This release adds a Public HTML Quote Approval Page, per-record currency settings for Invoices/POs, automatic inventory deduction on invoice sales, and improved Xero sync with a new "Invoicing Line Strategy." Other enhancements include A–Z list sorting, auto-filled customer contacts in the job wizard, PO lines in profitability analysis, editable material creation dates, and Internal Notes on the Job Dashboard.
Fixes cover Pricebook lists opening in a new tab, resolved filter issues for Western AG, corrected mobile date formatting, persistent asset status updates, fixed job timer redirects after clock-out, and a bug where custom parsing rules erased the default rule.
Mobile App 2026.18.3 adds Internal Notes and asset expiry indicators, plus fixes for date formatting, asset status saving, and job timer behavior.
Desktop Enhancements and Fixes
Enhancements
- 🌐 Provide Public HTML Quote Approval Page (public URL + HTML view + "Accept" flow ✅; "Close Won" renamed to "Accepted")
- 💱 Add ability to setup currency to Invoices and PO's (currency config applied per record to generated documents)
- 📦 Inventory Deduction from Invoice Sales (stock now decrements when items are sold via invoices; includes draft-status configuration to avoid adjusting stock for draft invoices)
- 🔄 Enhance invoice handling and Xero synchronization (adds "Invoicing Line Strategy" to support service vs item-style syncing, including item IDs and actual quantities when configured)
- 🔤 A–Z Sorting Across System Lists (Customers, Suppliers, Products)
- 👤 Inherit individual customer first/last names as contact in job wizard (also addresses contact attachment during quote creation)
- 📊 Include PO lines to profitability analysis (with terminology update: "Unallocated PO Lines" relabeled to "Outstanding PO Lines")
- 🗓️ Add ability to edit or assign date creation to materials for cost centers
- 📝 Display Internal Notes in the Job Dashboard (visible when notes exist)
Fixes
- 🗂️ Pricebook list, open in new tab
- 🔍 Filters/Operators Not Returning Data for Western AG
- 📱 Mobile app displays dates as DD/MM/YYYY instead of MM/DD/YYYY (adds app setting under Settings → Display Formats for date display/input)
- 🏷️ Asset status not changing when saving
- ⏱️ Active Job Timer Redirects to Previous Job After Clock-Out (redirect now retains the intended target job)
- ⚠️ Default Parsing Rule Disappears When Creating a Custom Rule
Mobile Enhancements and Fixes version 2026.18.3
Enhancements
- 📝 Mobile job dashboard now surfaces Internal Notes when available, reducing the need to drill into job details.
- ⏰ Automatically identifies assets expiring before the next scheduled inspection. Includes new indicators 🚩 on the job view widget and visibility 👀 into expiring assets during recurring job generation.
Fixes
- 🗓️ Fixed mobile date formatting inconsistencies so dates follow the configured/account display format (with a new display format setting; calendar remains in its existing visual format).
- 🏷️ Fixed an issue where asset status wouldn't persist/update correctly after saving.
- ⏱️ Fixed job timer flow: when starting a timer on a new job while another timer is active, users are now kept on the intended target job after clocking out/logging time.