2026-06-03

New Features

White-Label Login Logo and new Branding tab

Upload a custom Login Logo to replace the default OrderEazi logo on the sign-in screen. A new Branding tab in Organisation Settings now houses both login and document logo uploads.

Stock control: block Sales Orders and Tax Invoices on zero stock

A new organisation-wide switch can block SO and Tax Invoice creation when any line has zero available stock. Quoting is unaffected, and the user sees exactly which lines are blocking.

Branch-level permissions and access control

Branches are now a first-class concept, with the ability to create Branches from business units and apply user-level branch and reporting-group restrictions. Sales reps can be limited to clients within their reporting group.

3-tier dynamic Credit Limit Check

Credit checks now look up customer credit through a configurable 3-tier flow: installed credit-check app first, then the connected accounting system, then an internal fallback. Each tier degrades gracefully if unavailable.

Hard-block organisation setting for on-demand pricing failures

A new org setting can treat on-demand pricing failures as a hard block, preventing documents and workflow actions until the pricing issue is resolved. Off by default.

Unit Selling 'discounted price' pill on project lines

When a unit discount is entered on a line, an orange pill under Unit Selling now shows the effective unit price after the discount in the project's currency.

Include additional contacts in accounting emails

Additional client contacts can now be flagged for inclusion when invoices are emailed from a connected accounting system. The sync refreshes when an additional contact is modified.

Team email and related organisation setting

Teams now carry their own email address, with a matching organisation setting so team-driven email flows can target the right inbox.

Teams and Branches now exposed via OData

The OData connector now includes Teams and Branches as queryable entity sets, so reports and BI tools can include team and branch context.

Enhancements

Margin request approvals are now true approvals

Margin requests are now a proper approval that locks the line at approved once granted, preventing users from accidentally bypassing or re-triggering the approval.

Faster project lines with child items

Project lines with child items (product behaviours) now load and recalculate much faster thanks to batched database lookups.

Block sales transactions on duplicate Customer PO

Entering the same Customer PO against a client more than once now warns the user and blocks the sales transaction, preventing accidental double-orders.

Cleaner document email options

The legacy approval-link controls under document email send and embed have been removed, since they're now handled by the modern workflow approval flow.

Hardened supplier API integration against endpoint drift

A full audit of the supplier and accounting API integrations has been completed, with adjustments to keep things working when upstream endpoints or responses change.

Email integration passwords are now masked

Passwords on the email integration settings page were previously shown in clear text. They're now masked by default, with an 'eye' toggle to reveal when needed.

More reliable product batch processing

Background product batch jobs were occasionally failing on large payloads. The processing volume per batch has been tuned down so jobs complete reliably.

Payment link generation can be restricted by country

The Payment Links integration now supports country whitelists and blacklists per app instance, so organisations can restrict link generation to licensed markets.

Bug Fixes

Project lines with children now correctly create sales transactions

Projects whose lines contained child items were in some cases failing to convert into sales transactions cleanly. This now flows through reliably.

Production tab now appears on workspace projects

The Production tab was missing from the workspace project view for some projects. It now reliably appears whenever production work is associated with the project.

Workspace client info popover no longer gets stuck

Hovering over a client name while a workspace section was loading would sometimes leave the popover stuck on screen. It now dismisses cleanly.

Project Tag popup no longer closes on click

On instances using project tags, clicking the tag pill was opening and immediately closing the popup. It now opens and stays open as expected.

Tooltips and popovers no longer get stuck after page updates

Tooltips and popovers could remain stuck on screen until a full refresh if their trigger was re-rendered mid-hover. They now disappear cleanly when the row updates.

Workspace project visibility for users with team restrictions

Users restricted to a specific team were seeing zero projects on their workspace. They now correctly see all the projects they are entitled to.

Product descriptions truncated cleanly for accounting export

Product descriptions longer than the accounting system's column limit were causing failed exports. They're now safely truncated on the way out while the source description stays untouched.

Long client identification numbers no longer crash the client save

Saving a manual client with a very long identification number was triggering a database error. The field now accepts the longer values real-world registration numbers can require.

Edit product page: margin saving and pricing refresh

Several small issues on the Edit Product page are resolved: margins save reliably, a minimum margin of zero works correctly, and 'refresh all pricing' now also refreshes child line margins on custom deals.

Picking a single additional contact

Selecting an additional contact when only one was available wasn't working. The picker now correctly allows the lone contact to be chosen.

Supplier Invoice creation no longer fails intermittently

An intermittent exception was occasionally causing supplier invoice creation to fail. The underlying transaction handling has been reworked to remove this failure mode.

Client list sorting now sorts the full dataset

Sorting the Clients list by columns other than Name was only reordering the visible page. Sorting now applies to the whole dataset, so pages reflect a single consistent order.

Missing tables on the OData connection

Tables required to navigate from project to client through OData were missing. The connector now exposes the full path from project through to client.

OData clients endpoint authentication

The OData clients endpoint was returning the login page instead of data in some scenarios. It now responds correctly to authenticated OData requests.

Accounting product sync now adopts existing items on code conflict

When the accounting system rejected a new product because the code already existed, the local product was left un-linked, causing endless retries. The sync now adopts the existing accounting item ID instead.

Payment links loading screen

An error that could appear when loading the Payment Links screen has been resolved, so the page consistently opens and displays its data.