02-2025

02/25/2025

• Updated Native Accounting A/P memos
  • Ability to use a single memo to pay for multiple bills, or use multiple memos to pay for a single bill

02/21/2025

• Updated Native Accounting A/R memos
  • Ability to use a single memo to pay for multiple invoices, or use multiple memos to pay for a single invoice

02/19/2025

• Added the ability to paste from Excel into Journal Entries
• Multiple email additions and adjustments were made
  • Added an email setting that will filter contacts by address
    • Contacts will need to have an address in order to be auto-selected in the dialog
    • Billing address for invoices
    • Shipping address for shipping
  • Added a shipping email setting that allows for the ability to finalize and send packing slips with one click
  • Added an email setting for the inclusion of "Purchase Orders Included" for the following email types Invoice, Quality Hold, NCR and RMA
  • Added Email Settings link on Send Email dialog
  • Added toggle in email settings to maintain email status across packing slip stages
  • Moved Attach PDF domain settings to email settings
  • Allowed for Cert PDFs to be directly attached to Cert Report emails

02/18/25

• Added the ability to search for cuts and mixtures through the global search bar

02/14/25

• Added a new 'Show/Hide Composed Processes' toggle when composing a Part Number process
  • When enabled, users can search for composed processes in the dropdown; when disabled, composed processes will not appear
  • Additionally, a new 'View Composed' toggle has been added to the Processes tile
• New 'Select All Paged Customer's Quotes' button
  • This will automatically select all other quotes on the same page that belong to the same customer
• Added the ability to filter by multiple labels in watchtower

02/11/2025

• Added a yellow button on Workboards that allows a user to view a Work Order Review when parts are grouped by Work Order and a sign-off is needed
• Added an email setting to include the user name in the email sender name
• Added a User time off audit history, so many users can see who and when approved/rejected time off

02/10/2025

• Improvements to Email dialog
  • Set default messages for each email type
  • Add external attachments to any email
  • Re-use previous contacts for that email type per customer
• Added features for CRM
  • Steelhead email inbox
  • Email threads for easy organization
  • Email history for easy access to replies for each email type

02/07/2025

• Added date filters to the Bills table

02/06/2025

• Added date filters to the Bills table
• Added Price column to the Prioritization and Schedules table
• Added Employment Records and History

02/04/2025

• Created new Domain setting 'Invoice Date From Invoice Node'
  • When enabled, the date of the most recent part transfer into/past the invoicing node will pull into the 'Invoiced At' field on an invoice