Bulk Documentation

Released 2026-06-09

Version 3.11.15

Notes 119 of 19

  1. Invoicing — Create, issue, and track invoices and credit notes: bill jobs from an order, record payments, credit invoices, manage company/invoicing details and custom fields, and download invoice and credit-note PDFs.

  2. Invoicing — Issued invoices and credit notes now generate a downloadable PDF automatically.

  3. Invoicing — You can now raise customer credit notes against an invoice or as a standalone credit, apply available credit to outstanding invoices, and download the credit note PDF.

  4. Settings — Each entity now has its own Invoicing details and Document custom fields, grouped together under Settings → Entity.

  5. Boards — The Boards page has a refreshed, dashboard-style layout with search, board previews, and a cleaner grid.

  6. Inbound — Apply a pricing template to a document line, and add catalogue services and extra charges with a clear total payable.

  7. Invoicing — Invoice and credit-note fields now use the same clear card list and pop-up editor as other custom fields, so they're easier to add and edit.

  8. Login — Your sign-in now carries across new tabs and duplicated browser windows.

  9. Pricing — The pricing settings page now opens reliably.

  10. Safety — You can now ask specific people to sign off a risk assessment with a signature. They're prompted to review and sign it the next time they open the app, and can record a reason if they can't.

  11. Activity logs — Filtering now opens in the same slide-out drawer used across the app, with a cleaner search bar, searchable user and entity pickers, and quick date ranges (Today, Last 7 days, Last 30 days).

  12. API — Inbound document details can now include full line items, parts, processes, and routing details for integrations.

  13. Currencies — Redesigned the currencies settings page: set your global display currency with a clear confirmation step, and add or edit conversion rates straight from the rate grid.

  14. Inbound — Document line pricing is easier to scan: apply template from the section header, currency sits above the total, and amount fields no longer show spinner arrows.

  15. Roles — The roles search box now matches the search used across the app, with a search icon and a one-click clear button.

  16. Settings · MCP & Agents — The integrations page now opens reliably.

  17. Units — Find units fast: search by name or symbol and filter by category from the same toolbar used across the app.

  18. Units — The import-presets dialog now groups units into cleaner lists with a Select all option per category.

  19. What's new — Release note counts now show as labels like "72 UPDATES" instead of a number alone.