05-2025

Article summary

Did you find this summary helpful?

Thank you for your feedback!

A Treatment filter was added to the Outsourcing page for a more efficient workflow
When planned parts from an assembly are being outsourced, there is now a count of them at the Outsourcing node and a count that are ready to ship

Bank Account names have been added the Bank Account pages for clarity
Bank Account Transactions can no longer be added, edited, or deleted for automated accounts, to prevent errors and mistakes in Native Accounting

A 'Due Date' column has been added to the Recurring Maintenance Plans table for better visibility on when recurring maintenance is due

Added a 'Create and Sync' button to the Create Invoice and Create Bill dialogs (V4 Accounting Integrations) for efficiency, if an Invoice or Bill should be synced immediately upon creation

Added the ability to sign off on Spec value results through a Quality Assurance node, to ensure quality, verify compliance with customer and industry standards, and help prevent costly rework by identifying issues before final completion
- Two new Domain settings: 'Enable Spec Value Sign Off' allows for Spec Review Users to be added to Quality Assurance nodes & 'Require Spec Value Sign Off' requires a passing sign off on a Quality Assurance node, before parts can be moved along
- New 'Read: Spec Review' user permission that allows a user to view Spec Review on a Quality Assurance node
- Spec value results will appear on the next, nearest Quality Assurance node
- When updating Spec Review Users on a Quality Assurance process node, there is the ability to update any derived recipe nodes as well - unless parts have already entered the recipe node
- All pending and completed Spec Reviews can be accessed through the icon in the top right corner of the Work Orders page
Added the ability to set locations on Part Numbers and Specs, in order to make it easier for those who use certain specs at specific plant locations
- A Spec that matches the Part Number's location (or has no location set) will be available when assigning Specs to a Part Number
- A Spec assigned to LocationB will also be available at all the parent and child locations of LocationB

Sonar, a Steelhead's AI assistant, was added to provide 24/7 instant answers to questions and requests pertaining to Steelhead's features and functionalities
- It is located at the bottom right of the Steelhead screen, but can also be found in Steelhead Chat
- Answers up to 25 questions per user per day
- Speaks both English and Spanish
- When you are needing extra help, Sonar will lead you to contact support

Modernized and standardized the non-inventory receiving dialog, by making it visually consistent with other dialogs, such as supporting multi-item receivers
Added the 'Measure Specs on Racks' feature to Work Orders

Added Work Order column to the Sales Orders table, where all the associated Work Order links are found
- To show column, 'Configure Column Display' and click the eye icon in the 'WO' row
Added a new Insight report called Rework Costs that breaks down how much rework Work Orders cost.

Added an Estimate of Time Remaining when regenerating the database in Reporting
- Will give a countdown of time remaining until updated Reporting data can be viewed

Added a new Domain setting "Maintain Billed Labor Segments upon Save & Start New Timer"
- When enabled, it will autofill the previous billed labor segments after stopping a timer, and the segments the user wishes to keep can then be selectively continued with a new timer

Added Bank Reconciliation Statements under Bank Accounts in Native Accounting
Added functionality on the Receive PO dialog that checks the box when you click PO Item the row
Added Receiver Notes to the Create Receiver for Inventory Item dialog
Native accounting now has links from an edited journal entry to the original journal entry with a table that lists the changes
QBO and QBD can now ignore address and ignore contact when importing
Added the ability to supersede a quote when creating a revision
- Quotes that have been superseded will be labeled as inactive and will not appear in quote selection drop-downs within Sales Orders and Receiving

Was this article helpful?

Table of contents