling issues, job report PDF accuracy, removal of the delete icon from the users screen, and errors in cash on delivery invoice generation. The mobile app fixes address multi-day time logging, time calculation consistency, and checklist photo removal issues.

This week's update introduces enhancements and critical bug fixes to improve usability and customization. Enhancements include an editable Job Type dropdown, a label change from "Sent to Client" to "Received From Supplier," and improved tagging features with automatic label color adjustments. Bug fixes address issues such as the Domain dropdown retaining entries for 7 days, support for custom numbers, resolved document preview and chat feature issues, the visibility of the Department field, accurate timesheet edits, and fixed overflow issues in the Items module.

This release introduces significant improvements to the Purchase Order process for large quotes, allowing users to select specific items from the Work Order list when creating a PO linked to a job. Additionally, cost price and supplier pricing are now visible only on hover in list view. The Customer Wizard has been updated to link sites for both new and existing contacts, enhancing data consistency. We've also enabled copy/paste functionality for all line items.

In mobile enhancements, stock allocation occurs upon invoice creation, even without immediate payment, for inventoried items. Users can now "Re-open Task" on closed tasks, reverting their status to "In Progress." Lastly, we've aligned the J line color with task status colors to reduce confusion.

Summary of Recent Updates

• Sync Settings Relocation: Invoice sync settings for Customers and Suppliers are now under System Configuration, enabled by default.
• Improved URL Search: Enhanced functionality allows record searches via URL parameters (e.g., ?module_search=XXXX).
• Email Management: New option to connect a domain in Mailgun for better email handling.
• Product Management: Sell price, Unit of Measure, and total stock are now visible in Browse Products; cost+% pricebooks introduced, and product codes now have prefixes.
• User Experience: Default prompts for unverified users to connect their domain, improved labeling for sync settings, and implemented auto-save for quotes and orders, triggering every 5 seconds.
• Warehouse Defaults: Stock receipts will default to the user’s designated warehouse if set.
• Consistency and Tagging: Improved button consistency and added preferred supplier info; introduced "Tag Name" filters and color tagging options.
• Recurring Invoices: New invoices generated from recurring ones will follow the sync settings.
• Email Enhancements: TO field automatically adjusts based on domain verification status, streamlining email management.

Key Enhancements:

1. Product Purchase/Job History

2. Email sending option

3. Payment syncing

4. Global search enhancement

5. Allocate stock update

6. Timesheet enhancements

7. Subcontractor scheduling

8. Material creation from POs

Key Enhancements

1. Supplier Name in POs and SIs: Supplier names have been added to the related lists for Purchase Orders and Supplier Invoices, improving visibility and searchability.
2. Email Template Management: Email Templates are now found under "Resources" for easier access. Users can manage their own templates and share them securely.
3. Enhanced Search Functionality: Users can now search using related module display names, allowing for more comprehensive and efficient searches across records.
4. Advanced Reporting: The Advanced Report Module provides customizable analysis and visualization of content data, with advanced filtering and interactive dashboards for actionable insights.