Our development team is always shipping new features, improvements and fixes. Here's what's been released, most recent first. Where a change has a written guide, a View documentation link takes you straight to it.
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2026
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29 October 2026Production orders: contractor lines are marked and explained Manufacturing
A project line marked as a contractor (claims) line can’t be manufactured, but nothing on the Inventory tab showed it, and a production order for it was refused with “the job line is an RCTI line”. These lines are now marked, and the notice says how to fix it.
- CONTRACTOR badge. Contractor lines on a project’s Inventory tab now carry a CONTRACTOR badge, including lines that were moved to claims and later unhidden. Unhiding a line does not stop it being a contractor line.
- Production Order window. Ticked contractor lines are left out of the window, and a note at the top lists them.
- Clearer notices. When a production order skips a line, the notice now names the item and says how to clear it: remove a contractor line on the project’s Claims tab, or unhide a hidden line on the Inventory tab.
- Project history. Move to Claims, removing a line from claims, and Hide / Unhide Selected Rows are now recorded in the project’s history, with who did it and which lines.
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27 October 2026Shopify: each dispatch is its own shipment Shopify
Shopify orders now get one shipment per dispatch. When you commit a dispatch, the Shopify order gets a shipment with exactly that dispatch’s items, quantities and tracking, and the customer is emailed. An order sent in three dispatches shows three shipments, each with its own tracking and delivery date.
- Tracking. A con note added or changed after the commit updates that dispatch’s shipment only.
- In transit and delivered follow the Shipping hub. The shipment shows In transit once the goods are on their way, and Delivered on proof of delivery (the dispatch is signed or marked delivered), dated when it was delivered.
- Un-commit cancels the dispatch’s shipment, so the items can be sent again.
- Pick-up orders. Saving a dispatch marks just its items Ready for Pickup; committing it records them as picked up.
- Dispatches committed in the customer portal and changes made in the Shipping hub reach Shopify within 15 minutes. If Shopify refuses a shipment, the reason is on the dispatch’s history and it is tried again automatically.
- The Order Information screen has a new Shipments table linking each shipment to its dispatch.
- Applies to orders received from this release on. Orders already in Evolution keep their line-by-line fulfilment.
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27 October 2026Shopify: payments kept in step in both directions Shopify
Not every Shopify order is paid at checkout. Bank deposits, account customers on terms and deposits paid now with the balance later used to leave the invoice and the order out of step. With Create Payment Record on, Evolution now keeps the amount paid the same on both sides, whichever side the money arrives on. It compares how much has been paid, not the payment method.
- Paid in Shopify. When an order is marked paid or part paid in Shopify after it was placed, the difference is recorded as a payment on the project’s invoice, using your default payment type and bank account, and sent to Xero. A payment that arrives before the invoice exists is recorded once it does.
- Paid in Evolution. Payments entered on the invoice, payments brought in from Xero and credit notes applied to the invoice are sent to the Shopify order. When the invoice is fully paid the order is marked Paid. Payments from the scheduled Xero sync reach Shopify within about 15 minutes.
- Part payments are only accepted by Shopify from Shopify Plus stores. On other plans the project notes the part payment and the order is marked paid once the invoice is fully paid.
- Refunds and cancellations are never applied automatically. The project is flagged for invoicing review (Shopify Payment Check) with a note of what each side shows.
- Every payment recorded or sent is written to the project’s history. Payments made before this release are not changed.
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27 October 2026Cash sales: goods are dispatched only once paid Projects
A cash sale customer has no account with you, so goods on a cash sale project now only leave once they have been paid for.
- The rule. A dispatch can be saved when the value of all goods going out on the project, including this dispatch, is no more than the amount paid on the project’s invoices. Dispatches can still go out in parts as payments come in.
- How it is measured. Both figures are ex GST and differences under $1 are ignored. Going out is every committed dispatch on the project, less goods returned through Return Goods, plus the dispatch being saved. Paid is payments received on the project’s invoices plus credit notes applied to them, so an exchange credit counts as paid.
- When it is checked. Whenever a dispatch gains value: when it is created, lines are added or a quantity goes up. This covers the project’s Dispatch button, the Shipping hub, the dispatch page, Dispatch on a picking slip and scheduled servicing.
- When it is stopped, a window shows the value going out, the amount paid and the shortfall. Take payment against the invoice and try again. A picking slip is still committed, but no dispatch is created until the goods are paid for.
- Override. Administrators and Accounts Receivable admins can choose Dispatch anyway after seeing the figures. Every override and refusal is recorded in the history of the project and the dispatch.
- No credit check on cash sale invoices. The cash sale account’s credit limit and Stop Credit no longer block anything. All other accounts work as before.
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27 October 2026Defects: a board for open defects, and Assess & issue says what fix will be accepted Projects
Projects › Defects now opens on a board, with a column for each open status: New, Work required and Ready for review. Each card shows the defect, its customer and project, who is fixing it, when it is due and the project manager. Under each column is how long a defect should wait there (3 days in New, until its due date or 14 days in Work required, 5 days in Ready for review). Defects that have waited longer are marked in red, so the ones being forgotten stand out.
- Drag a card to move it on: from New to Work required to assess and issue it, from Work required to Ready for review to mark it rectified, or back from Ready for review when the fix is not accepted. Verify & close and Void appear at the bottom of the board while you drag. Every drop opens the same window as on the defect page, so nothing changes until you confirm.
- Each card has a menu with its next steps, such as Assess & issue, Mark rectified, Verify & close, Not accepted and Change responsible. On a phone, use the menu; the board shows one column at a time.
- Status buttons with counts: Open, New, Work required, Ready for review, Overdue, Due this week, Closed, Void and All. Closed, Void and All show as a list.
- Prefer a table? Switch to List, which now has Responsible and Due columns. Evolution remembers your choice.
- New filters for Responsible (anyone, you, or not issued yet), PM and Category.
- The Create a new defect window now takes the date reported, a category and the site, and fills in the project manager and site from the project you pick.
Assess & issue. A defect is no longer sent to whoever fixes it with nothing to work to. Issue is now Assess & issue, an explicit step on the progress bar, and it records how the defect is dealt with and the fix that will be accepted:
- Disposition: Repair / adjust, Replace, Make good, Accept as is (no work: the defect closes as a concession, with the reason) or Not a defect / chargeable (the defect is voided, with the reason).
- Required rectification: what must be done, to what standard, and how it will be checked. It is required to issue a defect, goes in the supplier email, and shows in a new Rectification panel on the Details tab. Changes are logged and whoever is fixing it is told.
- Mark rectified shows the required rectification and asks What was done. Verify & close shows both, so the fix is checked against what was asked for. Not accepted asks what is still wrong and lets you change the required rectification.
- A defect must be assessed and issued before it can be marked rectified. A small fix done on the spot can still go straight from New to Verify & close.
- Defects issued before this show No rectification on the board and the defect page, as a prompt to add one.
Also fixed: on the Opportunities board, dropping a card on Won or Lost did nothing. It now opens the close window.
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27 October 2026Chart of Accounts: tabs by class, balances, sub-accounts and a new edit window Accounting
The Chart of Accounts has been rebuilt. Accounts are now on tabs by class, as in Xero: All accounts, Assets, Liabilities, Equity, Revenue and Expenses, each with a count. The whole chart is on one page.
- A Balance column: the balance at today for assets, liabilities and equity, and this financial year to date for revenue and expenses. A parent account's balance includes its sub-accounts. Click a balance to open the account's history.
- Search by code, name or external reference, narrow to one account Type, and filter with the All, Active and Disabled buttons. The page remembers the tab and filters you used.
- Sub-accounts are listed under their parent account.
- A lock marks the accounts Evolution uses itself, such as the Accounts Receivable and Accounts Payable control accounts, default bank accounts and tax accounts. Hover over it to see what each is used for.
- Add and edit accounts in one window. Evolution checks that the code is unique and that a parent account is a top-level account of the same type, and asks before you disable an account that is still in use or has a balance. Accounts are never deleted. Every change is recorded in the audit log.
Viewing the chart needs General Ledger access. Adding and changing accounts needs General Ledger at Admin level.
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27 October 2026Account history: running balance, opening and closing balances, and period shortcuts Accounting
Account history now reads like a statement. Pick an account and a period and you see the opening balance, every posted line with the balance after it, and the closing balance. The running balance is now correct across pages and stays right when you search, so you can find one invoice and see where the account stood after it.
- Balances read the natural way for the account: debits minus credits for assets and expenses, credits minus debits for liabilities, equity and income.
- Posted, Voided and All buttons. Voided lines never count in the balance.
- Filter by branch, search by memo, document number or payment key, and click any line to open its document.
- Export downloads the statement as a CSV file, with the balance and the opening and closing rows.
- Open it from History in the Chart of Accounts, or from the new Account history link next to the Account filter on the General Ledger.
Period shortcuts. Account history, the General Ledger date range and the Profit & Loss now share one Period list: this or last month, this or last quarter, and this or last financial year. Quarters and financial years follow your company’s end of financial year. The General Ledger also offers Last 7 days, its default.
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27 October 2026Clearer history timelines on tickets, opportunities and contacts General
History now looks the same on support tickets, opportunities and contacts: a timeline, newest first, where each entry has a small icon for what happened (a note, a task, a quote, a file, an email, a change) and shows who did it and when.
- Support tickets: the History tab marks each update, file and email-preference change with its own icon, from when the ticket was raised to when it was closed.
- Opportunities: on the History tab and in the timeline’s changes, bold and coloured text in a change record now shows as formatting instead of as code. Click the selected filter button again to go back to All.
- Contacts: the Employment timeline on the Overview and the Account history on the Records tab ring the account the person works at now.
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27 October 2026Defects: a new defect page with a progress bar, photos on notification emails and assignment alerts Projects
The defect page has been rebuilt so a defect can be worked from the moment it is raised to the moment the fix is checked and closed. The top of the page shows its status (New, Work required, Ready for review, Closed or Void), flags when the fix is Overdue or Due soon, how many times a fix was Not accepted, and whether the cost is being back-charged. One button does the next step: Issue, Mark rectified or Verify & close. A progress bar under the title shows where the defect is; hover over a step to see who did it and when, or click a step to do it.
Issue a defect to a staff member or a supplier, with a due date and quick picks for In 2 days, In a week and In 2 weeks. A staff member is notified straight away; for a supplier, the notification window opens with their address filled in.
Checking the fix. Mark rectified sends the defect to the project manager to check. Verify & close records what was done and tells whoever raised it. Not accepted sends it back with a reason and tells whoever is fixing it. Void replaces deleting a defect raised by mistake, and a closed or void defect can be reopened. Every step is kept on the History tab.
Photos on notification emails. Send notification now lets you tick the photos and files to attach, quick-add the project manager, field supervisor, site contact and anyone on the Contacts tab, and keeps a record of each email sent.
Also new: figure tiles for age, due date, responsible, next task, files and emails sent; Activity, Contacts, Files, Map and History tabs; Copy links for the site contact; a warning before you leave with unsaved changes; and a notification when a defect is assigned to someone. The Defects register now opens on open defects (New, Work required and Ready for review).
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27 October 2026Contact page: a summary band, one-click call and email, filters on records and activity, and a change history Sales
The contact page (Sales › Contacts) has been rebuilt. The top of the page now shows whether the person is active, their position and account, and their phone, mobile and email: click a number to call it or the address to email them, with a star on the way they prefer to be contacted. When a contact is marked Do not contact, the links are turned off. Log call, Add task, Move account and Link a site are one click away.
Figure tiles show the contact’s open opportunities, open quotes and their value, active projects, what has been invoiced to them in the last 12 months, and how long since anything last happened (Going cold after 90 days). Click a tile to see the records behind it.
- Account & sites: the account, the linked sites with Set as base and Unlink, sites from a previous account flagged, and everyone else at the account with how many quotes, projects, orders and invoices each is on.
- Moving a contact to another account (or a new customer) now takes the date the change took effect, so a move can be backdated.
- Records lists their opportunities, quotes, projects, invoices, orders and bills, with buttons for each kind and an Open only switch.
- Activity can be filtered to calls, meetings or tasks, hides cancelled items unless you ask for them, and flags overdue ones.
- A Map tab for the contact’s base location, and a History tab listing every change with who made it and when.
Opening the contact page now needs Sales, Accounts Receivable, Purchasing or Company Files access, and the page’s saves have been made more secure.
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27 October 2026General Ledger: new look, voided lines, totals and journal checks Accounting
The General Ledger (Accounting › General Ledger) has been rebuilt.
- Posted, Voided and All buttons with counts. The ledger now opens on posted lines only, so lines cancelled when a document was changed no longer sit alongside the current ones.
- Debit and credit totals for everything that matches your filters, across all pages.
- The Source column names the document (Invoice 1234, Bill payment, bill 789, Payment, 3 invoices) and opens it. A payment spread over several invoices, a journal or an adjustment opens as one whole transaction.
- Filter by account (grouped by category, disabled accounts included), type and branch, plus date and amount ranges. Sort any column, page through every line, and Export what you see to CSV.
- New journal shows running debit and credit totals and only posts when they balance, with whole-cent amounts and active accounts only. Posting a journal now needs General Ledger at Admin level. Each journal is recorded against your branch and in the audit log.
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27 October 2026Sales leads: a new lead page, duplicate warnings, disqualify reasons and one-step conversion Sales
The sales lead page has been rebuilt so a lead can be worked from first enquiry to customer in one place. The top of the page shows the lead’s state (New, Active, Converted or Disqualified), the next call or task (in amber when overdue), when anyone last touched it, its age, its files, and its value and expected close date. Accept moves a New lead to Active and, if nobody is assigned, assigns it to you. Log call, Add task and Add note are one click away. A progress bar under the name shows how far the lead has got (New, Accepted, Contacted, then Converted, or Disqualified in red with the reason), and clicking a step does it: accept, log a call or convert.
Possible matches. Before you make a new customer, the lead now lists customers, contacts and other open leads that share its email, phone or mobile, company or full name, and says what matched.
Convert now does it all in one step: a new or existing customer (with Use this customer on a match), the contact (picked for you when one has the lead’s name, email or number), a site from the lead’s address, and an opportunity in your pipeline with its stage, owner, category, value and expected close. The lead’s details and source go into the opportunity notes, and the opportunity links back to the lead.
Disqualify replaces Archive. It asks why, using your opportunity Lost reasons, so leads and opportunities are reported the same way. A disqualified lead can be reopened, and a deleted lead can be restored.
Also new: quick follow-up dates (Tomorrow, Next week, In 2 weeks), a source list, one-click Email, Call, Map and Copy, a notification when a lead is assigned to someone, and a Map tab with the drive time and route from your branch.
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27 October 2026Quote Types rebuilt: usage counts, Duplicate and change history Sales
The Quote Types list (opened from the Quote Types label on a quote, or Invoice Types on an invoice) has been rebuilt. Each type now shows whether it is Active or Disabled, and how many open quotes, quotes and invoices use it, so you can see what a change will affect before you make it. Click any column heading to sort, and click a row to open the type.
Each type opens in one window, in four sections: Details, Quoting (print template, starter quotes and print options), Email attachments and Invoicing (print template, income account and print options). Files attach straight away from the existing files or as a new upload, and you choose whether each one is pre-ticked on emails. Duplicate starts a new type with every setting copied from the one you are looking at, and a new type now opens as soon as it is added, ready for its attachments.
Setting a type to Disabled now warns you first: how many open quotes still use it, and which settings (Default Quote Type, Default invoice type for Accounts, Default Invoice type for Cash Sales) still default to it. Every change is recorded in the type’s new History section, showing who changed what and when. Staff with Sales Allowed can now view quote types without changing them, and only Sales administrators and company administrators can make changes.
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27 October 2026Message Templates register and template page rebuilt Sales
The Message Templates register (the quote notes, clauses and email wording your staff pick from) and the page for editing a template have been rebuilt. Administrators now find the register under Settings → Message Templates.
- Search by name or ID, and filter by Type, Category and Owner. The list updates as you type, and the Owner column now shows who created each template.
- Hover over a template’s Type or Category to see where it is offered: the quote notes window, the special clauses, or the email panel on quotes, purchase orders, dispatches or invoices.
- An Automation label marks the emails Evolution sends itself, such as purchase order confirmations and expiring qualification reminders. Evolution finds these by their exact name, so the template page warns you if you rename, move or disable one.
- An AI label marks quote templates with AI Notes settings.
- The template page lists the placeholders Evolution fills in for that kind of template, such as
@contactName;. Click one to insert it, and any misspelt placeholder in the message is flagged before you save. - Loading a template or ticking a special clause in a quote’s Notes window now fills in
@contactName;,@company;,@email;and@phone;from the quote, as section notes and AI Notes already did. Before, they printed as typed. - The template page also shows where the template is offered, warns before you leave with unsaved changes, and has a History tab listing every change.
- A copy button on the register and a Duplicate button on the template page both make a copy and open it. Delete is on the template page and asks first. A new template opens straight away once it is added.
- Creating, copying, changing and deleting templates now needs an administrator or Sales administrator. Other staff can open a template to read it. Every change is recorded in the log.
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22 October 2026Bring a credit note applied in Xero onto an invoice or bill, on demand Sales
When a credit note is applied to an invoice or bill in Xero, you can now pull it into Evolution from the document itself.
- Sync from Xero on invoices. The button in the Payments heading of an invoice now checks credit notes as well as payments. Any credit note Xero has applied to the invoice is brought across and applied, and the balance updates.
- Sync from Xero on bills. Bills have the same button in the same place. It checks the credit notes Xero has applied to the bill.
- Older credit notes too. The button picks up credit notes dated before the current financial year, which the regular sync leaves alone. If the bill or invoice was flagged for review because of one, the flag clears once it is applied.
- Safe to press again. Anything already in Evolution is skipped. If Xero and Evolution disagree, nothing is changed and the document is flagged for review instead.
- Tidier buttons. The sync and Apply credit buttons now use the standard labelled button style.
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22 October 2026Invoices now show payments, credit notes and the balance due Sales
Printed and emailed invoices now show what the customer still owes. Under Subtotal, GST and Total, each payment received and each credit note applied is listed with its date, then taken off to give the Balance due.
- Itemised. Every payment (for example Payment - EFT) and every credit note, with its number and reference, is listed with its date and amount, followed by Less payments and Less credits.
- Always a clear figure. An unpaid invoice shows Balance due equal to the total. A fully paid invoice shows $0.00. An overpaid invoice shows a Credit balance.
- Invoices paid in Xero show a balance of $0.00 as soon as Xero marks them paid, even when the payment has not come back into Evolution line by line.
- Works with your existing templates. The lines are added under the invoice totals with no template changes needed. New template fields (
@balanceBlock;,@paymentList;,@balancedue;and others) let you place them yourself. - You can turn it off for one print or email with the new Payments & balance due tickbox, for an Invoice Type (Hide payments & balance due), or for a template (Hide payments, credits and balance due).
Printing never changes the invoice, the GST or your accounts.
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22 October 2026Credit notes: search for the project, and credit returned goods in one step Sales
The credit note screen has a new layout, and crediting goods a customer has sent back is now part of it.
- Credit returned goods from the project. On a customer credit note, pick the project and a new Returned goods not yet credited list shows every return that hasn’t been credited yet. Tick the rows and click Add selected. Price, tax code and account come from the invoice line the goods were sold on. Create credit note in Return Goods opens a new credit with the project and customer already filled in.
- Returned stock isn’t counted twice. Return Goods already puts the stock back on the shelf, so committing a Goods Returned credit no longer adds those lines to stock a second time.
- Search for the project by number, name or customer, as on other screens. An amber flag warns when the project belongs to another customer.
- Search for the item when adding a line, instead of scrolling a long list.
- Tidier layout: totals and remaining credit at the top, Lines, Allocations and History tabs, and Save and Commit in a bar that stays at the bottom of the screen. Commit stays greyed out until the credit is complete, and shows what’s missing.
- Saving a credit note made from an invoice no longer drops the link between each line and its project and source line.
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22 October 2026Branch register: status, staff and project counts, and disabling a branch Settings
The Settings → Branches list has been rebuilt. Each branch now shows whether it is Active or Disabled, its full address, phone and email, and how many active staff and open projects are still on it. Your branch marks the branch you are signed in to, and companies connected to more than one Xero organisation also see which organisation each branch posts to. Click any column heading to sort, and click anywhere on a row to open the branch.
Branches can now be disabled instead of deleted. Open a branch and click Disable branch. A disabled branch can’t be chosen for new staff, projects or documents, but the records that already use it keep it: their branch list still shows it, marked (disabled), so saving one of them doesn’t move it to another branch. The branch filters on registers and reports still list disabled branches, last, so you can look back at their history. A branch that still has active staff or open projects can’t be disabled until they are moved. Reactivate branch brings it back.
Adding a branch now asks for its country and saves its fax number, and the new branch opens straight away so you can finish setting it up.
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22 October 2026Quote Register: branch filter and status buttons Sales
The Quote Register (Sales → Quotes) has a new Branch filter. It opens on the branch you are signed in to; choose another branch, or All to see every branch with a new Branch column. Clear takes you back to your own branch, and Quote History on a customer opens on all branches.
The status list is replaced by buttons above the list – All, Open, New, Sent, Converted and Deleted – each with its count, so you can see the numbers before you click. Open and Sent also show the value of those quotes over the last 12 months, or over the quote date range you set in Advanced. Deleted replaces the old Show deleted setting.
The Customer column now shows the customer each quote belongs to by its current name, and searching a customer’s old name still finds their quotes. Administrators also get an Export button that downloads the quotes in the list as a CSV file.
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22 October 2026Set default print templates for each branch Settings
Each branch can now have its own default print template for each kind of document. Open a branch under Settings → Branches and use the new Default print templates tab to choose, for example, the delivery docket or purchase order template that branch prints on. When someone prints or emails a document raised against that branch, the Print and Email dialogs open on the branch’s template.
A quote type or invoice that has its own template still uses that one, and a branch with no default keeps the company default. The “Make this the default template” option has moved off the template page. A template now shows which branches use it, with a link to Branch Management.
The branch page itself has been redesigned. Tiles across the top show the branch’s active staff, who is signed in now, open projects with their WIP, open opportunities with their pipeline, what was invoiced this month against the same time last month, and how many document types have a branch template. A new Map tab shows the branch with its open projects and opportunities around it, with distance rings and a count of open projects within 25, 50 and 100 km. Details, Default print templates and Staff have their own tabs, and only administrators can change a branch.
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22 October 2026Contact Person badge on quotes, and new contacts saved with a mobile Sales
The Contact Person box on a quote now shows a badge that tells you what will happen to the contact when you save:
- Linked – one of the customer’s saved contacts. It carries through to the project.
- Added on save – a new name with an email plus a phone or mobile. Saving the quote adds the person to the customer’s contacts and links them.
- Typed only – a name without enough details. A note under the box lists what’s missing. Left like this, the name stays on the quote and doesn’t reach the project.
A mobile now counts the same as a phone when adding a new contact (it used to need a landline phone). Choosing Add New Contact clears only the details that came from the previously linked contact, so anything you typed is kept. Typing a name that exactly matches an existing contact links that contact for you.
The name on the quote always matches the linked contact. If you type a different name over a linked contact, it’s put back when you leave the box (or press Esc), with a one-click link to use the typed name as a new contact instead. New contacts are recorded in the quote’s log and the account’s history.
A quote created from an opportunity is now linked to the opportunity’s contact, so that person reaches the project too. It also gets the customer’s state and postcode the right way round on the billing address (they were swapped).
This also fixes an error that stopped the quote saving when a new contact was typed in with an email already held by one of the customer's contacts.
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22 October 2026Return Goods: accurate quantities, on the desktop and the mobile app Projects
Returning goods that came back from site is now reliable and harder to get wrong.
- Each line can only return what was sent, less what has already come back. Over-returns are refused, on the project and in the mobile app, so the same goods cannot be returned twice and stock on hand stays right.
- Quantities start empty. Clicking into a box no longer fills in the full quantity. Type what came back, or click the new All link beside the line.
- Multi-item returns from the mobile app now save every item, not just the first. If any item in a return is refused, nothing in it is saved, so you never end up with half a return.
- The Return Goods window has a new layout: Sent and Returned columns, a summary of what will be returned, a single reason for the return, and a Previous returns list showing who returned what and why.
- Returns go back to the project’s branch. If the goods came back to a different branch, choose it in the new Return to branch field (shown when you have more than one branch). Staging bins, where used, must be in that branch.
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20 October 2026Shopify: the order number now shows as the invoice Reference in Xero Shopify
Projects and invoices created from Shopify orders now store the Shopify order number (the number you and the customer see) as the Customer Ref. It flows through to the invoice and appears as the Reference in Xero.
Previously Shopify’s long internal order id (for example 7105454112992) was stored instead, which made invoices hard to match to orders in Xero. Fulfilment, tracking and order status updates to Shopify are unaffected.
This applies to orders imported from now on. Existing invoices keep the reference they were created with.
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20 October 2026See who else has the same record open General
Name badges now appear at the top of the screen when other staff have the same record open as you, for example Krysta Mark. You can see at a glance that someone else may be changing the same thing before you save.
The badges appear on:
- projects
- dispatches and picking slips
- quotations
- invoices
- requisitions
- purchase orders
They update every few seconds, and a badge disappears when that person leaves the page. A faded badge means the record is open in a background tab on their computer rather than in front of them. Hover over a badge to see the person’s full name and how long they have had it open.
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20 October 2026Dispatch screen warns when another dispatch is open on the same project Projects
When you open a dispatch that is still a draft or awaiting delivery, the dispatch screen now shows a warning if the same project has other dispatches open as well.
The warning lists up to five of them, with who is working on each and when it was last changed, and each one links straight to that dispatch. Stock on an open dispatch is already held, so check it is not the same goods before you save yours.
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20 October 2026Commit & Dispatch from a picking slip only sends what is still available Projects
Commit & Dispatch on a picking slip now checks each line against what is still available to dispatch on the project at the moment you commit.
- If some of a line has already gone out on another dispatch, the line is reduced to what is left.
- A line with nothing left is not added to the dispatch.
- If nothing at all is left, the picking slip is still committed but no dispatch is created.
A notice on screen tells you which lines were reduced or left off, and the same detail is recorded in the history of the picking slip, the dispatch and the project.
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20 October 2026Two people can no longer dispatch the same stock at the same time Projects
When two people added the same ready stock to dispatches on one project within a few seconds of each other, both saves could go through and the stock ended up on two dispatches.
Saves that put stock onto a dispatch now take turns on each project. This covers adding lines on the dispatch screen, committing a dispatch, scheduling from the runsheet, and Commit & Dispatch from a picking slip. The second save waits for the first to finish (usually well under a second) and is then checked against what is still available, so a line can only be dispatched once.
If the other save is taking unusually long, yours is stopped with a message saying nothing was saved, and you can simply try again a moment later.
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20 October 2026Reports list only shows reports you can open Reporting
Report access is now checked report by report rather than by category. The Reports page, its category counts and global search list only the reports your permissions let you open, so two people can see different reports in the same category.
The same check runs when a report is opened, so an old bookmark or shared link to a report you don’t have access to now shows You do not have permission to view this report instead of a blank or partial report.
What changes for some staff:
- Inventory and Purchasing reports need Reports access plus Inventory or Purchasing access (they were listed for everyone before, but most refused to open without it).
- Timesheets reports need Reports access. Their data already did; now the reports are hidden too.
- Qualifications report data now needs Business Registers admin-level access, the same as the reports themselves.
The full list is under Who Can See What in the Reporting guide. If someone is missing a report they need, adjust their staff permissions; the change applies the next time they sign in.
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20 October 2026Find any report from global search General
Global search (Ctrl K) now finds reports as well as records. Type part of a report’s name — aged, gst, stock valuation — and the matching reports are listed under a new Reports heading, so you no longer need to open the Reports page and scroll through the categories to find one.
Each report shows its category and group, as they appear on the Reports page, and reports whose name matches what you typed are listed first. Up to five are shown. If more match, See all matching reports opens the Reports page already filtered to your search. Reports you open this way are added to your recently opened list, so a report you run every week is always close at hand.
The Reports page search has also been improved. Your words can now be in any order, and a report’s category counts towards the match, so searching inventory also finds the purchasing and Shopify reports about inventory.
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20 October 2026Purchase orders: the Xero "No supplier ID" warning only shows when it should Purchasing
The red Xero – No supplier ID card at the top of a purchase order now only appears when the supplier really is not linked to Xero.
It was checking the Account External Ref# field rather than the supplier’s Xero ID (Manage Account → Advanced), so suppliers that were set up correctly could still show the warning. It now checks the same Xero ID that is used when the bill is sent to Xero. Sending bills to Xero was not affected.
If the card still shows, the supplier has no Xero ID for your Xero organisation. Add one under Manage Account → Advanced, or leave it and Evolution creates the contact in Xero when the bill is sent (when Auto-Sync Contacts is on).
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20 October 2026Web links in ticket conversations are now clickable Support
Web addresses in a support ticket’s conversation are now clickable links. Click one to open the page in a new browser tab, so you keep your place in the ticket — no more copying and pasting addresses into the browser.
This works on your ticket page and in Conversations, for addresses starting with http://, https:// or www.
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15 October 2026Assign to me on new tasks Tasks
The Add Task window now has an Assign to me button under Assigned to. One click sets you as the person responsible, instead of searching the staff list for your own name.
It appears wherever you add a task — the Calendar, projects, quotations, opportunities and the other records that raise tasks.
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15 October 2026Linking a task to a project no longer asks you to choose the project again Tasks
When adding a task from the Calendar with Link to set to Project or Opportunity, saving could stop with “Choose the project this task belongs to, or set Link To back to None” — even though the project was showing in the box. It depended on how the result was clicked, so it came and went.
The project or opportunity you pick is now always recorded, and the task saves against it. The same fix applies when linking an existing unlinked task from the Edit task window.
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14 October 2026Cash sale projects can keep a one-off delivery address Projects
Projects raised for the cash sale account belong to many different customers. A cash sale project can now keep a one-off delivery address of its own, so the shared cash sale account no longer fills up with sites that are only used once.
- Turn it on in Settings → Projects: One-Off Delivery Address On Cash Sale Projects. It is off by default and only affects the account set as the cash sale account.
- New Project. With the cash sale account as the customer, the Site card starts with a Deliver to choice: One-off · Cash sale (search for or type the address; nothing is saved to the account) or Site address (one of the account’s sites). A new Delivery card plans how the order goes out: your truck, a carrier or customer collect.
- On the project. The General tab now shows a compact Site & Delivery Address label with a Site or One-off badge. Click it to change the address in a pop-up, then Save Changes. Changes are recorded in the project’s history.
- Dispatches. A new dispatch starts with the project’s one-off address, and dispatch dockets and run sheets print it. Projects without one use their site as before.
- Shopify. Orders imported against the cash sale account put the order’s shipping address on the project as its delivery address, and no site is created.
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14 October 2026Shopify: order metafields brought onto the project as notes Shopify
If your Shopify store collects extra details on an order in order metafields, such as delivery instructions, a gate code or a site contact, Evolution can now copy them onto the project as notes, so the team sees them without opening Shopify.
- Set up once. In the Shopify plugin settings, under Order Processing, use Order Metafields to Project Notes → Add Mapping. Choose the order metafield and the note category it goes into: Accounts, Delivery, General, Manufacturing or Service. The same metafield can be mapped to more than one category.
- Automatic on import. When a project is created from an order, each mapped metafield becomes a note on the project in its category, headed with the metafield’s name. Empty metafields are skipped.
- Applies to orders that arrive after the mapping is set up. Existing projects are not changed.
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14 October 2026Dynamic Inventory Min / Max rebuilt for large catalogues Inventory
The Dynamic Inventory Min / Max tool (Inventory → Tools) has been rebuilt. It no longer stops at 999 items: it works through the whole catalogue a page at a time, and can apply its suggestions to every item the filters match in one go.
- Per branch: pick a branch, or All branches for one row per item per branch. Usage, current levels and suggestions are worked out for each branch separately.
- Clearer figures: summary tiles show how many levels would change, go up, go down or drop to 0. Click any Used figure to see the dispatches, invoices and shop orders behind it. If your history starts part-way through the period, the average is taken over the days you actually have.
- Safer changes: Keep manual minimums (on by default) stops a hand-set minimum being taken to 0, and Raise only never lowers a level. A row someone else changed after you calculated is skipped, not overwritten. Every change is logged on the item’s history.
- Faster entry: each suggestion shows in its box; press Enter to take it or type your own, and the row saves straight away. Download the full result as a CSV, or use Apply to all matching to save every suggestion that would change a level.
Viewing needs Inventory access; saving levels needs Admin access to Inventory.
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14 October 2026New report: Cost Price Audit Inventory
A new Cost Price Audit report (Reports → Inventory → Data Quality) checks every item’s raw cost against what you actually paid for it — the last supplier bill, or the last purchase order where the item has never been billed — and flags the costs that cannot be trusted.
- What it finds: costs more than a set tolerance away from the last bill or order, items with no cost at all, a box price recorded as a unit price, a 10% gap that points to GST, a landed cost that no longer matches the raw cost plus on-cost, and items selling at or below cost.
- What it has reached: click any item to see the bills and orders behind it, plus every open Cost+ quote, Cost+ project and invoice that carries the current cost, with the amount under-charged.
- Fix it there: apply the suggested cost to one item, to the ones you tick, or to everything the filters match. A confirmation shows the effect first, every change is logged on the item, and box-quantity or GST differences are held back for you to check one at a time. Existing quotes, projects and invoices keep the cost they were raised at.
- Work through a list: paste a column of item codes to check just those items.
Viewing needs access to inventory reports; applying costs needs Admin access to Inventory.
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14 October 2026Print Options: the close button works again General
The × at the top right of the Print Options pop-up now closes it. A typing error had stopped it working on every screen that uses Print Options.
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14 October 2026Opportunity pop-ups: unsaved-changes warning, notify several people, duplicate check Sales
The pop-up windows on the new opportunity record and Opportunities workspace have been brought into line with the rest of Evolution, and gain a few time-savers.
- Unsaved changes: if you have typed or picked something and close a pop-up by mistake (the ×, Cancel, Esc or clicking outside), Evolution asks whether to discard your changes or keep editing.
- Close as won or lost: Won and Lost are now a clear two-button choice at the top of the Close window.
- Notify someone can now email several staff at once and any other email addresses you type, separated by commas. Addresses are checked before anything is sent.
- Add a person checks the address book as you type the name and lists people who are already there, with Use this person to link them instead of creating a duplicate.
- The Files button now takes you straight to the opportunity’s Files tab, where you can drag in files or manage the ones already there.
- Quotes ticked into the opportunity’s value are labelled Counted; Primary is kept for the one quote the opportunity is won on.
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14 October 2026New opportunity form: clearer steps and fewer surprises Sales
The New opportunity form (Sales → Opportunities, and the Opportunities tab on a customer account) has been tidied up.
- The form is laid out as five numbered steps: Customer, Site, Opportunity, Contact and Predefined tasks. Panels such as New customer account, Site address and New contact open inside the step they belong to.
- The customer list no longer drops open over the form as soon as it appears. Click the box or start typing to see it.
- The warning about other open opportunities at the same site now shows under Site, next to the address it is about.
- “Fields marked * are required” and the Add opportunity button stay at the bottom of the window while you scroll, and the button can only be pressed once, so a slow connection no longer creates the opportunity twice.
- The country list under the address now looks and behaves like the rest of the form, and the Title list is wide enough to read.
- Opening the form no longer changes the size of text boxes elsewhere on the Opportunities screen.
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14 October 2026Dispatch screen redesigned: status at a glance, Lines, Freight, Files and History tabs Projects
The dispatch screen has been redesigned so you can see where a delivery stands without scrolling, and the lines are easier to work through.
- Status at a glance. The top of the dispatch shows its status, the project and customer, and flags for anything that needs attention: Signed (click it to see the signature), Part invoiced and any warnings. Figures underneath show the lines, units, gross weight, freight, whether it has been invoiced, and the dispatch date and driver.
- Actions in one place. Un-Commit, Invoice and More sit at the top right. On a draft, Save and Commit stay at the foot of the screen while you scroll the lines.
- Tabs. Lines, Freight & tracking, Files and History each have their own tab, and the page remembers which one you were on.
- Clearer lines. Each line shows stock on hand at the dispatch’s branch, what is Ready to go, this dispatch’s Qty and what is Left after it. Fill all and Clear set every shown line at once, a filter finds a line on a long dispatch, the column headings stay in view as you scroll, and Enter moves to the next quantity instead of saving.
- Fixes. “Signed for” now only shows on deliveries that were actually signed. A committed dispatch no longer shows Draft in its status. Delete now asks before it deletes, and the contact you picked is shown when you reopen the dispatch.
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14 October 2026Invoice Register: filter by invoice type Sales
The Invoice Register has a new Type filter. Choose an invoice type, such as Supply Only or Supply & Install, to see only invoices raised under that type. Types you no longer use are still listed, marked (disabled), and Not set finds invoices saved without a type. The Type column now shows each invoice’s type.
The Status and Payment filters have been replaced by buttons above the list: All, Draft, Owing, Overdue, Paid and Deleted. Each button shows how many invoices it holds. Owing and Overdue also show the balance still to come in. The buttons work alongside the other filters, so you can pick a customer or a type and see at once what is owing and overdue.
Also in this update:
- The filters now run in the same order as the other registers: Search, Customer, Project, Type, Branch.
- The old recurrence filter is now called Recurring and is under Advanced. Recurring and generated invoices are flagged in the Type column.
- The Terms column and the Customer terms filter show payment terms by name, such as 30 Days EOM.
- The Emailed column shows the date an invoice was emailed. It previously showed N/A for every invoice.
- Deleted invoices now honour the filters, so you can search for a deleted invoice by number, customer, type or date.
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14 October 2026Items list: status views, Category and branch stock Inventory
The Inventory → Items list has been refreshed so you can see more about each item without opening it.
- Opens on every item. The list now shows active and disabled items together. Buttons above the list switch between All items, Active, Disabled and Review, and each one shows how many items match your search.
- Status column. Each item shows whether it is Active or Disabled, with a Review flag when it is waiting to be checked. The Review view lists flagged items whether they are active or disabled.
- Category column. See and sort by each item’s category.
- Stock at a branch. A new Stock at filter chooses which branch the Stock column is counted for, or All branches for the company total. It opens on your own branch, and negative stock is shown in red.
- Average Cost items are marked. Items costed at average cost carry an Avg badge in the Cost column — hover over it to see the average cost.
- Supplier part numbers. When an item is found by a supplier’s part number, that number is shown under the item code, and these items now count and page correctly with the rest of the results.
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14 October 2026Package types: your own cartons and pallets, with packaging weight Projects
Keep a list of the cartons and pallets you ship in under Shipping → Package Types, each with its size, the weight of the empty carton or pallet, and an optional maximum load. Four common pallets (CHEP, Loscam, plain timber and CHEP half pallet) are listed to start with: check their weights against your own.
On a dispatch, pick one of your package types and its size and packaging weight fill in. Custom sizes are still available. When every package is weighed, the gross weight is the weighed total. Otherwise it is estimated from the item weights plus the packaging, and shown as an estimate. A package weighed over its type’s maximum load is flagged.
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14 October 2026Carriers: logos, brand colours and transit days Projects
Give each carrier a logo and a brand colour under Shipping → Carriers. The logo shows on the dispatch Freight & Tracking card and throughout the Shipping hub, so the right carrier is easy to spot. A carrier with no logo shows its initials on its brand colour.
Set Transit days for each carrier, and the Shipping hub works out when each consignment should arrive and shows anything late. Carriers left blank use the Freight Late After (days) setting.
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14 October 2026Commit dispatches when freight is delivered, or as you book Projects
Many businesses commit a dispatch only once the customer has signed, so freight is often still a draft while it travels. Marking freight delivered now also commits a draft dispatch. Turn this off with Commit Dispatch When Freight Is Delivered under Settings → Settings → Projects. If a dispatch can’t be committed, it is still marked delivered and you are told why.
Booking freight on the Shipping hub has a Commit the dispatch tick, so whoever is booking can commit it there and then. Tick “Commit Dispatch” When Booking Freight chooses whether the tick starts on. It is off by default.
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14 October 2026Delivery, Freight and Pickup are now fixed activity types Projects
The Delivery, Freight and Pickup activity types decide whether an activity’s dispatches go on your own truck, by carrier or are collected. So that the Shipping hub and runsheets always find them, they can no longer be disabled or renamed. They show a padlock on the Activity Types screen, and you can still change their colour.
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14 October 2026Choose how a dispatch goes: freight, own delivery or customer collect Projects
The Freight & Tracking card on a dispatch has a new How it goes choice: Freight, Own delivery or Customer collect. Left blank, Evolution works it out from the activity the dispatch belongs to, or from its carrier. The card also shows where the freight is up to, the manifest it is on and the date it was delivered.
Set many dispatches at once with Set method on the Shipping hub.
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14 October 2026Own deliveries and collections: schedule and proof of delivery Projects
On the Shipping hub’s Own delivery lane, Schedule lists your delivery activities by date with the runsheet, driver and vehicle each is on, so you can see what still needs a runsheet. Proof of delivery lists the dispatches that have gone on your own truck or been collected. Filter it to see which have been signed for and which are missing a signature.
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14 October 2026Track every consignment and see what is late Projects
The Shipping hub’s Track tab lists every consignment from booked to delivered, with the carrier’s tracking link, the day it left, the date it should arrive and how long it has been on the way. Anything not delivered by its expected date is shown as late.
Mark consignments in transit or delivered, flag an exception (damaged, lost, refused) or resend the tracking email from the row, or tick many and do them at once. Export the list to CSV. A freight dispatch the customer has signed for counts as delivered without anyone marking it.
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14 October 2026Freight manifests: one list per carrier pickup, signed by the driver Projects
Tick dispatches on the Shipping hub’s Book tab and press Add to manifest. Evolution groups them by carrier and branch onto that day’s manifest, or starts a new one.
Record the carrier’s booking reference and pickup window with Book pickup. Print gives the driver a manifest to sign, with one line per consignment. Mark collected puts every dispatch on it in transit and records the day it left. Collected and cancelled manifests stay listed as your manifest history.
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14 October 2026Shipping hub: every dispatch from ready to delivered on one screen Projects
A new Shipping hub under Shipping → Shipping Hub is the one place to get goods out the door. It lists what is ready to go but has no dispatch yet, the freight still to book, the manifests waiting for the carrier, every consignment on its way, and the deliveries still to be signed for.
Switch between Freight, Own delivery and Customer collect, and the tabs change to suit. The Overview shows freight spend, what you recovered from customers, the margin, cost per consignment, days to deliver and spend by carrier for the period, each compared with the period before. It also lists the freight that needs looking at: late, no con note, no freight cost, charged below cost, over quote or charged twice.
On the Book tab you can enter carrier, con note, packages and cost for a whole day’s freight without opening a dispatch. Press Enter to save and move to the next. Tick dispatches to set the carrier for all of them, and the hub points out dispatches going to the same address on the same day that could go as one consignment. To Dispatch lists call-ups due and finished lines with no dispatch yet, and opens the dispatch window already filled in.
The Shipping menu now holds the hub, Dispatches, Runsheets and Carriers.
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14 October 2026Error messages no longer sign you out General
When Evolution stopped an action and showed an error message, you were also signed out, and the message explaining what went wrong was lost. Error messages now stay on screen, you stay signed in, and a Back button returns you to where you were.
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14 October 2026Quotes: tidier filter row Sales
The row above a quote’s lines now follows the same layout as invoices and purchase orders: Category (which narrows the Add Item picker), then Filter Lines with an “N of M lines” count, then the item buttons on the right. Filter Lines matches what you can see on each line and still works on a locked quote.
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14 October 2026Requisition page has a new look Purchasing
The requisition page has been brought into line with the rest of Evolution.
- A summary strip across the top shows the number of lines, how many are approved, on a purchase order and received in full, and the project.
- The title, required-by date and activity sit in a Requisition details card. An activity that has since closed is marked (closed) rather than shown as current.
- Filter Lines searches the lines, with an “N of M lines” count.
- Save Changes and Delete stay in a bar at the bottom of the screen, which tells you how many lines you have marked to approve or delete before you save.
- A deleted requisition shows a banner saying it is read-only. A save or delete from an out-of-date browser tab is refused and recorded in the History.
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14 October 2026Committed dispatches are read-only and protected Projects
A committed dispatch now opens with a banner that says it is read-only and how to change it: where the Un-Commit button is, or why you can’t use it (the project is not active, or Un-Commit needs full Projects or Inventory access).
- Filter Lines has been added above the dispatch lines, with an “N of M lines” count, and works on committed dispatches.
- The special-instructions and line hide controls are hidden once a dispatch is committed.
- Stale saves are refused. Saving or deleting a committed dispatch, adding special instructions to it, or un-committing a dispatch that isn’t committed now shows a message saying why, instead of silently returning to the page. Each refused attempt, and each deleted dispatch, is recorded in its History.
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14 October 2026Committed credit notes are read-only and protected Accounting
A committed or deleted credit note now opens read-only, with a banner that says why and how to change it: Un-Commit it (after removing any allocations), or that Un-Commit needs full Accounts Payable or Receivable access.
- Filter Lines has been added above the lines and works on locked credit notes too, with an “N of M lines” count.
- History now shows at the foot of the credit note, including when it was committed and un-committed.
- Stale saves are refused. Saving, committing or deleting a committed or deleted credit note from an out-of-date browser tab no longer goes through. Previously a deleted credit note could still be saved. Each refused attempt is recorded in the History.
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14 October 2026Committed bills and completed picking slips are read-only and protected Purchasing
A committed or deleted supplier bill, and a completed picking slip, now open read-only with a banner that says why and how to change them. They also can no longer be changed by a save from an out-of-date browser tab.
- Bills: the banner says where Un-Commit is, or why you can’t use it (payments recorded, or it needs full Accounts Payable access). Filter Lines still works on a locked bill, the line delete icons and blank entry rows are hidden, and the Branch, Type and Notes are read-only. Saving a committed or deleted bill, deleting a committed bill, or importing project costs into one is refused. Previously a stale save could set a committed bill back to draft without reversing its ledger postings.
- Picking slips: a completed slip shows the banner and keeps Filter Lines. Saving, deleting or dispatching a completed slip is refused; Un-Commit it first to make changes. Every commit and Un-Commit is now recorded in the slip’s History.
Each refused attempt is recorded in the record’s History.
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14 October 2026Committed invoices are clearly read-only Sales
A committed or deleted invoice now opens with a banner that says why it is read-only and how to change it. For a committed invoice the banner also tells you whether you can Un-Commit it: it points you to the Un-Commit button, says the invoice cannot be un-committed while payments are recorded against it, or says Un-Commit needs full Accounts Receivable access.
- Filter Lines works on locked invoices. You can search the lines of a committed or deleted invoice and see the “N of M lines” count. Previously the box was disabled along with the rest of the form.
- No editing controls on a locked invoice. The line entry row, the delete icon on each line and the Category picker are hidden, and the Branch, GST-inclusive switch and Notes are read-only. Previously the delete icon still worked on screen and made a line disappear from view.
- A save from an old browser tab is refused. If an invoice was committed in another tab or by another user, saving or committing it again from a stale copy no longer goes through. The attempt is recorded in the invoice’s History. Un-Commit is checked the same way: it needs full Accounts Receivable access and no payments recorded.
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14 October 2026Your ticket page has a new look Support
Opening a support ticket or development project now shows everything about it on one tidy page.
- The top of the page shows the ticket’s status from your side, such as Your reply needed, with key figures for the ETA, stage, date raised and your support contact’s email and phone number.
- Development projects and their work items show a stage tracker with a short note on what is happening now.
- New tabs keep things organised: Overview (details, description and the conversation), Work items on projects, Files, and a History timeline.
- The conversation reads like a chat, and a new Chat button opens the ticket in Conversations.
- Add update sends a message with files; sending one on a closed ticket re-opens it.
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14 October 2026Development Projects: track every project at a glance Support
My Projects is now Development Projects, rebuilt so you can see where each piece of custom work is up to and what is waiting on you.
- Each project is a card with a five-step stage tracker (Scoping, Development, Review, Testing, Completed) and a progress bar counting its finished work items.
- Focus tiles count your Active projects and those in Scoping, In development, Ready for you to test and Completed. Click a tile to show just those projects, and click it again to go back.
- Badges on each card flag work items ready for you to test, open bugs, and projects Past ETA.
- Search by project number, title or details, and switch between Active, Completed and All projects.
- The + button sends us a request for new development, with any files that help explain it.
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14 October 2026Support Tickets: see whose turn it is and filter in one click Support
The Support Tickets register has been rebuilt so you can see at a glance which tickets need you.
- Focus tiles across the top count your Open tickets, the ones Waiting on you, those With support, changes Ready to test, and Urgent & critical tickets. Click a tile to show just those tickets, and click it again to go back to all.
- Each ticket’s status now reads from your side: Your reply needed, Ready to test, New, With support or Closed.
- Show buttons add views for New, Past ETA, Updated this week and Closed tickets.
- Search by ticket number, title or details, and filter by who raised the ticket (including Me), type and priority. Clear resets everything.
- Sort by any column, and the most recently updated tickets are listed first. Your filters stay in the page address, so Back returns you to the same list.
- A new ticket now asks for a title, details, type and priority before it is sent, so our team has what it needs from the start.
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14 October 2026Purchase orders: clicking an item no longer jumps to the top Purchasing
On a long purchase order, clicking an item code to open its options, or using the delete or options (⋮) icons on a line, used to scroll the page straight back to the top, so you had to find your place again every time.
The page now stays where you are, and the item’s options open beside the line you clicked.
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14 October 2026Pricing screens now accept a 0% maximum discount Inventory
The three suggested-price screens — item add, item edit and the Bulk Category Pricing tool — now accept a maximum discount of 0%. Previously an item had to allow some discount before a suggested price would calculate; now 0 is a valid choice meaning no discount headroom: the calculated RRP is the minimum price.
Because that is easy to set by accident, every screen shows an amber reminder whenever a 0% discount is in play — set the minimum markup at your target margin when you use it, and note that contract pricing and price books read 0 as no cap, so they are not limited by it. The bulk tool also now stores the markup and discount it used on every recalc-from-cost run, so the item’s settings always match the price they produced.
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14 October 2026RRP / Pricing Integrity: test min markup / max discount before you apply it Inventory
The RRP / Pricing Integrity report now checks every item’s RRP against the price its own minimum markup / maximum discount settings would generate — the same number, to the cent, that the Bulk Category Pricing tool would write. New findings flag RRPs that have drifted from their settings, items where giving the full permitted discount would sell below the item’s own floor, and items whose category default was never applied.
A new Min/Max Settings tab rolls the settings up per category: the most common pair in use, the markup it really works out to once the discount is allowed for, and the markup current prices actually imply. Type a test pair into any row and it instantly shows how many prices would move and by how much — before anyone applies it. When a pair looks right, the Bulk pricing link opens the pricing tool with that category already selected, and the CSV export carries your test pairs for sign-off.
Items with no product type set are now included by default (they are invisible to most screens but still land on invoices) — untick Include items with no type to go back to the old behaviour.
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14 October 2026Invoice Ship Via now saves Invoicing
The Ship Via field on invoices was not being saved: whatever was entered came back blank. It is now a list of your Carriers and saves properly. An invoice raised from a dispatch fills it in with the dispatch’s carrier automatically. A carrier you have since disabled still shows on the invoices that used it.
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14 October 2026Email tracking details to the customer Projects
Evolution can now email your customer their tracking details itself. The email carries the carrier, the con note, the package count and a Track your delivery button.
It goes to the dispatch contact as soon as a con note is entered or changed, whether the dispatch is still a draft or already committed, so the customer has the link while the freight is on its way. The result is recorded in the dispatch History, including when there is no email address to send to.
Turn it on with Email Tracking Details to the Customer under Settings → Settings → Projects. It is off by default. Leave it off if your online store already sends shipping notifications, so customers don’t get two.
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14 October 2026Delivery dockets: carrier, con note, packages and signature placeholders Projects
Delivery docket templates can now print the freight details of a dispatch. The new placeholders are
@carrier;,@service;,@connote;,@trackingUrl;,@packages;(a table of the packages),@packageCount;,@grossWeight;,@cubic;,@driver;,@signedby;and@signature;(the captured delivery signature).The existing
@weight;placeholder now prints the packed weight when packages have been entered, so dockets already using it get the more accurate figure with no change. -
14 October 2026Freight charges carried onto the invoice Invoicing
When you invoice a dispatch that has a freight charge, the charge is added to the invoice as its own line. The line is on your freight item, and its description includes the carrier and con note. Its GST and income account come from the freight item, so freight posts where you want it.
To turn it on, create a freight inventory item and enter its code in Freight Item for Dispatch Invoicing under Settings → Settings → Projects. If the freight item later goes missing, Evolution tells you the charge was not added instead of dropping it silently. Once the dispatch is invoiced, its freight charge is locked; change it on the invoice.
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14 October 2026Dispatch Freight & Tracking: carrier, con note and packages Projects
Every dispatch now has a Freight & Tracking card. Pick the carrier, enter the service and con note, and a Track button opens the carrier’s tracking page for that consignment.
Record what went: add a row per kind of package (pallet, carton, bundle, length and so on) with quantity, dimensions and weight. The card totals the packages, the weight and the cubic metres as you type. Enter a freight cost (what the carrier charges you) and a freight charge (what you charge the customer).
The card saves at any status, so the con note can go on after the goods have left. Every change is recorded in the dispatch History. The Dispatches register now has a Carrier / Con note column, and its search finds a dispatch by con note or carrier.
This is all part of Evolution itself and works with no online store or plugin connected.
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14 October 2026Carriers: one list of the couriers you ship with Projects
A new Carriers screen under Shipping → Carriers holds the couriers and freight companies your business ships with, along with your account number, their phone number and the service you usually book.
Give each carrier a tracking link with
{number}where the con note goes, and Evolution builds the tracking link for every dispatch on that carrier. Nobody has to find or paste a link again. As you type the link, an example shows exactly what a dispatch would get.Twelve common Australian carriers are already listed, six with tracking links filled in. Disable the ones you don’t use: they disappear from new dispatches and invoices, but stay on the old ones that used them.
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14 October 2026Refresh SOH now shows what it corrected Inventory
The Refresh SOH link on the item screen recalculates an item’s Stock on Hand, Allocated and On Order figures. Each refresh is now recorded in the item’s History, with who ran it, when, and exactly which figures changed. For example: Refresh SOH corrected: Main Warehouse allocated 12 → 8. If nothing needed fixing, the History says so.
Refreshing should rarely be needed. If an item keeps needing it, raise a support ticket with the item code. The History entries show us which figure is drifting and when, so we can track down the cause.
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14 October 2026Shopify: link an item that is already in your store, with your say-so Shopify
When you open the Shopify tab on an item that is not linked to Shopify, Evolution now looks in your store for a product with exactly the same SKU. If it finds one, the tab shows a Shopify SKU match found panel. The panel summarises the Shopify product, its status, the variant and its options, the SKU and the Shopify price. It also shows how the product fits with your items: either a single product, or one variant of a range whose master is already linked to another Evolution item, which the panel names. It then asks Do you want to link this product?
Nothing is linked until you say yes. Previously, an item could be linked to a matching Shopify product behind the scenes. When the match was a variant of a range, it could even be linked to the whole product instead of the variant. When the item cannot be linked from there, the panel says why: the variant already belongs to another item, the range has no master linked yet, or the SKU is on more than one variant.
Also new: if you change the price of an item that sits in a Shopify-synced category but is not linked, the item’s history now records Price change not sent to Shopify. Before, the change was skipped without any trace.
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6 October 2026Pop-up windows scale to wide screens General
Standard pop-up windows across Evolution (adding a trading term, a currency, editing a task and many more) now make better use of large monitors.
- The standard pop-up is now 10% wider on a typical 1920×1080 screen.
- On larger and higher-resolution screens it grows with the window — roughly a third wider at 2560 pixels and double the width on a 4K display — so forms are no longer squeezed into a small box in the middle of the screen.
- Laptops and smaller screens are unchanged or slightly roomier, and phones keep the full-width layout.
Pop-ups you have dragged to a new position keep the new width when you cycle back through the size button.
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6 October 2026Opportunity Pipeline and Overdue Follow-ups: Accuracy Fixes Sales
- The Opportunity Pipeline board no longer shows the same opportunity in two columns (for example in both Quote Sent and Pending).
- The Overdue Opportunities dashboard panel now lists only live opportunities whose follow-up date has passed, and shows the opportunities you are the estimator on (administrators see everyoneand shows each user the opportunities they are the estimator on.rsquo;s).
- Changing a follow-up date from the pipeline board is now recorded in the opportunity’s History.
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6 October 2026Stale Opportunity Clean-up Sales
Sales administrators can now close a backlog of opportunities nobody is working any more, in one step.
From Sales → Opportunities, press Stale clean-up, choose how long an opportunity must have gone without activity (a year by default), and optionally narrow it to one estimator. Preview lists every opportunity that would close, with their combined value. Pick a lost reason and close them as lost.
An opportunity with a follow-up date still to come, or a recently created or emailed quote, is never included. Every closure is recorded in the opportunity’s History and can be reopened from the opportunity.
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6 October 2026Opportunity Values Now Exclude Superseded Revisions and Count Tenders Once Sales
An opportunity’s value is now worked out the same way everywhere, and it reflects the work actually on offer.
- Only the latest revision of a quote counts. Revising a quote used to add every earlier version to the opportunity as well, so a quote revised three times was counted four times. Earlier revisions are now labelled Superseded in the opportunity’s quote list and are left out of the value.
- Quoting several customers counts once. When the same job is quoted to several customers (for example, every builder tendering for a project), the opportunity is valued at the largest customer’s total instead of the sum of them all.
- Removing quotes updates the value. Archiving, deleting or moving a quote now recalculates the opportunity; previously the old figure could stay behind.
Expect your pipeline total to drop when values are recalculated. Nothing has been lost: the old figure double-counted revisions and tenders. Opportunities without quotes, such as those carrying a HubSpot deal amount, keep their value.
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6 October 2026Registers: one search bar, paging and Clear across 16 screens General
Sixteen more registers now work the same way as Quotations, Projects and Invoices: a labelled filter bar across the top, “Showing X–Y of N” with paging above and below the list, sorting by clicking any column heading, and a Clear button that resets the filters but keeps your sort. Your filters are remembered when you come back to a screen.
Screens updated: Credit Notes (AR and AP), Requisitions, Chart of Accounts, Customers & Suppliers, Leads, Staff, Assets, Booked Assets, Defects, Picking, Production Orders, Shop Floor Orders, Support Videos, the Video Library, Bin Re-order and Sites.
Fixes you may notice:
- Sorting – several columns that showed an error or sorted by the wrong field now sort correctly (Credit Notes, Assets, Booked Assets, Defects, Shop Floor Orders, Bin Re-order).
- No more silent cut-offs – Chart of Accounts (100 accounts), Leads (500) and Shop Floor Orders (100) now page through everything. Chart of Accounts search also finds sub-accounts.
- Credit Notes – the Status filter (Draft / Committed / Deleted) works, notes without an account are listed, and there is a Project column.
- Requisitions – the stray 01-01-1970 date is gone. Editing a requisition needs Purchasing access, and one with a line already ordered or received can no longer be deleted.
- Booked Assets – Overdue and Due Today badges were swapped and now show correctly. Assets gains a Last Maintained column and an Unassigned branch option.
- Defects – New defects show their status, search includes the reference, and there is a Project column.
- Production and Shop Floor Orders – picking a date from the calendar now refreshes the list, and the Overdue / Review badges display properly.
- Customers & Suppliers – a new Status column shows Active / Suspended with a red Stop credit badge, the Postcode filter works, and opening Customers or Suppliers from the menu lists only those accounts.
- Opening view – every register now opens with Status set to All, and Clear returns it to All, so the Status column shows the real mix of records. All covers every state except Deleted (pick Deleted to see those). This includes screens that used to open on Active or Open: Dispatch, Picking, Purchase Orders, Production and Shop Floor Orders, Contacts, Customers & Suppliers, Staff, Assets, Leads, Opportunities, Projects, Inventory and Sites. Opportunities also gains an Attention tick box. Picking’s Active view still includes slips flagged for review.
- Chart of Accounts – a new Status column (Active / Disabled) and a Status filter. A parent account still shows when only one of its sub-accounts matches.
- Sites – the standard filter bar, paging above and below the list, summary tiles that filter when clicked (All, Active, Disabled, No owner, No activity), and one line per site with the full detail on hover.
- Help videos – the video pop-up and the Video Library show only current videos.
Access: each of these registers now checks the same module permission as its menu, so a user without that module can no longer open it from a bookmarked link. Adding staff and editing staff permissions is now limited to administrators.
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6 October 2026Cash Sale Extraction: Promoted Accounts Keep Cash Sale Pricing Sales
When you promote a customer out of your Cash Sale history, the new account can now take over the pricing that customer has always been buying on.
The Review window has a new option, Copy pricing from the Cash Sale account, ticked by default. With it ticked, creating the account copies across:
- the account terms (typically COD),
- the account’s default discount, and
- the full category discount structure.
So the customer’s next quote prices the same way every order in their history did. Untick it to start the account on standard pricing instead — for example when you are promoting them to put them on their own negotiated rates.
The copy only happens when a new account is created. Use this account links to an existing account and never changes its pricing. What was copied is recorded on the new account’s history tab.
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6 October 2026Create Production Order: Rebuilt, with Activity Callups Manufacturing
The Create Production Order page has been rebuilt. Open it from the quick-add menu to pick the project first. Lines are grouped by quote, can be filtered by keyword, quote or category, and each line can be given its own manufacturing route. Each quantity box shows the suggested amount: press Enter to accept it and Enter again to move to the next line. A bar pinned to the bottom of the screen totals what is ready to order.
Choosing an Activity fills in Required By and focuses the list on the lines that activity calls up, showing how many units are still to raise. A Short badge appears when a callup asks for more than the line has left.
Every production order, whether raised from this page or from the project’s Inventory tab, now goes through the same checks: quantities are capped at what the project still needs, RCTI, hidden and inactive lines are skipped with a notice, and no empty order is created.
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6 October 2026Pending Production Manufacturing
Pending Items is now Pending Production: the queue of project lines with units not yet raised into production. Figures show pending lines, outstanding units, projects waiting and the oldest pending line. Search by project, customer or item, filter by category, or show manufacturable items only. View the queue by project, with age badges and a Raise production button that opens the project’s Manufacture tab, or by item across all projects.
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6 October 2026Factory Load vs Capacity Manufacturing
The Load by Category report has been rebuilt as Factory Load vs Capacity. It adds each week’s incoming routed hours to the carried backlog and compares the running total with the factory’s demonstrated capacity: the hours actually banked per week over the last 8 weeks. The report shows backlog hours, capacity per week, weeks of backlog, utilisation and where the load sits by category. When too little time has been recorded to measure capacity, the report says so instead of showing misleading figures.
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6 October 2026Production Demand Schedule Manufacturing
The Demand by Category report has been rebuilt as the Production Demand Schedule. It shows units still to complete on open shop orders by required-by week or day over a 2, 4, 8 or 13-week horizon, broken down by inventory category with stacked bars and a table. Overdue work leads the schedule instead of being dropped. Orders with no required-by date are flagged. Routed hours due are shown alongside how much of the demand has process time allocations. Click a category to open its shop floor orders.
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6 October 2026Production KPIs Report Manufacturing
A new Production KPIs report measures factory performance over any date range, by worker or process. It shows hours banked, quantity produced, active workers, average hours per worker-day, orders completed and the share completed on time. Sections cover the daily trend, a per-worker breakdown, estimated against actual time for each process, and a data-quality watchlist of single time entries over 12 hours, which usually means a forgotten session rather than real work.
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6 October 2026Factory Workbench Time Recording Fix Manufacturing
Fixed two faults on the factory workbench that inflated recorded production time when units were completed during a session. Each completion counted all the time since the session was resumed, not just the time since the previous completion, so consecutive completions and the following pause counted the same time again. In addition, completion times were recorded with the month in place of the minute.
Time recorded from this update onward is correct. History recorded before it may still show inflated figures. The data-quality watchlist in the Production KPIs report lists the largest suspect entries, and Evolution support can help correct your history.
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6 October 2026Auto-Pause Idle Factory Sessions Manufacturing
A new setting, Auto-Pause Idle Factory Sessions (Hours), is under Settings → Manufacturing. When it is set (minimum 1 hour), any workbench session with no activity for longer than that is paused automatically each hour. The session banks at most the setting’s hours, or nothing if it had been idle for more than twice as long. The worker can resume it as normal. The default is 0 (off).
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6 October 2026Live Factory Activity Board Manufacturing
The Factory Activity report has been rebuilt as a live board with one row per factory worker. It shows whether each worker is Running, Stale, Paused or Off floor, the shop orders and processes they are on, a live count of time since their last workbench action, time banked in the session, and their hours and quantity today. Stale sessions sort to the top. With Auto-refresh ticked, it suits a shop-floor screen.
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6 October 2026Factory Session Manager Manufacturing
A new Session Manager lists every workbench session with its workers, shop orders, last activity and a live count of the time not yet banked. Click the Running, Stale, Paused or Closed Today figures to filter, search by worker, session or order number, and tick Auto-refresh to keep it current.
Click Resolve on a forgotten session to decide how many hours really were work, then Pause it (the worker can resume) or Close it. Idle time is no longer banked into job costs by accident. Pause all stale pauses every stale session at once without banking time. Resolving is available to administrators and to staff with Job Costing set to Admin, and every action is logged.
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6 October 2026Manufacturing Command Centre Manufacturing
The Manufacture menu now opens on a new Command Centre (replacing Insights). An alert band shows only what needs action: sessions left running on the workbench, whether auto-pause is turned on, and shop orders past their required-by date. Below it, live-floor and order-book figures (workers on the floor, running, stale and paused sessions, hours and quantity today, open, overdue, due-this-week and on-hold orders) each click through to the screen behind them. Every manufacturing tool is grouped as a tile, with badges where something is waiting.
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6 October 2026Accurate Uninvoiced WIP Badges on the Project Register Projects
The green uninvoiced WIP badge on the project register now reflects the real value of uninvoiced work. Previously the badge could be wildly inflated or understated for two reasons. Hours booked on timesheets were counted as completed units on every project line, even lines priced per unit rather than per hour – so a few hours booked against a high-value supply line could show millions of dollars of phantom work. And invoices raised as text or section-total invoices were not matched back to the project lines, so the work they billed still showed as uninvoiced.
Timesheet hours now only drive completion on lines measured in time (an hourly unit of measure), capped at the line quantity, and the badge now subtracts every committed invoice on the project – the same rule the WIP Summary report uses, so the register, the report and the project drill-down all agree. Draft and voided invoices no longer reduce the figure. Existing projects are recalculated as part of the release, so badges correct themselves immediately.
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2 October 2026Correct Pricing and Tax on Purchase Orders Raised from Requisitions Purchasing
Purchase order lines created from a requisition – with the + on a requisition line, or with Direct to Purchase when raising a requisition – are now priced correctly. Previously, when part of a line was already on order, the new purchase order line ordered only the remainder but was valued at the full requisition quantity. The line’s tax was also taken from the item’s selling tax rate and not written to the line, and the purchase order’s own cost, tax and total were left at zero until the order was next saved.
The line is now valued on the quantity actually ordered, taxed at the item’s purchase tax rate, and the purchase order totals are filled in straight away. Purchase orders raised through Batch Purchase Orders already worked this way and are unchanged.
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2 October 2026Requisition Line Detail Window Purchasing
Each line on the project’s Purchasing tab now has an info icon that opens a full picture of that line: how much is required, on order, received, billed and still to order; a card for each supplier when the line is split between several; every purchase order that has ordered it, with its due date, value, receipts and whether it has been sent to or confirmed by the supplier; the supplier bills that carry it; and every purchase batch it has been through, including why it was held back. Deleted purchase orders stay visible, greyed out, so you can see what happened.
While part of the line is still to order, the window shows who it would be ordered from and why, with a button to order it. Below, every other line on the same requisition is listed with its progress. Lines split across several purchase orders now show 2 POs, 3 POs and so on in place of the old SHOW link. The window loads only when opened, so the tab itself loads faster.
The tab’s Billed column no longer counts bills that have been deleted, so it agrees with the window, and a line whose goods have been received but not yet billed now shows its warning icon.
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2 October 2026Order Requisitions from the Project Purchasing Tab Purchasing
The + on a requisition line – on the project’s Purchasing tab and on the Requisitions register – now picks the supplier the same way Batch Purchase Orders does: the supplier pinned on the project line, the requested supplier, the item’s primary supplier, its only supplier, then who you have bought it from before. When that gives one supplier the purchase order is raised and opened, and a message tells you who it went to and why. When there are several possible suppliers, or none, the line opens in a purchase batch so you can choose. Previously the project tab’s + only opened a blank purchase order.
A new Order outstanding button on the project’s Purchasing tab sends every approved line not yet on order to one purchase batch, raising one order per supplier. Lines must be approved before they can be ordered; if you can approve requisitions, an Approve button appears on unapproved lines so you can approve and order without leaving the project. Ordering (including batches) is now available to anyone with Purchasing access or administrators. The Purchasing tab also loads faster on projects with many requisition lines.
A line that is waiting in an unfinished purchase batch now shows a Batch badge in place of the +, on both the project tab and the register. Click it to open that batch. Order outstanding leaves those lines out, so its count is what it will actually order, and it hides itself when nothing is left. Required and expected dates that were never set now show N/A.
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2 October 2026Longer phone numbers on contacts and accounts Contacts
Phone, mobile and fax fields were limited to 12 characters. A number entered with an area code or country code — for example (07) 3192 9668 or +61 421 770 025 — was silently shortened when it was saved, with no warning shown, so the last few digits were lost.
These fields now hold up to 25 characters. The change covers contact people, account and supplier records, sites, branches, staff and opportunities, and the full number is now carried through onto invoices, purchase orders and dispatch records.
Please note: numbers that were already shortened before this update cannot be recovered automatically and will need to be re-entered. Your support contact can provide a list of the affected records.
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1 October 2026Inventory search – category filter improvements Inventory
The search bar on the Inventory Management screen has had three improvements to its Category filter:
- Sub-categories are included. Selecting a parent category now shows items filed under that category and all of its sub-categories, instead of the parent category alone.
- The category list is nested. Sub-categories are indented beneath their parent in the dropdown, matching the structure set up on the Categories screen.
- Code searches respect the active filters. Searching by code also matches supplier codes; those matches previously ignored the Category and Status filters and could list items outside the selected category, including disabled items. They now obey the filters like every other result.
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1 October 2026Shopify: pickup orders reliably marked Ready for Pickup Shopify
Creating a dispatch for a Shopify pickup order now marks the order Ready for Pickup in Shopify at the moment the dispatch is saved. Previously the status update depended on the dispatch screen being opened after saving, so pickup orders created through some workflows — including dispatches raised from picking — were never flagged as ready in Shopify. The update now fires on save, whichever way the dispatch is created.
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1 October 2026Shopify: stock level tracking and out-of-stock selling control Shopify
Evolution can now manage stock levels in your Shopify store. A new Stock section in the Shopify plugin settings adds:
- Track Inventory Levels in Shopify — published items are marked as inventory tracked, and Evolution pushes each item’s available quantity (stock on hand less project allocations) to Shopify whenever the item is saved or published.
- Continue Selling When Out of Stock — the store-wide default for what happens when an item reaches zero: block checkout, or keep taking orders into back order.
- Sync Stock Levels Now — a one-click backfill that marks every published item as tracked and gives it a correct starting stock level. Run it straight after enabling tracking so nothing sits at zero.
Each item can also override the out-of-stock behaviour individually from the Shopify tab on the item — choose Default (store setting), No (stop selling at zero) or Yes (continue selling). Changes push to Shopify immediately and are read back for confirmation, and variations inherit the setting from their master item.
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1 October 2026Cash Sale Customer Extraction Sales
Counter and cash sales are usually booked against a single Cash Sale account. The business that actually bought is recorded on the order — their name in the reference, their contact and email on the quote — but they never get an account of their own. The trade customer who has quietly bought from you fifty times has no account, no price list, no segment and no trading history, and cannot be included in a mailout.
Cash Sale Customer Extraction reads that history and groups it into the businesses hiding behind it, so you can give the ones worth it a proper account.
- Group the orders by email address, email domain (which rolls a business up across its staff) or customer reference, and filter by minimum orders, minimum value and last order date so you only see customers still worth having.
- Review one and see everything behind it — orders, invoices, value, first and last order, and every quote — before deciding.
- Promote it to create the account, its contact and its site in one step. Before it does, it checks whether you already have that customer under a slightly different spelling and offers to use the existing account instead.
- Fill the address by typing a business name or an address and picking the result, because cash sale orders rarely carry the customer’s own address.
- Mark one-off buyers as not worth an account so they stop reappearing, and keep a record of every decision — what was promoted, what was ignored, by whom — so the list can be worked through over several sittings.
Your existing quotes and invoices are not moved. They stay on the Cash Sale account, because those invoices, their payments and the bank reconciliation behind them already exist in your accounting system. The new account starts clean and carries that customer’s trade from the day you create it.
Find it at Reports → Reports Dashboard → Sales → Data Quality. It uses the account named in Settings → Sales → Select Account to use for cash sales, and you can point it at any account.
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1 October 2026Supplier Lead Time & Purchase Order Due Dates Purchasing
Purchase orders raised from requisitions – one at a time or through Batch Purchase Orders – were taking their due date straight from the requisition’s Required By date, so an older requisition produced an order that was overdue the moment it was created.
The due date is now the earliest Required By date on the order’s lines, but never earlier than today plus the supplier’s lead time. A new Supplier Lead Time (Days) field on the supplier’s contact, beneath Supplier Terms, sets that lead time; leave it at 0 and the earliest due date is today. The due date can still be changed on the purchase order afterwards.
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1 October 2026Bin Re-order: one-click production methods and a clearer screen Purchasing
The Bin Re-order screen has been given a full refresh to make large reorder runs faster to review and action.
- Mark unspecified in one click — two new shortcut buttons, Mark unspecified as Purchased and Mark unspecified as Manufactured, set every listed item that still has no production method in a single click. Items where a method has already been chosen are never changed. Ideal for businesses that only purchase (or only manufacture) their stock.
- Live summary strip — counts across the whole filtered result (not just the visible page): items below minimum, to purchase, to manufacture, and items still missing a production method. The counts update as you change methods.
- Modernised layout — a labelled filter bar, a scrollable item list with clearer column tooltips, a "Showing X–Y of N items" count, and an always-visible action bar that keeps Generate Orders and its options on screen while you scroll.
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1 October 2026Bin Re-order: choose how many items to view per page (up to 150) Purchasing
The Bin Re-order screen previously listed a fixed 20 items per page, which made working through a large reorder run slow — a branch with a few hundred items below minimum meant paging through the list many times.
A new results-per-page selector in the filter bar lets you choose how many items are shown at once: 20 (the default), 50, 100 or 150. Your choice is remembered with the rest of your filters while you work, and the page count updates automatically, so up to 150 lines can be reviewed and have their re-order quantities set in a single screen before generating orders.
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1 October 2026Bin Re-order warns immediately when its internal-project settings are missing or invalid Purchasing
The Bin Re-order screen can nest the requisitions and shop orders it generates under a daily internal project, driven by two settings — Bin Re-order Internal Project Account and Bin Re-order Internal Project Category. Previously, if those settings were empty (or pointed at an account or category that had since been deleted or made inactive), nothing flagged the problem until the moment you clicked Generate Orders, when the run was blocked with a generic message.
The screen now checks the configuration as soon as it loads:
- A warning banner appears at the top of the page naming exactly what needs fixing — a setting that is not set, an account or category that no longer exists, or one that is inactive.
- The “Nest under today’s bin-reorder project” option is disabled until the settings are corrected, instead of failing at generate time.
- You can still generate your requisitions and shop orders in the meantime — they are simply created without a project until the settings are fixed.
Once both settings point at an active account and an active project category, the banner disappears and project nesting is ticked by default as before.
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1 October 2026Quote CSV export – tab names, ordering and kit detail Sales
The Export Quote function (quote Toolbox → Import / Export Quotation) now produces a CSV built for reviewing and sorting large quotes in a spreadsheet. Every line carries its tab name, the tab's position in the tab bar and a per-tab line number, so a quote with dozens of tabs can be re-sorted into exactly the order shown on screen — something the All tab, which lists lines in entry order, doesn't show.
Kit components are listed beneath their kit, numbered 1.1, 1.2, … with the kit's item code in a parent_code column. The export also adds unit of measure, unit cost, sell price and line total, and a status column that labels deleted lines instead of mixing them in silently. The file downloads as quote_<number>_export.csv and every export is recorded in the quote's history.
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30 September 2026Monthly Invoicing by Customer: gross profit now costed from the project Sales
The drilldown on Monthly Invoicing by Customer was overstating gross profit. Cost of goods was read from the invoice line, but that field is only ever populated on lines imported from a quote — anything invoiced directly off a project was costed at zero, so those lines reported at or near 100% GP.
Cost is now resolved against the project costing record, the same basis the project Invoicing tab uses, falling back to the catalogue cost only where a line has no project item behind it at all. A project item genuinely costed at zero still reports as zero.
This applies consistently to the summary cards, the Projects table and the Items table, which previously could disagree with one another on the same drilldown. Expect reported gross profit to fall where projects are invoiced directly rather than from a quote — that is the correction taking effect, not a new fault.
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30 September 2026Monthly Invoicing reports – CSV exports identify their slice Sales
The CSV downloads on the Monthly Invoicing by Customer and Monthly Invoicing by Sales Rep reports now say where their numbers came from. Every export opens with the report name, the financial year, the sales rep and branch filters and the date it was generated, and the main table's export follows the sort order and search applied on screen.
The drill-down window behind each figure now exports whichever tab is open — Invoices, Projects or What sold — with the tab name, the customer or rep and the period at the top of the file, so a sheet passed on by email still identifies its slice. The Projects and What sold exports carry the cost, GP and GP % columns shown on screen.
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30 September 2026Find and merge duplicate sites Sales
Duplicate sites — the same depot or yard recorded twice under slightly different spellings — split the work at one address across two records: half the quotes on one, half the invoices on the other. A new tool finds them and merges them.
Reports → Sales → Data Quality → Duplicate Sites. It scans every customer at once and groups sites that are really the same place, matching on the address regardless of capitals, spacing and punctuation. That matters because most duplicates were saved under different names, which is why the existing prompt on the site screen never caught them.
Review a group and you see each copy with the quotes, projects and invoices attached to it. Choose which site to keep — the one with the most activity is suggested, but the choice is yours — and confirm. Everything attached to the other copies moves onto the site you keep.
Nothing is deleted. The absorbed sites are archived in full, every record that moves remembers which site it came from, and an old link to a merged-away site still opens the site it was merged into.
If the site you keep is missing a state, postcode, suburb, second address line, country, email or phone number, and one of the copies has it, that detail is copied across. Only blank fields are filled — anything already recorded on the site you keep is left alone, and the review panel lists what will be filled in before you confirm.
Every merge is recorded: an Already merged tab listing all of them, an entry in the surviving site’s History tab, and a note at the top of that site naming what it absorbed.
Viewing the list needs reporting and sales access. Merging needs full sales access or an administrator.
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30 September 2026Files uploaded by administrators now stay on the Defect General
Files an administrator uploaded on a Defect’s Files tab were being saved against a Site instead, so they never appeared on the defect. They now save to the defect as expected. Affected files have been moved back to the defect they were uploaded on.
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30 September 2026Administrators can see every unfinished purchase order batch Purchasing
The Requisition Register already offers you any batch purchase order run you have not finished. Administrators now see every buyer’s unfinished batches there, not just their own.
A batch started by someone else shows that person’s name and the date it was started, with an Open Batch button so an administrator can finish or cancel it. An unfinished batch keeps its requisition lines out of everyone else’s batches, so this makes it possible to release lines left behind when a buyer is away.
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30 September 2026Check a payment against Xero from Payment Distribution Detail Accounting
Payment Distribution Detail (click any payment amount on an account’s History tab) now shows the Account each line of a payment belongs to, and a new Xero column with links that open that Payment and its Invoice or Bill directly in Xero.
When a payment came from a Xero batch payment — one bank deposit matched to several invoices — a banner lists every account in the batch and its share of the total, so a deposit that was spread across more than one customer is obvious at a glance and can be checked line by line in Xero.
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30 September 2026Supplier payments no longer appear on a customer's Account History Accounting
On an account’s History tab, the Accounts Receivable list could include payments made to suppliers. That happened whenever a supplier bill shared its number with one of the customer’s invoices. Those payments inflated the customer’s Payment Amount total and threw out the running Balance. The Accounts Payable list had the same problem the other way round.
Each list now shows only its own payments: customer receipts under Accounts Receivable, supplier payments under Accounts Payable. Your payment records were never affected — only the History tab showed them wrongly.
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30 September 2026Each batch of purchase orders is one run Purchasing
Creating the purchase orders now completes and locks the batch, and Evolution asks you to confirm before it starts. The confirmation says how many orders it is about to raise and — the part worth reading — how many lines you have not allocated to a supplier.
Those unallocated lines are released back to the requisition register at the same moment, free for anybody to order. The finished batch lists them under Released back to the requisition register so there is a record of what it left behind, and the answer to a decision you make afterwards is a fresh batch rather than an edit to a run that has already gone out.
A completed batch is a record rather than a workspace: no re-check, no cancel, no second commit, nothing editable. A run that is interrupted part way is a different thing and behaves as it always has — it stays open at Part Committed, and pressing the button again writes only the groups that were never written. Nothing is ordered twice.
The lock is on the batch, not on what it produced. The purchase orders themselves are ordinary purchase orders: edit them, send them, receive against them, or delete them. Deleting one puts its requisition lines back on the register and you can batch them again as often as you like, each run leaving its own batch behind as a record. A batch whose order has since been deleted shows that order in red and marked deleted, so a finished batch never implies something was bought when it was not.
And if you answer more lines for a supplier after that supplier’s order has already been created, the new lines are added to the same order rather than starting a second one — unless that order has already been sent to the supplier, or has been deleted, in which case they go onto a new order and both orders record why.
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30 September 2026Answer one supplier question instead of thirty Purchasing
A project release is rarely as many decisions as it is lines. The same item comes back line after line — one per project, one per delivery — and the supplier who can sell it does not change because the line belongs to a different project.
The Needs a decision list on the batch purchase order workspace now folds to one row per item, with a badge showing how many requisition lines sit behind it. The header counts both: “87 lines · 16 decisions”. Answer the folded row and every line behind it is answered. Open it with the chevron whenever those lines really do differ, and each one is editable on its own again.
Picking a supplier no longer commits it on the spot, either. An Apply N decisions button appears as soon as you have chosen anywhere in the list and counts up as you work down it, so you can answer a screenful and press once rather than watch the panel re-shuffle after every row.
Above the list, a new suggestion map shows the suppliers who could take the largest share of whatever is still undecided, with the number of lines and the number of items each one covers. One click moves every line that supplier can cover, and the cost already on each line is left exactly as it is. It is a shortcut rather than a recommendation, so it is easy to take back: the map offers an Undo immediately afterwards, and each supplier group carries Undo choice for as long as the batch is open — which hands back only the lines you chose that supplier for, never the ones Evolution resolved by itself.
Smaller things in the same pass: every table on the screen now shows the item code beside the description, a long supplier group scrolls inside its own card with the column headings pinned instead of pushing the buttons off the bottom of the page, and Expand all / Collapse all lets you read a batch of a dozen orders at a glance.
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30 September 2026Evolution now learns which suppliers you actually buy each item from Purchasing
Most companies have far more items than they have supplier product codes recorded against them, which is why a requisition line so often comes through with no supplier on it. Evolution now reads your own purchase order and bill history and builds a picture of who has actually supplied each item, how many times, and what it last cost.
You will see this on the item screen under Purchasing, in a new Learned Supplier History panel. Each supplier listed shows the evidence behind it — how many purchase order lines and bill lines it came from, when it was last bought, and the most recent price paid. Nothing there is guesswork and nothing there changes your data on its own.
Two buttons act on it. Pin turns a learned supplier into a proper supplier product code on the item, with the price filled in from history for you to check. Stop suggesting removes a supplier you do not want offered again, and it stays removed even after the history is refreshed. The item’s existing supplier code list also gained a star that sets the primary supplier in one click, instead of going back to the item’s main tab to change it.
Where this earns its keep is the batch purchase order workspace. A line whose item has been bought from exactly one supplier before can now be resolved for you, and a line with several past suppliers is offered them in order, most recent first, so a decision that meant looking through old orders is now one click. The last price paid is offered alongside, but it is never written into your standing costs by itself.
Evolution only looks back 24 months. A supplier you have not bought an item from in two years is not a suggestion worth acting on, and a long list of them only hides the real answer. Those older orders are still in your purchase history for anyone who wants to look them up — they simply stop putting themselves forward, and the counts shown against a suggestion are counts within those two years.
This is switched on company by company, and it starts switched off, so nothing about your purchasing changes until you ask for it. It can also be set to suggest only, where Evolution shows you what it has learned but never fills a supplier in for you.
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30 September 2026Raise a whole run of purchase orders from the requisition register in one pass Purchasing
The purchase requisition register now has a tick box on every line and a bar along the bottom that appears as soon as you select something. Choose the lines you want to order — or use Select every orderable line matching this filter to take the whole filtered set, not just the page on screen — and press Batch to Purchase Orders.
Evolution then works out the supplier and the cost for every line and takes you to a batch workspace. Lines it is confident about are already grouped into the purchase orders they will become, one card per supplier and branch, with the order total showing. Lines it cannot resolve are listed separately at the top under Needs a decision, so your attention goes to the handful that need you rather than to the hundred that do not.
Each exception says why it is there — No supplier, Several suppliers or No cost — and carries a supplier search box, a quantity and a cost you can set on the spot. Anything you would rather not order in this run can be dismissed and it stays in the register untouched.
When the grouping looks right, Create Purchase Orders writes them one at a time with a progress bar, and lists each order number as it is created with a link straight to it. If a single group cannot be written the run keeps going and tells you which one failed, so one awkward line never costs you the rest of the batch. A batch you leave part way through is picked up next time you open the register, with a Resume Batch prompt, and it carries on from where it stopped rather than starting again.
Raising purchase orders is a write, so the new bar only appears for users with full Purchasing access.
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30 September 2026Cloning an inventory item now brings its attributes across Inventory
The cloning tool on an inventory item — the Copy Inventory icon at the top of the item screen — lets you build a new item from an existing one and choose what to bring across. Until now it could copy the item’s bill of material, kit items and manufacture data, but not its attributes.
That meant a cloned item arrived with an empty Attributes tab, and every value — colour, size, grade, finish and the rest — had to be entered again by hand. On items in categories with a long attribute list, or on items carrying several rows of attribute values, that was most of the work the clone was meant to save.
The Inventory Cloning Tool now offers a fourth option, Copy Attributes, ticked by default. With it ticked, every attribute value recorded against the source item is copied to the new one, and an item that carries several separate sets of attribute values keeps those sets intact rather than having them run together. Untick it if you would rather the new item started with an empty Attributes tab.
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30 September 2026Links in notification emails now work, and open the mobile app on a phone Tasks
The links in Evolution’s automated emails — your daily overdue task email and your hourly notification email — now open the record they point at.
Previously those emails were built by a background process that had no way of knowing your Evolution web address, so the links came out incomplete. Clicking one from your inbox either did nothing or landed on an error page, and the only way to reach the task or project was to sign in and find it yourself. Every one of those links now carries your full Evolution address and goes straight to the record.
Where the record has a mobile screen in the Evolution Portal, the email also offers a second, smaller Open in mobile app link beside it. That link only appears for staff who have Portal access, and only for Projects, Quotes and Opportunities, which are the records the Portal can show. Tapping it on a phone opens the Portal version rather than the full desktop application. If you are not signed in to the Portal at the time, it now asks you to sign in and then takes you on to the record, instead of dropping you on the Portal home screen.
Two related fixes went out at the same time. The hourly notification email had stopped being sent altogether because of a fault in the way it looked up staff; it is sending again. And the Access Portal invitation email sent from a staff member’s record now carries your real Portal address.
The daily task report also reads correctly now. Each task is listed as two lines — its title and due date, then its description and its link — but the dividing rule used to fall between the two, so every link looked as though it belonged to the task underneath it. The rule now closes each task off properly.
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27 September 2026Global search is now instant, and it corrects your typos General
Global search now answers from a prepared index of your data rather than reading through every register on each keystroke. On a large company this is the difference between waiting about half a second for every letter you type and getting the answer immediately — and because searching no longer has to scan the registers, it also takes load off the rest of the system while you do it.
The index keeps itself up to date. A record you save is searchable within about a minute, and there is nothing to rebuild by hand.
Misspelt words are handled for you. Because the index knows which words actually appear in your records, it can tell a typo from an unusual name. If the word you typed is not in your data but a very similar one is, search corrects it and says so plainly — Showing results for concrete · Search instead for concrte — and one click takes you back to exactly what you typed. Where the correction is less certain it leaves your words alone and offers Did you mean …? instead. A word that does exist in your data is never “corrected”, so a customer with an unusual name still searches exactly as typed.
This is being switched on company by company. Until your company is on it, search works exactly as it does now, and if the index is ever unavailable Evolution quietly goes back to searching the records directly — there is nothing you need to do either way.
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26 September 2026Search everything from one box - press Ctrl K anywhere General
Evolution now has a single search box for the whole system. Press Ctrl K (or ⌘ K on a Mac) from any screen, or the Search button in the top bar, and start typing. You no longer have to be on the right register before you can look something up.
One search looks through accounts, contacts, sites, opportunities, quotes, projects, invoices, credit notes, purchase orders, bills, inventory, shop orders, dispatches and staff at the same time. Results appear as you type, grouped by type and with the number of matches beside each group, and what you typed is highlighted so you can see why each record matched. The words can be typed in any order and part of a word is enough, so steel riverina and riv ste both find Riverina Steel Solutions.
If you know the number, just type it. A plain number such as 5001 is looked up as a quote, a project, a purchase order, a bill, a dispatch, a shop order and an opportunity all at once. Add the prefix when you want one of them only — Q5001, INV-1042, PO77 and D1234 all jump straight to that document.
Narrow it down when you already know what you are after. Type q: before your words to search quotes only, it: for inventory, po: for purchase orders, and so on — or click one of the type chips, or press Tab to reach them from the keyboard.
The panel also gives you quick create actions for a new quote, lead, project, invoice, purchase order or bill, and remembers your recent searches. Arrow keys move through the results, Enter opens one, Ctrl Enter opens it in a new browser tab, and Esc closes the panel.
For the whole list there is a full results page, with every type and its match count down the side, an Open / active only filter that hides closed and cancelled records, sorting by best match or by date, and paging. Its web address holds the search, so a results page can be bookmarked or sent to a colleague.
You only ever see records your permissions allow. Search uses the same access rules as the menus, so if you cannot open the Purchasing register, purchase orders and bills will not appear in your results.
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24 September 2026Quote screen now warns correctly on items with no price Quoting
When you select an inventory item on a quote, the alerts panel warns you about things worth checking — including an item that has no price set.
That no price warning was not appearing reliably. Depending on how the item was looked up, the quote screen could read the price from a field that was not always supplied, in which case the check silently passed and an unpriced item was added to the quote with no warning at all.
The warning now reads the item price directly and appears whenever the selected item has a price of zero.
The same underlying problem affected the Standard option in the pricing selector on items that have Pricing B, C or D set. Choosing Standard could write an empty value into the price field instead of the item’s own price. Selecting Standard now returns the correct price.
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24 September 2026Search for a site by name, not just its street address Sales
The Address Quick Search box that sits above the address fields now finds named places as well as street addresses. Typing “Banyule City Council” or “Rosanna Golf Course” returns the council offices, the depots and the other places you would expect, the same way a normal Google search would. Previously only street addresses matched, so searching for a business or a depot by name usually found nothing and the address had to be typed out in full.
Where the screen asks for a Site Name, choosing a named place now fills that in for you as well — so a depot is saved under the name it is actually known by, rather than whatever each person decided to call it. A plain street address does not fill the site name, and a site name you have already typed is never overwritten.
This applies everywhere the quick search appears: New Opportunity (business and site address), Edit Opportunity, Add Lead, Add Site and Add Customer.
Add Job has gained the quick search for the first time. When you choose Add New Site on a job you can now search for the site instead of typing every field, and picking a place switches the job to Add New Site and fills in the name and address.
Raising a new opportunity is also a little quicker: if you searched the Opportunities register before pressing +, that search term is carried into the new opportunity and the matching accounts are already listed, so a customer name you have just typed does not have to be typed again.
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23 September 2026The Expired Pricing Tool now records when a price was changed Inventory
The Expired Pricing Tool lists items in a category whose pricing has not been reviewed for a while, so cost and RRP can be corrected in one pass. Two things about it have been fixed.
Changes are now dated and logged. Saving a corrected cost or price previously failed to stamp the item’s last price update date, so an item you had just reviewed still reported as overdue the next time the tool was run — and there was no record of what had been changed. Cost and price changes now update that date and are written to the item’s history with the old and new figures, so a price review can be seen afterwards.
And the tool now checks your permissions. It rewrites cost and sell prices across a category, so it now requires inventory administrator rights to save, in line with the screen it is opened from.
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23 September 2026New report: RRP / Pricing Integrity Reporting
Your RRP sits behind more prices than most people realise — it is the list price a discount quote works down from, and it is what a Cost Plus quote can now be priced from directly. On most systems it has never been audited as a set. This report is that audit.
For every item it works out the markup needed to reach that item’s own RRP, then sorts what it finds into three classes that are not equally urgent:
- Cannot price — no RRP, no cost, or an RRP at or below cost. These cannot be priced from RRP at all.
- Check the number — the RRP is usable, but what it implies is suspicious: a markup above your ceiling, below the item’s own minimum, or several times the typical markup of everything else in its category. Nearly always a cost that was never updated rather than a deliberate price.
- Housekeeping — an RRP nobody has touched in years, or an item with no minimum markup and no maximum discount to hold the line.
The list opens on Needs attention — the red and amber findings only — because on a catalogue that has never had minimum markups set, housekeeping alone would flag nearly every item and bury the ones that matter. Click any finding chip to see just that finding, click any row to open the item and correct it, or use the Expired Pricing Tool to work through a whole category’s costs and RRPs in one pass. Download CSV exports exactly what is on screen.
The second tab asks a different question: where does the problem live? A category where most items need attention is not a hundred separate mistakes — it is a pricing process that was never run over that category, and it is far cheaper to fix as a batch. The median markup per category is useful on its own, too: it is what your RRPs are actually worth as a markup today, which is the number to compare your Cost+ Default Markup against.
Nothing is changed by the report — it only reads. Find it under Reports → Inventory → Data Quality, and see the full guide.
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23 September 2026Price Cost Plus quotes from the item RRP instead of one flat markup Sales
On a Cost Plus quote, the markup a line is given is worked down in order: the customer’s category markup first, then the customer’s own markup, and where the customer has neither, the house default. In most companies almost nobody has negotiated pricing — so in practice that house default is what prices the great majority of quoted lines, at one flat percentage across a catalogue where the real margin varies enormously from item to item.
There is now a second way to set it. A new Cost+ Default Method setting under Settings → Sales offers:
- Markup — the Cost+ Default Markup percentage, exactly as Evolution has always worked. This is what every company stays on until it chooses otherwise; nothing changes on your system unless you change it.
- RRP — the item’s own RRP. Evolution works out the markup needed to reach it and puts that in the Margin column, so the line prices at RRP while the column, the override slider and Auto-Margin all keep working on the numbers your team already uses.
It only replaces the bottom rung. A customer with a category markup, or a markup of their own, is completely unaffected — their negotiated pricing still wins, exactly as it does today. RRP fills the holes the flat default was filling.
Items that cannot be priced from RRP are never priced at nothing. Where an item has no RRP recorded, no cost to mark up, or an RRP sitting at or below cost, the line falls back to the Cost+ Default Markup percentage and the quote screen tells you so on the line — naming the item and the percentage used instead.
And a markup too high to be real is now called out. Working a markup back from an RRP divides by the item’s cost, so a cost that was never updated does not produce a slightly wrong price — it produces an enormous one. A $1.00 placeholder cost against a $3,000 RRP reads as a 299,900% markup. A new Cost+ Maximum Markup % setting sets the ceiling you consider sane: past it the line is still priced — refusing to price it would be worse — but a warning is raised so it is checked before the quote goes out. The same checks run again when the quote is saved, and are written into the quote’s own history, so a line that sells at or below cost or breaks the ceiling leaves a record either way. They warn; they never block.
Before you switch it on: pricing from RRP is only as good as the RRPs in your catalogue, and on most systems those have never been reviewed as a set. The new RRP / Pricing Integrity report, released alongside this, reads your whole catalogue and lists what needs fixing first.
Full details are in Cost Plus Priced From RRP.
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23 September 2026A clearer CSV import report, with the full detail as a download Inventory
The report at the end of a CSV import now totals what happened: Added, Updated, No change, Skipped and Failed.
On a large run the table lists the rows that changed or failed and leaves out the ones that needed no change, so the page stays quick to open. A Download the full report (CSV) button gives you the complete row-by-row record every time, whatever is shown on screen — useful for checking a bulk update, or for sending the failures back to whoever produced the file.
Failed rows do not mean a half-finished import: every other row still went in. Fix the rows the report lists and re-run them. Rows that are already correct come back as No change, so re-running a whole file is safe.
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22 September 2026Import a whole inventory catalogue in one CSV file Inventory
Very large CSV imports now run properly. A file covering a whole catalogue — tens of thousands of rows, which a Branch Stock Settings export reaches quickly because it produces one row per item per branch — could previously land on an empty report page having imported nothing at all, with nothing on screen to say why.
The importer no longer sends the spreadsheet back and forth through your browser. It reads the file straight from the server, so the size of a file no longer limits what can be committed.
What you will notice:
- The column matching screen shows the first 500 rows as a preview, with the real number of rows in the file beside it. Your column mapping still applies to every row, and the whole file is still imported.
- Only the rows on screen can be unticked individually, so the select-all box is hidden on a large file rather than appearing to exclude rows it has no way of reaching. To import part of a file, filter it in your spreadsheet and upload just those rows.
- A long import reports its progress as it goes. Leave the page open until the report appears.
- Imports are considerably faster — a 3,000 row branch stock file now finishes in a couple of seconds.
- If something is wrong — the file was replaced after you mapped its columns, or the request did not reach the server intact — the importer says so plainly and writes nothing, instead of returning a blank page.
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22 September 2026Refreshed Inventory Tools, CSV Exporter and CSV Importer screens Inventory
The Inventory Tools menu, the CSV Data Exporter and both CSV Importer screens have been rebuilt to match the newer Evolution dashboards.
Inventory Tools is now a searchable set of cards, each with a short description of what the tool actually does, filterable by group. Inventory Bin Locations can be reached from this page again.
The CSV Exporter walks through three clear steps, shows how many items were found and how many are selected, and lets you select or clear them all at once. The Export button stays disabled until something is selected.
The CSV Importer now asks up front whether you are uploading a new file, re-running a previous upload, or restoring a backup, and shows only what that choice needs. On the column matching screen, mapped columns are highlighted, ignored ones are greyed out, and a progress bar shows how much of your file will be used. The restore option now states plainly that it overwrites live data and, unless you tick Retain new items, deletes anything created after the snapshot was taken.
Several long-standing faults were fixed at the same time: the importer would not open at all for a company that had never run an import; searching the exporter for several item codes separated by commas returned an error instead of results; choosing a previous upload and then switching to a file upload silently re-ran the old upload; and the stock figures shown on the exporter did not always agree with the file it produced.
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22 September 2026Category filters on the inventory CSV exporters now include sub-categories Inventory
The category filter on the Inventory CSV Exporter and the Inventory Attribute Exporter now lists your categories as a tree, with sub-categories indented beneath their parent.
Choosing a parent category now includes every category nested underneath it, at any depth. Previously a parent selection returned only the items filed directly against the parent itself, which for most category structures is a small fraction of what you would expect — in one of our test structures a parent returned 67 items where 261 sit beneath it.
Choose All categories to skip category filtering altogether.
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22 September 2026Export and import min / max bins and bin locations per branch Inventory
Min and max bin levels, and bin locations, are held per branch — each branch can carry its own re-order levels for the same item. The inventory CSV tools now work with them.
The Inventory CSV Exporter has a new Branch Stock Settings export type, producing one row per item per branch with that branch’s min bin, max bin and bin location. Export every branch at once, or filter to one. A branch with no stock record for an item still comes out as a blank row — filling one in and importing it is how you set that branch up for the first time.
The CSV Importer has a matching Branch stock settings option. Each row identifies the item and the branch, and you can update any of min bin, max bin or bin location. A blank cell leaves the existing value alone, and bin locations are matched on the bin code within that branch.
Please note two changes to what can be imported. Stock On Hand, Allocated and On Order are still exported for reference, but can no longer be selected on the import screen. These are calculated from your stock movements and open orders, so a figure typed into a spreadsheet was silently discarded by the next stock movement and left no audit trail behind. Use a stocktake to change stock levels. The Item Master export has also dropped the old item-level minimum and maximum order columns, which were superseded when bins moved to branch level.
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17 September 2026Pull a missed Xero payment onto an invoice, on demand Accounting
Evolution reads payments back from Xero overnight, so an invoice paid in Xero normally shows as paid here the next morning without anyone doing anything. Every so often one slips through — the invoice is older than the window the nightly job looks at, or Evolution already considered it settled, or the night it was paid the sync could not reach your Xero organisation. Until now there was no way to go and get it; you either waited, or keyed the payment in by hand.
There is now a Sync payments from Xero button on the Payments panel of Invoice Entry.
Press it and Evolution asks Xero for every payment it holds against that one invoice, with no date limit at all, and brings across anything it does not already have. Payments arrive exactly as the overnight sync records them — posted to the bank account matching the Xero account the money went into, and committed to the ledger — then the invoice reloads so the payment list, the balance and the paid status are all correct in front of you.
The check runs both ways. If a payment came across earlier and has since been deleted in Xero, pressing the button reverses it here too and the invoice goes back to owing the money. After you press it, the invoice reads the same in both systems.
It is safe to press twice. Each payment is matched on its Xero reference, so one that is already here is recognised and skipped — you cannot double up a payment by syncing again. Nothing is ever written to Xero; the button only reads.
The button appears on committed invoices that have already been sent to Xero, for anyone with Accounts Receivable access. If a payment arrives from a Xero bank account that has no match in Evolution it is still brought across, posted to your default bank account, and the invoice is flagged for review rather than quietly filed in the wrong place.
Full details are in the new Syncing Payments from Xero guide.
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10 September 2026Attachment categories no longer clipped inside pop-ups General
When the Attachments area opened inside a pop-up window — on a maintenance record, for example — the left-hand edge of the panel sat underneath the edge of the pop-up, cutting off the category headings and the first column of folder icons.
The panel now starts at the edge of the pop-up, so every category and every icon is fully visible and clickable.
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10 September 2026Delete a maintenance record, and see what has been deleted Assets
The maintenance history on an asset has been given the two things it was missing: a reliable way to save a record, and a way to get rid of one that should not be there.
First the fix. On some assets the Add Maintenance Record pop-up opened with no Save button at all, so a service you had just typed up could not be recorded. The pop-up now always carries its Save and Cancel buttons, whether you are adding a record or opening an existing one.
Now the new part. Every maintenance record carries a Delete button, and the register has gained a STATUS column so you can see the state of the whole history at a glance. Deleting asks you to confirm, then marks the record deleted rather than throwing it away: the row stays on the list, struck through and flagged Deleted, and the record itself opens read-only with DELETED across the top of the pop-up.
Nothing is lost. Evolution records who deleted the record and when, and shows it on the record itself, so a removal always has an owner. Any files attached to the record stay attached. If it turns out the record was wanted after all, open it and press Restore — the strike-through comes off and the record goes back to being an ordinary, editable entry.
Deleted records are left out of everything that counts. They no longer feed the asset’s last-service and next-service dates, they are excluded from the Asset Maintenance Schedule Report, and they cannot be edited or saved over while they are deleted. They remain on the register purely so the history stays honest about what was entered and what was withdrawn.
Anyone who can add a maintenance record can delete one, which is why every deletion is stamped with a name and a time.
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10 September 2026Customer segments that keep themselves up to date Sales
Segments can now maintain themselves. Instead of picking the accounts by hand, you describe who belongs in the segment — “invoiced more than $10,000 in the last 12 months and has an email address” — and Evolution works out the membership and rebuilds it overnight.
Open a segment and press Build a rule on the Details tab. A rule is a list of conditions joined by ALL or ANY, built from 34 fields covering where the account is, what it has been invoiced, its credit position, its quoting and job activity, its Shopify orders, and whether it already sits in another segment. Figures such as Invoiced ex-GST, Quote count and Job count are measured over a window you choose, so “spent over $10,000 in the last 12 months” is a single condition rather than a report you have to run first.
Nothing is applied until you have seen what it would do. Preview shows how many accounts match, how many would be added, how many removed and how many stay put, and writes the rule back to you as a plain English sentence worth reading before you commit to it. Save and apply stays greyed out until you have previewed, and greys out again the moment you change a condition — so the change you approved is always the change that gets made.
From then on the segment rebuilds every night, or only when you press Refresh now, whichever you choose. The new Refresh history tab is the audit trail: every rebuild, what triggered it, and how many accounts it added and removed. If a rebuild ever fails it records the reason and leaves the membership exactly as it was, so a broken rule can never quietly empty a segment.
Changed your mind? Stop the rule turns the segment back into an ordinary hand-picked list, keeping everybody who is in it at that moment.
The segment screen has been reorganised into tabs — Details, Rule, Membership and Refresh history — and the register now carries a Type column, so you can see at a glance which of your segments look after themselves.
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9 September 2026Map each branch to its Xero organisation Accounting
If you run more than one Xero organisation, every invoice, bill and credit note has to be told which set of books it belongs in — and until now somebody had to choose that on each document.
You can now set it once against the branch. Open Settings → Branches, pick a branch, and set the new Xero Organisation field. From then on, anything raised against that branch opens with the right organisation already selected in the Xero panel.
Change the branch on an invoice or a bill and the organisation follows it, so the two never drift apart. A document that has already been sent to Xero is left exactly where it is — it lives in one specific Xero company, and Evolution will not re-point it.
Mapping is optional. Leave a branch on “Not mapped — choose on each document” and it behaves precisely as it does today: the picker opens on Please Select and waits for you. Nothing is assumed, no existing documents are changed, and if a branch genuinely raises work for both companies you can simply leave it unmapped.
The field only appears where it is useful — when Xero is connected and you have two or more organisations in the list. If you run a single Xero organisation, nothing changes for you: your documents already default to it.
Full details, including how Evolution decides which organisation to preselect, are in the new Xero Integration guide.
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9 September 2026Jobs created from a quotation open on the quotation's branch Projects
Creating a job from a quotation (Functions → Create Job on the quotation) carries the customer, site, sales rep and delivery address across to the new job. The Branch field did not follow: it always opened on the branch you were logged in against, whichever branch the quotation itself belonged to.
For anyone who works across branches that meant the job could be saved to the wrong branch without anything looking out of place — and the job’s branch is what its stock, purchasing and reporting follow from there.
The Branch field now defaults to the branch on the quotation. It is still a normal dropdown, so it can be changed before the job is saved if the work genuinely belongs somewhere else. Quotations saved without a branch, and jobs started from a customer or straight off the menu, still default to your own branch as before. Existing jobs are unchanged.
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7 September 2026Four new Customer Segment reports Sales
Four new reports sit under Reports → Reports Dashboard → Sales and read the customer segments you have set up. Each of them can also be run for all accounts or for accounts in no segment, so they are worth a look even before you have built your first segment.
Customer Segment Directory. One row per account — code, company, contact, email, phone, state, sales rep, the segments it belongs to, its last invoice date, what it has been invoiced over the last 12 months, its balance and whether it has agreed to mailings. Filter by segment, rep, state, account status, whether there is an email address, whether consent has been given, and whether the account has bought in the last 3, 6, 12 or 24 months. Download CSV gives you the list ready for a mail merge or a price letter.
Revenue by Segment. Each segment month by month across a financial year, with a year total and its share of the business. Switch the measure between revenue, number of invoices and number of accounts that bought. There is a row for accounts in no segment and an All accounts row underneath, worked out separately — because an account can belong to several segments, the segment rows deliberately add up to more than the company total.
Segment Customer Value. The customers inside a segment ranked by value using the standard RFM approach — how recently they bought, how often, and how much they spent, each scored 1 to 5. Every account lands in a behaviour group (Champions, Loyal, At risk, Can't lose, Lapsed and so on) and an ABC band showing which handful of accounts make up the first 80% of your revenue.
Segment Mailability & Consent. Whether you can actually email the list you are about to mail. Every account is checked for a usable email address, a valid one, mailing consent and an active account, and any address shared with another account is flagged so one person does not get the same mailout twice. Each row spells out why an account cannot be mailed, which makes it a work list for tidying the data up rather than just a count.
All four report on committed, non-voided invoices, and all money figures are ex-GST.
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7 September 2026Customer Segments Sales
Customer Segments let you group your accounts into named lists — Supply Only, Supply & Install, Trade, whatever suits the way you sell — and then filter, report and mail on them.
Set them up under Sales → Customer Segments. A segment has a name, a short code, a colour and a description. Opening one gives you its members on the left and a search for accounts to add on the right: tick as many as you like on either side and press Add ticked or Remove ticked. Membership saves as you go — there is no second Save for it.
You can also work the other way round. Open any account under Manage Accounts and the Segments block shows every segment it belongs to as a coloured badge, with a dropdown to add another and an x on each badge to take it out. Every change is written to the account's history, so you can see who moved an account and when.
The Accounts register gains a Segment filter, including a No Segment option that lists the accounts nobody has classified yet — the quickest way to work through the tail of your customer base.
An account can sit in as many segments as you like, and retiring a segment hides it from the pickers without touching its membership or its history, so nothing is lost if you change your mind.
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7 September 2026Renaming a unit of measure now updates everything that uses it Inventory
A unit of measure is recorded against an inventory item as its symbol, not as a link back to Settings → Units of Measure. Renaming a unit on that screen therefore used to leave every item behind: change EA to EACH and the items already set to EA kept the old symbol, matched nothing on the list, and quietly dropped out of the places that read the unit — the labour lines offered when billable time is entered, the Items To Follow list, reorder and BOM reporting. Worse, the unit box on those items then showed nothing, and the next save wrote the blank back over the item’s unit.
Renaming now carries the change through. When you change a unit’s name or symbol you are shown exactly what it will move before anything is saved — for example "7,190 inventory items, 4 manufacturing processes" — and you can go ahead or cancel. Choosing to go ahead updates inventory items, manufacturing processes, expense items and any alternate units set up on an item, all together, so nothing is left pointing at a unit that no longer exists.
Documents you have already issued are not rewritten. An invoice or credit note keeps the unit it was printed with, so reprinting an older invoice still reads the way the customer received it. Only the item file and the other live records follow the new name.
Three related changes on the same screen:
- Two units can no longer share a symbol or a name. Saving a duplicate is refused, and you are told which unit already has it — two units sharing a symbol cannot be told apart on an item.
- A unit set to Disabled is no longer offered when you choose the unit on an item, so a retired unit cannot be picked again by mistake. Items already using it keep it, and still show it when opened.
- Units are now matched regardless of upper or lower case. Items stored as ea against a unit whose symbol is EA were previously treated as having no unit at all; they are now recognised correctly.
Nothing needs setting up, and existing units are unaffected until you rename one.
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7 September 2026Your own time-based units are now recognised as labour Inventory
Settings → Units of Measure lets you give each unit a Type, one of which is Time. Until now only a fixed list of unit names was actually treated as labour behind the scenes, so a unit you had added yourself — DAY, SHIFT, WEEK — could be typed Time on that screen and still be handled as though it were stock.
Anything you type as Time is now treated as labour throughout. Items using it are offered when billable time is entered, and are kept off the Items To Follow list on a customer’s invoice, where hours would otherwise print as outstanding goods.
Two related tidy-ups on the same screen:
- A unit Symbol may now be up to 16 characters. It was previously cut off after five, so a longer symbol was silently shortened when it was saved.
- Saving an item or a manufacturing process without choosing a unit no longer stores the word Select as the unit. Existing items that had picked this up have had it cleared, and now simply show no unit until one is chosen.
Nothing needs setting up. If you already have your own time-based units, check they are typed Time on Settings → Units of Measure and they will be picked up from there.
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7 September 2026All of a job’s labour lines are offered when entering billable time Timesheets
When you record an Itemized Time Entry against a job, the CODE dropdown offers the job’s labour lines so the hours can be booked to the right billable line.
That list had stopped short. Only the first labour line of each quote on the job was being offered — every line after it was left out, even though it was set up correctly and measured in hours. The way around it was to tick Show all labour items every single time, which drops the filter and lists everything on the job, then hunt for the right line in the full list.
The dropdown now lists every labour line on the job, grouped under the quote each one came from. A job built from several quotes shows all of their labour lines together, straight away.
Show all labour items is still there and still does the same thing. It is now what it was meant to be — an occasional escape hatch for booking time to a line that was never set up as labour — rather than something you have to reach for on every entry.
Nothing needs to be changed on your jobs or your items. Time already entered is unaffected.
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7 September 2026Stock on hand column on the invoice line list Sales
Invoice Entry now carries an SOH column in the list of lines you have already added, so the stock position stays in front of you after the item has been chosen — not only while you are searching for it.
The figure is the stock on hand for the invoice’s branch as at the time the screen was drawn, and a quantity of zero or less is shown in red so short lines stand out as you work down the invoice.
This column appears on Invoice Entry for everyone; it is not controlled by the detailed item picker setting.
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7 September 2026See stock on hand while you search for an item Inventory
When you add a line to a quotation, an invoice, a purchase order or a job, the item search box can now show you a proper grid of results instead of a single line of text — with the stock position of every item you are looking at.
The detailed picker lists four columns:
- Code — the item code.
- Description — with your search text highlighted so you can see why a row matched.
- SOH — stock on hand for the branch you are working in.
- Avail — stock on hand less the quantity already allocated to other jobs, dispatches and orders. This is the figure that tells you whether you can actually supply the line.
Both figures are branch aware: they are reported against the branch the document itself belongs to, so two people in different branches see their own stock, and everybody looking at the same quotation sees the same numbers. Items with no stock record for that branch fall back to the company-wide figure rather than showing a misleading zero, and service items are left blank because they are not stocked. A negative Avail is shown rather than hidden, so you can decide there and then whether to order, transfer or substitute.
Turn it on under Settings → Sales with the new option “Use verbose item select on Quotes, Invoices, purchases and jobs when adding new items”. It is supplied set to No, so nothing changes until you switch it on. Purchase orders are not affected by the setting — they have always used the detailed picker and simply gain the two new stock columns.
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3 September 2026Purchase History report Purchasing
A new Purchase History report answers a question Evolution held the data for but never showed in one place: what did we buy, from whom, when, and at what price?
Find it under Reports → Reports Dashboard → Purchasing. Filter by item and by supplier — together or separately — and narrow further by inventory category, branch and period (up to 36 months at a time).
Three bases. Switch what the figures are read from:
- Ordered – every purchase-order line, dated by the order and counted at the quantity ordered. The fullest history.
- Received – only what actually arrived, dated by the day it was booked in.
- Billed – the item lines on committed supplier bills, so you see what you were really charged when an invoice differs from the order.
Four views. Detail lists every line with its document, supplier part code, quantity, unit cost, net and GST, linking back to the purchase order or bill, the item, the supplier and the job. The three summary views roll the same lines up per item, per supplier or per item × supplier, each showing the price you paid first and last, the movement between them (green where it fell, red where it rose), the lowest and highest price, and the weighted average actually paid.
That makes it straightforward to compare what two suppliers charge you for the same item, to spot where a supplier's prices have crept up ahead of a review, and to find your biggest spend lines before you negotiate. Totals across the top always cover everything matching your filters, and Download CSV exports whatever view you are looking at.
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3 September 2026Purchase Order Confirmation temporarily unavailable Purchasing
The Purchase Order Confirmation feature — which emails a supplier a link to confirm they have received a purchase order, and chases them with reminders until they do — has been switched off while we rebuild it.
We identified that the confirmation link could interfere with an active Evolution login. A staff member who opened a supplier confirmation link while signed in could have their session affected by it. Rather than leave that in place, we have turned the feature off until the replacement is ready.
What this means for you
- No confirmation emails or reminders are sent for purchase orders.
- The email confirmation option no longer appears on the Purchase Order screen, and the confirmation column is hidden on the Purchase Order register.
- Purchase orders are otherwise unaffected — raising, printing, emailing, receipting and reporting all continue to work normally.
- Confirmations already recorded against existing purchase orders are retained.
The replacement moves the supplier confirmation page onto its own secure address, independent of the Evolution login, and reduces the setup to a single on/off setting. We will publish a further note when it is available.
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3 September 2026Quote notes are no longer cleared when you save a quote Sales
The Notes window on a quotation (the notes icon on the quote toolbar) was rebuilt on 2 September 2026 so that it loads only when you open it, rather than with every quote you view.
For a short period after that change, saving the quote itself cleared the notes held against it. Both Notes Shown on Quotation and Internal Notes were written back empty by the quote’s own Save button — and by the automatic background save, so notes could be lost without anyone pressing Save. This affected quotes saved between 2 and 3 September 2026. Quotes not saved during that window were not touched.
This is now fixed. Saving a quote no longer alters its notes at all. Notes are saved by the Save button inside the Notes window itself, which records every change against the quote’s history.
If a quote lost its notes in that window, the earlier text is generally still recorded in the quote’s change history and can be restored — contact support with the quote number.
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2 September 2026Fixed Price is always available on contract pricing Sales
The Quote Modes setting (Settings → Sales) used to list eight options, most of them combinations naming Fixed Price. It now offers three: All, Cost Plus and Discount.
A quotation is only ever priced one of two ways — a markup on cost, or a discount off the list price — so those are the two the setting now controls. A fixed price is not a way of pricing a quote; it is a price agreed with one customer for one item, and it is set up in contract pricing, where it overrides whichever method the quote is using.
Fixed Price is therefore now offered as a contract type at all times, whatever Quote Modes is set to. Previously it could be hidden on the Item to Customer Pricing screen while remaining available when editing a contract — the same price, reachable from one screen but not the other.
Existing contract prices of every type are untouched, and no quotation changes price. If your Quote Modes setting named a combination, it now reads as the quote methods it allowed: Cost Plus + Fixed Price becomes Cost Plus, and so on.
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2 September 2026Contract Type list no longer comes up empty when adding customer pricing Inventory
On an inventory item, Item to Customer Pricing → Add offers a Type list — Markup, Discount or Fixed Price — narrowed to the pricing methods your system actually uses.
Where Quote Modes (Settings → Sales) was set to one of the combined options — Cost Plus + Discount, Cost Plus + Fixed Price, Discount + Fixed Price or Cost Plus + Discount + Fixed Price — that list came up completely empty, and customer contract pricing could not be added against an item at all.
The list now always offers the methods available to you, and Fixed Price is always among them — see the related note on the Quote Modes setting.
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2 September 2026New quotations now open in your default quote mode Sales
Where more than one pricing method is available to you — Settings → Sales → Quote Modes set to All — the companion Default Quote Mode setting was being ignored when a quotation was created. Every new quote opened with Cost Plus switched off, whatever the default said, and it had to be turned on by hand on each quote.
New quotations now honour Default Quote Mode. With it set to Cost Plus, the Cost Plus toggle is already on when the quote opens, and lines price on markup from the start.
The same correction applies to quotations raised from a Lead or an Opportunity. Those two were affected more widely: they also ignored the default when Quote Modes was set to any of the combined options, such as Cost Plus + Fixed Price.
Existing quotations are untouched — the pricing method already saved on a quote stays as it is.
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1 September 2026Update the Shopify attribute mapping for several categories at once Shopify
The Attributes table in the Category Configurator could be edited, but the only thing that saved it was Publish to Shopify — which applies to categories that are not in Shopify yet. For a category already published, changing an attribute's Shopify name or its Yes/No sync setting there had no effect; you had to open the category and use its Shopify tab one at a time.
The configurator now has an Update Attribute Mapping button. Tick the categories you want, edit their attributes, and it saves the Shopify Name and Sync setting for all of them in one go — useful when the same attribute runs across a group of categories and you want it named or published consistently.
It applies to categories that are already published; for one that is not, the mapping is still saved by Publish to Shopify, and the button says so rather than doing nothing. Saving the mapping also creates any missing Shopify field definitions. It does not re-send values for products already in the store — that happens the next time each item is saved.
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1 September 2026Attributes on a master product now reach the right Shopify variant Shopify
Where several Evolution items are published as variations of a single Shopify product, the first item becomes the master and is published as the product itself, with the rest attached to it as variants.
The master item's attribute values were being written to the shared product record. Shopify applies a value held there to every variant, so the master item's material, coating or dimensions were shown against all of its siblings.
Evolution now works out where each item's values belong before it sends them:
- an ordinary item with no variations is published as a product on its own, so its values go on the product;
- a variation item's values go on its own variant;
- a master item published as the first variant of a multi-variant product — the item whose SKU appears in the Variations list on its Shopify tab — has its values written to that variant, matched on SKU.
Nothing needs to be re-entered. The next time an affected product is saved, its values are written to the correct variant and the stale values on the shared product are cleared.
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1 September 2026Update the attributes on a single variation Shopify
A variation is its own inventory item with its own attribute values, but nothing ever sent them to Shopify.
The Variation editor now shows the same Attributes table as a product does — the variation's own values, what Shopify holds against that variant, and whether the category publishes each one — together with an Update Attributes in Shopify button.
The button sends that one variation's attributes only. The parent product and every other variation are left untouched.
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1 September 2026See what a product attribute holds in Shopify, and push it from the item Shopify
Which attributes are published to Shopify is decided on the inventory category, so from an item there was no way to tell what the store actually held — the only way to check was to open the product in Shopify.
An item's Shopify tab now carries an Attributes table listing every attribute on the item's category alongside the store:
- Evolution Value — the value held on the item's own Attributes tab;
- In Shopify — what the store holds for that field right now, or a dash if it holds nothing;
- Sync — whether the item's Inventory Category publishes this attribute;
- Status — the two read together: In sync, Not yet in Shopify, Differs from Shopify, To be removed, or a note explaining why nothing will be sent (No value, Sync off for category, Not on this category).
Where the two disagree, a banner names the attributes that are out of step and the editor treats the item as changed, so Update Shopify Product is live even though you have not typed anything.
This also removes a dead end. Turning an attribute on for a category and then opening one of its items reported “No changes were made, nothing to push to Shopify” and stopped, because none of the product fields had been edited — there was no way to send the new attribute values from the item at all. Saving now sends them, and clears any values the category has stopped publishing.
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1 September 2026Open a category's Shopify collection straight from Evolution Shopify
The Shopify tab of an inventory category now carries two links to the collection it is published as:
- View in Storefront — the collection page as a customer sees it;
- View in Shopify Admin — the collection record in your Shopify admin, where products, sort order and publishing channels are set.
Both open in a new tab. They appear only where the category actually exists in Shopify — a category you have not published yet shows no link, which is a quick way to confirm at a glance whether a category has made it across.
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1 September 2026See where a product attribute is published to Shopify Shopify
Product attributes are mapped to Shopify on the category, not on the attribute, so until now there was no way to tell from an attribute itself whether it was being published to your store, or under what name.
Inventory → Attributes now shows it both ways round. In the register, a Shopify icon in the last column marks every attribute that is mapped to your store. Opening one of those attributes shows the detail in a Published to Shopify panel:
- the store the attribute is published to, with one line per store where more than one is connected;
- Syncing or Not syncing — whether any category is currently set to send this attribute’s values;
- Field defined or No field definition — whether Shopify holds a metafield definition for the field. Values are sent either way, but without a definition the field is not pinned or filterable in Shopify. Saving the Shopify tab on any category that uses the attribute creates it;
- the Shopify field name and the full metafield key, for anyone working in Shopify directly;
- a link that opens that field in your Shopify admin.
The list of categories underneath gains a Shopify sync column, so you can see in one place which categories send this attribute and which do not.
The panel is a read-only notice — what is published is still set on the category’s Shopify tab, and the panel updates to match. Nothing appears for attributes that are not mapped, or if you do not use Shopify.
The keyword search on the Attributes register has also been tightened: % and _ typed into the search box are now matched as the characters they are, rather than being treated as wildcards.
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31 August 2026Import a job line bill of materials from a CSV file Projects
A job line’s bill of materials can now be loaded from a CSV file, instead of being keyed in one component at a time. Open the line on the job’s Inventory tab, go to its Bill of Materials tab and click Import BOM, beside the BOM Builder button.
This is aimed at items that are designed or costed outside Evolution — a design tool, an estimating system or a spreadsheet — where the component list comes back as a file. Column order does not matter and common headings such as code, part_number, quantity and unit_cost are recognised automatically, so an export from another system can usually be used as it stands. A template is linked in the import window.
- Nothing is written until you have reviewed it. The preview lists every row in the file matched against your inventory, with a running BOM cost, and the description, quantity and unit cost of each row can be corrected before importing.
- Rows that cannot be matched are blocked, not guessed. A code that does not exist — or one used by more than one item — is highlighted and given an item search, and the import will not proceed until every row has an inventory item behind it.
- Leave the cost column empty to take each item’s current cost at the moment you import.
- The line description and special notes can be updated at the same time, from wording carried in the file. Each has its own tick box, and unticked leaves the field exactly as it is.
Importing replaces the bill of materials on that job line; it does not change the inventory item’s standard BOM or any other job. The import, and any change to the line description or notes, is recorded in the job’s history.
The button is available to administrators and to staff with Job Costing permission set to Admin.
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31 August 2026Requisition reminders record the time they were created Manufacturing
Reminders raised against a manufacturing requisition were storing the wrong creation time. The Created column showed the month in place of the minutes, so a reminder added at 9:47 during August read back as 9:08.
The correct time is now recorded. Reminders created from this release are right; those created earlier keep the time they were originally stored with.
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31 August 2026Sandbox companies no longer send email to your staff General
A sandbox is a point in time copy of your live company, taken so you can try things out safely. Because it is a full copy, it also held a copy of your staff list, complete with their real email addresses.
The overnight and hourly jobs were treating those copies as live companies. Staff were receiving overdue task reminders, timesheet reminders and qualification expiry notices raised against tasks inside a sandbox — work that had usually been dealt with in the live company already, and that they had no way of clearing from anywhere they would think to look.
Sandbox companies are now skipped by every scheduled job that sends email or talks to an outside service. That includes the Xero synchronisation, so a sandbox can no longer send copied documents to your live Xero organisation. Sandboxes continue to receive system updates, so they stay usable for testing.
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31 August 2026Your daily task email only arrives when it has something to tell you Tasks
The daily task reminder has had a tidy up.
- It is no longer sent purely to tell you that you are all caught up. With no overdue tasks and no meetings coming, no email goes out.
- The subject line matches what is inside. An email carrying only your five day meeting forecast no longer arrives titled “Overdue Tasks”.
- A task due today is included today. Tasks with a time against them were previously held back until the following morning.
- Cancelled tasks are left out.
- Links in the email point at the right record. A task raised without a linked record used to carry the link belonging to the task above it in the list.
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31 August 2026Completed and cancelled tasks stay closed Tasks
Saving a task — to change its title, its due date, or who it is assigned to — no longer reopens it when it had already been marked Completed or Cancelled.
Previously the Completed and Cancelled tick boxes only told Evolution what to do while they were ticked. If you opened a closed task, changed something unrelated and saved, the task quietly went back to Open, and whoever it was assigned to started receiving it in their overdue task email again every morning. The task history recorded this as an ordinary “Saving Changes”, so there was nothing on screen to show what had happened.
A closed task now stays closed unless you untick the box yourself. When you do, the history records it as “Re-opened”, so it is clear who reopened it and when.
Please note: any task that was reopened this way is still open today. Mark it Completed or Cancelled once more and it will stay that way.
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31 August 2026Task window no longer shows a broken link for its source record Tasks
When you opened a task, the line showing the record it belongs to could render a dead link that went nowhere. This affected General tasks raised on the calendar, and tasks attached to a purchase order raised from certain screens.
The task window now links only where there is a real record to open. A task with nothing behind it simply reads Not linked to a record, and purchase orders link correctly however the task was raised.
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31 August 2026Link a Calendar task to a Project or Opportunity Tasks
A task raised from the Calendar was always a stand–alone General task — there was no way to say what it was for. To attach a task to a project or an opportunity you had to leave the calendar, find the record, and raise the task from there.
The add–task window now has a Link To option. Choose Project or Opportunity, search for the record in the box that appears, and the task is attached as you save it — no need to leave the calendar.
A linked task behaves exactly like one raised from the record itself: the task window shows the record with a link straight to it, and the Calendar’s Module filter picks it up under Projects or Opportunities. Leave Link To on General for a stand–alone task, as before.
Tasks you raised on the calendar before this change can be linked after the fact. Open the task and, in place of the record it would normally show, you will see the same Link To option — pick the project or opportunity and save. Tasks that are already attached to a record are unaffected and cannot be moved from here.
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28 August 2026Timesheets stuck on "Loading" when job item text contains an apostrophe Timesheets
Timesheet entry could fail to open on certain jobs. The entry window would sit on “Loading timesheet, please wait…” forever and could not be dismissed without refreshing the page. Where it happened it affected every timesheet on that job, for every user, so the time could not be edited at all.
The cause was an apostrophe or quotation mark in the job’s item data — for example a section reference of 2 - ITP’S. Those characters were not being handled correctly while the list of labour items was assembled for the entry window, and that stopped the window from finishing loading.
Job item text is now handled safely throughout. Apostrophes, quotation marks, ampersands and angle brackets in item references, codes and descriptions no longer prevent a timesheet from opening, in both the Timesheet Entry window and the Timesheet Timer.
Two related display problems are fixed at the same time: apostrophes in item descriptions now appear correctly in the labour item picker instead of being shown as a backtick (`), and section headings in that picker are no longer cut short when the reference contains an apostrophe.
No data was affected, and no changes to your job or timesheet records are needed — affected timesheets open normally again as soon as the update is applied.
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28 August 2026Copied purchase orders are dated the day they are raised Purchasing
Copying a purchase order, or creating a revision of one, carried the original order’s Date across to the new one. The order was created today but displayed and printed the older date, so a copied order could look as though it had been raised weeks earlier than it was.
A copied or revised purchase order is now dated the day it is raised, matching the way copied quotations have always behaved. Orders already on file are unchanged.
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28 August 2026Copied quotations are assigned to the person copying them Sales
When a quotation was copied or revised, the Sales Rep on the new quotation was carried across from the original. If that rep had since left and their account was disabled, the field quietly fell back to whoever happened to be first alphabetically in your staff list.
The new quotation was then credited to the wrong person — and because Evolution builds a quotation email’s sender details from the sales rep, it went out under that person’s name as well.
Copying or revising a quotation now sets the Sales Rep to the person doing the copying. It can still be changed on the new quotation before it is sent, so a quote prepared on someone else’s behalf is a single change away.
Related to this, a disabled staff member is no longer dropped from the Sales Rep list on an existing quotation. Opening an older quotation whose rep had left showed the first name on the list instead, and simply saving that quotation stored the wrong person as its rep — reassigning historical quotations without anyone noticing. The original rep is now kept in the list and marked (inactive), so an old quotation keeps its true owner. Quotations already on file are unchanged and correct; nothing needs to be put right by hand.
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28 August 2026Reset a Shopify store's links and start it over Shopify
When Evolution matches something to your Shopify store it quietly writes a link record: this inventory item is that Shopify product, this account is that Shopify customer, this job came from that Shopify order. Those links are what stop the next import creating a second copy of everything — but when a store has been set up against the wrong company, or you are rebuilding a test store from scratch, they are exactly what you need gone.
Shopify Store Settings now has a Data & Mappings panel that clears them.
- See what you have before you touch anything. Seven groups — products & catalogue, customers & companies, orders & jobs, branch & location links, sync tool state, the plugin activity log and the inbound order queue — each with a live count of how many link records it currently holds. Tick only the ones you want cleared.
- Your connection is never touched. The API key and secret, the access token and its scopes, the store name, the plugin's activation flag, the order-processing defaults (job category, estimator, project manager, branch, status, invoice and payment settings) and the Store Import tool's default tax code all stay exactly as they are. Resetting those would disconnect the store rather than reset it.
- Nothing is deleted on either side. No product, customer or order is removed in Shopify, and no Evolution inventory item, contact, job, invoice or payment is removed here. Only the links between the two go.
- Hard to do by accident. Reset is available to administrators only. On any company that is not a support sandbox you have to type the store name to confirm, because with the product links gone the next Store Import re-matches by SKU and creates a new inventory item for anything it cannot match.
- Recorded. Who ran the reset, when, which groups they chose and how many records went is written to the activity log.
Support can now also carry a company's plugin mappings across when refreshing a sandbox from live data, instead of leaving the sandbox pointing at links that no longer exist — API keys and tokens deliberately stay behind.
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25 August 2026Match your Shopify customers to their Evolution accounts Shopify
Shopify and Evolution have never shared a customer key. A Shopify customer is joined to an Evolution account only when that link has been recorded — and until now there was no way to see, in one place, which of your online customers were linked and which were not.
The new Customer Mapping & Linking report (Reports → Shopify) lists every customer and B2B company in your live store — name, company, email, phone, location, order count, amount spent and last order — alongside the Evolution account they belong to.
Finding the accounts you already have. For every unlinked customer the report goes looking for the Evolution account they almost certainly already are, comparing email address, ABN, phone number, company name and personal name. Phone numbers are compared on their last nine digits, so +61 400 123 456 and 0400 123 456 are recognised as the same number. Each suggestion shows which details matched, so one loose coincidence is easy to tell apart from three separate identities agreeing.
Seeing a duplicate before it happens. When a Shopify order arrives, Evolution matches it to a customer on an exact email address, then an exact phone number, and if neither matches it creates a brand new customer record. The Next order will… column shows exactly what that is going to do for each of your customers today. Anything reading Create a new contact beside a customer who already has orders is a duplicate account waiting to happen; anything reading Attach to an arbitrary contact means two of your contacts share that email or phone number, so which one receives the order is down to chance.
Recording the link. Where the evidence is unambiguous, press Link on the row and the match is recorded against the account and written to its history. Link all exact matches does the same in bulk for every row with a single exact email or ABN match; anything with more than one candidate is deliberately left for you to decide. The report will not link a Shopify customer that is already linked to a different account.
Checking the ones already linked. Linked customers show both sides together and flag where they have drifted apart — the email or phone no longer matches, the account is inactive or is no longer flagged as a customer, the email actually belongs to a different account, or Shopify shows more orders than were ever imported. A panel above the table lists any account linked to more than one Shopify customer, since orders follow whichever link was recorded last.
Filter to unlinked customers, to the ones about to create a duplicate, to ambiguous matches, or to linked customers whose details have drifted; narrow by order count or by how long ago they last ordered; and export whatever is on screen, both sides included, with Download CSV.
Linking edits an account's integration mapping, so it needs Accounts Receivable set to Administrator. Without it the report is fully visible, just read-only.
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20 August 2026Check your items are fit to push before you push them to Shopify Shopify
A new report — Reports → Shopify → Inventory Export Validation — is the outbound mirror of Inventory Import Validation. It audits the Evolution items you are about to push to Shopify and tells you what will go wrong before you run the push tool, rather than after.
It judges every item against what the push actually sends: the item code becomes the Shopify SKU, the description becomes both the product title and its description, the collection comes from the item's category rather than the item itself, and the price is the Evolution sell price — converted up by the item's own sell tax code if your store holds prices including tax.
Findings are graded so you can work top down. Blocker means the push will fail or the product will land unusable — no description, no item code, a zero price, a category with no Shopify collection mapped to it, a collection that no longer exists on the store, a duplicate item code, or characters in the code or description that break the push outright. Warning means it will publish but the listing is incomplete — no cost, a price below cost, no image, a title over Shopify's 255 characters, a category not flagged to sync, or spec-set variations the bulk push cannot carry. Info is worth knowing — nothing on hand, a very short description, or an item already flagged for review.
The report runs instantly against Evolution alone. Tick Check the live store and it will also scan your Shopify catalogue first and flag any item whose code or description already exists there, so you do not create a second copy of a product you pushed months ago.
By default it shows only items that have never been pushed. Switch Push status to include the linked ones and you can run the same checks over your existing listings before a bulk update.
Results filter by category, severity or a specific issue, and everything on screen exports to CSV. The report is read only — it never pushes, links or changes anything.
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20 August 2026Imported Shopify images land on the variation they belong to Shopify
When the Store Import tool brought a Shopify product’s images into Evolution, every image was filed against the master item — even the ones Shopify had assigned to a specific variant. A product whose Red and Blue variants each had their own photo ended up with both photos on the master and none on the variations, so the variations carried no image and no hero.
Images are now routed to the item they actually belong to. An image Shopify has assigned to a variant is imported into that variation’s own Evolution item, images that belong to the product as a whole stay on the master, and anything on a variant you have not linked to an Evolution item stays on the master too — so nothing is ever dropped. Each item’s hero image is then filled from its own images, and each records the import in its own history.
Shopify lets one image serve several variants at once, and Evolution keeps it that way: the image is downloaded once and each item gets its own entry pointing at the same file, so removing it from one item leaves the others untouched. Images already imported are not fetched again.
The Import Images button covers the whole product — press it on any row to bring the master and every linked variation up to date together, including products you linked before this change.
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20 August 2026See each variation's options as columns in the variations list Shopify
The variations list on an item’s Shopify tab used to open with a single Name column holding each variation’s combined title. On a product split by two or three options that title is the values joined together — “Red / Large” — so there was no way to read, scan or sort on one option by itself.
The list now shows one column per option, each headed with the option’s real name as you defined it on the product, so Colour and Size sit in their own columns beside the SKU, cost and price. Columns appear as you name the options, and a product that uses a single option shows the one column it always did — now headed with that option’s name instead of the generic “Name”.
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20 August 2026Prices pushed to Shopify now match your store's tax setting Shopify
Evolution always holds selling prices excluding GST. Shopify is different: each store is configured to quote prices either with tax included or without, and Shopify takes whatever figure it is sent at face value — it does not convert.
Until now Evolution sent the ex-GST price regardless. On a store configured to quote tax-inclusive prices that meant the shelf price was short by the GST amount, and an order coming back was then reduced again, so the resulting invoice sat below the Evolution price.
Evolution now reads the tax setting from your store and sends the correct figure either way — the ex-GST price to a store that quotes ex-GST, and the price with GST added, at the item’s own tax rate, to a store that quotes tax-inclusive prices. This applies everywhere a price is published: publishing and updating products from the Product Configurator, saving a price on an inventory item, the product’s Shopify tab, variations, and B2B catalogue price lists — which on a tax-inclusive store previously differed from the retail price by the GST amount.
The item’s history now records which basis a price was sent in, so you can confirm at a glance that a change reached Shopify in the form your store expects.
Nothing needs to be configured, and stores that quote ex-GST prices are unaffected. Prices already published are corrected the next time each product is pushed or its price is saved.
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20 August 2026Edit variations on products split by more than one option Shopify
Shopify lets a product be split by up to three options at once — Colour and Size, for example — with every variation carrying its own value for each one. Evolution’s Product Manager already supported that, but the Variation editor on the variation’s own item did not: it offered a single Variation Name box, which is all a one-option product needs.
On a product with two or three options that box held the whole combined name (“Red / Large”), and there was nowhere to enter the rest. Because Shopify requires a value for every option and rejects a variation that is missing one, saving from that screen could not succeed.
The editor now shows one box per option, each labelled with the option’s real name as you defined it on the product — Colour and Size, not Option 1 and Option 2 — filled with that variation’s current values from Shopify. If an option is left empty Evolution names it and stops before sending, instead of letting Shopify reject the whole variation. Changes to any option are recorded in the item’s history.
A product that uses a single option looks and behaves exactly as it did before.
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20 August 2026Price changes on a variation now reach Shopify Shopify
Changing the price of an item published as a variation of another product did not update Shopify. The change saved in Evolution, no error was shown, and the price in the store stayed as it was.
Two things were behind it. Evolution was looking up the wrong record when working out which Shopify variation an item stands for, so for a variation item it stopped before sending anything at all — whether the price was changed on the item itself or through the Variation editor. And when the change was sent, whatever Shopify replied was discarded, so a price Shopify had actually rejected looked exactly like one it had accepted.
Price changes on a variation now reach Shopify from both places. If Shopify refuses a change, its reason is shown to you rather than a generic message, and the change stays pending so you can correct it and send it again. Every push is recorded in the item’s history, successful or not, so “did that price actually reach the store?” is now answerable from the item itself.
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20 August 2026Sync tool no longer reports a linked product’s own variation as a conflict Shopify
The Store Import tool could refuse to link a variation, reporting “Product already linked to Evolution item #n but this variant is not linked” against a product that was in fact linked correctly.
Where a Shopify product has several variations, Evolution holds one item as the master and records which of the product’s variations that master item stands for. Simply opening the master item’s Shopify tab cleared that record. Nothing looked wrong at the time, but the next scan in the sync tool no longer recognised the master’s own variation and reported it as a conflict.
Opening a product’s tab no longer clears the link, and a link that is already missing is restored automatically — both when the item’s tab is opened and during a normal scan in the sync tool. Products affected before this release repair themselves the next time you scan, with the repair recorded in the item’s history. There is nothing to re-link by hand.
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20 August 2026Variations now list on a Shopify product’s tab Shopify
Opening the Shopify tab on a product that has several variations could leave the Variations table empty, and anything below it on the tab blank as well — even though the variations existed and were correctly linked in Shopify. It happened most often to products brought in by the Store Import tool.
The cause was a variation that carries no cost price in Shopify. Cost is optional there, and an imported product very often has none, but Evolution read it as though it were always present and gave up part-way through drawing the tab. It now treats a missing cost as zero, the way the rest of the screen already did.
The variations list is populated correctly whether or not the products carry costs, and nothing needs to be re-imported or re-linked to get it back.
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20 August 2026Release Notes: find what changed, faster Support
The Release Notes screen (Support → Release Notes) has a new look and a new search box.
- Search as you type. Type a keyword — a feature name, a module like “Shopify”, or any word from the description — and the list narrows instantly, with a count of how many notes currently match. Clear the box to see everything again.
- A cleaner timeline. Notes are now laid out on a vertical timeline grouped by week, matching the look of the Product Updates page on our documentation site. A week with nothing matching your search drops out of view entirely, so there is nothing empty to scroll past.
- Uses the space you have. The list now fills the screen rather than stopping at a fixed height, so more updates are visible without scrolling on larger monitors.
Everything else about the page is unchanged — the year selector still lets you look back at earlier years, and each note still links straight to its documentation where one exists.
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20 August 2026New API endpoints: look up and search contacts API
Two new endpoints bring customer and supplier accounts into the Evolution API, alongside the existing inventory endpoints.
- getContact retrieves a single account by its code (or internal ID), including its full addressbook — every person recorded against that account, with their role, phone and email.
- searchContact searches the contact book by company name, contact name, code or trading name, and can be restricted to customers or suppliers only.
Both endpoints report whether an account is a customer, a supplier, or both, along with its status, pricing group, credit limit and assigned salesperson. Search results carry an address book count rather than the full list, so a lightweight search can be followed up with a single detailed lookup only where you need it.
Authentication, rate limiting and the optional XML response mode all work exactly as they do on the existing inventory endpoints.
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20 August 2026Inventory API: stock levels, Bill of Materials and Kits API
The getItem and searchItems API endpoints now return a lot more than the item’s core details — useful if you build against the Evolution API for a website, a marketplace feed, or your own reporting.
- Stock on hand. Every response now carries
soh,allocated,onorderandavailable— totalled across every branch.getItemalso breaks it down branch by branch. - Status, in plain English. A new
status_labelfield reads"Active"or"Disabled"instead of a bare 1 or 0. - Bill of Materials.
getItemnow returns whether an item has a BOM (has_bom) and its direct component list — each component carrying its own quantity, cost and its ownhas_bomflag, so a manufactured sub-assembly can be walked into with a second call. - Kits. Sales-time suggested bundle items are now returned too (
has_kit/kits) — the things typically quoted alongside an item, separate from what it is built from.
Nothing about the existing response fields has changed — this is all additional data on the same endpoints, so existing integrations keep working exactly as before.
- Stock on hand. Every response now carries
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19 August 2026Only incomplete items imported from Shopify are flagged for review Shopify
Every inventory item Evolution creates from Shopify — whether the Store Import tool creates it, or an incoming order arrives for a product Evolution has never seen — used to be flagged for review, without exception. On a large catalogue that made the review flag meaningless: everything was flagged, so nothing stood out.
Each new item is now checked as it is created, and only flagged when something is actually missing. The check asks for the things an item needs before it can be sold, purchased and posted correctly: an item code, SKU and description; a category; income, purchase and inventory asset accounts; tax codes on sales and purchases (only where the company is registered for GST); and a cost price and a sell price, with the cost no higher than the sell price.
An item that has all of that is created clean, with no review flag, and can be used immediately. An item that is missing something is still created — an order from your store is never refused because a product record was incomplete — but it is flagged for review, and its Item Notes now spell out exactly what could not be filled in from Shopify or from the item's category. Whoever picks the item up is told what to fix instead of having to work it out.
The result appears in the item's history either way, so you can see at a glance whether an imported item passed or what it failed on. The Shopify → Inventory Import Validation report grades linked items against the same rules, so an item created clean will not appear there as a problem later.
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19 August 2026Items created from Shopify now arrive complete Shopify
When Evolution created an inventory item from Shopify it created it bare. No GL accounts, no tax codes, no stocked flag, no costing settings and no cost price — none of the defaults the standard Add Item screen gives an item from its category. The consequences turned up later and looked unrelated: an invoice raised from a Shopify order would refuse to commit with there are invoice items with account not set, no stock movement was recorded, and cost of sales posted against no account at all.
A created item now inherits its category, exactly as one added by hand does — the Income/Sales, Purchase/Expense and Inventory Asset accounts, the sell and buy tax codes, the stocked flag, sub-category, costing method, on-cost and on-cost type, minimum markup and maximum discount. That is what lets an invoice raised from a Shopify order post and commit on its own.
Shopify's cost price comes across too. Where your store holds a unit cost for a variant, Evolution now brings it in as the item's cost, on every path that creates an item — the Store Import tool, and an order arriving for a product Evolution has never seen. Where Shopify holds no cost the item is created without one rather than failing; the Shopify → Inventory Import Validation report is where you find those afterwards.
This applies to orders as well as the import tool. Both paths create items through the same place, so the two cannot drift apart again.
Items created before this release are unaffected. To bring them up to date, open the category in Inventory → Categories and use its option to update the items in it — it fills in the same fields from the category.
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19 August 2026The Shopify import stops when a category is not ready for it Shopify
An item imported from Shopify inherits its GL accounts and tax codes from the Evolution category its collection is mapped to. Import into a category that was never set up and you get items that cannot be sold, purchased or posted — and you usually only find out much later, one failed invoice at a time.
The Store Import tool now refuses to import into an unconfigured category rather than doing it and leaving you the mess. A mapped category must have a Purchase/Expense Account, an Income/Sales Account and an Inventory Asset Account, plus Default Tax on Sales and Default Tax on Purchases where your company is registered for GST.
You are told the moment the problem exists, not at the end. Mapping a collection to a category that is not ready shows you the missing fields straight away. The Collections tab marks those rows Not configured for import. On the Products tab, a blocking notice lists every mapped category that is not ready and exactly what each one is missing, and the Create in Evolution button on affected products is replaced by Category not configured. Every one of those carries a link that opens Inventory → Categories in a new tab, so you can fix the category without losing the scan you are part way through.
This also covers the New Category button on the Collections tab. Evolution cannot guess which GL accounts a brand new category should post to, so a category created there starts with none — and now says so immediately, instead of silently becoming the source of a batch of unpostable items.
Linking an existing Evolution item is deliberately never blocked. Linking creates nothing and changes no accounts; the gate applies only to creating new items.
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19 August 2026Shopify products and orders now get the right GST treatment Shopify
Items created from Shopify used to be created with no tax code at all, and prices were stored exactly as Shopify quoted them. On a store that quotes GST-inclusive prices that meant every imported item was priced 10% high and then sold without GST. Both are fixed, and the whole question of where an item's tax comes from is now something you can see and control.
An item's tax code is resolved properly. Evolution works down a list and stops at the first answer: the mapped category's Default Tax on Sales and Purchases, then the import tool's own new Tax on created items setting, then your company's usual sell tax code. The category always wins where it has one — per category is far more likely to be right than one global answer — and the setting is there for the categories that have none. Which step supplied the code is written into the item's history, so a wrong default can be traced instead of guessed at.
You are told before anything is created. The Products tab lists any mapped category with no sell tax and names the fallback it will use instead, and the Collections tab has a new Sell Tax column showing what each mapped category will pass on — or a red Not set, so it can be fixed at the source rather than unpicked afterwards.
Prices are stored excluding tax. Where your Shopify store quotes GST-inclusive prices, the tool now divides the GST back out as it creates each item. The tool states plainly which mode your store is in, so there is no doubt about what it is doing. Tax-exclusive stores are stored exactly as they are.
Orders are handled the same careful way. The tax code on an invoice line raised from a Shopify order now follows a defined order: a tax-free order stays tax free; a company not registered for GST is never charged tax, and if Shopify charged some anyway the discrepancy is recorded against the invoice; otherwise the item's own sell tax code is used, then a code matching the rate Shopify actually charged, then your company default. Whichever was used is recorded against the invoice, so a missing tax code becomes visible instead of quietly costing you the GST.
Throughout, whether your company charges GST at all is taken from Company Setup. A company that is not registered never has a tax code forced onto an item or an order line.
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19 August 2026Know what is wrong with your Shopify catalogue before you import it Shopify
A new report — Reports → Shopify → Inventory Import Validation — audits your live Shopify catalogue against Evolution one variant at a time, and tells you everything standing between it and a clean import.
It looks at both sides of the sync in a single pass. For products already linked to an Evolution item it checks the things that make an item safe to trade on: an income, expense and inventory asset account, sell and buy tax codes, a cost price, and at least one image. For products that exist only in Shopify it checks whether they could be imported at all: is the product in a collection, is that collection mapped to an Evolution category, is that category configured, and is the item code it would claim already taken?
Every finding is graded, so you can work top down — Blocker means the import will refuse or the resulting invoice will not post (no income account, no sell tax code, an unmapped collection, an item code clash, the same SKU on two Shopify variants); Warning means it will work but the record is incomplete (no cost price, a cost that differs between the two systems, a cost above the sell price, no image); Info is worth knowing (the Shopify product is still a draft, or the item has not been reviewed yet).
A summary banner above the table explains the settings every row is judged against, so when a scan comes back as a wall of blockers you usually find the fix is one category setting rather than four hundred individual items.
Scanning is paged and can be stopped and resumed, narrowed to a single collection or product type before it runs, and the results filtered by category, link status, severity or a specific issue. Everything on screen exports to CSV. The report is read only — it never links, creates or changes anything.
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19 August 2026Units of Measure: the whole row now opens for editing Inventory
On Settings → Units of Measure, clicking a unit’s Status jumped to an unrelated screen instead of opening it for editing. Clicking any other part of the row worked, which made the screen look as though editing failed at random. Clicking anywhere on the row now opens the unit.
While we were there:
- Status reads Active or Disabled rather than a bare 0 or 1, and the columns line up with their headings.
- A unit can no longer be saved without a type. Leaving the type on Please Select previously stored those words as the unit’s type.
- Changes are recorded in the audit log, with the field that changed and what it used to say, and adding or editing a unit now requires Administrator access or Inventory set to Admin.
The Type on a unit is worth a look if you have not set one. A unit typed Time — Hour, Day, Shift — is how Evolution tells labour apart from stock, which is what keeps hourly lines off the new Items To Follow page on customer invoices.
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19 August 2026Stop credit and credit limits are now enforced on Invoice Entry and New Job Sales
Putting an account on Stop Credit, or setting a Credit Limit, has always stopped work being raised from a quote. Two screens let it through anyway: Invoice Entry and New Job raised a pop-up warning that could simply be dismissed. Both now hold the account properly.
- Invoice Entry stops at Commit, not before. Open an invoice for an account on stop credit, or one whose balance plus this invoice would reach its credit limit, and a red banner across the top gives the reason. The invoice can still be entered, priced and saved as a draft — nothing has to be re-keyed — but Commit is greyed out and refused, so the debt never reaches the customer’s account or the ledger while the account is held. Once accounts lift the hold or raise the limit, open the draft and commit it as normal.
- New Job refuses to create the job. The warning is now a block, and it applies however the customer is chosen — picking the customer from inside the New Job form used to skip the check entirely. Accounts that have been disabled are stopped the same way. If you try anyway, you are returned to the form with everything you had typed still in place.
- Someone can always get the work out. Users with Accounts Receivable set to Admin, and full system administrators, are not stopped on either screen. They see the same message in amber instead of red, so a decision to invoice a held account is a deliberate one rather than a silent exception.
Also fixed: the Customer Balance shown on Invoice Entry was adding the customer’s outstanding invoices on a second time, so it read roughly double what was actually owed — and the credit limit on that screen was being measured against the inflated figure. Both are now correct. The Account Bal on the Add a Payment window counts only the invoices that still have money owing, so on an account carrying credit notes or overpayments it will read higher than the account balance. Both figures are right; they answer different questions.
Nothing about how you set the two controls has changed — they remain on the account’s Billing/Pricing tab, visible only to administrators and full Accounts Receivable users, and a credit limit of 0 still means unlimited.
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18 August 2026Fixed: printed documents that would not open General
Printing or downloading a document could occasionally produce a file the browser refused to open, reporting “We can’t open this file” or a damaged PDF. The document itself was fine on the server — only the copy being sent to the browser was damaged in transit, which is why re-sending the same document by email often worked when the download would not.
This is now corrected for every printed document: invoices, quotes, purchase orders, statements and reports. Nothing needs to be changed at your end, and any document that would not open before can simply be printed again.
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18 August 2026Show the customer what is still to come, without adding it to the invoice Sales
When a job is invoiced before everything on it has gone out, the invoice says nothing about what is still owed. You can now attach an Items To Follow page to a printed or emailed job invoice, listing every item the customer has ordered that has not yet been dispatched — with the quantity still to come, its value, and an estimated date.
Nothing on that page is added to the invoice. It is worked out fresh each time the invoice is printed and is never written to the invoice’s lines, so it cannot change the invoice total, the GST, the customer’s balance or the ledger — including on invoices that have already been committed. It is a statement of what is still owed, printed alongside the bill rather than as part of it.
- Turn it on where you print. A Backorder Report tickbox now appears alongside the usual options on the invoice Print and Email forms. Tick it and the page is attached to that document. If you always want it, an administrator can set Settings → Sales → Attach Backorder Page to Invoices to Yes and the box arrives already ticked — you can still untick it for a single invoice where the page is not wanted.
- Invoiced is not supplied. Billing an item does not take it off the page. Special orders are routinely invoiced up front — a COD customer is billed so the item can be ordered at all — and those are exactly the customers who most need to know what is still coming. Only a dispatch reduces the To Follow figure. Lines that were billed in advance are marked already invoiced so the value is not read as a further charge.
- The dates come from your purchase orders. Each line is traced back through the requisition and purchase order raised to fill it. The supplier’s own back order date is used where they have given one, otherwise your buyer’s expected by date. Goods already made, picked or received show as Ready to despatch, and anything not yet ordered shows TBA rather than a guess. There is no second date to maintain.
- Labour and service are left off by default. Delivery, site work and hourly rates are never dispatched, so left alone they would each print as entirely outstanding. An administrator can include them with Settings → Sales → Include Labour and Service on Backorder Reports.
The page is only produced when there is something to say: invoices not linked to a job, and jobs with nothing outstanding, are unaffected and print exactly as they always have. Where an invoice covers several jobs, all of them are listed on the one page.
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18 August 2026Shopify Reports Shopify
Four new reports are available under Reports → Shopify (visible once your Shopify store is connected) to help you keep Evolution and Shopify in sync:
- Category & Collection Mapping — see every Evolution category next to its Shopify Collection, live product counts, and flags for anything unmapped or broken.
- SKUs Missing from Evolution — scans your live Shopify catalogue for products that don’t exist in Evolution yet.
- Items Missing from Shopify — finds Evolution items that should be listed on your store but aren’t.
- Price Discrepancies — compares live Shopify prices against Evolution sell prices for every linked item, so you can catch price drift before a customer does.
Each report supports filtering, CSV export, and (where relevant) a configurable tolerance so small rounding differences don’t clutter the results.
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12 August 2026Industry & Company Size on Client Accounts Contacts
You can now record a client’s Industry and Company Size directly on their Account, giving you better context at a glance and a foundation for smarter reporting and segmentation down the track.
Both fields are available on the Client Account edit screen, and when creating a new Opportunity for a brand-new customer. The Industry field is a searchable dropdown — just start typing to jump straight to the right industry from the full list, instead of scrolling.
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11 August 2026Shopify Store Import — bring an existing store into Evolution Shopify
Connecting a Shopify store that already has products in it? The new Store Import tool (Shopify plugin settings → tool 4) reads your store and lines it up with Evolution — and it never writes to Shopify.
- Collections → Categories: map each Shopify collection to the Evolution category its products belong in — several collections can share one category, and a category can sync with no collection at all.
- Scan & match: one click scans the store's products and variants and matches them against your inventory by SKU / item code. Nothing is saved during the scan — you review the proposed matches first.
- Import gradually: a big store does not have to be taken in one bite. Scope a scan to a single Shopify collection and/or product type, set how many products to bring back at a time and pick up where you left off with Scan Next Batch, and tick Skip products already linked so later passes return only the work still outstanding. Results are paged, filtered by match status and searchable by title, SKU or item code.
- Link: commit all exact matches in one pass, resolve ambiguous ones with a per-row picker, or link items manually. When Shopify's SKU differs from the item code it is saved onto the Evolution item so future publishes stay consistent.
- Create: products with no Evolution counterpart can be created as inventory items (flagged for review) in the mapped category, one item per variant.
- Images: product images are imported into the item's Files, with the featured image becoming the hero — only when the item doesn't already have one. Re-running an import never duplicates images.
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11 August 2026Shopify: connect each company to its own Shopify app Shopify
Connecting a company to Shopify is now a clear two-step process on the Shopify Configuration screen, and each company connects to its own Shopify app rather than sharing a single one.
Step 1 — enter this company’s app details. The Shopify Store URL, Client ID and Client Secret are now always available to edit, and are saved whether or not the app has been installed on the store yet. Previously the fields only appeared once a connection already existed, so a company that had never been connected had nothing to fill in.
Step 2 — install the app on the store. The new Connect to Shopify button builds the install link from the details you just saved, so it always points at that company’s app and that company’s store. The old shared install link could only ever install one app onto one store.
A badge at the top of the panel now shows exactly where a company is up to — Not configured, Not installed yet, or Connected — instead of showing the same “you have just activated the plugin” message to every company, including ones that had been trading for months. Only an administrator can change the connection.
Checking the connection also reports a real result now; it previously reported a failure regardless of the outcome. If a store is later uninstalled in the Shopify admin, Evolution clears the stale permission by itself and re-tests, rather than continuing to fail quietly.
Stores that are already connected are unaffected and keep working as they are — there is nothing to redo.
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11 August 2026Print straight to the browser instead of downloading the PDF General
Printing a document no longer has to save a PDF to your computer first. A new company setting lets Evolution open the printed document straight in the browser tab that printing already opens, in the browser’s own PDF viewer, so you can send it to the printer and close the tab — nothing lands in your downloads folder unless you put it there yourself.
This was built for sites printing a lot of documents each day, where every invoice, delivery docket and purchase order printed meant another file to open from disk and another one to clean up later.
Turning it on: go to Settings, open the General tab, find PDF Print Delivery and choose Open in browser, then save. Leave it on Download to keep things exactly as they are — that is the default, so nothing changes for you unless you change it.
Either way the document is still kept on file in Evolution, and emailing a document is unaffected. One thing to note: a web browser that is set to always download PDFs will still download them, because that preference overrides the setting — the documentation covers how to change it.
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10 August 2026Opportunities: capture a Trading Name, and no more salutation applied by default Sales
Two long-standing tidy-ups to the Opportunity screen, both aimed at getting a new customer recorded correctly the first time.
Trading Name. Creating a new customer from an opportunity now offers a Trading Name alongside the account name, so you can record the registered name and the name the business actually trades under. Previously the field only existed on the account itself, so it was routinely missed on the way in. The customer search on the opportunity already matches on trading name, so anything entered here makes that customer findable straight away by the name your staff actually use.
Salutation is no longer guessed. The salutation list used to open on Mr, so unless someone deliberately changed it every new contact was silently recorded as Mr — a real problem with the number of unisex and non-English names now in use. Every screen that creates or edits a contact — the opportunity, the account’s Contacts tab, the Edit Contact window and the full contact page — now opens on Please Select, so a title is only ever stored because someone chose it. N/A remains available for people you would rather not give a title to.
New setting: Force Salutation. If your business wants a salutation on every contact, an administrator can now switch it on under Settings → General → Force Salutation. Set to YES, a contact cannot be saved until a salutation is chosen, when adding and when editing. It ships switched off, so nothing changes for you unless you turn it on.
Also fixed. The salutation is now shown with the contact’s name on the account’s Contacts list — it was being captured but never displayed. And salutations entered through the opportunity were stored in a slightly different form to the rest of Evolution, which meant opening such a contact and saving them quietly cleared their salutation. Both are corrected, and existing records have been tidied.
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10 August 2026Shopify: check your store connection and see that orders are arriving Shopify
Shopify sends each new order to Evolution the moment it is placed. Until now there was no way to see whether that was set up correctly — the first sign of a problem was an order that never arrived. Store Settings in the Shopify plugin now has an Order Delivery panel that shows exactly that.
- See the connection at a glance. One badge tells you whether your store is connected, needs attention, or is not connected yet, alongside the address your orders are delivered to.
- See when each order event last arrived. Every event Evolution listens for is listed with a tick or a cross and the time it was last received, so “nothing has come through since Tuesday” is visible rather than silent.
- Connect, and repair, from the same screen. An administrator can connect the store with one button. Re-check & repair compares what Shopify actually has registered against what it should have and fixes the difference — safe to run at any time, and the first thing to try if orders stop arriving.
- Disconnect without losing anything. Disconnecting stops new deliveries only. Orders, jobs, invoices, payments and customer records already in Evolution are untouched, and your credentials and settings are kept.
- You are told if your store delivers anywhere else. If the store is also sending copies of your orders to another site — usually a test site connected long ago and forgotten — the panel now says so.
Worth knowing: connecting a store is now a deliberate action rather than something that happened quietly in the background, and a Shopify store can be connected to one Evolution company at a time. If a store is already connected elsewhere, Evolution names the company holding it instead of quietly delivering the same orders into two databases.
Existing stores carry on working as they are. Next time you open Store Settings, press Connect store or Re-check & repair once so the panel reflects your live setup.
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10 August 2026Product Coding Standard: item codes and descriptions built the same way every time Inventory
Evolution can now build an item’s product code and description from its category and its attributes — the same way, every time. You define the standard once, and every item created under it comes out predictable, instead of each person abbreviating Schedule 80 their own way.
The result is a catalogue you can actually search. When every 316 stainless fitting carries the same term in the same position, staff stop creating duplicate items because they could not find the one that already existed, purchasing can see at a glance what a code means, and reporting by material or size becomes reliable.
Setting it up
Under Inventory → Coding Standard you either start from the supplied industrial standard — ready-made recipes for pipe, fittings, valves, fasteners, flanges, gaskets, instruments, supports and structural steel — or import a standard from another company. Four tabs make it yours:
- Templates — the recipe for each category: Pipe – [Material] – [Class] – [Diameter].
- Dictionary — how each value is written out and how it is abbreviated in the code. Butterfly is coded BFV; 316SS is written S316.
- Rules — the exceptions a flat recipe cannot express: stainless fasteners are class A4-70, and washers carry no class block at all.
- Data gaps — which categories are missing the attributes their own template asks for, with the fix offered inline rather than as a list of homework.
Learn from my catalogue is the fastest way in. It reads the items you have already coded, works out the abbreviations your team has settled on, and fills the Dictionary in for you — so the standard starts out speaking your house style rather than a generic one.
Coding an item
Once a standard is switched on it is offered where items are actually created. On Add Inventory Item the AUTO button beside the item code now builds from your standard. On an existing item, a Generate from the coding standard link appears under the code field and reads the attributes already stored against that item, so you do not re-enter anything.
Either way you are shown the proposed code and description before anything is written — with the existing code alongside the new one, the rules that fired, and a plain warning naming any attribute the template needs that this item has no value for. Use this fills the form in; it does not save the item. You can still edit both, and the item is only written when you press Save as normal.
Nothing changes until you switch it on
A coding standard is completely inert until it is activated. You can build one, test it against real items on the Try it tab, and leave it turned off indefinitely — existing items and existing codes are never touched. Descriptions print on quotes, purchase orders and invoices, so a generated description is offered for confirmation rather than forced. If no standard is active, AUTO behaves exactly as it always has.
Setting a standard up affects every item your business creates, so the screen needs inventory administrator permission. Generating a code on an item you can already edit does not.
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10 August 2026BOM Configurator: untick components you are not supplying Sales
The BOM Configurator on a quote line item now opens for any item that has a Bill of Materials, not only items that have alternates set up against them. Where you previously saw “There are no alternate BOMs available” and could go no further, you can now open the configurator and work with the Bill of Materials as it stands.
- Untick a component to leave it out. A component with no alternate can now be excluded from that quote line — for parts the customer is supplying themselves, a supply-only quote with no labour line, or a fitting this particular job does not need. The excluded row is greyed out and struck through and its sub-total drops away.
- Cost and price rebuild from whatever is left ticked. Total Cost and Calculated Price update as you tick and untick, and the item’s original figures stay on screen in red with a line through them so you can see the difference at a glance.
- At least one component must stay ticked. An empty Bill of Materials cannot be quoted, so unticking the last remaining component is refused.
- Choosing an alternate works exactly as before — ticking an alternate unticks the original, and a component is either the original or one of its alternates, never both. Anything you have excluded now stays visible when you use Hide No Alternates, so a deliberate change is never hidden from you.
Nothing you do here changes the inventory item or its master Bill of Materials. The configuration applies only to the quote line you are adding, and follows that line through to the job when the quote is converted, so purchasing and manufacturing work from the components you actually quoted.
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4 August 2026New report: Product Coding Consistency Inventory
A new report under Reports → Inventory → Data Quality works out your product-coding convention from the items you have already coded, then flags every term that has been coded more than one way.
It lines each item’s description up against its product code, segment by segment. Where the two agree often enough, it has learnt an abbreviation your team has settled on — Sched80 is coded S80, Butterfly is coded BFV — and these are listed on the Learned Dictionary tab. Terms that have been coded inconsistently are listed on the Inconsistencies tab, with every variant, how often each is used, and the items each appears on.
Not every inconsistency matters equally, so the report says which is which. Style drift is two abbreviations of the same thing — Socket coded both SOC and S — and is cosmetic. A likely error is where the odd code already means something else in your own catalogue, which usually means the item was mis-keyed rather than abbreviated; on the catalogue this was built against, it found four items described as one material but coded as another. Review covers everything the report cannot place either way.
Attribute Mismatches
A third tab turns the same technique on your item attributes. Material, class, diameter and grade are meant to say the same thing as the description, and on a well-kept item they do. This tab finds the items where they do not — a flat bar whose Profile is saved as Angle, a black pipe whose coating is saved as Galvanized, a fitting described as PVC Sched80 but stored as HDPE.
Every value saved against an item is checked against that item’s own description, allowing for the abbreviations and unit suffixes learnt on the Dictionary tab — so Sch80 still matches Sched80, and 10.0 still matches 10mm. What is left over is a value the description contradicts.
Each row also shows how often that attribute does appear in the description elsewhere in the same category, which is the strength of the finding: at 90% the attribute is clearly meant to be there and its absence is a real disagreement, at 30% it is only a hint. Values belonging to attributes that no item in the category ever names are separated out below the table as harmless — they are simply not part of how you describe those products.
Where the two records disagree, the description is almost always the one to trust: somebody typed it while looking at the product, whereas attributes usually arrived in a bulk import. Fixing the attribute matters in its own right, because those values drive searching, filtering and reporting — a flat bar filed as an angle is invisible to anyone looking for flat bar.
You can narrow the report to a category, tell it how your descriptions and codes are separated, and how many uses a term needs before it is treated as settled. Every tab drills through to the affected items and exports to CSV. The report is read-only — it never changes an item, and nothing is corrected for you.
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4 August 2026Work in Progress Summary - Actual Cost and Cost in Progress columns Reporting
The Work in Progress Summary report now shows two new cost columns so the real money spent on a job is visible alongside the completion-based figures.
- Actual Cost — the real cost incurred against the job (supplier bills, timesheets, GL consumables, shop orders and picking), as accumulated on the job costing tab. It is a cached figure, as fresh as the last time that tab was opened, and shows $0.00 for a job that has never been costed.
- Cost in Progress — Actual Cost less Total Costs: the actual spend on work not yet marked complete. This is the true cost-basis work-in-progress the completion-driven columns did not previously surface. Where it is large, spend is running ahead of recorded completion (typical of a progress-claimed job) and the completion-based figures understate progress.
Both columns feed the summary tiles, the totals row and the CSV export.
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4 August 2026On-Order Qty Bug PurchasingAn issue with deleted Fabrication order and in certain situations deleting Purchase Orders failed to download On-Order QTY recorded against Branches.
This issue has been resolved and On-Order QTY calculations have been corrected.
There is a new tool available until June 30 to Audit and correct any historical issues with current On-Order Reporting
Inventory > Tools > On Order Qty Audit -
30 July 2026Invoicing a dispatch: goods already invoiced from the job are no longer billed again Projects
The guard between dispatch invoicing and the job’s own invoicing methods now works in both directions. Previously it only worked one way — invoicing a delivery reduced the job’s un-invoiced quantities, but invoicing from the job first (through Itemized Invoice, for example) left the INVOICE button on the delivery willing to bill exactly the same goods over again.
Before it builds the invoice, the delivery now deducts everything already invoiced against each job item:
- where nothing is left to bill, the INVOICE button is greyed out and reads “Already invoiced against the job — nothing left to bill”, so no empty invoice can be raised;
- where part of it is left, the button stays live and a note under it says how much of the delivery will be billed (“only 22 of 60 will be billed”). The same is repeated after you press it, along with how many lines were shortened or left off;
- lines already billed in full are left off the invoice rather than repeated at nil.
The invoicing option set against the item on the job is honoured as well, so a delivery cannot bill something the job says is not billable. Disable All Invoicing leaves the line off; Do not invoice/Credit Extras bills the original quantity, so a quantity variation is neither charged nor credited; and no line is billed for more than the job item carries, however much was shipped. Lines added straight onto the delivery have no job item to check against and still come across in full, at 0.00 for you to price.
The option itself is now labelled the same way wherever it appears. Adding an item on the job’s Inventory tab previously offered Invoice client / Do not invoice client, which read as billing or excluding the item outright. Both now read Invoice/Credit Extras, Do not invoice/Credit Extras and Disable All Invoicing — the first two govern how a quantity variation is treated, and only the third excludes the item outright. The separate Reason this item being added to job field, including its Do and charge option, is unchanged.
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30 July 2026Invoicing a dispatch: delivered goods can no longer be billed twice Projects
Four fixes to the INVOICE button on a committed dispatch.
- The job’s un-invoiced quantities now drop. Delivered items were left showing as outstanding on the job, so the Itemized Invoice method in the Invoice Job window offered the same goods again — a delivery could be billed twice with nothing on screen to show it. Each dispatch invoice line is now tied back to its job item, so the job, the Return Goods screen and the job’s invoiced-to-date figures all account for it.
- A dispatch can only be invoiced once. Pressing INVOICE a second time raised a second complete invoice for the same delivery and pointed the dispatch at the newer one, leaving the first easy to miss. The button now carries the invoice number and links to the invoice already raised; a repeat submission is refused with a message naming that invoice. Deleting a draft dispatch invoice still frees the dispatch to be invoiced again.
- The invoice carries the contact named on the delivery — the person who received the goods — rather than the customer’s first contact record. Where that person is also a contact against the customer, the invoice is linked to that record and any missing email or phone is filled in from it.
- Ad-hoc dispatch lines are no longer dropped. A line added straight onto the delivery, with no matching item on the job, was silently left off the invoice — goods were delivered and never billed. Those lines now come across at 0.00 with a message telling you how many need pricing.
Invoicing a dispatch is now also recorded in the history of both the dispatch and the job.
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30 July 2026New guide: Invoicing a Dispatch Projects
A committed dispatch can be invoiced directly from the dispatch screen, billing the customer for exactly what was delivered rather than what was quoted. This has always been available but was not documented, so the new Invoicing a Dispatch guide now covers it.
The guide explains when the INVOICE button appears (the dispatch must be committed, the job must still be open, and you need administrator rights in Job Costing or Inventory), and exactly what is carried onto the draft invoice: one line per dispatch line, the quantity actually dispatched, the sell price held against the item on the job, and the stock item’s tax code and income account.
It also sets out what the button deliberately does not do, which is worth reading before you use it. A dispatch invoice always starts a new invoice, and it does not reduce the job’s un-invoiced quantities — the delivered items are still offered by the Itemized Invoice method in the Invoice Job window, so mixing the two methods on one job can bill the same goods twice. Pressing INVOICE a second time also raises a second complete invoice for the same delivery. The guide covers how to check before you press it, and what to check on the draft (the GST on each line, and the contact details in the header, which come from the customer’s first contact record rather than the person named on the delivery).
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30 July 2026Summarised section invoices now charge GST Projects
Invoicing a job from a quote using Summarize Section Tabs as Line Items produced an invoice with no GST at all, and the section lines were not posted to an income account. The tax had to be corrected by hand on every such invoice before it could be sent or committed, and any invoice committed without that correction understated GST and posted its revenue to no account.
Each summary line now carries the tax rate and the income account of the quoted items inside that tab, so the invoice shows the same GST the customer was quoted. Where a single tab mixes tax rates — some items taxable, some GST free — that tab is now summarised as one line per rate with the rate name added to the description, for example “3.DIPLOMAT FENCING (GST)” and “3.DIPLOMAT FENCING (FREE)”. The section total is unchanged, it is simply shown across two lines so the invoice reconciles to the quote. Tabs using a single rate throughout are still summarised as one line.
Invoices already raised are not altered. Check the GST on any draft invoice created this way before you send it.
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30 July 2026Invoice a quote onto an existing invoice, and see which quote each line came from Projects
Invoicing a job from its quotes has had three improvements, all in the Invoice Job window on the job’s Job Costing tab.
Select Target Invoice now works for quotes. The dropdown was previously shown but ignored when invoicing from a quote, so a new invoice was always created. You can now add quoted work straight onto an open draft invoice — including a draft that already carries other work for the same customer — and bill it all on one document.
Select Invoice Type is now applied. Previously the invoice always took the type of the quote it came from, whatever you chose. Leave it on Please Select to keep inheriting the quote’s type; pick a type to override it. Adding lines to an existing invoice never changes that invoice’s type.
Quote numbers on the invoice lines. Where an invoice ends up carrying more than one quote — several quotes billed together, or a quote added to an existing invoice — each imported line now shows its quote number in the description, for example “Delivery to site. (Quote 22429)”. Identical items priced the same on two different quotes also stay as separate lines instead of being combined, so your customer can match every line back to the quote it was quoted on. The number is part of the description, so you can still edit it on the draft.
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30 July 2026Recent Service Interruptions System
You may have experienced a small number of brief service interruptions over recent days. Service was restored on each occasion, and our post-incident checks confirm no database corruption across any customer database.
We have increased server capacity and deployed detailed forensic diagnostics to our production environment to pinpoint the cause. We will provide a further update once the cause has been positively identified and the issue resolved.
We apologise for the inconvenience and thank you for your patience.
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27 July 2026Add or remove a quote's optional extras on a job at any time Projects
When a quotation offers optional extras, you choose which ones the customer has taken up as the quote is imported onto a job. Until now that choice was final — if the customer later took up an extra (or dropped one), the only way to reflect it was to delete the quote from the job and import it again, which was not possible once any work had started.
The job’s Quotes tab now has an Optional Extras column showing what has been taken up and how many were quoted (for example 1 of 3). Click it to open the Optional Extras window and simply tick or untick each extra:
- Ticking an extra copies its quoted items — including sub-items — onto the job and adds its value to the job.
- Unticking an extra takes those items back off the job and removes its value.
- An extra taken up again later has its original items reinstated, so notes and edits made against them are preserved rather than duplicated.
Extras that have already been worked on are protected: if any of their items have progress, completed or dispatched quantities, have been invoiced, or sit on a shop order or requisition, the extra stays ticked and is locked, with the reason shown on screen.
The job’s estimated revenue now follows the extras actually taken up — the quote total less any extra not taken up — and updates the moment you tick or untick one. Every change is logged against both the job and the quote.
On the quote screen itself, the optional-extra tick boxes in the Create Invoice panel are now active for quotes that are not on a job, so only the extras the customer accepted are billed.
Adding or removing an extra requires Job Costing admin access.
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27 July 2026AI Quote Notes now adapts your proposal templates instead of replacing them Sales
AI Quote Notes used to do one thing: read a quote’s line items and write a short scope-of-work summary. If you pointed it at one of your proposal templates, it borrowed the tone but threw the template’s actual wording away — so a polished introduction you had spent years refining came back as a list of dot points.
That is now fixed. AI Quote Notes can take a template you already trust and rewrite it for the client, site and scope in front of you, keeping the wording and structure that make it work.
Choose how closely to follow the template
A new Mode dropdown sits next to the template picker on every scope:
- Adapt template (the default) — keeps the template’s headings, tone and prose, and rewrites the specifics: client, site, dates, quantities and inclusions. Sections the quote does not cover are dropped.
- Follow template closely — reproduces the template almost word for word, changing only what has to change to be correct. For approved or contractual wording.
- Style guide only — reads the template for tone and formatting, then writes fresh content from the line items. This is the old behaviour.
- Line items only — ignores templates entirely and writes a concise scope summary.
Tell it what is different about this job
An Extra instructions box on each scope lets you steer a single draft — “two days, not three”, “drop the airbrush option”, “keep it to two paragraphs”. Nothing is saved; it just guides that generation.
Set the default once, on the template
Under Settings → Message Templates, quote templates now have an AI default mode and an AI instructions field. Set them once and every salesperson who picks that template gets the right behaviour automatically, along with any standing notes about how the document should be handled.
Knows who the client is
Drafts now include the quote’s client, contact, site or delivery address and key dates, which is what allows the template to be genuinely tailored rather than generically reworded. Prices and costs are still never sent.
Flags the blanks
Templates often contain placeholders such as
[Origin City/State]that only a human can fill in. If any survive into a draft, a Needs your input warning now lists them under the preview so nothing embarrassing reaches a client.Everything else works as before — preview first, then Deploy writes the draft straight into the quote or section notes.
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27 July 2026Invoices and bills now check your accounting setup before they commit Accounting
Committing an invoice writes a set of matching entries into your general ledger — income, GST, cost of sales, and the Accounts Receivable entry that puts the invoice on the customer’s statement and into Aged Receivables. That last entry uses a company-wide setting called a control account. Supplier bills work the same way, through Accounts Payable.
If that setting had never been filled in — most likely in a brand-new company, a copied company, or when loading historical invoices in from another system — the receivable entry could not be written, but the invoice was still marked as committed. It looked correct on screen while quietly missing from Aged Receivables, and the ledger did not balance.
Evolution now checks the accounts it needs before posting anything. If one is missing, nothing at all is posted and the invoice simply stays uncommitted, with a message naming the setting to fix:
“Invoice 1234 was not committed: the Accounts Receivable control account is not configured for this company. Set it in the accounting preferences, then commit again.”
The entry screens now check up front, too. If the company has no Accounts Receivable account you cannot start a new invoice, and if it has no Accounts Payable account you cannot start a new bill — you get a short message naming the setting instead of the entry form, with a link to Company Setup for administrators. Documents you have already keyed are not affected: they still open, edit, print and email as normal, and simply carry a reminder that they cannot be committed yet. Blocking entry is the kinder outcome, because an uncommitted invoice or bill is invisible to the ledger, to average cost tracking and to job costing.
Set the account under Settings → Company Setup → Accounting Information and everything proceeds normally. The same commit-time check applies to a tax code that charges GST but has no Account for Tax Collected set. Nothing is lost by a refused commit — it is far easier to correct one setting than to unpick an unbalanced ledger months later.
The new Control Accounts & Tax Accounts guide lists every one of these settings, explains exactly what an invoice commit posts, and includes a setup checklist for a new company.
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23 July 2026Faster, more reliable loading for several reports Reporting
We’ve improved how several reports retrieve their data behind the scenes, so they load more efficiently and are less likely to slow down for other users during busy periods.
Reports improved: PO Outstanding Items, Min / Max Re-order Report, Misaligned / Adjusted Invoices, Expiring Qualifications, Expired / Lapsed Qualifications, Logged Hours / CPD, Missing Evidence / Documents, and Renewal Forecast.
No changes to how you use these reports — the figures they show are unchanged, they just run more smoothly.
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23 July 2026AI Quote Notes Sales
The quote editor now has an AI Notes icon that drafts client-facing scope-of-work notes straight from a quote’s line items, using Claude AI.
- Generate a summary for the whole quote, or for a single section — useful whether you print one combined document or a section-by-section quote.
- Optionally pick an existing quote template to guide the tone and structure of the draft.
- Preview the draft before doing anything with it.
- Click Deploy to save it straight into the quote’s notes (or that section’s notes) — no retyping.
Only descriptions, quantities and units are used — prices and costs are never sent.
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23 July 2026Planned Activities Calendar — faster loading & tighter security Projects
The Planned Activities Calendar now loads noticeably faster, especially for companies with a large number of scheduled activities — the week view now loads in one pass, and each activity’s full details are loaded only when you open it.
We’ve also tightened the security of the calendar’s search filters as part of our ongoing security improvements.
Also added a "Focus Alerts" checkbox that focuses any activity cards with alerts
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21 July 2026Bill due dates fill in automatically from supplier terms Purchasing
When you create a new AP invoice (bill), the Due Date now fills in automatically from the supplier’s payment terms — the moment you select the supplier, and it recalculates if you change the Bill Date. No more working the due date out by hand.
Set a supplier’s terms once in the Supplier Terms field on their contact record (for example 30 Days Net, 14 Days Net, end-of-month or COD) and every future bill for that supplier is dated for you. The list of terms is drawn from the terms your business maintains centrally, so it stays consistent everywhere.
If a supplier has no terms set — common for contacts imported from another system — the due date simply defaults to today and a short reminder appears under the field. It never blocks you: you can always enter or override the due date by hand.
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21 July 2026Bill lines now show where they came from Purchasing
Bill Entry now has a Source column on every line, so you can see at a glance where each charge came from — and jump straight to it.
Depending on how the line was created, the Source column shows:
- Req # — the line came from a requisition / purchase order. Click it to open the requisition, with the linked job shown alongside where one applies.
- Job Alloc — a project cost allocation, linking to the job it was allocated against (with a Takeup tag when it also updates the job’s completed quantity).
- Xero Adj — an automatic adjustment line used to reconcile the bill with Xero.
- Manual — a line typed in by hand on the bill.
This makes it much easier to trace a supplier charge back to its purchase order or project without leaving the bill.
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21 July 2026Work in Progress Summary — new Billing Position (over/under-billing) view Reporting
The Work in Progress Summary report now separates two measures that were previously combined under a single “WIP” column, so a project’s billing position is clear at a glance.
- Backlog (previously labelled “WIP”) — contract value less the cost of completed work; the value of work still in hand.
- Earned Rev — the sell value of completed billable work, on a percentage‑of‑completion basis.
- Billing Position — earned revenue less what has been invoiced. A positive figure means the job is under‑billed (unbilled WIP still to be claimed — a contract asset); a negative figure means it is over‑billed (billings in excess of the work done — the normal position on a forward‑invoiced or progress‑claimed job).
New summary tiles and CSV columns are included for Billing Position and Earned Revenue, and the table can be sorted by Billing Position to surface the most over‑billed jobs first.
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20 July 2026Stock Movement Ledger — quick date ranges & clearer movements Inventory
The Stock Movement Ledger has had a round of refinements to make it quicker to drive and easier to read.
- Quick period presets — a new Period dropdown fills the dates for you (This month, Last month, Last 3 months, Financial year to date, Last financial year, Calendar year to date, Last 12 months), following your financial‑year start.
- Smarter date range — the From and To pickers now keep each other inside the 12‑month limit, so you no longer have to guess a valid range before running the report.
- Dates in your standard format — each movement now shows the date as DD‑MM‑YYYY with the time of day, on a single line that no longer wraps, and the column still sorts in true date order.
- Colour‑coded source badges — Purchase, Invoice, Dispatch, Picking, Shop Floor, Credit Note, Return and Stock Adjustment are now easy to tell apart at a glance.
- Signed quantities (+ in / - out) and a summary line that now also reports the number of distinct items in view. The CSV export includes the movement time.
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20 July 2026Timesheet Monthly Billing — richer month view & corrected hours Timesheets
The Timesheet Monthly Billing by Project / Employee report has had a major upgrade so a month’s labour picture reads at a glance — and an underlying accuracy fix that improves several timesheet reports at once.
Summary tiles now sit across the top of the report: actual hours, billable hours, billable %, uninvoiced (WIP) hours, labour cost, billable value, margin and WIP dollars for the whole month.
New columns on every project — and carried down to the employee and individual-timesheet rows — add Variance (actual vs billable), Billable % (labour recovery), Uninvoiced Hrs, Cost $, Value $ and Margin, so you can see recovery and profitability without leaving the report.
A data-quality banner flags any timesheet with an impossible clock time (for example an end time before its start) and keeps it out of the totals, so a single mistyped entry can no longer distort the month. Click the banner to list the affected entries.
The CSV export now carries every column plus the invoiced / uninvoiced split.
Accuracy fix: shifts of ten hours or more were previously being under-counted in the “actual hours” total. Actual hours are now calculated from the true elapsed time, so totals will read higher than before wherever long shifts were recorded. The same fix flows through to Employee Utilization, Billable Mix, Approvals Ageing, Project Run-Rate, Missing Timesheets and Unbilled WIP Ageing.
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20 July 2026Effective Bill Rate — budgeted comparison & variation Timesheets
The Effective Bill Rate report now shows what your labour was quoted at alongside what you actually realised, so silent discounting is obvious at a glance.
A new Budgeted Rate ($/hr) column shows the hours-weighted rate the labour on each project was originally quoted at (taken from the job’s quoted line items), and a colour-coded Variation column compares realised against quoted:
- Green — billed at or above the quoted rate.
- Amber — a mild write-down (up to 10% below quote).
- Red — significant discounting (more than 10% below quote).
The blended footer row and the CSV export both include the new figures. Hours booked against labour with no quoted line are left out of the comparison and shown as a dash.
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20 July 2026BOM Restocking — rebuilt with financials & suggested ordering Inventory
The BOM Restocking report has been rebuilt from the ground up. It still explodes the bill of materials for every manufactured item on a live job and nets the raw-material demand against branch stock — but it now costs that demand into a purchasing-spend forecast and adds proper MRP-style purchasing columns.
- Financials, at last — every line carries a unit cost, demand value and an estimated purchase spend, with headline KPI tiles totalling the items needing restock, the estimated spend, the demand value and the stock-on-hand value.
- Suggested Order Qty — covers the net shortfall and tops stock back up to the branch reorder minimum, rounded to the item’s minimum order quantity.
- Projected balance & status badges (OK / Order / Short / Critical) for at-a-glance triage, alongside available, on-order and allocated columns.
- Group by supplier with an estimated-spend subtotal, so you can raise one purchase order per preferred supplier.
- Smarter supplier filter — the supplier box is now a type-to-search picker. By default it lists every item the chosen supplier can provide — whether they are the item’s preferred supplier or simply carry it under their supplier codes — so nothing they can quote is missed. Tick Limit to preferred supplier only to narrow the list to items where they are the preferred supplier.
- Plus filters for only items needing restock and a minimum estimated spend, an in-report branch selector, and a one-click CSV export of every column.
- The per-item demand breakdown now shows the customer and the dollar value of each contributing job.
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20 July 2026Bill of Material Detail — rebuilt as a BOM cost audit Inventory
The Bill of Material Detail report has been rebuilt as a fast, read-only BOM cost audit. For each assembly it now shows the item’s own cost and price alongside the rolled-up cost of its components (each component’s quantity × current master cost) and the variance between the two — so an assembly whose stored cost has drifted from what its components now cost is flagged at a glance (amber, then red).
- Modern inline filters — category, production method, item and component — with live search, sortable columns and one-click CSV export.
- Expand any row to see the full component breakdown: quantity, unit cost and line cost.
- A Margin % column highlights thin or negative margins on each assembly.
It shows the master (item-level) BOM only, one level deep, and is far faster and safer on large catalogues (results are capped at 2,000 assemblies per run). The previous “Synchronize Pricing to Xero” action has been retired from this report.
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20 July 2026Project Billable Items — rebuilt with margins & category subtotals Reporting
The Project Billable Items report (Reports → Jobs / Projects, and the Uninvoiced WIP link on a job) has been rebuilt to make it much clearer where a job is making or losing money.
- The client and job details now show on screen — previously they only appeared on the printout.
- Items are grouped by category with sub-totals, and every row now shows Margin and Margin % alongside cost, price, invoiced and uninvoiced WIP — colour-coded so thin or negative margins stand out.
- Headline figures for Estimated Revenue, Total Cost, Gross Margin, Invoiced and Uninvoiced WIP sit across the top.
- A faster job search box, an optional date range for the per-item timesheet detail, and one-click CSV export.
- Opening the report no longer changes the job — it is now strictly read-only.
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20 July 2026Invoicing Report – Advanced — rebuilt as an AR register Sales
The Invoicing Report – Advanced has been rebuilt as a full Accounts–Receivable register.
- Summary cards showing Invoiced (inc GST), GST, Paid and live Outstanding totals.
- A receivables aging strip — Current / 1–30 / 31–60 / 61–90 / 90+ days — across committed invoices.
- Filter by keyword (invoice number, customer, reference or customer PO), job, status (Committed, Unpaid, Partially paid, Overdue, Paid, Draft or Voided), project type, and a date range measured on either the invoice date or the due date.
- Sortable columns and one–click drill–through to the invoice, the customer or the job.
- An invoice can bill several jobs at once — the Jobs column now shows a count you can expand to see the ex–GST amount attributed to each job.
- Balances are calculated live as amount minus paid, and CSV export reflects your current filters.
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20 July 2026Item History / Stock Card — include job-dispatched stock Inventory
Item History / Stock Card gained the same Include job-dispatched items option, so a single item’s stock card reconciles with Product Sales Performance. When on, the KPI tiles show how much of Qty Sold / Net came off-invoice, the affected months are flagged, and each job dispatch appears in the transaction list with click-through to the job.
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20 July 2026Product Sales Performance — include job-dispatched stock Inventory
Product Sales Performance can now optionally include job-dispatched stock. Tick “Include job-dispatched items” to also count goods dispatched against jobs that never appear as an invoice line (e.g. jobs billed by a single text / lump-sum invoice). Those units are valued at the job item’s sell price and shown in a separate Job Qty column, so off-invoice product movement is visible without double-counting anything already itemised on an invoice.
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20 July 2026Stock Movement Ledger — rebuilt Inventory
The Stock Movement Report has been rebuilt as the Stock Movement Ledger — a clean audit trail of every physical stock movement.
- Every movement in the period with its source, quantity in / out, and the running stock‑on‑hand after each movement, plus a total in / out / net summary.
- Filter by item, category, movement source, branch and date range.
- Ideal for investigating a stock‑count discrepancy — the running balance shows exactly where a figure went wrong. Click an item to open its Stock Card, and download to CSV.
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20 July 2026Item History / Stock Card — rebuilt Inventory
The Item History Detail report is now the Item History / Stock Card — everything about one product on a single screen.
- Current stock position — on hand, on order and allocated — alongside sales KPIs and a monthly trend.
- A unified transaction history spanning committed invoices, quotes, shop‑floor orders and purchase orders, each clickable through to the source document.
- Search by code or description, choose a date range, and download to CSV.
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20 July 2026Product Sales Performance report — rebuilt Inventory
The Inventory Category Monthly Sales report has been rebuilt as Product Sales Performance — a modern, per‑product view of what you are selling.
- One row per product over any date range, with quantity sold, net revenue, average sell price and gross profit ($ and %).
- A monthly trend sparkline on every row, plus a totals summary line.
- Quick period presets (this financial year, last FY, this month, last 12 months) or your own From / To dates.
- Filter by category and branch, exclude products by text, or set a minimum quantity; sort any column to find your best sellers or your thinnest margins.
- Click a product code to open its Item History / Stock Card, and download to CSV (with per‑month columns) for further analysis.
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20 July 2026Min / Max Inventory Re-order Report — rebuilt InventoryThe **Min / Max Re-order Report** had stopped returning results and only ever loaded a small slice of items. It has been rebuilt to match the newer reports: a fast, sortable, searchable table with **Branch**, **Category** and **Search** filters, a **Below min bin only / All items with a min bin** toggle, and CSV export. It's also more accurate: - The report lists every item whose available stock (SOH − allocated) has fallen to or below its configured **min bin** for the selected branch — not just the first page of results. - The suggested **Re-order Qty** tops each item back up to its **max bin** (or its min bin where no max is set), after netting off stock already **on order** and on **open purchase requisitions**, so a repeat run the same day won't re-suggest stock you've already covered. - Suggested quantities are **rounded up to the item's box quantity** where one is configured, so the figure is directly orderable. - Items with **no production method set** are flagged, and a running total of the units suggested to re-order is shown.
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20 July 2026Demand Deficit (Finished Goods) report — expandable job breakdown InventoryThe **Demand Deficit – Finished Goods** report has been rebuilt to match the newer reports: a fast, sortable, searchable table with a **Category** filter, a **Shortfalls only / All items** toggle and CSV export. Each item shows stock on hand, on order and demand, and its **Balance** (SOH + on order − demand) with shortfalls highlighted. **Click any item to expand a per-job breakdown** showing which jobs are driving the demand — required, dispatched, in-progress, complete and outstanding quantities — with click-through to each job. Items with the deepest shortfall lead the list.
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20 July 2026Quick period picker on Supplier Spend PurchasingThe **Supplier Spend** report now has a **Quick period** picker that sets the date range for you — This month, Last month, **Financial year to date** (the new default), Last financial year, Calendar year to date, or Last 12 months — the same way the Profit & Loss report works. The financial-year options follow your company's configured end-of-financial-year, so "financial year to date" and "last financial year" line up with your books. You can still type custom From / To dates by hand at any time.
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20 July 2026Automatic back orders when you receive part of a purchase order PurchasingReceiving part of a purchase order can now raise the back order for you. The **Receive Items** window has a **Back order shortfall** option (on by default) with an **ETA** date beside it. With it ticked, saving a part-receipt automatically creates a back order for whatever is still outstanding on each line you received — so part-shipped stock is never left untracked and shows up on the on-order ETA, the Back Orders register and the backorder report like any other. Set the **ETA** to the supplier's promised date (left blank, the received date is used and you can refine it later), or untick the option to skip automatic back orders for a receipt. Shortfalls are only ever covered once — lines that were fully received, and lines an existing back order already tracks, are skipped, so automatic and manual back orders never double-count. Auto-raised back orders are marked with the reason *"Auto-raised on partial receipt"* and can be edited or deleted from **Manage Backorders** like any other.
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20 July 2026Purchasing by Job report PurchasingA new **Purchasing by Job** report under **Reports → Purchasing** breaks purchase cost down by job — **Ordered**, **Received** and still-**Outstanding** value from the purchase-order lines tagged to each job. Purchasing is grouped on the line's own job, so lines re-tagged to a different job are counted against the right one. Filter by **branch**, choose to show only jobs with outstanding purchasing or every job with purchasing, click through to a job, and export with **CSV**. It pairs with Job Costing for the full project cost picture.
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20 July 2026Open PO Commitments report PurchasingA new **Open PO Commitments** report under **Reports → Purchasing** shows the value of goods still on order — open purchase-order lines not yet received, valued at cost and rolled up per supplier, with the number of open POs and the outstanding quantity. This is your committed (but not yet billed) purchasing spend as at today — useful for cash-flow forecasting. Filter by **branch**, sort/search, and export with **CSV**.
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20 July 2026Supplier Spend report PurchasingA new **Supplier Spend** report under **Reports → Purchasing** totals your committed supplier bills over a date range, per supplier, into **Net**, **GST** and **Gross** with a bill count — highest spend first. Choose the **From** / **To** dates (defaults to the calendar year to date) and optionally a **branch**, then **Run**. Sort or search the table, click a supplier to open its account, and export the results with **CSV**. Use it to see who you buy the most from ahead of supplier reviews and rebate negotiations.
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17 July 2026Back orders auto-fulfilled when you receive goods Purchasing
Receiving stock against a purchase order is now a single step. When you receive a line that has an open back order, Evolution applies the received quantity to that back order for you — oldest first — so you no longer key the quantity twice.
- A live note under the Receive box shows exactly what will happen, e.g. “30 applied to back orders · 10 still on back order”.
- If no back order exists yet and Back order shortfall is ticked, it previews “A back order for 40 will be created”.
- Back orders now track the exact outstanding quantity, including fractions (metres, litres, kilograms).
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17 July 20261 Invoice Many Jobs SalesYou can append multiple jobs to a single invoice, good when doing monthly invoicing for clients where the client only wants to receive a single invoice for all jobs. Where an invoice has multiple jobs allocated on line items a jobid column now shows and you can click through to the relevant job from the invoice line item.
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17 July 2026Re-bill invoices to a different customer (keep the project link) Sales / InvoiciYou can now change the customer an invoice bills to without losing its link to the project it was raised for — ideal when a customer asks for invoices to be billed to a joint venture or a project-specific entity after the work is done. An invoice now has two independent details: the customer it bills to and the project it belongs to. Changing the customer on a draft invoice keeps it attached to its job, so your job costing and project reports stay accurate. When an invoice bills to a different customer than the project's own customer, a clear notice appears on the invoice and a "Billed to…" badge is shown against it on the job's Invoices tab, so it's always obvious. Changing the customer on a job that already has invoices is now allowed with a confirmation, rather than being blocked — existing invoices keep billing to the previous customer and are not changed in Xero. Committed invoices remain locked to protect issued and Xero-synced documents; an administrator can un-commit to re-bill (which re-syncs to Xero under the new customer).
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17 July 2026Credit Notes for Customers and Suppliers Sales / InvoiciYou can now issue credit notes for both customer invoices and supplier bills — no more deleting a document or juggling rounding adjustments just to bring a balance down. Raise a credit note two ways: straight from an existing invoice or bill (its lines, customer/supplier, project and tax are carried across for you), or standalone from the new Credit Note Register. Enter a reason, commit it, and Evolution posts the exact accounting reverse of the original — revenue/expense, GST and the control account all move back the other way automatically. Once committed, apply the credit against the open invoices or bills it relates to — all of it against one document, or spread across several, a bit at a time. Balances update instantly, and Evolution stops you over-applying or crossing a customer credit onto a supplier bill by mistake. Any credit you haven't used yet stays on the account as available credit, ready for the next invoice or bill, and reduces the account's overall balance in the meantime. Made a mistake? Un-commit a credit note to reverse the posting cleanly and edit it again (remove any allocations first). Credit notes carry a clear "CN" label throughout, show up read-only on the related job so credited amounts reduce your job figures, and — if you're connected to Xero — sync automatically as AR/AP credit notes, with allocations reflected against the matching document in Xero.
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17 July 2026Production Activities Calendar – job cards with special characters now display correctly ProductionJob cards for customers whose company name, reference or notes contain special characters (for example quotation marks) now display and filter correctly on the Production Activities Calendar. Previously these characters could distort the card layout or stop the card from matching your search.
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17 July 2026Production Activities Calendar – search filters now stay applied when changing dates ProductionOn the Production Activities Calendar, your search filters (customer / reference, keyword, type, category and rep) are now correctly applied to the job cards shown after you change the date — whether you use the date picker or the previous / next week arrows. Previously the filter boxes kept their values but the calendar displayed every job regardless of what was entered. Your most recent filter selection is also now remembered the next time you open the calendar.
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8 July 2026Purchase Order "Sent" Status Purchasing✨ What's new #### A clear "Sent" status on every purchase order Each purchase order now shows whether it has been **sent to the supplier**. A **send** icon sits in the PO toolbar — it turns **green** once the PO is marked Sent, so you can tell at a glance which orders are already out the door and which are still being worked on. ### It looks after itself You rarely have to think about it: - **Email a PO** and Evolution marks it **Sent** for you automatically. - **Print a PO** and Evolution asks *"Mark this PO as Sent?"* — say yes if you're posting or handing it to the supplier, or no if it's just a working copy. ### Manual override — you're always in control Need to correct the status? Just **click the Sent icon** to toggle it either way — for example, to mark a PO you sent by phone or fax as Sent, or to re-open one that was flagged by mistake. ### Sent orders are protected Once a PO is marked **Sent**, it's treated as final: **requisitions can no longer be added to it.** When you raise a requisition and choose *Direct to Purchase*, only purchase orders that are still open **and not yet sent** appear in the list — so you never accidentally change an order your supplier has already received. If you need to add more, un-toggle Sent first or create a new PO.
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8 July 2026Requisition Direct to Purchase Purchasing / ReYou can now turn a job requisition straight into a purchase order without the extra step. When raising a requisition from a job, set the new Requisition Type to Direct to Purchase, choose the supplier, and either start a brand-new purchase order or add the items to one of that supplier's existing open POs. Pick your items, click Add Requisition, and you're taken straight to the purchase order ready to review and send — the requisition is still created and linked to the job as usual. Prefer the current way of working? Leave the type on Requisition Only and nothing changes.
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7 July 2026Minor Update on New Quotes SalesWhen creating a new quote if the customer has only a single contact or single site new quotes will default to the site and or contact listed on the client. This is just a minor adjustment to save the user having to manually select options that only have a single value.
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7 July 2026Auto-save on supplier selection PurchasingOn the **Purchase Order** screen, choosing a supplier now saves the order automatically. As soon as you select a different supplier from the list, Evolution checks the order and saves it — so the purchase order is created straight away and the supplier's details, contacts, pricing and codes load against a real, saved order. No more losing your place because you forgot to save first, and no accidental blank orders left behind.
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7 July 2026Smart defaults on new requisitions PurchasingWhen you raise a **New Requisition** from a job that has no activities, Evolution now fills in the sensible defaults for you. The **Activity** is set to **"Not Applicable"** (there is no activity to attach it to), and the **Required By** date is pre-filled to today plus your standard lead time — so you can go straight to picking items instead of setting these by hand every time. The lead time is controlled by a new purchasing setting, **"Default Lead time for new Requisitions"** (Settings → Purchasing), measured in days. Set it once to match how far ahead you normally order; leave it at 0 to default the date to today. Jobs that *do* have activities are unchanged — you still choose the activity as before.
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6 July 2026Bin Re-order improvements Purchasing / InThe Bin Re-order tool has had a round of improvements to make topping up stock faster and more accurate: • One "Generate Orders" button — raise both purchase requisitions (purchased items) and stock shop orders (manufactured items) in a single click, with tick-boxes to include or skip each type. The button shows the quantities queued as you go. • No more double-ordering — suggested quantities now also subtract stock already covered by open purchase requisitions, so it's safe to run the tool more than once a day. • Clickable "On Order" figures — click the On Order quantity to see exactly where it comes from (purchase orders, shop orders and requisitions), each with a link through to the source. • Nested categories — the category filter now shows child categories under their parent, and picking a parent category automatically includes everything filed beneath it. • Smarter quantities — order quantities round to whole units, except weight-based items which keep two decimals. • Min/Max safeguard — saving an item's branch bin levels now blocks a Max that is lower than its Min, preventing silent under-ordering.
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6 July 2026Quick Sale SalesQuick Sale turns a saved quote into a completed sale in a single click. A new checkout button on the quote screen opens the Quick Sale window with two actions: • Invoice and Dispatch All — raises an invoice straight from the quote, copying every line across, and takes you to it ready to finalise. • Pick and Dispatch — sends the sale to the warehouse by creating a picking slip against a job. If the customer already has open jobs you can add the items to one of those or create a new job; otherwise a job is created for you automatically. It's built for fast, over-the-counter selling — complete a sale from an existing quote without re-keying lines or manually building a job. Quick Sale is off by default; an administrator turns it on under Settings → Sales.
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2 July 2026Bill of Materials demand for Job Inventory Inventory / StYour stock demand and allocation figures just got a lot more accurate. Until now, an item only showed demand when it appeared directly on a job. If it was actually a component inside a manufactured or kit item on a job — listed in that item's Bill of Materials — the demand for that part wasn't reflected against its stock until an order was raised. Evolution now looks through the parent item to its Bill of Materials, so every component a job needs to build an item generates demand and is allocated against stock automatically. You get a true picture of what you need on hand to fulfil your jobs, feeding straight into your restocking and purchasing. To keep this sensible for items you buy in finished form, each item now has a Production Method: • Manufactured or Not Specified — the item's standard Bill of Materials generates component demand. • Purchased — the item is assumed to be bought complete, so its standard BOM is treated as costing-only and its parts don't create demand. Bills of Materials set specifically on a quote line or job line are always honoured and always generate demand, regardless of the Production Method — because they're a deliberate build instruction for that piece of work. And if you change an item's Production Method, the allocations for its components are recalculated automatically on save. Existing items need no changes — they default to Not Specified and behave as expected straight away.
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25 June 2026CRM Contact Enhancements SalesA friendlier, more complete contact record — with a memory.
This release significantly expands the Contacts area of Evolution. Contacts now hold richer details, have a full-page view of their own, and — most importantly — remember their history as they move between the businesses you work with.
✨ What's new
A full-page contact view
Every contact now has a dedicated page (open it from the new "expand" icon beside a contact's name). It brings together everything about a person in one place:
Profile photo you can upload and preview.
Account card showing the company they belong to, with address, phone, email, website and ABN at a glance.
Account & Sites tab listing the sites/projects they're linked to, with a quick "set base location" and a map of where they're based.
Overview, History, and Account & Sites tabs for a clean, organised layout.
See who's most active at an account
The Account & Sites tab now includes an Account Contacts overview — every person at the account listed together, with a count of the quotes, jobs, purchase orders and invoices linked to each, plus a running total. The busiest contacts rise to the top, so you can tell at a glance who really drives the relationship and who your most valuable contacts are. The person you're viewing is highlighted, and you can jump straight to any colleague's page.
By default the list shows only active people; tick "Show disabled" to reveal contacts who have left the company.
Clearer site linking
When you link a site to a contact and the account doesn't have any sites set up yet, Evolution now says so plainly and gives you a direct link to the account's Sites screen to add them — instead of an empty, puzzling picker.
Richer contact details
When you add or edit a contact you can now capture far more:
Department and a secondary email
Preferred contact method (phone, mobile, email or mail)
Marketing consent and a "Do not contact" flag — important for privacy compliance
Date of birth, spouse/partner name
Facebook and LinkedIn links (with a one-click people-search helper to find them)
Employment / account history — contacts that remember where they've worked
This is the headline feature. Contacts move between companies, and Evolution now keeps a chronological record of that journey.
A visual timeline on the contact's Overview tab — created → Company A → Company B — with the current employer clearly marked.
A detailed history on the History tab showing each span, how long it lasted, and notes.
Moving a contact to another account — done properly
When a contact changes employer, use Move / Link Account on their page. You can now:
Search for the destination account from a filtered list, or
Create a brand-new client on the fly if their new employer isn't in your database yet — just enter the company name (ABN, phone and email optional) and Evolution sets it up and moves them in one step.
Choose the date the change took effect (defaults to today, and you can back-date it) so the timeline reflects reality.
The move is non-destructive: the contact's previous links and history are kept, never silently erased.
"This contact has moved" awareness across the system
Because Evolution now tracks moves, it can warn you when a record points at someone who has since moved on:
Sites tab flags any site that belonged to the contact's previous account with a "Previous account" marker, so you know it may be historic.
Sites, jobs, opportunities and leads show a "Moved account" badge next to a linked contact who no longer belongs to that account.
Opportunities and quotes show a clear warning if their saved contact person has moved — and, crucially, keep that person on the record (marked "moved account") instead of silently dropping them. You can reassign to a current contact or leave the historic link in place.
Client (account) page gains a "Former Contacts" section listing people who have left that account. Recent departures (within the last 3 months) show inline; older ones appear when you tick "Show inactive" — and each shows where the person is now. -
17 June 2026One-Click Cash Sales Sales / InvoiciRaise cash sales in one click. You can now start an over-the-counter invoice straight from the Invoice Register without searching for a customer each time. Once your administrator nominates a cash sale account and default invoice type (Settings → Sales), a new point-of-sale button appears in the top-right of the Invoice Register. Click it and Evolution instantly creates an invoice against that account — dated today, referenced "Cash Sale", set to the right invoice type, and assigned to your branch — ready for you to add items and take payment. If your login covers all branches, the sale is automatically placed in the branch of your most recent invoice, so it lands where you're working. You can change the customer or branch at any time before completing the sale.
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16 June 2026Unsheduled Jobs Dashboard DashboardThe unscheduled jobs dashboard no longer shows onhold Jobs. This is a default behavior that is not controlled by user preferences or a setting. If you require onhold jobs in your dashboard for tracking activity allocation contact support
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15 June 2026Release Notes — Runsheet Delivery Mapping ProjectsWhat's New
See your full route, start to finish
The map now plots your entire run as a single journey: starting at your branch, through each delivery in order, and back to the branch again. Previously the map only showed the legs between deliveries — now the trip to your first stop and the return home are included, so the distance and drive-time totals reflect the real run.
Clear start and finish markers
Your branch — the start and end of every run — is now marked with a green pin at both ends of the route, so it's instantly obvious where the driver sets off from and returns to. Delivery stops are shown with their own markers along the way.
The map keeps up as you build the run
Drag in your first delivery and the map is ready straight away. The View Map button now appears the moment you add a delivery to a runsheet — no need to refresh the page first.
Reorder on the fly. Drag deliveries into a different sequence and the route, distance, and drive time recalculate and redraw instantly to match the new order.
Move or remove deliveries between runsheets and the maps update themselves automatically.
Faster, more dependable maps
Routes are now calculated in a single, efficient request rather than stop-by-stop, so maps draw more quickly — especially on busy runsheets with many deliveries.
The map is far more resilient: a single delivery with an incomplete address no longer prevents the rest of the route from displaying.
Branch locations are now remembered after the first lookup, reducing processing time on every subsequent runsheet.
Things to Know
Delivery and branch locations are plotted from the address details held against the job, site, or branch. For the most accurate maps, make sure those address fields are complete.
A delivery with no usable address will still be included in the route by address where possible, but may not show a pin. -
5 June 2026Bill of Materials Demand Restocking Report Manufacturing /The Build Materials Demand Restocking report has received a significant update that now supports the full hierarchy of Custom BOMS. This means that the report will automatically show all raw materials that need to be ordered based on current work in hand. It can pull the Build Materials data from either:
- the Inventory Items themselves
- the customization that is made at the Quote Stage
- customizations of the Bom that are made at the Job Stage
Use this report to assess whether you have enough raw material to meet the current manufacturing demand for all work currently in the pipeline. -
5 June 2026Mark Quotes as sent from Opportunity Screen. QuotingFor customers that manage tenders, the ability to manually mark quotes as sent has been added to the opportunity screen. You can now tick the check box against the quotes that you would like to mark as completed and use the Mark as Sent button below. An entry in the Quote History Log is added that the quotation was manually marked as sent, along with the user and the time and date.
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26 May 2026New report — Inventory Re-order Insights ReportingA new purchasing report has been added under Reports → Inventory → Purchasing called Inventory Re-order Insights. It summarizes stock movement, current on-hand and on-order positions, and recent purchasing activity for each item over a chosen date range (up to 12 months).
Filters:
Category and Branch — both multi-select, leave empty for all.
Date From / Date To — capped at a 12-month window.
Exclude — free-text field; any space-separated terms that appear in an item's code or description will rule it out.
Exclude items with zero consumption — checkbox; hides items with no qualifying movements in the date range.
Columns (all sortable by clicking the header):
Item Code — links through to the item record.
Item Description.
Consumption — total stock used in the date range, drawn from dispatch, invoice, shop-floor draws, stocktake corrections and manual stock adjustments. Clicking the value opens a Consumption History drill-down showing a monthly breakdown, a per-source breakdown (dispatch / invoice / shoporder / Stocktake / Stock Adjustment), and the most recent 100 raw movements for that item.
Stock on Hand and Stock on Order — summed across the selected branches.
Total Purchased — total quantity ordered for the item across all POs raised within the date range. Clicking the value opens a Purchases drill-down listing every matching PO (date, reference, supplier, qty ordered, qty received, total), each PO# linking through to the order. -
4 May 2026Manually Set Quote Sent Flag SalesOn the quote screen you can now manually set the quote status to sent using the tools icon and function drop-down in the top right. You can also toggle the sent flag off using the same function.
This is a useful feature for marking tenders as sent and tracking submitted pricing when the delivery method of the quotation is not email. -
22 April 2026Update to Stock Orders on Tablets MobileWe have improved the way stock orders work on the tablets. When generating a stock order the screen redirect would go to a warning if the user was not in a current session. This has been resolved the screen now redirects back to the originating process queue.
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20 April 2026General UI Updates VariousThere have been a number of general updates and fixes applied in the upcoming production update. These include
1. Quote Type and Reference saves automatically on quotes when adding first line item.
2. An issue with Run sheets and driver names has been resolved.
3. An issue with picking slips create line entries when quantity is blank.
4. An update to auto-calculation of Sell price when adding new items has been applied.
5. An issue has been resolved with Password Recovery Screen.
6. An issue related to restoring timed out sessions across multiple tabs has been resolved.
7. Formatting issues on the menu for Projects and Inventory Screens.
8. Update to allow general notes field on suppliers and Clients
These fixes and a number of others will be online with the production update scheduled for 20/04/2026 -
13 April 2026Notes for Purchase requisitions. PurchasingYou can now add notes to purchase requisitions that are hidden from vendors on purchase order but are displayed in both the requisitions register and when importing requisitions to purchase order.
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13 April 2026Customize your filenames for quotes and invoices SalesOn the quote type screen you can now customize your filename by adding text in the field labelled 'Prepend Quote and File name' https://my.evolutionerp.com.au/index.php?page=quoteTypes
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13 April 2026Timesheet Timer TimesheetsFor customers using timesheets you can now start a timer on a project that will run in the background and automatically do timesheet entries from start / stop events on the timer. Once a Timer/s is running it can be controlled via the timer controller available on the top-bar on any page in Evolution ERP.
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13 April 2026Email Attachement Toggle All SalesWe have added a checkbox in the email system to toggle all attachments.
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13 April 2026Backorders on Purchasing PurchasingThere is a new back order system on purchase orders. You can add back orders by clicking on the more icon on the purchase line items
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13 April 2026Expired Pricing Tool and Update Average Cost For Items In A Category Tool Quote Edit, Cat1) Ability for user to indicate number of months in Category Edit when a price expires.
2) Alert the user if price has expired when item is being added to quote, which are shown:
- Warning / Alerts side bar
- By the red triangle warning
- Below "Available" Stock section as "expired price" badge
- Red QTY field
3) Additional Fields in Inventory Category to set default values for:
- Default Costing Method
- Default Oncost Method
- Default Oncost
- Minimum Markup
- Maximum Discount
- Purchase Account
- Income Account
- Asset Account
- Tax on Purchase
- Tax on Sale
4) Adding of new items for said categories will use default values mentioned above
5) Tool for updating the Average Cost of items under a category by clicking "Set Average Price For All XXX Items"
- Ability to override all fields mentioned in Item #3; or
- Ability to update only blank/missing fields in Item #3 for an item -
7 April 2026Inventory Expired Pricing Dashboard InventoryWe have added a new dashboard which tracks inventory items with expired pricing.
We have also updated the expired pricing tool / bulk updater to support the category pricing expiry settings
You can update multiple products and once or resolve each product individually. -
6 April 2026Inventory InventoryA number of improvements have been added to the Add Inventory Screen.
1. More fields are now supported as Default Selection on Inventory Categories
2. These fields are supported when adding items to inventory to save time.
3. If Category Default are not set the system will report this when adding items so users can correct this.
4. When adding inventory, full pricing automation from the inventory edit screen is now supported when adding new items including oncosts, minimum markups and maximum discounts for generating RRP Pricing. -
6 April 2026Contacts Invoicing, ContUsers reported frustration with having to manually enter the primary contact on new account when the details already appear on the Account Edit Page > General Tab
An automation has been added. If there are no contacts on an account and the primary contact is specified on the Account Edit Page then a contact will be added automatically when invoicing or creating purchase orders. -
3 April 2026Priority Item Tracking JobsThe ability to flag Priority Item Tracking on a Job has now been added. This will keep project managers up to date with where priority items are.
1. Ability to Toggle Priority on Job Inventory Page
2. Displays Priority Badge on Job, Requisitions, Importing Reqs ot Purchase Orders and on the Purchase Order Itself
3. A new Dashboard has been added that you can enable which tracks all priority Items on Project Managers jobs.
Dashboard title is Project Priority Item Tracking and displays all priority items until they are dispatched. Tracks
Job, Client, Quantity, In Progress, Complete and Dispatched.
Tracking only affect active jobs, tracking stops reporting when all tracked items are dispatched or job is put on hold. -
3 April 2026Jobs on hold, excluding review JobsIf a job is on hold and changes are made the job is not marked for review
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2 April 2026Job Callups JobsWhen creating Picking Slips, Fabrication orders, Requisitions and Dispatches the text could appear for kit items added to callups, A fix has been applied and we are monitoring
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2 April 2026Update to Opportunity Pipelines SalesWe have made some changes opportunities and pipelines
1. Fixed only uncompleted tasks move opportunities back to active
2. Fixed workflow errors that resulted in status not updating for sent quotes.
3. Added a legend to pipeline for clarity.
4. Reduced potential for items to appear in two columns.
5. Added pipeline summary to each opportunity showing workflow
6. Corrected auto-calculation of opportunity value when deleting and restoring quotes
7. When deleting and restoring quotes if the quote belongs to a opportunities, screen will redirect to opportunity. -
1 April 2026BOM Editor on Job Screen JobsThe Evolution BOM Editor from the quoting screen is now available on Jobs.
This enables staff to build out a custom BOM from the inventory Tab of the job Before a fabrication order is raised. This can assist with purchasing and can be worked into your internal job review and approval workflow. -
31 March 2026Uploads on Recieve Items on Mobile PurchasingWhen using mobile app you can now add photos when receiving purchase orders.
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31 March 2026Asset Register Updates Asset ManagemenThe asset register now supports maintenance schedules and automated reminders for equipment and vehicles.
This feature is in beta and will be expanded over time. -
2025
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27 November 2025Inventory, Invoicing and Shoporder Register Searching MultipleThe inventory register has been updating with new sorting functions and improved searching. The invoice register had a bug fix applied that affecting search for partial customer names. There has also been update to the shopfloor order searching for finding stock orders.
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27 November 2025Do and Charge Automation Job Categories,1) In Job Categories (Manage Categories from Job Edit General Tab)
- A job category can be set to a Do and Charge by setting the Do and Charge option to "Yes"
2) Jobs
- Jobs created with a "Do and Charge" category will automatically set Inventory Items to "Do and charge" and "Invoice to Client"
- Existing jobs changed to a "Do and Charge" Job Category will change all Inventory Items to "Do and charge" and "Invoice to Client"
3) Quotes
- Quotes added to "Do and Charge" job will automatically be added as "Do and charge" and "Invoice to Client" -
20 November 2025Timesheets relating to Opportunities Timeseets and OStaff time can now be tracked for Opportunities by adding Time-sheets inside the following pages:
1. Opportunities
2. Opportunity Edit
- The Opportunity Edit page not only allows adding of Time-sheets but also viewing all time-sheets linked to an Opportunity
- This page also allows Editing of Time-sheets
3. Time-sheet History
- Time relating to opportunities can be added selecting the Opportunity worked on in the Opportunity Drop down instead of the Job drop down
- Time-sheet Details will now include Time charged to Opportunities -
20 November 2025Dispatch ID on invoices InvoicingYou can now configure invoices to display the dispatch ID where the invoice has been created from a dispatch. If you would like your print templates updated to show the dispatch id please contact support via the ticket system.
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20 November 2025Dashboard: To Be Invoiced Jobs and Upcoming Customer Retentions Job Edit / InvoA new dashboard item "To Be Invoiced" under the "Projects" category is now available. This dashboard will show jobs that are ready for invoicing and/or has not been completely invoiced.
The "Job Edit" -> "General" tab now also provides information on the progress of invoicing including the amount invoiced and total amount to be invoiced.
Additional dashboard item "Upcoming Retention's" also available under the "Projects" category which shows retention's owed on AR Invoicing for the week.
These retention's are entered when closing a job and selecting "Retention Owing" on the "Close Job" popup allowing the user to enter several retention dates and amounts. The retention entries are also available in the "Job Costing" tab of the Job Edit page -
20 October 2025Error / Bug Fix Email Emailing From EApologies to customers affected by the recent emailing bug in sending documents directory via email. This was caused by an account issue on a remote server that has now been resolved.
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7 August 2025Dispatches and Callups Improvements ProductionWe have made a number of UI tweaks to dispatching goods from a job. The system now remembers data entry when changing callups and color codes errors and warning regarding dispatched qty's.
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7 August 2025Dispatches and Callups ProductionNew dispatches are now integrated with the activity callups. Selecting the activity date will automatically bring in the relevant items to be dispatched.
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6 August 2025Cashflow Forecasts from Opportunities CRMThe opportunity edit screen now has the ability to add three new fields that will enable customer to generate cashflow forecasts from open opportunities in the CRM.
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6 August 2025Printing Quotes - Tabs as Item List SALESWe have added a new printing format for quotations.
You can now print the quote based on the Quote Tab (Sections) , EG replacing the item list with the section name, description and price.
From the quote screen this feature should work automatically, customers with older print templates may need to contact support to have them updated.
We have added a video on this feature to the quote screen. -
29 July 2025Server Maintenance 28 July 2025 SupportServer Maintenance was completed successfully and new redundant servers have been deployed at the Sydney Datacenter
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16 July 2025Default delivery tag in client and purchase orders PurchasingUsers can now set the default delivery method (delivery, pickup, freight) for a client. It will be used as the default method on purchase orders but can be manually changed for each order. The delivery method for the client can be found under the purchase tab.
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16 July 2025Delete Quotes from Opportunities and Pipeline Screen SalesYou can now delete quotes from opportunities rather than just archive them. This makes for better house keeping and is also allows you to import quotes to different opportunities.
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3 July 2025Closing Jobs ProjectsWe fixed a bug this morning on closing jobs that relates to a recent update.. Customers can now proceed, apologies for any inconvenience.
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25 June 2025Speed Optimization of Production Orders ManufacturingWe have implemented a speed optimization on production orders when calculating ETA dates across the entire production queue. This will make saving production orders much quicker for companies that have large data sets.
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29 May 2025BOM Easy Configuration Tool Inventory EditEach item in the Bill of Materials for Inventory Items can now be configured to have alternate / replacement items.
To do this:
1) Edit and Inventory Item
2) Switch to the "Bill of Materials" tab
3) Click on the 3 dots beside the trash item
4) Add/Remove alternate / replacement BOMs for the selected item
5) Click Apply Changes
When Quoting an Item
1. Click on the Red Configure Icon next to the Item Code Dropdown
2. Select alternate item/s which apply and hit continue
3.The cost and description will be amended automatically on the quote as per the Changes to the Bill of Materials.
4. All of the substitutions in the BOM are carried forward in the progression of the Quote into a Job, BOM Request, Requisition and Production Orders -
23 May 2025Date Fixes on Opportunity Pipeline CRMFixes to date formatting on Create Dates and Required By on tasks in pipeline summary
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23 May 2025Kit Grouping on Inventory Items QuotingYou can now create groups in the kits, this works like options where you can only select one item in each kit group... EG A door might have a number of different hinges that can be used, putting all the Hinges in a group called Hinges means the user can only select one when quoting.
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23 May 2025Editing Modied Item in Quote (BOM Editor) BOM EditorEditing Quote Bill of Materials created using the BOM Editor now restors entered values previously entered in the "Processes" step.
This applies for all modified items created going forward. -
14 April 2025Tasks Calendar TasksNew Overview and filtering system for advanced task management is now available on the task calendar. Go to the Calendar in the top right of the screen and you can now see tasks for All Users and filter on Task Source, eg Projects, Opportunities etc and search by client etc etc.
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8 April 2025NEW FEATURE: Departments ContactsYou can now add departments within the business in the Main Menu > Contacts > Departments
You can then subscribe staff to departments and filter quotes and assignments and staff by department. This new feature will continue to roll out in coming weeks to support more robust report within the System. -
2 April 2025BUG FIX: Invoicing InvoicingA bug causing customer terms to not auto-select on some invoices has now been fixed.
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2 April 2025Invoicing Improvements InvoicingFixed branch not selecting Automatically to Employee branch, fixed validation error when all items not complete. Auto populate Job Drop Down when create new invoices manually
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2 April 2025BUG FIX: Invoicing Customer Searching InvoicingIn release when creating an invoice and searching by company names, sometimes First name and Last name would display instead of Company Name in the search results. This has now been resolved
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2 April 2025BUG FIX: Job Costing Update Job costingA recent update to reduce screen loading times caused job costing issues. On projects where the time-sheet module was not enabled both fabrication and warehouse picking expenses where reporting Zero Cost. This has now been resolved.
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2 April 2025Site Contacts on Projects ProjectsYou can now add new contacts from the project page and attach them to the site. You can also filter contacts when importing contacts to a project by contacts that are linked to the project site already.
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18 March 2025Live On-order report from Inventory Edit Screen InventoryWe have added a on-order popup on the inventory edit general screen. You can now click on the On-Order qty listed in the stock report for branches and navigate to both open fabrication orders and un-receipted purchase orders for items
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10 March 2025Speed Updates ALLA system wide speed optimization has been applied across multiple screens that significantly improves loading times.
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10 March 2025Thumbnail Images Quotes, ProjectOn projects, quotes and opportunities we have improved loading times dramatically for image heavy screens by introducing and automatic Thumbnail Generation System
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10 March 2025Staff last name Special Characters -We have resolved a bug reported by some clients involving last names containing special characters on the Staff Edit page
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10 March 2025Job Costing - Summarized Timesheets By Job Inventory Item InvoicingCreating invoices grouped by Job Inventory Items using the Job Costing Invoicing feature of Job Edit is now available.
When selecting "Summary Only - Combine line items for same job inventory item" as an option when creating itemized invoice from timesheets, the Invoice Line Items will now be grouped by Job Inventory Items -
10 March 2025Viewing or Printing of Deleted Invoices InvoicingGoing forward, deleted Invoices can now be viewed or printed.
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2024
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19 December 2024Customer Pricing Tweak SalesWhen a customer discount is entered on the client edit screen for a category, display a warning if items exist in that category that do now allow the discount level.
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12 December 2024Delivery Runsheet NADelivery run sheets on the Mobile App now have the ability to expand to show the job notes. Color coded buttons that to go to delivery dockets have also been added.
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12 December 2024Opportunity Pipelne CRMImplemented an opportunity pipeline organized by status. Each status is clickable, triggering a modal popup that displays a summary of the opportunity details. Additionally, users can now filter the pipeline by category, staff, and date range for more tailored views and efficient tracking of opportunities. Look for the opportunity pipeline button on the Opportunities screen under sales.
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10 December 2024Task Templating Sytem Jobs and OpportThe Task Templating Systems provides the ability to create a list of tasks as a group. These group of tasks aka "Predefined Tasks" can be added in a Job or in an Opportunity which allows the users to easily assign a repetitive set of tasks to indiviuals thereby streamlining the process of assigning tasks to an individual.
The list of tasks assigned individual, due date can also be refined when adding the predefined tasks. The user may also opt to exclude a particular task from being added if such task may not be needed for a certain Job or Opportunity. -
21 November 2024Production Time Recording Changed to Seconds ManufacturingProduction data from tablets has historically been recorded in minute. This update includes changes to the database structure so that all data is now recorded in seconds. This gives better reporting for high volume low time quantities across time.
Historical Data has been updated across the system. -
19 November 2024Upload Bug in development Version of Mobile App. Mobile AppA recent bug when uploading files in the new portal has been resolved.
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19 November 2024Imported Requisition Costing PurchasingWhen importing requisitions into a purchase order, the cost to use can now be overridden to either the Quoted Cost (default) from the Job Inventory tab or the Inventory Cost stored against the item. A setting has been added to the setting menu so the company can setup the preferred default behavior.
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18 November 2024Payweek Start Date TimesheetsThe default Payweek start date has now been defaulted for Thursdays. This can be changed to an alternate weekday in settings.
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18 November 2024User/Contact badge UserThe staff badges have been updated and hovering on the badge will display the full name.
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18 November 2024Projects in the Evolution Support System TicketsProjects are now supported within the ticketing system for Evolution ERP. For custom development project this allows customers to track multiple milestones, feature requests and bugs as well as get visibility on the ETA, live development time and development status of each sub Ticket in a major development project or customized feature.
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18 November 2024Planned Activities Filter Fixes/Upgrades ProjectsAn improvement on the filters for a bug in planned activities where incorrect activities where displayed when selecting the representative assigned to that activity.
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17 November 2024All Activities Dropdown Filter ProjectsThis is an improvement on the existing dropdown in the activities area on the Project General Tab. Where previously it only allowed the user to select Current and Past activities a new option as been added for "All Activities"
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29 October 2024Notes badge in quote item edit screen QuotesAnd update to the Quote Edit screen.
A new "notes" badge will display on each quote item if there are any notes against the line item. -
16 October 2024New Fields for Inventory Items InventoryThere are now a number of new standards fields in the inventory system. Product Name, Product Short Description have been added for the purpose of external integration with Ecommerce sites and general external applications.
The Meta Data field has been added for more flexible searching. Add keywords for a product in the Meta Data field and use these to find production in inventory searches throughout the system -
16 October 2024Customer Pricing Contracts SalesEvolution ERP now supports pricing contracts. Set a start and end date to a contract for a specific pricing and define specific discounts, margins or fixed priced pricing models for clients. Go to the Selling Tab on the Manage Contact screen and click "Advanced"
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14 October 2024Embedding Images in email Signatures USERWhen editing your signature in the profile edit page you can now insert the company logo into your signature OR upload a custom image to insert. Improve the professionalism and visual appeal of communication from Evolution ERP.