CustomBooks™ Release Notes | Labrador 2026.10.08

CustomBooks™ Release Notes | Labrador 2026.10.08


Welcome to the CustomBooks™ Labrador 2026.10.08 release! This update focuses on enhancing system transparency, simplifying corporate compliance, and improving the developer experience. Key highlights include extended Audit Log tracking for Inventory Locations, streamlined CorpNet tax registration workflows embedded directly into your company setup screens, and refreshed playground capabilities in the Developer Partner Portal.

Review the sections below for full details on the improvements included in this release.


Improvements

Inventory

Locations: Extended Audit Trail Logging

We have expanded our system-wide Audit Log infrastructure to track historical changes made within the Inventory Locations master catalog.

Previously, modifications made to Location records—such as renaming warehouse descriptions, changing assigned default Sales Tax Rates, or updating AvaTax shipping addresses—were not systematically captured by the audit tracking engine. This created compliance blind spots when investigating historical tax shifts or tracking facility address changes.

With this update, all master Location attributes are fully integrated into the Audit Log history and Object Version Change Reports.

How It Works
Audit logging tracks changes seamlessly across location records:
  1. Automatic Revision Snapshotting: Opening any Location card (via Inventory ➔ Locations) and selecting the Audit Log action bar button displays a complete timestamped version history detailing every modification, saved edit, and responsible user account.
  2. Side-by-Side Version Comparison: Selecting multiple historical snapshots generates an Object Version Change Report with clear, color-coded delta highlighting:
    1. Cyan / Blue Highlight: Identifies changed attribute values (e.g., updating a Sales Tax Rate from Francisco San to 2nd Sales Tax, or changing a Description to Fafa Location Rev.01).
    2. Green Highlight: Identifies newly added tabular section rows or assigned metadata.
    3. Red / Strikethrough: Highlights removed attribute values or cleared address lines.
  3. Tracked Attributes: Detailed change tracking applies to all primary Location parameters, including Description, Code, Parent Location, Sales Tax Rate, Address Lines 1–3, City, State, ZIP, Country, Email, and AvaTax Validation Status.
How It Helps
  1. Enhances Tax & Audit Compliance: Simplifies historical investigations by providing clear proof of when a warehouse's assigned sales tax rate or physical address was modified.
  2. Increases Administrative Transparency: Keeps multi-location inventory teams accountable by maintaining an immutable, transparent log of who modified facility profiles and when.
  3. Simplifies Error Resolution: Allows system administrators to compare historical revisions side by side to rapidly identify and correct unintended configuration edits.

CorpNet Tax Registration Assistance

To fulfill our co-marketing agreement and broaden the visibility of our revenue-share tech partnership, we have expanded the placement of the CorpNet Tax Registration Assistance links. Previously, this helpful asset was exclusively visible inside the deep sub-menus of the Payroll module.

With this update, the partnership interface has been brought to the forefront of the corporate onboarding and administrative workflows, exposing state registration assistance precisely where users manage their corporate taxation details.

How It Works
A dedicated hyperlink reading "CorpNet - tax registration assistance" has been embedded into two key entry points:
  1. The Setup Wizard: Positioned on Page 2 ("Let's get some basic information about your company") directly beneath the State tax ID input layout.
  2. The Admin Panel: Located on the main Company Info configuration view, anchored right alongside the tax profile inputs.
Clicking either link launches an in-app overlay window titled "State Tax Registration Made Simple" outlining our partnership. Selecting the "Get Started" button within this modal cleanly opens our dedicated co-branded landing page (https://www.corpnet.com/platinum-partners/custombooks/) in a completely separate browser tab.

How It Helps
  1. Streamlines Compliance Setup: Small businesses setting up a new legal entity can seamlessly navigate out to obtain rapid, professional third-party help with state tax and employer registrations right as they fill out their profiles.
  2. Drives Partner Visibility: Drastically enhances exposure for our tech partnership without cluttering the primary operational bookkeeping workflows.
  3. Preserves Workspace Focus: By launching the registration forms inside a new background tab, users can complete external applications without losing their unsaved setup progress inside the primary wizard.

CustomBooks Developer Partner Portal

Playgrounds

Added improved playground functionality and ability to refresh playgrounds in the CustomBooks Developer Partner Portal.