What's New

This page lists every guide added to the documentation, most recent first. We update it whenever new content goes live, so check back to see what's changed.

• 29 October 2026
  Raising Production Orders: contractor lines explained.
  • edit Updated Raising Production Orders: contractor (claims) lines — the CONTRACTOR badge on the Inventory tab, why they are left out of a production order, and how to clear one on the Claims tab.
• 28 October 2026
  New guide: Customer Pricebooks & Templates.
  • add_circle New Customer Pricebooks & Templates: printing a pricebook, the CSV download, designing a pricebook template with merge fields, the column switches for RRP, Your Price and Stocked, and an example template.
• 26 October 2026
  New section: Cash Sales, dispatch only once paid.
  • add_circle New Cash Sales — Dispatch only once paid: how goods on a cash sale project are held until they are paid for, how the value going out and the amount paid are worked out, every way a dispatch is checked, what happens on a picking slip and scheduled servicing, the override for administrators and Accounts Receivable admins, and why the cash sale account is no longer credit checked.
  • edit Updated Credit Limits & Stop Credit and Shipping: the cash sale account is not credit checked and its stop credit holds nothing.
• 26 October 2026
  New section: Account history. Updated: period shortcuts.
  • add_circle New Account history: one account as a statement — the opening balance, the running balance on every line, the closing balance, the Posted / Voided / All buttons, and CSV export. One screenshot.
  • edit Updated Period shortcuts: the General Ledger date range and the Profit & Loss now offer the same period list (this or last month, quarter and financial year), following your end of financial year.
• 25 October 2026
  New guide: Defects.
  • add_circle New Defects: the rebuilt defect page — the status band and progress bar, issuing a defect to a staff member or supplier, Mark rectified, Verify & close and Not accepted, Void and Reopen, the Details tab, sending a notification with photos attached, who is told at each step, the register’s Open filter, and who can use defects. Five screenshots.
• 25 October 2026
  New guide: Contacts.
  • add_circle New Contacts: the rebuilt contact page — the summary band with one-click call and email, the figure tiles, the Overview tab with photo upload and employment history, linking sites and setting a base location, the account’s other contacts, moving a contact to another account (with a backdated change date), filtering records and activity, the Map and History tabs, and who can open contacts. Seven screenshots.
• 25 October 2026
  New guide: the General Ledger.
  • add_circle New The General Ledger: the rebuilt ledger — the Search, Account, Type and Branch filters, the Posted, Voided and All buttons with their debit and credit totals, where each Source link opens, seeing a whole transaction (such as one payment spread over several invoices), the date and amount filters, CSV export, and posting a balanced journal (now General Ledger Admin only). Five screenshots.
  • edit Updated Setting Permissions: General Ledger Admin now includes posting journals.
• 25 October 2026
  New guides: Sales Leads, Message Templates, and Quote Types.
  • add_circle New Sales Leads: the rebuilt lead page — the New, Active, Converted and Disqualified states, Accept, the progress bar, the figure tiles, follow-up quick picks, Log call, Add task and Add note, possible matches with customers, contacts and other leads you already have, converting into a new or existing customer with an opportunity in one step and what carries over, disqualifying with a reason (replacing Archive), delete and restore, the Map tab with drive time from your branch, and who can use leads. Seven screenshots.
  • add_circle New Quote Types: the rebuilt Quote Types list and window — what each type sets for its quotes and invoices (print templates, print options, filename prefix, starter quotes, income account), email attachments and pre-ticking, adding a type and starting from a copy with Duplicate, the warning before disabling a type that open quotes or settings still use, the change history, and who can change types. Six screenshots.
  • add_circle New Message Templates: the rebuilt register (now under Settings) — where each type and category of template is offered, search and the Type, Category and Owner filters, the Automation and AI labels, editing a template and the placeholders each kind of template can use, starting, copying and deleting a template, and who can change templates. Two screenshots.
• 22 October 2026
  New guide: payments, credit notes and the balance due on printed and emailed invoices.
  • add_circle New Payments and Balance Due on Invoices: what now prints under the invoice total (each payment and credit note applied, Less payments, Less credits and Balance due, or Credit balance when overpaid), invoices paid in Xero, turning it off for one print or email, for an Invoice Type or for a template, and the new fields for custom invoice templates. Two screenshots.
• 21 October 2026
  New guides: the Quote Register, returning goods that came back from site, the Contact Person badge on quotes, and branches with their default print templates.
  • add_circle New The Quote Register: the filters (now with Branch, opening on your own branch), the new Open, New, Sent, Converted and Deleted buttons with their counts and the value of open and sent quotes over the last 12 months, the quote date and amount filters, deleted quotes, and the new Export for administrators. Five screenshots.
  • add_circle New Branches: the rebuilt branch page — the band and six figure tiles (staff, signed in now, open projects, opportunities, invoiced this month, print templates), the new Map tab with open projects and opportunities around the branch, details, bank and Xero settings, staff, and the new Default print templates tab that sets which template the Print and Email dialogs open on for each branch, plus the order the dialogs choose in. Four screenshots.
  • add_circle New Returning Dispatched Goods: the rebuilt Return Goods window on a project’s Inventory tab — how much each line can return, the All link, which branch the goods go back to, staging bins, previous returns, returning from the mobile app, and what a return does and does not change. New screenshot.
  • add_circle New Contact Person on Quotes: the new badge next to Contact Person (Linked, Added on save, Typed only), when a typed name is saved to the customer’s contacts (email plus a phone or mobile), Add New Contact keeping your typed details, typed names put back over a linked contact, quotes from an opportunity linking its contact, and why only a linked contact reaches the project. Five screenshots.
• 20 October 2026
  Two new guides: dispatching when someone else is working on the same project, and seeing who else has a record open.
  • add_circle New When Two People Dispatch at Once: saves on one project now take turns, Commit & Dispatch from a picking slip only sends what is still ready, and the dispatch screen warns when another dispatch is open on the same project. New screenshot.
  • add_circle New Who Else Is Viewing: the name badges that show who else has a project, quote, invoice, dispatch, picking slip, purchase order or requisition open, and what the faded badge means. New screenshot.
• 14 October 2026
  New Cost Price Audit report, and a rebuilt Dynamic Min / Max tool for large catalogues.
  • add_circle New Inventory Reports — Cost Price Audit: new section covering the findings, the cost evidence pop-up, the Cost+ quotes, projects and invoices a wrong cost has reached, applying costs one at a time or in bulk, and working through a pasted list of item codes. Three new screenshots.
  • add_circle New Bin Re-order — Calculating Levels from Usage: new section on the rebuilt Dynamic Inventory Min / Max tool — per-branch suggestions for any size of catalogue, how the figures are worked out, the stock-used pop-up, keyboard entry, and applying the suggestions to everything that matches. Three new screenshots.
• 13 October 2026
  Cash sale projects can keep a one-off delivery address of their own.
  • add_circle New Cash Sales: new section on the one-off delivery address — turning it on, entering it on a new project or the project’s General tab, how dispatches use it ahead of the site, and Shopify orders on the cash sale account.
• 12 October 2026
  Shopify orders can now bring order metafields onto the project as notes.
  • edit Updated Shopify — Orders: new section on mapping order metafields (delivery instructions, gate codes and the like) to project note categories, and what happens when an order arrives.
• 12 October 2026
  The freight guide now follows the three steps of the Freight & tracking tab.
  • edit Updated Freight & Tracking on a Dispatch: the tab’s three steps — delivery method, packages, cost & charge — with their ticks, the margin, carrier fields hidden for own delivery and customer collect, and what the Freight figure at the top of the dispatch tells you. New screenshot.
• 11 October 2026
  The dispatch guides now match the redesigned dispatch screen.
  • edit Updated Invoicing a Dispatch: the Invoice button now sits in the actions at the top of the dispatch, and a Part invoiced flag shows when some of the delivery has already been billed. New screenshots.
  • edit Updated Freight & Tracking on a Dispatch: freight and tracking now live on their own tab of the dispatch. New screenshot.
• 11 October 2026
  A new guide to the Invoice Register.
  • add_circle New The Invoice Register: the filters, filtering by invoice type, the Draft, Owing, Overdue, Paid and Deleted views with their counts and balances, and the Recurring and Customer terms filters under Advanced.
• 10 October 2026
  The Inventory Items guide now covers the Items list.
  • edit Updated Inventory Items: the Items list — the Active, Disabled and Review views, the Status and Category columns, Stock at a branch, finding items by supplier code and the Avg badge on average-cost items.
• 6 October 2026
  New guides for freight and tracking on dispatches and the Carriers list, plus new support guides: the Support Tickets register, Development Projects and the redesigned ticket page.
  • add_circle New Carriers: the carrier list, tracking link templates with {number}, and disabling a carrier you no longer use.
  • add_circle New Freight & Tracking on a Dispatch: carrier and con note, packages and weight, freight cost and charge, the customer tracking email, searching by con note and the new delivery docket placeholders.
  • edit Updated Invoicing a Dispatch: the freight line and the Ship Via carrier on invoices raised from a dispatch.
  • edit Updated Getting Support & Conversations: a new section on the Support Tickets register — the focus tiles, filters, Show buttons and what each ticket status means.
  • add_circle New Development Projects: the renamed projects page — focus tiles by stage, the stage tracker and progress bar on each project card, and requesting new development.
  • add_circle New The Ticket Page: key figures, the stage tracker, and the Overview, Work items, Files and History tabs on a ticket or project.
• 2 October 2026
  New manufacturing guides: the Command Centre, Factory Sessions, Raising Production Orders and a new Manufacturing Reports page.
  • add_circle New Manufacturing Command Centre: the alerts, live-floor and order-book figures, and the tool tiles on the new manufacturing home page.
  • add_circle New Factory Sessions: the Factory Activity Board, resolving forgotten sessions in the Session Manager, the Auto-Pause Idle Factory Sessions setting, and the session time recording fix.
  • add_circle New Raising Production Orders: the Pending Production queue, the rebuilt Create Production Order page, raising for an activity’s callups, and the checks every order passes.
  • add_circle New Manufacturing Reports: Factory Activity Board, Production KPIs, Production Demand Schedule and Factory Load vs Capacity.
• 1 October 2026
  New guide: find the real customers hiding inside your Cash Sale account and give the ones worth it a proper account.
  • add_circle New Cash Sale Customer Extraction: how to group the orders sitting on a pooled cash sale account into the businesses behind them, review one on its trading history, and create the account, contact and site — including why the old quotes and invoices stay where they are.
• 1 October 2026
  New Shopify — Stock Levels page: inventory tracking in Shopify, the one-click stock sync, and the store-wide and per-item out-of-stock selling behaviour.
  • add_circle New Stock Levels page added to the Shopify section. Covers the Track Inventory Levels switch, the Continue Selling When Out of Stock default, and the Sync Stock Levels Now backfill.
  • add_circle New Stock Levels: What quantity is pushed, and where — available = stock on hand less project allocations, written to the store’s primary location, and why Shopify’s own on-hand figure can differ while orders await fulfilment.
  • add_circle New Stock Levels: Per-item Continue Selling override on the item’s Shopify tab, including how variations inherit from the master item and then the store default.
• 1 October 2026
  New purchase orders are no longer due in the past: the due date is floored at today plus a new Supplier Lead Time.
  • add_circle New Supplier Lead Time: a days field on the supplier’s contact. A purchase order raised from a requisition is due on the earliest Required By date, but never earlier than today plus the lead time.
  • edit Updated Batch Purchase Orders: Creating the Orders now explains how each order’s due date is set.
• 30 September 2026
  Syncing Payments from Xero now covers checking a payment against Xero from Payment Distribution Detail, including batch payments that span several accounts.
  • edit Updated Syncing Payments from Xero: new Checking a Payment Against Xero section — the Account column, the Payment and Invoice links into Xero, and how to read a Xero batch payment spread across more than one customer.
• 30 September 2026
  New Finding & Merging Duplicate Sites page — the tool that finds the same place recorded twice across every customer, and merges the copies onto one site.
  • add_circle New Finding & Merging Duplicate Sites page added to the Features section. Covers the filters, reviewing a group, choosing which site to keep, and what a merge actually moves.
  • add_circle New Duplicate Sites: Finding Duplicates explains matching on address rather than name, and why the “Names differ” groups are the ones the site screen’s own prompt cannot catch.
  • add_circle New Duplicate Sites: Missing Detail Is Filled In sets out that a blank state, postcode or suburb on the site you keep is filled from the sites being merged away, and that populated values are never overwritten.
  • add_circle New Duplicate Sites: Reviewing Past Merges covers the three places a completed merge is recorded — the Already merged tab, the surviving site’s change log, and the note at the top of that site.
  • edit Updated Sites: Avoiding Duplicate Sites now links to the merge tool rather than asking you to get in touch about duplicates already in your data.
• 29 September 2026
  New Batch Purchase Orders page — raising every approved requisition as purchase orders in one pass, the Needs a decision list, and the new learned supplier history that suggests a supplier from what you have actually bought.
  • add_circle New Batch Purchase Orders page added to the Purchasing section. Covers starting a batch from the requisition register and the four areas of the batch workspace.
  • add_circle New Batch Purchase Orders: Needs a Decision explains the three exception reasons — No supplier, Several suppliers and No cost — and how to read a candidate label, including its product code, price, purchase history and the (inactive) marker.
  • add_circle New Batch Purchase Orders: How the Supplier is Chosen sets out the five steps in order, and why anything recorded on the item always beats purchase history.
  • add_circle New Batch Purchase Orders: Learned Supplier History covers the new Purchasing setting and its three modes, and what the feature will never do — never price an order from history, never change your item records, never overrule what you have recorded.
  • add_circle New Batch Purchase Orders: Fixing It on the Item covers the new one-click primary supplier star on Additional Supplier Product Codes, and the Learned Supplier History panel with Pin and Stop suggesting.
  • add_circle New Batch Purchase Orders: Creating the Orders explains grouping by supplier and branch, the stepped commit, and what Part Committed means if a large batch is interrupted.
  • edit Updated Purchase Requisitions: What Happens Next now points at Batch to Purchase Orders as the way to raise a whole list of approved requisitions at once.
• 28 September 2026
  New Cloning an Item page — how to build a new inventory item from an existing one, and the new option to bring the original’s product attributes across with it.
  • add_circle New Cloning an Item page added to the Inventory section. Covers the Copy Inventory icon on the item header and the Inventory Cloning Tool window.
  • add_circle New Cloning an Item: Cloning an Item walks through the six fields in the tool — the new code and description, and the four tick boxes for bill of materials, kit items, manufacture data and the new Copy Attributes option.
  • add_circle New Cloning an Item: What Gets Copied sets out what always comes across on the item record itself versus what is optional, including that multi-row attribute sets stay grouped on the clone.
  • add_circle New Cloning an Item: What Does Not Get Copied explains that stock on hand, trading history and attached files stay with the original, and that a clone starts at zero stock in every branch.
• 26 September 2026
  New Global Search page — the Ctrl K search panel that looks through every register at once, jumping straight to a document by its number, and the new spelling correction.
  • add_circle New Global Search page added to the Features section. Covers the three ways to open the search panel, the fourteen record types it looks through, and the point that you only ever see records your permissions allow.
  • add_circle New Global Search: Searching by Name explains that the words can be typed in any order, that part of a word is enough, and how to read results grouped by type with a See all link for each group.
  • add_circle New Global Search: Jumping Straight to a Document lists the document prefixes — Q, P, INV, CN, PO, BILL, D, SO and OPP — and notes that a plain number is looked up across every numbered document at once.
  • add_circle New Global Search: Narrowing to One Type gives the full table of scope prefixes, and covers the type filter chips and the Tab key.
  • add_circle New Global Search: The Full Results Page covers the match counts per type, the Open / active only filter, the three sort orders, paging, and the Open register button.
  • add_circle New Global Search: Speed and Spelling explains the new search index — why searching is now immediate on a large company, that a saved record is searchable within about a minute, and how the Showing results for and Did you mean notices work when a word is misspelt.
  • add_circle New Global Search: If You Cannot Find It works through the six usual reasons a record does not appear — too many words, a filter left on, the open/active filter, permissions, a record saved seconds ago, and searching a site by its street address.
  • add_circle New Global Search: a full Keyboard Shortcuts table — Ctrl K, the forward slash, the arrow keys, Enter, Ctrl Enter to open in a new tab, Tab and Esc.
• 25 September 2026
  New Sites page — the rebuilt site screen: where invoices go, delivery labels that stay in step with the address, and the checks that stop the same place being recorded twice.
  • add_circle New Sites page added to the Features section. Covers the summary row, the tabs, and what each one holds.
  • add_circle New Sites: Where Invoices Go sets out the three billing choices — follow the customer, match the site, or a different address for this site — and warns that switching to the customer’s address clears anything typed against the site.
  • add_circle New Sites: Delivery & Post Labels explains the “Does not match address” badge, the Regenerate button, and why labels are never rebuilt automatically.
  • add_circle New Sites: Avoiding Duplicate Sites covers the duplicate-name warning, address matching that ignores capitals, spacing and punctuation, and what can be done about duplicates already in the data.
  • edit Updated Address Quick Search: Edit Site added to the list of screens, and the clear button documented.
• 23 September 2026
  New Address Quick Search page — searching for a site by name rather than street address, and the site name filling in automatically.
  • add_circle New Address Quick Search page added to the Features section. Covers what the quick search fills in, searching by place name, and every screen the box appears on.
  • add_circle New Address Quick Search: Searching by Name explains that a place name such as a council or a depot now returns results, where previously only street addresses matched.
  • add_circle New Address Quick Search: Site Names Fill In Automatically sets out the three rules — a named place fills the site name, a plain street address does not, and anything already typed is never overwritten.
  • add_circle New Address Quick Search: Adding a Site on a Job covers the new quick search on Add Job, and the reminder to check the existing site list before adding a second copy of one.
  • edit Updated Accounts & Contacts from an Opportunity: notes that a search typed on the Opportunities register is now carried into the new opportunity, with the matching accounts already listed.
• 23 September 2026
  Cost Plus quotes can now take their house default from the item’s RRP rather than one flat percentage — documented alongside a new report that audits the RRPs behind it.
  • add_circle New Quote Modes & Contract Pricing: new Cost Plus Priced From RRP section. Covers the new Cost+ Default Method setting, why the house default matters more than it looks (it prices most quoted lines, because most customers have no negotiated pricing), and the point that RRP replaces only the bottom rung — a customer category markup or a customer markup still wins.
  • add_circle New Quote Modes & Contract Pricing: documents what happens to items that cannot be priced from RRP — no RRP, no cost, or an RRP at or below cost — which fall back to the Cost+ Default Markup and say so on the line rather than pricing at zero margin, and the new Cost+ Maximum Markup % ceiling that flags a markup too high to be real (usually a cost that was never updated). Also covers the checks that run again on save and are written to the quote’s history.
  • add_circle New RRP / Pricing Integrity report documented under Inventory Reports. The report works out the markup every item needs to reach its own RRP, then separates the three classes of finding: items that cannot be priced from RRP at all, markups worth checking — above your ceiling, below an item’s minimum, or far out of step with the rest of their category — and housekeeping, an RRP nobody has touched in years or an item with no guard rails set. Covers the finding chips, why the list opens on Needs attention, the per-category roll-up and what the report deliberately does not judge.
  • edit Updated Quote Modes & Contract Pricing: The Settings table now lists Cost+ Default Method and Cost+ Maximum Markup %, and Which Price Wins notes that on a Cost Plus quote the fourth step is the house default — the Cost+ Default Markup percentage, or the markup that reaches the item’s RRP.
• 22 September 2026
  New Terminology page — the single list of what every object in Evolution is called, what it actually represents, and which words we no longer use.
  • add_circle New Terminology page added to the Documentation section. Covers every main object — accounts, contacts, sites, leads, opportunities, quotes, projects, activities, tasks, manufacturing, purchasing, stock, invoicing and assets — in one place.
  • add_circle New Terminology: How to Read This Page sets out the three naming rules the whole system now follows — Project rather than Job, Account as the parent of Customer and Supplier, and Contact reserved for people.
  • add_circle New Terminology: Planned Activities explains what an activity carries, the difference between an inventory assignment and a resource assignment, and how to read the three status dots behind the calendar’s Unprocessed / In progress / Ready legend.
  • add_circle New Terminology: Tasks covers what a task carries, the nine kinds of record a task can be raised against, subscribers versus the assignee, and what a task template does.
  • add_circle New Terminology: Manufacturing walks the full pipeline — processes, routes, production orders, shop floor orders and their children, quantity breaks, manufacturing BOMs, production bookings, reworks, factory sessions and process queues — and shows how daily capacity drives every ETA.
  • add_circle New Terminology: Words We’ve Retired lists Job, Client, Vendor and Address Book with what replaced them, and notes the two places “job” is still correct — the shop floor and Job Costing.
  • add_circle New Terminology: Easily Confused settles ten pairs people mix up, including Planned Activity versus Task versus Assignment, Picking versus Dispatch, Production Order versus Shop Floor Order, and Contacts versus Contracts.
• 22 September 2026
  New Inventory CSV Export & Import guide — the exporter and importer rebuilt around per-branch min/max bins and bin locations, nested category filtering, and what can and cannot be written back.
  • add_circle New Inventory CSV Export & Import guide added to Inventory. Covers both tools as a pair: exporting a file, editing it in a spreadsheet, and importing it back, with a backup taken before every run.
  • add_circle New Inventory CSV Export & Import: The Two Export Types explains the difference between the one-row-per-item Item Master file and the new one-row-per-item-per-branch Branch Stock Settings file, including why a branch with no stock record still exports a blank row — that is how a bin gets set up for the first time.
  • add_circle New Inventory CSV Export & Import: Branch Stock Settings gives the full column reference for the branch file — which columns key the row, which three can be edited and re-imported, and that a blank cell leaves the existing value alone.
  • add_circle New Inventory CSV Export & Import: Category Filtering documents the nested category list — choosing a parent category now includes every category beneath it, at any depth.
  • add_circle New Inventory CSV Export & Import: Fields You Cannot Import explains why Stock On Hand, Allocated, On Order and Average Cost export for reference but cannot be written back — they are calculated from stock movements and open orders, so a stocktake is the way to change stock levels.
  • add_circle New Inventory CSV Export & Import: Backups & Restoring spells out what a restore actually does — it overwrites live data from the snapshot, and without Retain new items it deletes anything created since.
  • add_circle New Inventory CSV Export & Import: Large Files covers whole-catalogue imports — why the mapping screen shows the first 500 rows as a preview while the whole file is still imported, which rows can be excluded, and what each of the importer's refusal messages means.
  • add_circle New Inventory CSV Export & Import: The Import Report explains every result the report can give — Added, Updated, No change, Skipped and Failed — that failed rows do not mean a half-finished import, and where to get the full row-by-row report as a download.
• 17 September 2026
  New Syncing Payments from Xero guide in Sales — the new Sync button on the Payments panel of Invoice Entry that fetches a payment the overnight Xero sync missed, for one invoice, on demand.
  • add_circle New Syncing Payments from Xero guide added to Sales (also listed under Administration). Covers where the Sync payments from Xero button lives on the Payments panel of Invoice Entry, who can see it, and the three results it can come back with — nothing missing, payments brought across, or a reason it could not run — with screenshots of each.
  • add_circle New Syncing Payments from Xero: Why a Payment Goes Missing explains the overnight sync’s blind spots in plain terms — invoices older than its rolling window, invoices Evolution already considered settled, and nights the sync could not reach Xero — and why asking Xero for one invoice’s payments with no date limit gets round all three.
  • add_circle New Syncing Payments from Xero: documents that the check runs both ways — a payment since deleted in Xero is reversed in Evolution too, putting the balance back — and that pressing the button twice is safe because each payment is matched on its Xero reference.
  • add_circle New Syncing Payments from Xero: When the Button Is Not There lists every reason the button or its messages appear as they do — Xero switched off, no AR access, an invoice not yet sent or not yet committed, a lapsed authorisation, a disconnected organisation — plus what happens when a payment arrives from a Xero bank account with no match in Evolution.
  • edit Updated Xero Integration: Related Pages now points at the new payment sync guide.
• 10 September 2026
  New Asset Management guide replaces the old Asset Register overview — the register, the asset editor and its four tabs, service scheduling, maintenance records and the new soft delete, and the Asset Maintenance Schedule Report.
  • add_circle New Asset Management guide added to Features, rebuilt from the short Asset Register overview into a full walkthrough of the module with screenshots throughout. Covers the register and its filters, adding an asset, and each of the four tabs on the asset editor — General, Bookings, Files & Uploads and Maintenance.
  • add_circle New Asset Management: Service Scheduling explains the Service Period and the optional … or every time interval that runs alongside it, that an asset falls due on whichever arrives first, and that Last Maintained and Recorded Mileage are calculated from the newest active maintenance record rather than typed.
  • add_circle New Asset Management: Maintenance Records documents the service history on an asset field by field, including the new Status column and what the Active and Deleted badges mean.
  • add_circle New Asset Management: Deleting & Restoring a Record covers the new soft delete — a removed service record stays on the list struck through and badged, records who removed it and when, stops counting towards Last Maintained, Recorded Mileage and the schedule report, opens read-only, and can be restored at any time.
  • add_circle New Asset Management: Maintenance Schedule Report explains the four report bases — For Scheduled Maintenance, All Assets, No Maintenance Record and Custom — the advanced filter, what the printed report carries, and scheduling it as an automated e-mail alert.
  • add_circle New Asset Management: the two separate file areas are spelled out — the asset’s own Files & Uploads tab for manuals and certificates, and the Maintenance Files & Uploads tab inside a service record for that one job’s paperwork.
• 9 September 2026
  New Xero Integration guide under Administration — connecting Evolution to Xero, running more than one Xero organisation, and the new setting that maps a branch to the organisation its invoices, bills and credit notes belong in.
  • add_circle New Xero Integration guide added to Administration. Covers the whole Xero Integration block on Company Setup field by field — turning the integration on, the default organisation, the connected-organisations table and its expiry dates, Connect to Xero, auto-sync and its start date, and text-only invoice lines.
  • add_circle New Xero Integration: documents the new Xero Organisation field on a branch — map a branch once and every invoice, bill and credit note raised against it opens with the right Xero organisation already selected. Explains that the field only appears when two or more organisations are connected, and that leaving a branch unmapped keeps the existing choose-on-each-document behaviour.
  • add_circle New Xero Integration: How the Organisation Is Chosen sets out the order Evolution works through — a document already sent keeps the organisation it went to, then a sole connected organisation, then the branch mapping, then Please Select — and notes that a mapping pointing at a disconnected organisation is ignored rather than preselected.
  • add_circle New Xero Integration: On the Document Screens shows where the organisation picker lives on Invoice Entry, Bill Entry and Credit Notes, that changing the branch re-points the picker, and that a document already in Xero never moves.
• 7 September 2026
  New Customer Segments guide, plus four new segment reports documented in Sales Reports — the segment directory, revenue by segment, RFM customer value and mailability & consent.
  • add_circle New Customer Segments guide added to Sales. Covers what a segment is and what the code, colour and description are each for, adding and removing accounts from either the segment or the account itself, the Segment filter on the Accounts register and its No Segment option, what retiring a segment does and does not do to its membership, and the fact that an account can belong to as many segments as you like.
  • add_circle New Customer Segment Directory section added to Sales Reports. One row per account with its contact details, segments, last invoice, 12-month revenue, balance and mailing consent — the report you export for a mail merge or a price letter. Documents the filters, the summary cards, the per-segment breakdown and the 5,000-row listing cap that does not affect the totals.
  • add_circle New Revenue by Segment section added to Sales Reports. Each segment month by month across a financial year, on revenue, invoice count or accounts invoiced, with a Share column and a separately calculated All accounts row. Explains why the segment rows add up to more than the company total when accounts belong to several segments, and why the year column is not the sum of the months on the Accounts invoiced measure.
  • add_circle New Segment Customer Value section added to Sales Reports. The RFM view — recency, frequency and money scored 1 to 5 — with the eight behaviour groups explained and what to do about each, the ABC revenue split, and a note that the scores are relative to whatever is on screen rather than absolute.
  • add_circle New Segment Mailability & Consent section added to Sales Reports. Whether a segment can actually be emailed — usable address, valid address, mailing consent and an active account — with shared addresses flagged as duplicates, the reach-by-segment roll-up, and the per-row reason an account cannot be mailed.
• 7 September 2026
  Units of Measure is now listed under Inventory as well as Administration, documents what happens when a unit is renamed, and explains the second thing the Time type controls — which of a job’s lines are offered when billable time is entered.
  • edit Updated Units of Measure is now cross-listed under Inventory as well as Administration. Same page, same address — it is simply findable from the section people go looking in.
  • add_circle New Units of Measure: Why Type Matters now covers both consumers of the Time type. Alongside Items To Follow, it explains that Time also decides which of a job’s lines are offered in the CODE dropdown on an Itemized Time Entry, that those lines are grouped by the quote they came from, and that Show all labour items is only needed when the line you want is not a labour line at all.
  • build Fixed Units of Measure: the Symbol field is documented as accepting up to 16 characters, not five — a longer symbol such as SHIFT is no longer cut short.
  • add_circle New Units of Measure: a new Renaming a Unit section replaces the old warning not to edit a symbol in place. Renaming now carries the change through to every item, manufacturing process, expense item and alternate unit that used it, and shows you the counts before it does — so the guide explains the confirmation you are shown, what it will move, and why invoices and credit notes already raised deliberately keep their original wording.
  • add_circle New Units of Measure: documented that two units cannot share a symbol or a name, and that saving a duplicate is refused with the name of the unit already using it.
  • edit Updated Units of Measure: Editing or Disabling a Unit now explains that a disabled unit disappears from the unit dropdown on items so it cannot be chosen again, while items already using it keep it and still show it when opened.
  • edit Updated Timesheets: Labour Items and Rates now describes the CODE dropdown on an Itemized Time Entry — that it lists every labour line on the job grouped under the quote it came from, that the item’s unit type is what makes a line count as labour, and what Show all labour items is actually for.
• 3 September 2026
  Purchase History added to the Purchasing Reports guide — the new report that shows what you bought, from whom, when and at what price.
  • add_circle New Purchase History section added to Purchasing Reports. Covers the item and supplier filters, the three bases the figures can be read on — Ordered from purchase-order lines, Received from goods receipts and Billed from committed supplier bills — why the three will not tie to one another, the detail view and the three summary roll-ups (per item, per supplier, per item × supplier), and how to read the first / last / lowest / highest / average price paid and the Move column that shows where a price has crept up.
• 2 September 2026
  New Item Search & Stock Visibility guide — the detailed item picker, its SOH and Avail columns, and the setting that turns it on for quotations, invoices and jobs.
  • add_circle New Item Search & Stock Visibility guide added to Inventory (also listed under Sales, Purchasing and Projects). Covers the detailed item picker and its four columns, what SOH and Avail each mean and why they can differ, the fact that both are reported for the document’s branch rather than simply the branch you are logged in under, why service items show no figures and why a negative Avail is shown rather than blocked, the Use verbose item select… setting on Settings → Sales and the four screens it governs — with purchase orders deliberately outside it — and the SOH column on the Invoice Entry line list.
• 2 September 2026
  New Quote Modes & Contract Pricing guide in Sales — the two ways a quotation is priced, the settings behind them, and the contract prices that override both.
  • add_circle New Quote Modes & Contract Pricing guide added to Sales (also listed under Inventory). Covers the two quote pricing methods and why Cost Plus and Markup are the same thing, the three settings behind them (Quote Modes, Default Quote Mode, Cost+ Default Markup), the Cost Plus toggle and the override / Auto-Margin tools on the quotation screen, the three contract types and where each is set up, the order Evolution works through when deciding a line’s price — contract, then category, then the customer’s general discount, then RRP — and the site-contract settings that change how contracts are matched. Explains that a fixed price belongs to contract pricing rather than to the quote mode, and is available whatever Quote Modes is set to.
• 1 September 2026
  Shopify — Inventory & Products now covers where a product attribute is published, the new per-item Attributes table, and the links from a category straight to its Shopify collection.
  • edit Updated Shopify — Inventory & Products: the Product attributes (metafields) section now explains where the mapping is authored (the category’s Shopify tab, with the shared Shopify Name and the per-category Sync setting) and how to read the new notice on Inventory → Attributes — the Shopify column on the register, and the Published to Shopify panel on an attribute with its store line, the Syncing / Field defined badges and what each one actually means, the metafield key, the link into Shopify admin, and the per-category Shopify sync column.
  • edit Updated Shopify — Inventory & Products: Categories to Collections gains Opening the collection from Evolution — the View in Storefront and View in Shopify Admin links on a category’s Shopify tab, and the fact that neither appears until the category exists in Shopify.
  • add_circle New Shopify — Inventory & Products: Seeing an item’s attributes on the item itself — the Attributes table on an item’s Shopify tab, what each of its four columns means, every status it can report, the banner that names attributes out of step with the store, and why Update Shopify Product is now live for an attribute-only change that previously reported “No changes were made”.
  • add_circle New Shopify — Inventory & Products: Attributes on variations and Where the values land: products and variants — the variation editor’s own attributes table and its Update Attributes in Shopify button, and the rule that decides whether an item’s values are written to the Shopify product or to a single variant matched on SKU.
  • add_circle New Shopify — Inventory & Products: Changing the mapping for several categories at once — the Category Configurator’s Update Attribute Mapping button, which categories it applies to, and what it does and does not re-send.
• 30 August 2026
  New Importing a Bill of Materials guide in Projects — loading a job line’s BOM from a CSV produced outside Evolution.
  • add_circle New Importing a Bill of Materials guide added to Projects. Covers the Import BOM button on a job line, who can see it, how to prepare the CSV (the seven columns, the recognised heading variations, and why an empty cost takes the item’s current cost), reading and correcting the preview, resolving rows whose code matched nothing or matched more than one item, and the optional updates to the line’s description and special notes — including the rule that an unticked box leaves the field exactly as it is. Notes that importing replaces the line’s BOM and does not touch the inventory item’s standard BOM.
• 28 August 2026
  New Custom Fields guide in Administration — how to add your own fields to leads, opportunities, jobs and more, and how to stop one being compulsory.
  • add_circle New Custom Fields guide added to Administration. Covers the administrator-only Settings → Custom Fields screen: adding a field (Target, Name, Type, Options, Required), the five field types and the :: option separator, the edit-only settings (Status, Default Value, Searchable), and which screen each Target puts the field on. Includes a dedicated section on Force Required — the customer-controlled setting that decides whether a field such as Fencing Type or Height blocks a save — and cautions on the two Targets that do nothing, disabling a field removing it from the list, and adding options to a Select Dropdown.
• 26 August 2026
  Store Connection now documents the Data & Mappings panel — how to clear the link records between a Shopify store and Evolution, and what deliberately survives.
  • add_circle New Store Connection gains a Data & Mappings section covering the new reset panel on Shopify Store Settings: the seven groups of link records and their live counts, the settings that are never deleted (API key and secret, access token and scopes, store name, activation flag, order-processing defaults and the sync tool’s default tax code), the SKU re-matching consequence that makes the typed confirmation necessary on a live company, and the fact that the reset is administrator-only and written to the activity log.
• 20 August 2026
  HubSpot Integration guide added to Sales, covering account/contact/deal mapping, connecting, sync modes, the sync panels on accounts/contacts/opportunities, and the new Sync Activity screen — now with real screenshots throughout, and updated for one-click connecting.
  • add_circle New HubSpot Integration guide added to Sales. Covers how Evolution accounts, contacts and opportunities map to HubSpot Companies, Contacts and Deals; connecting an account; per-object Auto Sync vs Sync On Demand modes on Advanced HubSpot Configuration; the sync badge/panel on an account and on a contact, including the Sync contacts cascade checkbox; Deal pipeline & stage mapping and the four points an opportunity pushes from; and what pulls back automatically from HubSpot (and the one thing — Deal stage — that deliberately doesn’t).
  • edit Updated HubSpot Integration guide now covers the sync badge/panel on opportunities (matching the account and contact panels) and the new Sync Activity screen — a 24-hour failure count, a failures-only filter, and a log of every push/pull attempt with HubSpot’s own error message on failure. The troubleshooting checklist now starts there instead of ending on a generic four-step list.
  • add_circle New Real screenshots added throughout the HubSpot Integration guide, replacing placeholders: the settings/connect screen, Advanced Configuration, the account and contact sync panels, Pipeline & Stage Mapping, and the Sync Activity screen.
  • edit Updated HubSpot Integration guide’s “Connecting HubSpot” section rewritten for the new one-click connect flow — no more Client ID/Secret to enter, matching how connecting Xero already works in Evolution.
• 19 August 2026
  Product Updates is now searchable, the API docs cover everything the inventory endpoints return, a new Contact API guide has landed, and there’s a new guide for the in-app Release Notes screen.
  • add_circle New Product Updates now has a keyword filter above the timeline — type a term and the list narrows instantly (title, module and body text all match), with year headings hiding themselves when nothing under them matches. Deep-linkable via ?q=.
  • edit Updated Basic API now documents everything the getItem/searchItems endpoints return beyond the original core fields: status_label, branch-total and per-branch stock (soh/allocated/onorder/available), and Bill of Materials / Kit detail (has_bom/bom, has_kit/kits).
  • add_circle New Contact API guide added, covering the new getContact and searchContact endpoints — a single account with its full addressbook, or a fuzzy search across the contact book.
  • add_circle New In-App Release Notes guide added, covering the Release Notes screen’s new keyword filter and vertical timeline layout, and how it differs from the Product Updates page here on the documentation site.
• 18 August 2026
  Job invoices can now carry an Items To Follow page for the customer, and the Units of Measure screen is documented for the first time.
  • add_circle New Items To Follow (Backorder Report) added to Sales and Projects. Covers attaching the page from the invoice Print or Email options, the Attach Backorder Page to Invoices setting that pre-ticks it, and how the tick always overrides the setting for a single invoice. Explains every column on the printed page, how Supplied is measured from dispatches rather than from what has been invoiced, where the ETA comes from (supplier back order date, then the buyer’s expected-by date, with Ready to despatch for goods already staged and TBA where nothing is ordered yet), the already invoiced marker on prepaid lines, and why labour and service lines are left off by default.
  • add_circle New Units of Measure added to Administration. Covers the four fields on the screen, adding a unit, editing one by clicking its row, and retiring one with the status. Explains why the Type matters — a unit typed Time is what marks an item as labour rather than stock — and warns that changing a symbol does not follow through to items already set to the old one.
  • build Fixed On the Units of Measure screen, clicking a unit’s Status jumped to an unrelated screen instead of opening the edit window; clicking any other part of the row worked. The whole row now opens the unit for editing. Status also reads Active or Disabled rather than a bare 0 or 1, and a unit can no longer be saved without a type.
  • build Fixed Printed documents that opened in the browser could fail with “We can’t open this file”. The PDF is unaffected on the server; only the copy sent to the browser was damaged. Corrected for every printed document.
• 14 August 2026
  Stop credit and credit limits are now enforced on Invoice Entry and New Job, and the whole subject is documented in one place.
  • build Fixed Stop credit and credit limits are now enforced where invoices and jobs are raised directly. Invoice Entry and the New Job screen previously raised a pop-up that could be dismissed, and then let the work through. Invoice Entry now blocks at Commit — the invoice can still be edited and saved as a draft, but Commit is greyed out and refused, so nothing reaches the customer’s account or the ledger while the account is held. New Job refuses to create the job, including when the customer is chosen from inside the form, which previously carried no check at all. Users with Accounts Receivable set to Admin, and full administrators, may still proceed; they see the reason in amber rather than red. Accounts that have been disabled are stopped on New Job the same way.
  • build Fixed The Customer Balance shown on Invoice Entry read roughly double the real amount owing on a saved invoice, and the credit limit check on that screen was measured against the inflated figure. Both are corrected. The Account Bal on the Add a Payment window counts only invoices with money still owing, so on an account carrying credits it legitimately reads higher than the account balance — the documentation now explains the difference instead of warning about it.
  • add_circle New Credit Limits & Stop Credit added. Covers setting both values on the account’s Billing/Pricing tab (administrator or full Accounts Receivable access only), finding accounts on stop credit from the account list, how the customer balance is worked out, and what each setting does on the quote screen (the red banner, the balance line, and the blocked Create Invoice and Create Job panels). Also covers the effect on jobs — the banner on the job’s General tab, and the Inventory tab action bar (requisitions, dispatches, production orders and Save Changes) disappearing entirely while the customer is on stop credit — plus what happens on invoice entry.
• 11 August 2026
  The new Shopify Store Import tool — for stores that already have products before Evolution connects — is now documented.
  • add_circle New Store Import added to the Shopify section. Covers mapping Shopify collections to Evolution categories (several collections to one category, and categories that sync with no collection at all), scanning the store and matching every product variant against inventory by SKU / item code, the five match states, bulk and per-row linking, creating missing items in Evolution, SKU adoption, and image import with fill-only hero. The tool never writes to Shopify.
• 11 August 2026
  Connecting a Shopify store is now a documented two-step process, and each company connects to its own Shopify app.
  • edit Updated Shopify Overview rewritten around the new two-step connection: entering this company’s app details (Store URL, Client ID, Client Secret) and then installing the app on the store with Connect to Shopify. Adds the three connection states and what each one means, notes that only an administrator can connect, and covers what happens if the app is later uninstalled or the credentials are changed.
  • edit Updated Store Connection now opens by distinguishing the two things called “connecting” — linking Evolution to your Shopify app, and turning on order delivery — and links to the app step, which has to be done first.
• 10 August 2026
  Printing can now open the PDF straight in the browser instead of downloading it — the new setting is documented under Administration.
  • add_circle New PDF Print Delivery documented under Administration. Covers the new company-wide setting on the General tab of Settings, the difference between Download and Open in browser, how to change it, and what to do when a browser is configured to always download PDFs and overrides the choice.
• 10 August 2026
  A new guide covers creating a customer account and its first contact from an opportunity — including the new Trading Name field and the setting that makes Salutation compulsory.
  • add_circle New Accounts & Contacts from an Opportunity documented under Sales. Covers the new-customer panel on the Opportunity screen and the new Trading Name field, adding the first contact, the Salutation list and why it now opens on Please Select rather than defaulting to a title, the new Force Salutation setting on the General tab of Settings, and where the salutation is shown against a contact’s name.
  • edit Updated Contacts on Accounts now lists Salutation among the contact details on the Overview tab, with a note on the N/A option and a link to the administration setting that makes it compulsory.
• 4 August 2026
  The BOM Configurator is now documented, and it opens for any item with a Bill of Materials — components you are not supplying can simply be unticked.
  • add_circle New New BOM Configurator guide under Sales — tailoring a manufactured item’s Bill of Materials for a single quote line. Covers where to find it, unticking a component you are not supplying, choosing an alternate where one is set up, how the cost and price are rebuilt from what is left ticked, applying the configuration to the line, and setting up alternates against the item in the first place.
  • edit Updated The configurator now opens for any item that has a Bill of Materials, not only items with alternates set up. Components without an alternate can be unticked to exclude them from that quote line — the excluded row is struck through, the total cost and calculated price are recalculated from the components left ticked, and the original figures stay on screen struck through for comparison. At least one component must remain selected.
• 4 August 2026
  The Product Coding Standard screen is now documented end to end — how to build a standard, learn your existing conventions from your own catalogue, and check your data before switching it on.
  • add_circle New Product Coding Standard documented under Inventory. Covers what a coding standard is and why it is worth having, starting from the supplied industrial standard or importing one, and every tab on the screen: Settings (joiners, casing, missing-value placeholders, code length and compression, and where the generated description is written), Templates (the per-category name and code formulas), Dictionary (including Learn from my catalogue, which recovers your own abbreviations from items you have already coded by hand), Rules, Data gaps and Try it. Includes a suggested order of work and a reminder that a standard does nothing at all until it is activated.
• 3 August 2026
  A new inventory report works your product-coding convention out from the items you have already coded, and flags every term coded more than one way.
  • add_circle New Product Coding Consistency documented under Inventory Reports. The report lines each item’s description up against its code to recover the abbreviations your team has settled on, then lists every term that has been coded inconsistently — separating a likely error, where the odd code means something else entirely in your catalogue, from harmless style drift between two abbreviations of the same thing. Covers the two tabs, the classes, the drill-down to affected items, the confidence settings, and what the report deliberately leaves out.
• 30 July 2026
  Invoicing a dispatch no longer leaves the delivered goods billable a second time — in either direction — and can no longer be done twice.
  • build Fixed Goods already invoiced from the job are no longer billed again by the delivery. The guard added between dispatch invoicing and the job’s own invoicing methods previously only worked one way: invoicing the delivery first reduced the job’s un-invoiced quantities, but invoicing from the job first — through Itemized Invoice, say — left the INVOICE button on the delivery willing to bill the same goods over again. The delivery now deducts everything already billed against each job item: where nothing is left the button is greyed out and says so, and where only part is left it stays live and tells you how much of the delivery it will bill (“only 22 of 60 will be billed”) both before and after you press it. Lines billed in full are left off the invoice rather than repeated at nil.
  • build Fixed A delivery now honours the invoicing option set against the item on the job, so it cannot bill something the job says is not billable. An item set to Disable All Invoicing is left off the invoice; one set to Do not invoice/Credit Extras is billed at its 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.
  • build Fixed Invoicing a committed dispatch now reduces the job’s un-invoiced quantities. The delivered items were previously 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.
  • build Fixed A dispatch can now only be invoiced once. Pressing INVOICE a second time previously 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; if the delivery is somehow submitted for invoicing again, Evolution says which invoice covers it instead of creating another. Deleting a draft dispatch invoice still frees the dispatch to be invoiced again.
  • build Fixed A dispatch invoice now 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. The contact name now shown on the invoice and the contact it is linked to can no longer disagree.
  • build Fixed Dispatch lines added straight onto the delivery, with no matching item on the job, are no longer silently left off the invoice — goods were being delivered and never billed. They now come across at 0.00 with a message telling you how many lines need pricing.
  • edit Updated Invoicing a dispatch is now recorded in the history of both the dispatch and the job, and the INVOICE button is hidden on an uncommitted dispatch or where you do not have Job Costing or Inventory administrator rights.
  • edit Updated The invoicing option on a job item 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; the same field in the item’s edit window was already labelled correctly. 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.
• 30 July 2026
  New guide for invoicing a committed dispatch, so a delivery can be billed for exactly what was shipped.
  • add_circle New New Invoicing a Dispatch guide — the INVOICE button at the foot of a committed dispatch, what it carries onto the invoice (dispatched quantities, the job’s sell price, the item’s tax code and income account, and the contact who received the goods) and what it deliberately does not do. Covers the conditions for the button to appear, why the draft’s GST and prices are worth checking before committing, and what to do when a delivery has already been invoiced.
  • edit Updated Invoicing a Job and Invoicing Timesheets now cross-link to the new guide.
• 30 July 2026
  Invoicing a job from quotes now honours the target invoice and the invoice type, tags lines with their quote number, and charges GST correctly on summarised sections.
  • build Fixed Summarize Section Tabs as Line Items now charges tax. Invoices raised this way previously came out with no GST at all and with the section lines posted to no income account, so the invoice had to be corrected by hand before it could be sent or committed. Each summary line now carries the tax rate and income account of the quoted items inside that tab, and a tab that mixes tax rates is summarised as one line per rate (with the rate name added to the description) so the totals still reconcile to the quote.
  • build Fixed Invoice Job → Create invoice from Quotes now respects Select Target Invoice. Previously the dropdown was shown but ignored for this method, so a quote always started a new invoice even when an existing draft was chosen — you can now add quoted work to a draft that already carries other work for the same customer.
  • build Fixed Select Invoice Type is now applied when invoicing from a quote. It was previously overwritten by the quote’s own type. Leaving it on Please Select still inherits the quote’s type, and adding lines to an existing invoice never re-types that invoice.
  • add_circle New Where an invoice carries lines from more than one quote — several quotes invoiced together, or a quote added to an existing invoice — each line now shows its quote number in the description (… (Quote 23272)). Identical items priced the same on two quotes also stay as separate lines instead of being merged, so the customer can match the invoice back to each quote.
• 29 July 2026
  New guide covering every way to raise an invoice from a job, not just from timesheets.
  • add_circle New New Invoicing a Job guide — the five methods offered by the Invoice Job window on the Job Costing tab: invoicing from quotes (full line items versus one line per section tab), the itemised invoice built from completed job items, and the text based deposit, progress and final invoices (Fixed versus Percentage, putting the job on hold, and the pre-filled final balance). Includes how the Target Invoice list lets you append to an existing draft, which methods actually reduce uninvoiced WIP, and what happens to items flagged Do Not Invoice.
  • edit Updated Invoicing Timesheets now cross-links to the new guide so the other invoicing methods are easy to find from it.
• 27 July 2026
  New guide for adding and removing a quote’s optional extras on a job after the quote has been imported.
  • add_circle New New Optional Extras on Jobs guide — taking a quoted optional extra up (or back off) at any time from the job’s Quotes tab, how previously removed items are reinstated rather than duplicated, when an extra is locked because work has already started against it, and how the job’s estimated revenue follows the extras actually taken up.
• 26 July 2026
  New administration guide for the control accounts every invoice, bill and payment posts through.
  • add_circle New New Control Accounts & Tax Accounts guide — where the Accounts Receivable, Accounts Payable, bank and petty-cash settings live, the per-tax-code Account for Tax Collected / Paid, exactly what committing an invoice posts to the general ledger, and the new behaviour where a commit is refused outright (rather than half-posted) if a control account has not been set. Includes a setup checklist for a new or newly copied company.
  • edit Updated Invoice Entry and Bill Entry now check the control accounts before you start: a new invoice or bill cannot be keyed until the company’s Accounts Receivable / Accounts Payable account is set, since an uncommittable document is invisible to the ledger, average cost tracking and job costing. Documents already keyed are unaffected — they open and edit as normal with a reminder at the top.
• 23 July 2026
  New guide for AI Quote Notes — drafting client-facing scope-of-work notes with Claude AI.
  • add_circle New New AI Quote Notes guide covering the quote editor’s new AI Notes icon — generating and previewing a Claude-drafted scope-of-work summary for the whole quote or a single section, and deploying it into the quote’s notes.
• 21 July 2026
  Bill due dates now fill in automatically from each supplier’s payment terms.
  • add_circle New The Bill Entry guide now covers Payment terms and the due date — how a supplier’s Supplier Terms auto-calculate the bill Due Date when you pick the supplier (and recalculate when you change the Bill Date), where to set those terms on the contact, and what happens when a supplier has no terms set.
• 20 July 2026
  Clickable report tiles on every reporting guide, and the Purchasing guide now documents all seven Purchasing reports.
  • add_circle New Every reporting guide now opens with a “Reports in This Guide” tile grid — the same report tiles you see on the Reports Dashboard, now clickable so they jump straight to that report’s section further down the page.
  • edit Updated The Purchasing Reports guide now documents all seven Purchasing reports, grouped exactly as they appear on the dashboard (Demand & Re-order, Purchase Orders, Suppliers). The Demand Deficit, Min / Max Re-order, Re-order Insights and PO Outstanding Items reports — previously written up on the Inventory page — now live under Purchasing where they belong, so the guide matches the Purchasing dashboard card.
  • edit Updated Updated the Stock Movement Ledger guide for its latest refinements — the new Period presets (this month, last financial year, etc.), From/To date pickers that keep each other inside the 12-month limit, movement date & time shown in your standard date format, colour-coded source badges, signed quantities and a distinct-item count in the summary.
• 19 July 2026
  A full refresh of the reporting documentation, plus the rebuilt inventory analytics reports.
  • edit Updated Redesigned the Reporting Overview around the new Reports Dashboard — browse reporting by area (Financials, Jobs & Projects, Sales, Inventory, Purchasing, Timesheets, Qualifications), with the dashboard’s search, category pills and favourites explained. All the old broken links are fixed.
  • add_circle New Added a Financial Reports guide covering Aged Receivables & Payables, Misaligned / Adjusted Invoices, Profit & Loss (accrual / cash basis with period comparison), Revenue by Month and the GST / BAS Summary.
  • edit Updated Reviewed every reporting guide against how each report actually behaves and corrected the details — default filters, permission requirements, how rows are sorted, row limits and the exact columns each report shows — across the Sales, Projects, Purchasing, Timesheet, Qualification and Inventory guides. Added screenshot placeholders throughout.
  • add_circle New 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.
  • add_circle New 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.
  • edit Updated Rewrote the Inventory Reports guide with the new Inventory Analytics suite — Product Sales Performance, Item History / Stock Card and the Stock Movement Ledger.
• 17 July 2026
  A redesigned documentation home and new purchasing & manufacturing guides.
  • edit Updated Rebuilt the Documentation Home with a "browse by area" layout and working links to every section.
  • add_circle New Added this Release Notes / change log page.
  • add_circle New Production Activities Calendar guide.
  • add_circle New Purchasing Reports guide.
  • add_circle New Purchase Back Orders and Purchase Tracking guides.
• 16 July 2026
  • add_circle New Re-billing Invoices guide.
  • add_circle New Attachments guide.
• 15 July 2026
  • add_circle New Credit Notes (AR & AP) guide.
• 14 July 2026
  • add_circle New Bill Entry guide.
  • add_circle New Creating Bills from Purchase Orders guide.
• 13 July 2026
  • add_circle New Email Sending Domains & SPF guide.
• 10 July 2026
  The Shopify integration guides landed.
  • add_circle New Shopify Overview.
  • add_circle New Shopify Inventory & Products.
  • add_circle New Shopify Customers.
  • add_circle New Shopify Orders and Search Registers.
  • add_circle New Shopify B2B Pricing Catalogs.
• 7 July 2026
  The purchasing workflow was documented end to end.
  • add_circle New Purchasing Overview.
  • add_circle New Purchase Orders guide.
  • add_circle New Purchase Requisitions guide.
• 3 July 2026
  • add_circle New Full-text documentation search across all pages.
  • add_circle New BOM Requisition guide.
  • add_circle New Bin Re-order guide.
• 2 July 2026
  The Projects module documentation was introduced.
  • add_circle New Projects Overview.
  • add_circle New Jobs guide.
  • add_circle New Job Costing guide.
  • add_circle New Stock Management guide.
• 25 June 2026
  • add_circle New Contacts on Accounts guide.
• 18 June 2026
  • add_circle New Manufacturing Processes and Manufacturing Routes guides.
  • add_circle New Product Attributes guide.
• 17 June 2026
  • add_circle New Cash Sales guide.
• 15 June 2026
  • add_circle New Runsheets & Deliveries guide.
• 9 June 2026
  The documentation site went live.
  • add_circle New Qualification Reports guide.
  • add_circle New Initial Evolution ERP documentation site.