Saving Quick Filters on Transactions List

You can now save your filter combinations on your Transactions List to Quick Filters. Once you select your filters, click the blue Save As Preset button in the bottom right of your filter options, give it a name and click the green save button, and it will be saved as a Quick Filter which when clicked will automatically select your filters.

Order Titles on Invoices List

You can now add your transaction titles as an optional column in your invoices list under your accounting tab!

Order Snapshots Now In Activity History

In your Activity History tab in your transaction view screen, you'll see a printable PDF order snapshot anytime a transaction is updated moving forward. Note: It may take a few seconds for the snapshot to generate. If you don't initially see the PDF after you update an order or quote, you can refresh the page.

COMING SOON - NEW DIGITAL PICKING SLIP

We're enhancing the digital picking slip with new scanning capabilities, numerical inputs, notes field on items, and more! Reach out to our team to join the beta testing group. Going live for all customers soon!