Version 1.59 Release Notes

Release Date

July 9, 2026

New Features

Vendor Rebate Reporting and Reconciliation: A new Vendor Rebate Report helps you track and reconcile vendor cost contract rebates. Filter by date range, vendor, rebate contract, branch, and brand to view qualifying invoiced transactions with rebate amounts, contract details, and customer information. The report groups results by vendor and displays vendor-level and report-level rebate totals, streamlining rebate claim submission and receivables reconciliation.

Decimal Precision Settings per Unit of Measure: Admins can now configure the number of decimal places for each unit of measure individually, overriding the system-wide default. For example, you can set EA (each) to 0 decimals, FT (feet) to 4 decimals, and IN (inches) to 2 decimals, ensuring quantities are formatted consistently with your business requirements.

Attachments for Sales Order Return Emails: Users can now attach files when sending emails for Sales Order Returns, matching the functionality available for standard Sales Orders. Attachments are validated for size and file type, then included in outbound email delivery.

Sales Order Returns Workflow: Users can now create open-ended SO returns by selecting from eligible shipment, invoice, or receipt lines. Return reasons are captured at the line level, with associated costs and prices automatically pulled from the original documents, enabling flexible and traceable return processing.

Improvements

Avalara Tax Amount Override Support: Users can now override the Avalara tax amount directly on invoices, not just the tax percentage. Overridden amounts are submitted to Avalara when the invoice is submitted, and the system supports $0 line prices with positive or negative tax amounts for liability adjustments without affecting Avalara sales totals.
Counter Sales Stations for Transaction Organization: Counter sales orders, shipments, and invoices are now associated with specific counter stations, enabling better organization and tracking of daily transactions. Admins can assign stations to counter tools and reconcile daily transactions by payment method for improved accountability and reporting.
Enforce Payment Terms Restrictions for COD Customers: Counter sales now enforce payment term restrictions for cash-on-delivery (COD) customers. When a customer is configured to accept only cash or credit card payments, the payment terms dropdown and payment method selector automatically limit options to those two payment types, preventing users from accidentally applying terms to COD-only customers.
Configurable Transfer Receipt Creation on Shipment Closure: Admins can now control whether Transfer Receipts are automatically created as drafts when a Transfer Shipment closes, or require manual creation. This setting allows instances to choose between streamlined one-click receiving or a workflow that mirrors Purchase Order receipts, with pending transfers remaining visible in both modes.
HubSpot Integration Enhancement Review and Estimates: The team has reviewed requested HubSpot integration enhancements covering company-level and contact-level field mappings, including credit terms, credit limits, sync status tracking, and customer type classification. Implementation estimates, assumptions, dependencies, and technical considerations have been documented for each enhancement to support future development planning.
Configurable History Window for Purchase Tool: The Purchase Tool now includes a date selector that lets purchasers choose how many years of historical data (up to 6 years) to include in usage and suggested-quantity calculations. This allows you to tailor demand analysis to your preferred lookback period, especially useful when working with newly migrated historical data.
Load Percentage Support for SPA Rebate Cost Rules: Admins can now configure a load percentage on SPA Rebate Cost Rules to control how rebate costs are calculated as gross profit costs on orders and invoices. When a load percentage is set, the system calculates the loaded rebate cost and carries it through to the invoice, preserving accurate gross profit calculations for rebate-based pricing.
Edit Bill Date on Published AP Bills: Users can now edit the bill date on published AP bills, with GL transactions automatically adjusted to reflect the change. This capability is available only when no AP payments have been applied to the bill, ensuring accurate financial records.
Customer-Specific Label Settings for Batch Shipment Printing: The Order Print Tool now correctly applies each customer's unique Label Settings to their respective shipments when printing multiple orders in a single batch. Previously, one customer's settings would override others; now each shipment prints according to its associated customer's configuration, ensuring accurate labels and shipment documents across multi-customer orders.
Serial Numbers Now Display on Proof of Delivery: Proof of Delivery documents now display item serial numbers entered on the Shipment, matching the serial number information already shown on Picking Slips, Packing Slips, and Invoices. This provides a complete record of serialized items for delivery verification and tracking.
Serial Number Tracking and Testing Enhancements: Serial number management now includes comprehensive tracking across shipments, receipts, returns, and invoices with improved status logic for in-stock and out-of-stock items. The system automatically handles serial number assignment in drop-ship scenarios, prevents serial number additions on returns, and ensures consistent serial number visibility across all related documents and PDFs.
Plaid Webhook Security Verification: Plaid webhooks now require signature verification to prevent forged events from manipulating bank-feed state. The system validates the Plaid-Verification JWT using JWKS and body SHA-256 claims before processing any webhook, matching the security standard already in place for Stripe webhooks.
Separate Stripe Connect Accounts for Live and Sandbox: Admins can now maintain separate Stripe Connect account IDs for live and sandbox environments, enabling seamless switching between modes without manual configuration. The system displays a registration prompt when switching to an environment without an active connection, and admins can view and edit account IDs as needed.
Fixed Tab Highlight Position on Multi-Row Tabs: Tab highlights now appear directly under the selected tab instead of at the bottom of the tab bar when tabs wrap to multiple rows. This fix applies throughout the app and improves clarity when users are zoomed in or working with many tabs.
Faster Amazon Shipment Tracking Sync: Amazon shipment tracking now syncs faster by batching multiple shipments together instead of sending them individually. This reduces rate-limiting delays and improves overall sync performance.
Edit Line Item Prices on Return RMAs: Users can now edit line item prices on return RMAs, allowing accurate pricing for warranty replacements and other returns that may differ from the original source order. Line item prices are no longer hard-linked to the source sales order, giving you full control over return pricing to ensure correct bookings and financial reporting.

Bug Fixes

Fixed Add-On Management Permissions on Orders and POs: Sales users can now add and delete add-ons on Sales Orders and Purchase Orders without encountering permission errors. The fix prevents duplicate add-ons from being created and restores full add-on management capabilities for affected users.
Independent Column Settings for Invoice Lists and Payments: Column visibility settings on the invoice list are now independent from the payment application screen. You can customize which columns appear in each view separately, for example, hiding the Discount column from your invoice list no longer affects its visibility when applying payments.
Customer Email Mapping for EasyPost Shipments: Customer email addresses from Sales Orders are now automatically mapped to EasyPost shipments during label creation, enabling downstream customer-facing notifications that depend on recipient email data. This ensures shipping notifications and tracking updates reach customers reliably.
Return Credits Pull Pricing from Invoice Lines: When creating a return or credit, line item pricing now sources from the specific invoice line rather than the original sales order line. This ensures returns reflect the actual price the customer was billed, even if the invoice price was corrected after the original order.
Create Returns for Multiple Shipments per Order: Users can now create separate returns for each shipment within the same order. Previously, creating a return for a second shipment was blocked if a return already existed for the first shipment. Return eligibility is now evaluated at the shipment level, allowing flexible return management across multiple shipments.
Fixed Inventory Commitment Mismatch Blocking Sales Order Allocation: Resolved an issue where inventory items displayed committed quantities with no associated transactions, preventing available inventory from being allocated to sales orders. Inventory commitments now accurately reflect active transactions, allowing sales orders with backordered quantities to receive proper inventory allocation and proceed through fulfillment.
Cost Visibility Permission Enforcement Improvements: Cost data is now properly hidden across all surfaces when the 'Show Cost & GP%' permission is disabled, including Cost Rules, Purchase Order details, overridden costs on Sales Orders, and cost columns on inventory and shipping dashboards. Users without cost visibility permissions will no longer see cost information when accessing related documents or hovering over cost fields.
Corrected Rebate Margin Calculation for Multi-Unit Orders: Rebate margin percentages on sales orders now correctly account for ordered quantities. The calculation now uses extended rebate costs (unit rebate cost × quantity) instead of unit rebate costs alone, ensuring accurate margin percentages regardless of order quantity.
Bank Reconciliation Data Integrity Fix: Fixed a critical issue where bank reconciliation could leave transactions in a corrupted state, marked as reconciled but orphaned from their statement link, causing them to disappear from the reconcile list and breaking the reconciliation balance. Reconciliation state changes are now atomic, ensuring transactions are never partially reconciled, and existing corrupted entries have been cleaned up.
Fixed Duplicated Line Item Costs on Sales Orders: Sales Orders sourced from Work Orders were incorrectly doubling line item costs by including the associated Work Order cost twice. This has been corrected so costs are calculated accurately, while Shipment and Invoice cost calculations remain unaffected.
Improved Performance for Orders Listing and Creation: Fixed N+1 query performance issues that were causing slow load times and spinning loaders when viewing the orders listing or creating new orders. The system now efficiently retrieves order data, resulting in faster page loads and smoother user experience.
Deleted Warehouses Excluded from Substitute Selection: Deleted warehouses no longer appear as options when selecting substitute warehouses in sales orders. The system now properly filters out inactive and deleted warehouses, ensuring only valid warehouse choices are available.
Tax-Only Credits Support for Avalara: Users can now process tax-only credits (sales tax adjustments) for Avalara customers by setting a taxable flag and manually entering the tax amount. The system follows Avalara's recommended API implementation, using ReturnInvoice document types and tax override parameters to ensure accurate tax reporting without skewing gross taxable sales data.
Purchase Order Deposit Credit Balance Now Properly Tracked: Purchase order deposit balances are now correctly accounted for when only partially applied to bills. Any unapplied portion of a deposit remains visible as an available credit on the purchase order, ensuring accurate reconciliation of balances, bills, payments, and credits.
Fix Validation for Inactive Required Custom Attributes: Publishing new records is no longer blocked by custom attributes that have been deleted or marked inactive. The system now excludes inactive and deleted custom attributes from required field validation, allowing you to create and publish new records without errors from previously removed attributes.
Fixed Payment Posting Error with Credit Applications: Resolved an issue preventing users from posting payments when applying credits to invoices. The system was incorrectly validating the Rebates Receivable GL account, blocking valid payment transactions. Payments using credits now post successfully without errors.
Pickup Reminder Emails Now Send for All Pickup Methods: Pickup reminder emails (1st, 2nd, Final, and Abandoned notices) now send correctly for all pickup shipment methods, not just those using legacy WC/HOT codes. The system now recognizes any shipment method marked as a pickup method, ensuring customers receive timely reminders regardless of how their pickup method is coded.

Deprecated Features

None

Known Issues

No reported breaking issues at this time