Version 1.0.40 - Released April 23, 2026
Known issues fixed, improvements and new features added as follows:
Note: Some of these changes were implemented as Hot Fixes during the development cycle. They were fixed on separate dates, but weren't published about until the official release. Our development team is constantly releasing new changes to better serve great customers like you!
Due to certain updates you may need to perform a hard refresh on certain pages like the Item Detail page. Check out these instructions on performing a hard refresh: How to Perform a Hard Refresh and Clear Cache
New KB Articles
Edited KB Articles
- Shipping Integration - ShipStation
- Enabling Repair Orders and Setting Repair Preferences
- Rental Module
- Accounting Integration Settings
- Adding Charges After Receiving
- General Preferences
# | Changes | Revision |
| 1 | ADDED | Send Line items Bin to ship station |
| 2 | ADDED | Auto-Update Pricing When Changing Vendor on PO |
| 3 | ADDED | OT Pay - Added ability for the customer to decide to save the payment for future use or not |
| 4 | ADDED | Role based report assignments. Ability to grant or deny access to custom reports based on the user role |
| 5 | ADDED | List Shading Rules - Allows users to specify their own rules and which color the line should be if the condition is met |
| 6 | ADDED | Quickbooks integrations - Multiple new options to determine how invoice numbers are assigned. |
| 7 | ADDED | Added Invoice No column option on Vendor Receivers tab |
| 8 | ADDED | Adding Cost currency issue |
| 9 | ADDED | Add Cost - Add Tax option |
| 10 | ADDED | Add Paid Amount as Column on Customer Ship Docs/Returns tab |
| 11 | ADDED | Filter Email Templates by Record Type - see comments |
| 12 | ADDED | Added pricing columns to Repair order components |
| 13 | ADDED | If attachments are available for the below entities, the 'Attachment' tab will be highlighted to indicate attachments are available. - Adjustment - Count - Customer Return - Customer - Disassembly - Item - Lead - Lot or Serial - Payments and Refunds - Purchase Order - Quote - Receiver - Sales Order - Ship Doc - Transfer - Value Adjustment - Vendor Return - Vendor - Work Order |
| 14 | ADDED | Ability to adjust the decimal points on percentage and discount fields |
| 15 | ADDED | Ability to mass Delete items from transaction |
| 1 | IMPROVED | When creating a new Repair Order, added ability to scan the LSN and auto-populating the item. Company preferences -> Repair Orders -> Scan lot or serial number while creating a Repair Order |
| 2 | IMPROVED | Allow import for Customer Item Volume Pricing |
| 3 | IMPROVED | Order Time Defualt Accounts tag with (OT) |
| 4 | IMPROVED | Linked PO screen - display available as a column |
| 5 | IMPROVED | Added Company preference to allow component allocation when adding components to a Repair Order. Preference in Company Preferences -> Repair Orders -> Allocate components when a repair order is created or when a component is added. |
| 6 | IMPROVED | Ability to set the default class for rental contracts in Company Preferences -> Rentals -> Default Rental Class |
| 7 | IMPROVED | Api now checks for status change to doc endpoints before creating alerts |
| 8 | IMPROVED | Improved Sales Order and Ship Docs Load Times |
| 9 | IMPROVED | Improved translations for multiple languages |
| 10 | IMPROVED | Enabled ability to use calculated fields on ledger reports |
| 11 | IMPROVED | Custom Field Batch Action - ability to edit custom fields as a batch action for the following items - Ship Doc - Receiver - Sales Order - Work Order - Disassembly - Customer Return - Quote - Purchase Order - Vendor Return - Adjustment - Transfer - Value Adjustment - Rental Contract Company preference -> General -> Advanced -> 'Allow editing custom fields from a transactions details page' and 'Allow editing custom fields from a full list in batch action' |
| 12 | IMPROVED | Payment Alert - Ability to create alerts for payments. Includes ability to send notifications / emails to the Sales Rep of Order payment is attached to. |
| 13 | IMPROVED | Ability to filter count items by Vendor and/or Manufacturer |
| 14 | IMPROVED | Global Search - Include Customer Part Nos in global search results |
| 15 | IMPROVED | Ability to add attachments to LSN |
| 16 | IMPROVED | New Price Column on Customer Item by Percentage price level updates after changing the % without having to refresh the page |
| 17 | IMPROVED | Added a Line No column when selecting items to ship |
| 18 | IMPROVED | Emails from B2B orders will now go from the company default email if provided |
| 19 | IMPROVED | Custom URL fields now allow for url path and query parameters |
| 20 | IMPROVED | B2B - Checkout will now show kit components |
| 21 | IMPROVED | Check Receiver/ShipDoc Required Custom Fields before allowing the status to be updated to Received/Shipped. |
| 22 | IMPROVED | If a company has both a phone number and a fax number, labels have been added to the default templates to distinguish the difference |
| 23 | IMPROVED | Shipstation - Ability to filter based on order class and source |
| 1 | FIXED | Merchant Track link not displaying on mobile |
| 2 | FIXED | Restrict kits from being added to customer item alias |
| 3 | FIXED | Modified Date Time more consistant and is updated with all changes within shipdoc |
| 4 | FIXED | Removed the ability to create a shipdoc from sales orders if the sales order is currently checked out by the mobile app |
| 5 | FIXED | Alerts for Item not showing the item. Added details about the alert within alert description |
| 6 | FIXED | Role Restictions error on save, UI consistancy |
| 7 | FIXED | Restricted ability to modify closed repair orders. |
| 8 | FIXED | Value not recalculating when splitting a work order |
| 9 | FIXED | Fixed ability to make quotes for inactive customers |
| 10 | FIXED | Full Payment Screen - Paging and Inline Edit issues |
| 11 | FIXED | Domain verification resulting in a 500 error |
| 12 | FIXED | Entire dependency follows new Work Order when splitting |
| 13 | FIXED | Update Kit not Copying Line Instructions |
| 14 | FIXED | Std. Cost Automatically Updating |
| 15 | FIXED | Prevent Inactive Items being added to docs |
