Contents x
      Product Updates 2025
        • Print
        Contents

        Product Updates 2025

          • Print
          Article summary

          2025

          April 2025

          04/29/2025

          • New "Ignore Ship Via on Invoice Export" checkbox in the QBD Integration Configuration that automatically excludes 'Ship Via' values when syncing invoices
          • Added a "Dashboard Mode" in Domain settings which allows devices to refetch data and carousel at selected intervals
            • Allows for a device to display a dynamic, rotating, real-time view of the company's key data
            • Choose to include Dashboards, Reporting Dashboards, and the Maintenance page
          • Added Domain device settings which allow the ability to choose to default hide/show the sidebar in Reporting and Maintenance pages
          • Added an "Export to Excel" option to the heading in Reporting
          • Added a "Finalize and Send" button for drafted certs, with the option to do so at cert creation as well
          • Added the ability to search Journal Entries in Accounting by number, description or amount

          04/28/2025

          • Added a filtering system across all Insights with filter components located directly below the title bar
            • Ability to save filters as Filter Sets to use again
            • Reports that return 25k rows or more have pagination#### 04/24/2025
          • In some tables, the CSV download is now limited to 2,500 rows
            • If data exceeds 2,500 rows, download each chunk separately
          • Added links to customer names in four different locations in receiving and all customer drop-downs
          • Added export to CSV functionality for key financial reports:
            • Balance Sheet
            • Income Statement
            • Trial Balance
            • Statement of Cash Flows
            • Journal Entries (General Ledger) / Individual Journal Entry
            • Journal Entry lines
            • Journal Detail by Account

          04/22/2025

          • Part Number Process Node Instructions can now be created and/or edited from the Part Number Process Composer dialog
          • CSV download for paid payrolls that can be used to create journal entries in accounting integrations.

          04/18/2025

          • Product Groups can now be exported as a class in QBO

          04/17/2025

          • A Payroll Notification Banner and Payroll Status tracker has been added to the Timesheets tile on the Home Screen
            • Notification Banner will appear when the Payroll is approaching the deadline
            • Status Tracker will display the Payroll with the soonest deadline
          • Added candidate bank transactions to bank-to-bank journal entries in accounting making it easier to match the transactions
          • Updates made to Outsourcing - See related Documentation or video for more information.

          04/14/2025

          • Added an optional description box to the Journal Entry import feature.
          • Added the ability to edit invoice numbers from the invoice page
            • Only available for users with Native Accounting enabled

          04/11/2025

          • Added an 'Export: CSV' permission that prevents or allows users to export CSVs

          04/09/2025

          • Added a feature that streamlines the complex process of setting up a company for Payroll

            • Automates the migration of existing company data to Check
            • Providing a guided interface for completing required setup steps
            • Ensures all necessary payroll components are properly configured
            • Reduces manual data entry and potential errors
            • Maintains data consistency between Steelhead and Check

          • Multiple additions were made involving Part Number Inventory Items

            • Inventory item vendors will now display on the Part Number Inventory page (if purchasable)
            • Set an inventory item's Low Stock Threshold and (if purchasable) create/update/delete inventory item vendors from the Part Number dialog
            • Added part number inventory items to the Inventory Management page

          • Added a new 'Write: Rack' permission

            • Users must have this permission to be able to create new racks

          04/08/2025

          • "Restrict Clocking In/Out To Timeclock Mode" Domain setting gives the ability to force users to clock in and out through only devices set up in Timeclock Mode
            • This makes it impossible for users to clock in from anywhere other than where the Timeclock Mode device is located

          March 2025

          03/30/2025

          03/28/2025

          • Utilize custom dimension values to sync invoice/bill line items to QBD classes

          03/25/2025

          • Updated the scanner pop-up dialog
            • All selected racks will appear on the same dialog when recording spec measurements
            • Sensor type spec fields will appear alongside all other spec field types when recording spec measurements
          • Updated layers
            • Need to have a referenced spec field, an operating referenced spec field, and a spec field that compares the referenced and operating referenced spec fields

          03/24/2025

          • Replaced the word 'Traveler' with 'Job Tag' across the platform

          03/21/2025

          • Permissions can be now added to permission groups far more easily

          03/20/2025

          • Removed the Legacy Dashboard in Reporting and the ability to pin custom report charts
            • Upon opening Reporting, the topmost Dashboard will default open
          • Added the ability to support invoices syned with Native Accounting in Insight's Invoicing Reports

          03/19/2025

          • Added notifications to the Timesheets requested time off
          • Added paging abilities to AR/AP Payments and Memos, Purchases, and Deposits pages in Native Accounting
          • Added warnings/ notifications to the Timesheets requested time off
          • Added an Email setting with a Domain level, or a User level to disable reply forwarding, for the CRM users who would like for their Steelhead communications to stay within Steelhead

          03/17/2025

          • Updated the interface of the Vendor Transaction page
          • Added an Internal/External field to Spec Fields
            • External Specs can have both Internal and External Spec Fields, making it possible to choose which ones will default on a Cert
          • Added Scanner racking to Workboards
            • 'Enable Scanner Racking' in the Workboard Settings
            • Scan the Job Tag for the parts that are ready to be racked (if no parts are ready to be racked and the Scanner Racking Setting is on, then the 'Scan Parts to Rack' will not show up)
            • Rack parts as normal or scan a rack QR code
          • Improved spec measurement entry
            • Clicking the keyboard 'Enter' key now works for every type of spec entry
            • Refocusing on an entry field to measure again is now more efficient

          03/12/2025

          • Added Super Rack columns to the Processed Parts and Rack Throughput (Digital) insights in Reporting

          03/11/2025

          • Native Accounting automatically creates reversing journal entries on voided checks and voided/archived bills

          03/10/2025

          • New "Spec Measurements" Insights report in Reporting along with a few other Reporting updates
            • Shows the first 100,000 spec value parts transfer accounts made within the selected date range
              • Included, but not provided in the default view, are a few context columns that may be configured: WO labels, WO completed at date, SO closed at date, shipping status
            • Added WO Labels column to Processed Parts insight report
            • Added Sensor (name) column to Maintenance Events insight report
          • Add a new Spec Field type: Manual Timer
            • Allows spec timers to be entered manually rather than by starting/stopping them
            • Set the units of time to be recorded through the 'Manual Timer Settings' domain setting
          • New "Vendor Transactions" page found under A/P in Accounting
            • Table displays Bills, Payments, Purchases, and Memos

          03/09/2025

          • By clicking into 'Archive BOM Item' or 'Archive Multiple BOM Items' you now have the option to exit parts off of their Work Order when archiving a BOM item on a Sales Order
            • Also allows for the option to remove Sales Order Lines where the archived item is the only associated part

          03/07/2025

          • Coupons can now be tracked
            • Feature must be enabled by Steelhead Support
            • Coupons are versions of Part Numbers that can be added to a rack and undergo the same process as the racked parts
            • When coupons are added to a rack, new coupon Work Orders are created
            • 'Drives Coupons' checkbox on a spec parameter determine which spec measurements are tied to coupons
            • Coupon Work Orders can be filtered on the main Work Orders table

          03/05/2025

          • Added Power Scheduling
            • Enable the Domain Setting "Power Tools: Enable Custom Scheduling Logic"
            • On a schedule board, use the Power Tools to create a custom logic for manipulating schedules (user must know TypeScript)
            • Once a logic is ready, click the "Run Power Tools" button in order for the schedule to adjust based on the custom logic
          • Restyled the Tags and Units pages, making them more organized
            • Added a searchable table with pagination
            • 'Order By' options
            • Ability to configure columns

          03/01/2025

          • Updated the appearance of Audit Logs for a better understanding of changes

          February 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### 01/31/2025
          • Added the Product filter to the Sales Order page
          • Updated the Processes table

          January 2025

          01/30/2025

          • Allows users to cascade their PN/Recipe Node files and descriptions to their process nodes, and vice versa
            • Also added the ability to cascade to other occurrences within the recipe/process
          • Added a minimum effective param range on Spec Fields
            • Applies to Spec Field types Number, Sensor Number, and Timer
            • A value can be set which will prevent associated params to be made with ranges lower than the minimum
            • The minimum range is considered when racking multiple parts, by checking that the combined param ranges are not lower than the minimum effective param range
          • Added the Product filter to the Sales Order page
          • New Domain Setting (Enable Create Multiple Part Numbers) that allows for multiple part numbers to be created and customized from the Add Parts Table on a Sales Order
            • Ability to customize specs, process (including opt in/out and treatment selection), Part Number name, pricing, quantity, description, etc
          • Moved the Trucks, Carriers, and Ship Methods Pages to Configuration section of the Shipping Page
          • Introduced Layers
            • This feature adds a table input to compare part measurements across nodes and calculate differences
            • Introduces a new Geometry Type Spec Field Properties page for creating, editing, and archiving SF properties within the Geometry Type

          01/28/2025

          • Added the option to filter Scanner Workboard rack next station by location using the set device location
            • Also added the device locations gear icon on mobile devices on the Scanner Workboards

          01/24/2025

          • Added a Print Job Tags option for Racks on a Workboard card
          • Cutting and Casting is available for those who have purchased the features
            • Assemblies and manufacturing trees have been improved
            • "Part Transforms" is now "Assemblies"
            • Cutting and Casting tiles were added
            • Multiple sections on each page, displaying cuts/casts to be worked on, being worked on, completed, etc.
            • Mixtures can be created for casting
            • Assemblies now can only have an output of one part (it is considered a cut if there is more than one output part)

          01/22/2025

          • Description and instruction markdown now helps with text customization
            • Ability to easily bold, italicize, strikethrough, make a header, insert a link
            • Includes a guide for Markdown with additional instructions for text customization
          • Racking parts and assembling racks now considers the spec field params on the parts
            • This applies to Number, Sensor Number, and Timer spec fields
            • If the parts have a matching param, but the minimum/maximum ranges do not overlap, the parts cannot be racked together

          01/20/2025

          • Added the ability to have two spec field timers auto-start at the same time

          • Enabled the ability to create unique Part Number Instructions for each occurrence of a node within a process

          • Day column added to Timesheet Segments

            • Additionally, added user avatar to the table

          01/09/2025

          • Added the Truck filter to the Trucking dashboard
          • Added metal exchange rates to display under the main Steelhead banner
            • Need feature bundle: Inventory
            • Also added the ability for Admin to select the domain home currency in Domain Settings, in order to have accurate metal exchange rates
          • Moved the native refresh button to the Steelhead header
            • Allows a user to refresh their page from any scroll position
          • New layout for the Steelhead Homepage
          • Added the ability to create Semimonthly pay schedules
            • Approval of overtime is required on a weekly basis

          01/07/2025

          • Added the ability to filter by Truck in Shipping
          • Added the ability to select and download invoices for multiple customers at once
            • Included a "Select All" button that will select all invoices on that current page
          • Added the option to select a semi-monthly pay schedule

          01/05/2025

          • Added a back arrow on the Scan QR Code page

          01/04/2025

          • Added a date range filter to Insights and Custom Reports, with preset ranges and the option to customize (Note: This feature must be enabled for each custom report and the report query must be edited)
          Was this article helpful?
          What's Next