Filter Improvements:
- Updated the filters to no longer be on the left side of the page and take up so much space. Instead, they will be in a horizontal row where you can select and apply.
- More Date options on the report filters. You can now filter by the last 12 months, last 8 weeks, or last 30 days. Of course, you can still use custom filters
QuickBooks Online Improvements:
- You can now search Quickbooks (and Google) contacts when you search for clients in an opportunity
- Pushing over estimates in QuickBooks Online will now include email address.
- QuickBooks Online now can push over on a tablet.
Other:
- Choose between the proposal change order or quote display format for a negative vs. accounting ($100) format.
- BCC yourself on proposals to share client emails with yourself blindly, and when you send to multiple, it will only send you one copy instead of all.
- Track PO Shipments through our new API integration with EasyPost
