May 2023 Enhancements

March 2023 Enhancements
March 29, 2023
April 14, 2023
June 5, 2023

(Released to Beta: May 18, 2023 Released to Public: August 29, 2023)

 

 

Customers

  • Merging
    • Added
      • Entries
      • Files
      • Payments
      • Note indicating merge

Contacts

  • Merging
    • Changed note to not sticky

Inventory

  • Location filter added

Accounting

  • Filters on entries
    • Added ‘Customer Tags’
    • Changed ‘Created Date’ to a range

Reports

  • Aging Summary with Taxes
    • New
  • Timer Report
    • Add start and stop times

Other

  • Activity Tracking
    • Customer Created
    • Contact Created
  • Change logs on production views