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.

In the this release, new options were added to improve the integration with accounting systems. Two key settings were introduced: Sync Customer Invoice On Creation and Sync Supplier Invoice On Creation, allowing users to control when invoices sync with the accounting system, either immediately or upon sending the invoice to the customer. Additionally, a feature was added to view and manage unsynced invoices, enabling users to address sync errors efficiently.

In this release, we've included a completely new timesheets system! The objective is to demonstrate the use of the new timesheets functionality, focusing on creating timesheets manually and logging time via the mobile app. Key steps include navigating to the timesheets panel, starting shifts by beginning travel within a task, and logging time by stopping travel or starting a job within the task. Shifts continue until manually ended, with all travel and job time recorded.