• 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.‍

• 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.

• 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.

• 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.‍

• 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.

• 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.

• 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.

• 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.

• 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: 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.

• 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.

• 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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