• Glossary: Quick Text (remarks) glossary. Description, remarks, and instruction fields can now insert pre-defined text from a glossary. 
• Glossary: Quick Text/Remarks glossary can be selected in the email message field
• Projects: Time Entry can be created inside the Project - Items area
• A/P: Create a new vendor on the fly while in A/P - Vendor Deposits/Invoices
• Client Invoices: Invoice flyout - added more detailed information (proposal No. & sales tax)
• Project: Project - Invoices tab - add button for add new invoice
• Client Invoices: PDF link column will open the actual PDF - not the client portal
• Reports: Show pending status of reports being generated.
• A/R & A/P: A/R & A/P in Nav Menu - options have tool tips
• A/P: A/P has a main menu page with all section options
• Client Invoices: Projects - Invoices & Invoices - Existing tabs -  Invoice No. link now shows the flyout
• Additional Performance Improvements throughout

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• Reports: New reports added - Freight Analysis, Journal Entry Journal, Project Cash Allocation
• Project: Projects grid updated providing some new features: better searching, filtering, ability to export, etc

• Check Out: Trial expiration checkout page added- users will now be able to select Annual or Monthly billing, see billing amount and add a CC to convert their trial to paid subscription
• Reports: Reports with a proposal range option changed to accept a number instead of having a drop down.
• Reports: Reports history added a download button and a tool tip for what history is.
• Reports: Reports now do not auto open in new tab when run. User stays on page and is directed to see completed report in history. Users can continue creating other reports, or do other work while possibly waiting for a report to complete.

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• Purchase Orders: Agent For Purchase Order feature 
• Reports: Report History added - users can now see up to 90 days of past reports they have run.  Note: History of reports show the data at the time the report was originally run.
• Purchase Orders: PO image exclusion option - users can decide whether a PO contains component images or not. 
• Client Portal: Client portal now shows the Company Logo in the upper left corner.

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• Reports: Four new reports added - Expected Ship, Acknowledgment, Chart of Accounts, & A/R & Deposit Summary 
• Documents: Two new document styles added - Modern Group Price Only (for Proposal & Invoice)
• Item Grid: Added inline edit of the Item list - Group field
• Project: Favorite your Projects  – users can now select up to 5 projects to be considered a favorite - get to these projects quickly from the main Nav Menu

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• Item Grid: Inline edit ability of the Location and Vendor fields - users can now edit the Location or Vendor on the Item level (right on the grid, without needing to open the item) Note: all components of the item will update to the new vendor
• Item: Added Deposit Information to the Item - Status tab
• Reports: Added COGS Accrual report
• Navigation: Updated the main Nav menu to include section titles
• Project Settings: Added an alert when projects settings are changed and not saved before leaving the page
• Client Portal: Added ability to enable Client Portal upon sending a document from the project (with detail link to explain its function)
• Invoicing: Added total Invoiced to Date amount to the Invoice flyout
• Settings: Added a delete confirmation modal to accounts payable settings

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• Project Items: Added inline editing for Quantity, Item Status, and Sales Category to support faster bulk updates.
• Invoicing: Added an Invoice Detail flyout to instantly view invoice details and items without opening PDFs.
• Invoicing: Introduced client invoice pricing overrides, allowing item prices and deposits to be adjusted during invoicing.
• Item grid has Inline editing for Quantity, Item Status and Sales Category fields. Users can now quickly update these fields for their items right on the item list.

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• Proposals: Added a proposal flyout to quickly review proposal details and included items.
• Purchase Orders & Work Orders: Added PO and WO flyouts for faster review without opening full documents.
• Reports: Introduced an Unordered Components report.
• Dashboard: Updated summary tiles to link directly to open or overdue Proposals, Invoices, and Bills.
• Items: Improved navigation from recently clipped items to editing views.
• Project Items: Improved Item Grid behavior with sticky headers, remembered items-per-page, and smoother scrolling.

• Items: Condensed item, component, and special instruction pages to reduce scrolling.
• Invoicing: Added invoice preview before posting to help catch issues earlier.
• Reports: Introduced a new Request for Bid report.
• Project Items: Launched a redesigned Item Grid with faster loading, improved pagination, export options, saved views, and unified search.
• A/R & A/P: Added “Over 30 Days” filters to both client invoices and vendor payments.

• Invoicing: Added the ability to edit item details while creating client invoices, reducing back-and-forth.
• Project Items: Launched major upgrades to the Project Items list, including faster loading, export to PDF/Excel/CSV, saved and shareable views, unified search, and customizable row display.
• Items: Improved item copy workflows with better project, location, and group selection.
• Proposals: Updated proposal editing to preserve the original proposal date.
• Documents: Improved document creation workflows by reducing save prompts, improving layout control, and keeping item descriptions together.
• Items: Introduced quick item and component flyouts for fast viewing and editing.‍

• Items: Introduced a simplified item creation modal to speed up adding new items to projects.
• Reports: Added new financial reports, including Project & Order Cash Flow, Reconcile Calendar Balance to Fiscal, Proposal Listing (3 formats), and Yearly Income Statement (P&L) (4 formats).
• Items: Added the ability to copy a single item within or across projects to reduce rework.
• Purchase Orders: Reduced the number of steps required to create new Purchase Orders.
• Purchase Orders & Work Orders: Added direct links to item details on PO and WO add/edit screens to improve navigation.
• Proposals & Orders: Enabled editing of items and components while creating proposals or POs/WOs to keep workflows moving.‍
• Reports: Made report range fields searchable for faster filtering and selection.

• Items: Improved item copy and layout features to make reusing items across projects easier.‍
• Reports: Added new financial and operational reports, including Transaction Register, Cash Receipts Journal, Pick List / FF&E, and Invoice Listing with Item Detail.

• Accounting: Added Finance and Service Charges to checkbook and credit card reconciliations for more accurate reporting.
• Items: Introduced item-level Groups to improve organization, reporting, and document layouts.
• Reports: Added Vendor History and Credit Card Purchases reports for deeper financial visibility.

• Payments (DesignPay): Released Plaid ACH Balance Check to help prevent ACH failures due to insufficient funds.‍
• Items: Expanded clipboard image support, making it faster to document items visually.

• Client Portal: Added email notifications for approved or declined items and proposals, keeping teams informed.
  
• Payments (DesignPay): Added Expected Deposit Date and Memo columns to the legacy DesignPay portal for better payment tracking.‍

• User Management: Added company role selection for existing users to improve permission management as teams grow.
• Banking & Accounting: Improved bank imports by limiting Plaid connections to one account at a time, reducing setup errors.
• User Management: Updated role selection to map existing permissions or prompt confirmation on next login.‍
• Onboarding: Added clearer password requirement messaging during signup to reduce account creation errors.

• Banking & Accounting: Improved bank data import with smarter transaction matching suggestions to increase reconciliation accuracy.
• Payments (DesignPay): Updated DesignPay to default client payments to credit card, simplifying checkout.
• Payments (DesignPay): Added Plaid-powered ACH payments to give clients more payment options.‍
• Items: Added clipboard image paste support, allowing images to be added instantly during item creation.‍
• Payments (DesignPay): Introduced ACH balance validation to help prevent failed payments.

• Banking & Accounting: Introduced Plaid-powered bank data import, allowing secure bank connections and faster transaction tracking with fewer manual entries.
• Accounting: Added the ability to reprint PDFs from checkbook and credit card reconciliation history, making audits and record-keeping easier.‍