Improvements

Playgrounds

1. We have added the Professional edition to our Trial Playground offering, allowing users to play with any edition (Startup, Business, Professional, Professional w/ eCommerce) before purchasing, upgrading or downgrading to ensure the edition picked meets the needs.
   
2. Added functionality so that Playgrounds refresh every 30 days and can be recreated on demand. This allows for better consistency when training and collaboration on demos with other employees, clients and trainees
   

File Storage

Visual Indicator for File Processing

1. New UI Element: A dynamic animation appears when a file is being processed.
   
2. Improved User Feedback: Users now have clear confirmation that their file is actively uploading or processing.
   
3. More Engaging Experience: The animation adds a bit of fun and reassurance while you wait!
   

Improved Duplicate File Upload Messaging

1. When a user attempts to upload a file that already exists, the system now clearly indicates that the changes were not saved and explains that the file has already been uploaded.
   
2. A new confirmation pop-up asks whether the user wants to disregard the changes or continue and upload another file.
   
3. If the upload window is closed using the X, a save confirmation appears. If the user chooses Yes and the file cannot be saved due to duplication, the unsaved changes pop-up is shown again with the appropriate reason.
   

File Storage and Attachments

1. Improved user messaging and notification.
   

Cloud Banking

Improved Message for Duplicate Categorization Rules

Document Emailing: Improvements to functionality and UI/UX

Smart Email & CC Management

1. Sales Settings: A new field, "Default CC to include in sales documents," allows you to automatically copy a specific address (like your internal sales alias) on all outgoing sales forms.
   
2. Purchase Settings: A new field, "Default CC to include in purchase documents," ensures your procurement or accounting team is automatically looped into all vendor communications.
   
3. Company-Wide Sync: These new settings feed directly into the "Common CC" logic described below, ensuring your departmental defaults are always available.
   

1. The "Common" Rule: An email address will only appear in the dropdown if it exists in the contact records for every company currently selected in your list.
   
2. Automatic Filtering: If you remove a company from your mailing list, or if an email address is deleted from just one company's record, that address will immediately disappear from the "Common CC" options.
   
3. Visual Labels: In the selection window, these verified addresses are clearly marked as "<Common email>" to give you confidence that the recipient is authorized for all documents in the batch.
   

1. Missing an email? If you expect to see a specific CC address but it isn't appearing, check that the address is saved under the "Additional Emails" table for all customers in your current batch.
   
2. Documental Accuracy: By using the new Sales and Purchase default fields, you no longer have to manually remember to copy your internal teams; the system handles the inclusion automatically based on the document type.
   
3. One-off CC/Emails: If you need to CC or email someone who is only relevant to one specific invoice, use the new “set CC” / “Set email” column in the document grid instead of the "Common CC" field.
   
   
   

Beta Preview

1. The “Allow Negative Inventory” option is removed for customers not currently using it, and for new customers.