Please note: We use Release Rings to systematically deliver new features in a way that minimises risk. This means that updates aren't rolled out to every user on the day they're shipped. Instead, they're gradually delivered to a small percentage of customers each day within specified Release Rings. Of course, if customers report issues with an update, we'll pause the rollout while we investigate. So, if you can't see the newest updates yet, don't worry - you'll receive them in the next few days or weeks.
🏭 FactoryMaster MRP Prototype
This version includes a prototype integration to FactoryMaster (an Access MRP product for managing production & manufacturing). This integration is highly subject to feedback from early beta sites. Stay tuned for the official release!
📆 Year to Date & Financial Year to Date Report Filters
To support the new financial year setting, the Report date filters have been enhanced with a “Financial Year” mode, allowing you to restrict date ranges to the current/previous/next financial year. We've also added “To Date” modes for both “Year” and “Financial Year” filters.
🐛 Other Fixes & Enhancements
Product tour foundation records have been added to assist with the development of upcoming product tours which are aimed at making it easier to train and onboard your new users.
The “Include B2C in RFM” system option has been renamed to “Include B2C in CLTV” and has been updated to affect most Dashboard cards.
The CRM inbox UI has been updated to clearly state that only users of the CRM are able to send emails to your CRM inbox.
The user setup and settings screens have been restructured and restyled based on feedback.
An option has been added to email templates to not auto-populate the "to" address.
Added an option to Reports to automatically expand a certain number of groups in a grouped Report.
Updated the styling of important notes and documents to make the flag more obvious.
Rebranded Katana to be consistent with their current branding.
Rebranded Cin7 and DEAR Inventory to Cin7 Omni and Cin7 Core.
Added "Create" button to search entity Reports.
Changed “Products” to “Products and services” in the navigation menu.
Updated Zapier to allow the datacenter to be selected during configuration.
Tags can now be exported from Reports as a comma separated list of values.
Fixed a bug where the tax rate wouldn't be pushed through on Quote lines when confirming into Unleashed.
Fixed a bug where opening the user settings window would sometimes open the wrong user if there was another user with the same email address.
Fixed a bug where MLOE wouldn't calculate prices correctly when using Access Dimensions pricing.
Fixed a bug where non-taxable customers could be imported from Unleashed with a tax code assigned.
Fixed a bug where “All day” appointments could be created for the wrong day in some timezones.
Fixed a bug where Dashboard drop-downs wouldn't close when clicked a second time.
Fixed a crash when backing out of a Company Report creation to create a sales ledger Report.
Fixed a bug where an incorrect “create” button would show on foreign currency Reports.
Fixed a bug where an incorrect “create” button would show on global sales ledger Reports.
Fixed a bug where the sales analysis query for a brand new sales ledger would crash if the nightly maintenance had not yet run.
Fixed an import crash if someone sets a product to create inventory items but doesn't specify the type or status.
Fixed the Kanban drop-zone not scrolling correctly.
Fixed a bug where the summary data on a Kanban view wouldn't take the selected pipeline into account.
Fixed a bug where "Katana stock by warehouse" import would crash if a warehouse was deleted.
Fixed an issue where integrations would Report as “disconnected” if they were simply rate limited at the time the query was made.
Fixed a bug where the “No available stock” Report had the wrong filters applied.
Fixed a bug where sales ledger creation would sometimes fail and not Report the issue back to the user.
Fixed a bug where non-Admins didn't have permissions to edit Tags.
Fixed a bug where some drop-downs would not properly mark obsolete entries.
Fixed a crash with telephone search when searching for a numeric term containing multiple leading zeros.
Fixed a bug where the timezone_offset system option would be set incorrectly if changed during daylight savings.
Fixed an issue where all Unleashed currencies would be imported as active even if they weren't configured in Unleashed.
Fixed a bug where some requests would fail on oData due to incorrect types for boolean variables.
Fixed B2C cards in the Kanban incorrectly trying to show the Company name.
Fixed an issue where links to downloads sent in emails could have problems loading in Chrome.
Fixed a bug where Report results could sometimes return out of order if multiple retrieves were done in quick succession.
Fixed a bug where fields that appear on the Business Contact creation screen by default wouldn't observe custom required flags.
Fixed a bug where "Tag in Mailchimp" from a Campaign Activity would only tag the first 500 records.
Fixed a bug where “Quick Create” emails wouldn't show if the Contact had a secondary email address but no primary.
Updated the visibility of DecimalCostPrice to be available to users.
Updated customer import to include fields in the spreadsheet that weren't on the selection screen when attempting to match fields.
Fixed a bug where profile cancellation wouldn't update the billing document appropriately.
Fixed a bug where unassigned custom fields would appear in the email signature editor.
Fixed a bug where changing a Report filters could cause the Report to show no rows.
Fixed a bug where Katana imports would fail if connected to a Katana account with no products.
Updated the price band import to match price type IDs if specified.
Fixed a bug where the importer could sometimes temporarily enable the "Next" button while still in the process of validating the spreadsheet.
Fixed a bug where the Katana stock by warehouse import would fail if it produced duplicate page hashes.
Fixed some UI issues with the "Tag in Mailchimp" button.
Fixed some UI issues with the Report name edit button.
Fixed a bug that prevented “POST” requests from being logged when made by the QuickBooks Online integration.
Klaviyo API keys are now validated before being stored. The wording on the UI has been updated to make it clear that the customer needs to use private keys.
Added a component that allows markup % to be editable on Quote lines.
Added the ability to update the unit price by a % to the advanced pricing adjustments bulk action screen.
Fixed a bug with the modify line markup % option in the advanced pricing adjustments bulk action screen.