2026-07-09

New Features

Node-Based Workflow Editor

A completely rebuilt visual workflow editor. Design project workflows as a drag-and-drop node graph, with per-node user/role access, data capture, notifications and automated system actions. Existing workflows were migrated across automatically.

Multi-Factor Authentication (MFA)

Add an extra layer of security to your login with app-based multi-factor authentication and one-time recovery codes.

Gross Profit % on Workspace

A new optional GP% column can be switched on from the workspace display settings to show gross profit per project at a glance.

Project Branching

Projects can now be tied to a branch so branch-specific costs and pricing pull through, with a new setting to base branches on the account manager or the sales rep.

Temporary Branch Access

Users can now be linked to a branch on a temporary basis.

Warehouses on Sales Channels

Sales channels now have a dedicated Warehouses tab to manage which warehouses fulfil their orders.

Stock Reorder Report

A new Stock Reorder Report makes it easy to see what stock needs reordering.

Enhancements

Partial Credits on Invoices

Voiding has been replaced with proper partial credits - credit specific lines and quantities against a synced invoice instead of cancelling the whole document.

Expenses & Discounts for Enterprise

Enterprise users can now add expense and discount lines to projects, and these flow through to connected accounting systems.

Warehouse in Project View

The project view now shows warehouses in line with each user's inventory permissions.

Branch Permissions

Branch permissions are now fully active and enforced across the system.

Supplier Cost in Product Search

Product search min/max pricing now takes the supplier cost into account.

Duplicate Product Logging

Duplicate product codes coming in from feeds are now logged so they can be found and resolved.

Warehouse Restyle

The warehouse screens have been restyled for a cleaner, more consistent look.

Client Export/Import Round-Trip

Client export and import now share the same format, so you can export clients, edit the spreadsheet and re-import to update them.

New Rich-Text Editor

The rich-text editor has been replaced with a faster, more modern one, with added content sanitisation for safer formatting.

Table & Tablet Polish

A range of table and tablet refinements: clearer row separation, easier-to-tap pagination and more visible sorting arrows.

Faster Page Loads

Responses are now compressed (Gzip/Brotli), reducing payload sizes and making the app feel faster.

Xero Reference Format

You can now control the reference shown on Xero documents using project number, document number and customer order number.

Xero Customer Balances

Customer outstanding balances can now be synced from Xero as a standalone update.

Full Client Restriction Sync

Client access restrictions now fully sync, removing restrictions that no longer apply rather than only adding new ones.

Stock Change Webhooks

Stock-change webhooks now run as a scheduled job based on modified date, for more reliable delivery.