Here are some of the fantastic enhancement requests that officially went live during the second quarter of 2026. Below, you will find a condensed list of these recent features and improvements designed to help streamline your daily operations.
Please keep the great ideas coming! If you have any suggestions or requests for future updates, we encourage you to reach out and share them with us in the community.
Q2 2026 Enhancements:
- Additional Sales Order Data Set columns for invoicing.
- Display fields on the Opportunities: Custom Report Widget “Assigned to”.
- Right align footer/subtotal for the Item Columns section in Sales Order formats.
- Added the word “DATE” at the end of the Columns/Filters in the report builder.
- Sync Address line 3 to Shipstation.
- Ability to import if a Vendor is 1099 eligible.
- Added Vendor notes merge field to the PO Email.
- Added the manufactured Items Custom Fields into the content section of Item Build Formats.
- Transaction Review Queue Filters:Added Voided and Class.
- Added Inventory: Item: Reorder Point and Inventory: Item: Reorder Amount filters to the Inventory/Items dataset.
- Last Invoiced On Filter/Column not related to Sales Orders in the Customer Dataset.
- Added “Customer PO#” as a Default Searchable Field on the Sales Orders Page.
- Added Projects:Orders filter to the report builder and workflows.