Release 17.1 has arrived, bringing a collection of exciting enhancements designed to make your day-to-day work smoother, faster, and more efficient! From smarter scheduling and improved inventory visibility to easier purchase order management and stronger system controls, this release is packed with updates that help reduce manual work, improve accuracy, and simplify everyday tasks. Dive in and discover the new features built to help your team work smarter and get more done!

This feature improves the product and pricing import process by running it in the background. Instead of requiring users to wait or monitor the process directly, imports now run asynchronously behind the scenes. This makes the process more reliable and ensures users receive clear, accurate status updates and results once the import is finished.

This feature introduces a new sale tag type specifically for job statuses, allowing job status values to be managed independently from standard sales tags. Job status tags will populate only the job status drop downs on orders and invoices and will no longer appear in regular sales tag selections. This helps keep tag organization cleaner and ensures users see only relevant options in each area of the system.

This feature adds permission controls for the auto invoice functionality, allowing administrators to manage which users can perform automatic invoicing actions. By restricting access to authorized users only, organizations can improve oversight, maintain better control over billing processes, and reduce the risk of unintended invoicing activity.

This feature updates the Service Request Report to show only New and In Progress service requests by default. By automatically filtering out completed or closed requests, users can focus on active items that still require attention, creating a cleaner report view and helping teams prioritize pending work more efficiently.

This feature adds permission controls for completing deposits, giving administrators the ability to decide which users are allowed to finish deposit actions. By limiting access to approved users, organizations can better manage financial processes, improve visibility, and help prevent unauthorized deposit activity.

This feature adds a new permission that lets you decide who can assign the primary technician on a service request. By giving you control over who can make these updates, it helps keep technician assignments organized and ensures the right people are managing them.

This feature provides greater visibility into inventory allocations by showing when an allocated line quantity is being fulfilled from multiple purchase orders. This gives users a clearer understanding of how inventory has been allocated and helps quickly identify the sources contributing to a specific allocation.

This feature allows users to lock individual serial inventory pieces and prevents their allocation status from being changed once locked. Locked items are protected from updates through normal inventory processes, ensuring that their allocation remains fixed and cannot be modified unintentionally. Items can also be locked in bulk. The ability to lock serial inventory is permission based.

This feature hides miscellaneous items by default on the shortage report grid while providing a toolbar toggle to display them when needed. Misc items will only appear when they share the same delivery date and truck as the rest of the order. This allows users to focus on primary delivery items while still having the option to view the full order context when required.

This feature updates the Shortage Report’s fully paid calculation to evaluate only the items actually being shipped. By basing the ready status on the shipped items rather than the entire order, the report provides a more accurate representation of delivery readiness and helps users make better scheduling and fulfillment decisions.

Maximum Delivery Scheduling Window Controls

This feature allows delivery managers to configure and enforce a maximum number of days into the future that deliveries can be scheduled within Scheduler settings. By defining a scheduling limit and automatically applying it during the scheduling process, you can prevent users from creating delivery appointments outside of supported timeframes, helping maintain more accurate planning and scheduling practices.

This feature makes it easier to filter AP Invoices and AP Payments by giving users more flexible control over their results. You can now switch Vendor, Vendor Type, and Entry User filters between Include and Exclude modes, so it’s simple to either focus on what you want or quickly remove what you don’t—like viewing everything except a specific vendor or user—without needing to manually select everything else.

This feature lets users combine multiple legend filters on AP Invoices at the same time, including Invoice, Trust, Credit, Flagged, Paid, Past Due, and Deleted. Instead of switching between single filters, users can now view combinations like “Flagged + Past Due” or “Trust + Credit” in one view. This makes it much easier to analyze invoice data in a flexible, unified way.

This feature lets Plaid credit card users create multiple invoices for the same vendor all at once during reconciliation. Instead of creating invoices one by one, you can process them in a single step, saving time and making credit card reconciliation much quicker and easier.

You can now also filter transactions by Merchant, Category, and Credit/Charges, helping you quickly narrow down results to exactly what you’re looking for. This makes reconciling payments with AP smoother and more accurate.

This feature adds a reset option to PO Billing so users can quickly clear their current selections and start over without needing to refresh the page. It makes it easier to correct mistakes or change direction while working, helping you stay efficient and avoid losing your place in the workflow.

This feature adds acknowledgement number search functionality to the PO Report, allowing users to quickly locate purchase orders associated with a specific acknowledgement number. This simplifies the process of finding related purchase orders, reduces manual searching, and improves overall efficiency when tracking order information.

This feature allows users to bulk edit Acknowledgement Numbers, Acknowledgement Dates and ETAs from the PO Report Detail tab. The bulk edit functionality respects any active filters, ensuring users only update the subset of purchase orders currently displayed. This enables faster, more efficient updates across multiple records while maintaining control over which POs are being modified.

This feature enables you to export the PO Settings Location Zip Code grid, allowing you to download a file that reflects the current grid’s zip codes. This provides a convenient way to maintain an external record of zip code settings for reference, reporting, or auditing purposes.

Automated PO Update Notifications for Salespeople

This feature automatically notifies salespeople when key details on purchase orders tied to their open order allocations are updated, including the estimated delivery date, acknowledgement number, or acknowledgement date. This helps keep everyone informed in real time so sales teams can proactively communicate accurate delivery expectations to customers without needing to manually track PO changes.

This feature adds visibility into open credit balances directly on the vendor screen, allowing users to view a detailed breakdown of open credits for each vendor. This provides clearer insight into outstanding financial credits and helps users better understand and manage their overall financial position with that vendor.