In This Release… [Click here for a video overview of all the new features]
Highlights
Default Class/Inventory Location
Simplify your Order and Transaction entry process! Now you can set default Classes and Inventory Locations for each Employee. This means faster and more accurate Order and Transaction creation in Striven. Check out the Employee Setup Guide to learn how to configure these settings.
Payment Revamp
We’ve made a variety of updates to the Add Payment feature, including the ability to configure, print, and send payment receipt notifications. For details on the new look and functions related to Payments in Striven, check out the Transactions section of our Accounts Receivable Guide.
We’ve also included new Printable Formats for Payments with this update, which you can configure by navigating to Company > Settings > Accounting > Sales > Payments > Payment Formats. For more information about Printable Formats for A/R Transactions, please visit the Printable Formats section of our Accounts Receivable Guide. And if you would like a copy of a default Striven Payment Format, please contact Striven Support.
Workflows Menu
Workflows are now easily accessible from the Striven Navigation menu bar at the top of the page. This means you can access Workflows regardless of the subject area. Additionally, we’ve included an Add Workflows option to the Workflows menu for quick and easy Workflow creation.
Image Attachment Resizing
Images added through the attachment feature will now be resized automatically to 1200px with a 256px thumbnail view. This update will ensure optimal performance and efficient use of resources. Enterprise Subscription Customers have the option to override this feature. Visit the Task Management section of our Task Management Guide to learn more.
Accounting Updates
Refund Updates
Transactions that are associated with a refund check will no longer be voided or unapplied from the related refund check. This update will help streamline the refund process in Striven.
Invoice Notification Send Options
When creating an Invoice, the logged in user will now have the ability to select a specific Employee as the sender for the notification. This will be in effect for the New Invoice That Needs Payment and Resend Invoice That Needs Payment notifications, which can be configured in the Notification and Portal Content.
Convenience Fees or Discounts for Sales Receipts
Increase your flexibility with Sales Receipts by adding Convenience Fees or Discounts directly to your receipts. These fees or discounts will appear as a separate Line Item on the receipt to either add or subtract from the Sales Receipt. To learn more about using Convenience Fees or Discounts in Striven, check out the Discounts and Convenience Fees section of our Accounts Receivable Guide.
Balance Sheet by Period
Get a deeper financial insight with the new Balance Sheet filtering options. You can now view your financial data by Week, Month, Quarter, or Year. These options are available under the Show Columns filter. Once a period has been selected, additional columns will be displayed which will allow you to analyze your business performance in greater detail. For more details, check out the Balance Sheet Report section in the Financial Reporting Guide.
Payment Processor Integrations Updates
The Stripe and Authorize.net integrations have been updated to make it smoother when removing Payment Profiles in your payment processor. Now, when you remove a Payment Profile from Stripe or Authorize.net, Striven will automatically reflect that change when you try to add new profiles. This means no more manual updates within Striven, saving you time and ensuring consistency.
With the Stripe integration enabled, users will now have the ability to configure their bank account with a Stripe Reader Payment Method regardless if the setting is enabled for Apply payments directly to bank account within the Accounting Settings.
Payment Notification Update
In an effort to reduce the number of extraneous emails sent to users from Striven, we have removed the No Payment Recipient email notification. This will ensure that users creating Payments will no longer be notified if there is no email address associated with the Contact who is related to the Payment.
Contact Management Updates
Ability to Set Contact Timezone
Users can now set a Contact’s timezone when viewing their profile from under the Customer’s Contacts List. This will set the correct timezone for them when they log into the Customer/Vendor Portal to collaborate on work.
Customer Dashboard Updates
Display Fields for Tasks List Widget
Display Fields including Start Date, Due Date, Completion Date, Created Date, Last Modified Date, and Requested By have been added to the Tasks List widget to easily view additional information.
Display Fields for Projects List Widget
Display Fields including Start Date, End Date, Completion Date, Contact, and Status Note have been added to the Projects List widget for a quick glance.
Transactions Widget
Memos that have been added to Transactions will now be displayed when utilizing the Transactions widget without having to access each Transaction for additional details.
Happiness Ratings Widget
Happiness Ratings that include a comment will now sort to the top of the list for the Happiness Ratings widget so important Customer feedback will be easily accessible.
My Dashboard Updates
Copy Widget Configurations
Widgets that have been added to the Dashboard will now have the option within the kebab menu to Copy. When copying an existing widget, the new widget will be created below the original.
Employee Milestone Widget
The Employee Milestone widget has been updated to include historical birthdays and work anniversaries. Now, the Date filter can be set to view Employees within a specific date range, regardless of whether the milestones occurred in the past or future.
Discussions Updates
Discussion Size Optimization
Discussion sizes have been limited to 1MB to further enhance system efficiency. To learn more about this size regulation, visit our Discussions Guide.
Discussion Ability to Archive
Discussions can now be archived and unarchived when viewing the individual Discussion. Previously, to manage archiving of Discussions, the user would need to utilize the Archive and Unarchive buttons available on the Global Discussions List.
Employees Updates
Invite Employee Button Added to Employee List
An additional button has been added to the Employees List to Invite Employees. This feature provides the option to quickly add multiple Employees to the system using limited information such as their Name, Email, and User Role.
Payroll File Employee Location Filter
When setting up Payroll in Striven, a new filter has been added for the Employee Location when you choose to Include Approved Expenses within the file. This filter can be set by clicking the Configure button that appears once you have toggled to include any approved Expenses related to the Employee.
Time Off Adjustment Update
There’s a new Team filter on the Time Off Adjustment page to assist with narrowing down adjustment requests for Employees based on the Teams to which they are assigned.
Hub Updates
Additional File Type
In Hub, files with the .LSF extension can now be uploaded. To learn more about document storage and organization available with Hub in Striven, check out our Hub Guide.
Import Updates
Import Validations
We’ve enhanced importing validations for Sales Orders, Price Lists, Cost Lists, and Sales Tax to view up to 50 errors or warnings at a time. Need to see more? Simply load additional warnings or errors with the click of a button. This improvement streamlines the import process for large data files.
Importing Accounts Payables Validations
Accounts Payable Transactions that are for different Vendors but share the same Reference Number can now be added at once through the import tool. This is useful for historical data that may share similar information but for different Vendor records. Bills, Bill Credits, CC Charges: Bill Payment, Checks: Bill Payment, and Manual Checks Imports have all been updated to include these validations.
Items Updates
Copy Taxable Configuration from Another Item
Taxable Configurations at the Item level may now be copied from one Item to another. To learn how to copy the Taxable Configurations, review the Item Level Taxable section of our Item Management Guide.
Opportunities Updates
Column Totals in Opportunity Board View
Totals have been added to the top of the Opportunity Board View for the Total Number of Opportunities, Total Dollars, Total Number of Opportunities that are Past Due, and the Total Average Time Per Stage.
Projects Updates
Copy Portal Link from Project
When a Customer is assigned to a Project, an additional option is available within the Project kebab menu to Copy Portal Link. This will enable you to easily grab the Customer Sharable Link as needed to collaborate with your Customers.
Tasks Updates
New Sorting Option on Dispatch Tasks
The Tasks pane located on the Dispatch Tasks page may now be sorted by Assignment Date .
Followed By Me Filter in Task List Search
A Followed By Me filter has been added to the Tasks List to easily view Tasks the logged in user is currently following.
Limit Task Description Size When Created From Workflow
When a Task is created from a Workflow, the Task Description size will be limited to ensure a smooth performance.
Workflows & Emails Updates
Additional Workflow Processing Times
Workflows will now be processed at additional times throughout the day. Workflow processing times now include 1:00 AM EST, 5:00 AM EST, 9:00 AM EST, 1:00 PM EST, 5:00 PM EST, and 9:00 PM EST.
Happiness Merge Field for Task Workflows
Emails that are triggered to send based on Task Workflows will now have the additional merge fields for Happiness-Rating and Happiness-Rating-Text. This will allow users to include feedback provided related to Tasks on emails being sent from the Workflow.
Report Builder (Beta) Selected by Default in Mass Emailing
When using the options for Send Email: Employees, Send Email: Contacts, and Workflows, the new version of Report Builder (Beta) will be toggled to be used by default rather than the soon-to-be depreciated version.
API Additions/Updates
The following API additions/updates have been added with this release:
- The call method (GET, POST, etc.) on the API Call Log will now link to view the related API request.
For more information about our APIs, visit our API Reference Page.
Security Updates
Please review the following settings and adjust your User Roles for these new permissions as needed:
- “Price List/Cost List - Import”
- “Payments - Edit”
Notification & Portal Content Additions
The following Notification and Portal Content has been added:
- Added the Portal-Payment-PDF-Link merge field to the Payment Notification.
- This merge field will display a link to allow Customers to view the Payment as a PDF if there is a Payment Format selected on the Payment in Striven. If there is no Format selected, this merge field will not display the link in the notification.
New Formats Updates
The following lists updates and additions to Printable Formats in this release:
- Added Manufacturer as an Item column to Sales Order Formats
- Added Manufacturer Part # as an Item column to Sales Order Formats
- Added an Order-Approval-E-Signature-Title merge field to Sales Order Formats
- Added an Order-Approval-E-Signature-Name merge field to Sales Order Formats
- Added a Total Weight merge field to Purchase Order Formats
- Added a Terms and Conditions merge field to Purchase Order Formats
New Report Builder Updates
Text Wrapping Toggle in Report Builder
When viewing a report with the new Report Builder, a toggle option has been added to Wrap Text. When the option to wrap the text is selected, any data that is truncated will be displayed in totality. Paging of 50 results will be implemented with this setting enabled to ensure improved reporting performance.
The following lists updates and additions to the Report Builder Data Sets in this release:
- Date Period filters in the Report Builder have been updated to include Tomorrow
- Added Custom Columns as columns for the Invoices Dataset and Bills Dataset
- Report Datasets that include the Customer filter can now be searched by Customer Number
- Added Task Creation Time filter to the Tasks Dataset
- Added Task Response Time filter to the Tasks Dataset
- Added Task Resolution Time filter to the Tasks Dataset
- The Timesheet Dataset and Time Clock Dataset can now be related to one another
- Added a Has Payment Profile column and filter to the Customer Dataset
- Added Price List column to the Customers Dataset
- Added Cost List column to the Vendors Dataset
- Added Sales Order Date column and filter to the Sales Order Dataset
- Added Invoice Status filter to the Sales Orders Dataset
- Added Item Number filter to the Items Dataset
- Added Location filter to the Items Dataset
- Updated Date Period to Date Created Period filter in the GL Postings Accrual and Cash Basis Dataset
- Updated Date Range to Date Created Range filter in the GL Postings Accrual and Cash Basis Dataset
- Added Date Modified Period filter to the GL Postings Accrual and Cash Basis Dataset
- Added Date Modified Range filter to the GL Postings Accrual and Cash Basis Dataset
- Added Created By filter to the GL Postings Accrual and Cash Basis Dataset
- Added Modified By filter to the GL Postings Accrual and Cash Basis Dataset
Striven operates on a quarterly release cycle to ensure high-quality updates. This approach allows us to thoroughly test features and deliver a reliable experience. However, we encourage all users with critical business integrations to verify all integrations are still functioning as expected immediately following the release. If there is any need, our support team is standing by. Please submit a ticket or email us at Support@Striven.com for immediate support.
Upcoming Roadmap Preview
Enjoy a preview of some of the notable updates planned for our upcoming releases.
Q1 2025 - March 23rd
- Price List Updates
- This update will allow the creation of Price Lists that dynamically adjust Prices based on percentage increases or decreases from standard Item Costs or Prices. This feature will facilitate the automatic recalculation of Prices in response to fluctuations in Costs.
- Order Profitability Statement
- We will be introducing a new feature that will provide a deeper understanding of order profitability. This feature will display detailed information on Invoices, Credits, Expenses, COGS, and other relevant factors. You can view both a summary overview and a detailed breakdown, with the option to group details by Item. This will enable users to gain a more comprehensive understanding of the factors contributing to order profitability.
- Tax Rates by Postal Code
- A new feature will enable users to turn on automated tax rates by state to simplify and enhance efficiency in tax rate management. By selecting one or more US states, the system will automatically create tax codes and tax groups based on accurate zip code tax rate data provided by Avalara. When determining the applicable tax code based on a shipping address, the system will now prioritize the Zip Code over the City, ensuring more accurate tax calculations. Users will also have the option to manually create tax codes.
- Credit Memo Import
- Import Credit Memos to streamline the process of uploading multiple Credits at once.
- Resize/Upload Images in Editors
- This update will introduce drag/drop functionality for resizing and uploading images within the editors in Striven. This will improve productivity and efficiency when working with images.
- Employee List Page Updates
- The Employee List will be migrated to a faster, more advanced framework. Additional enhancements will enable users to view the current week’s Employee Shifts, as well as Employee Start Dates, directly on the list. Also, users will have the ability to filter Employees by Email and Phone Number. These enhancements will improve the performance and overall user experience of the Employee List page.
- Delete Candidate Data
- Users will be able to delete specific Candidate data, including Applications, Links, and Attachments. If a Candidate is solely associated with that subscriber, their entire profile may be deleted. This feature will assist recruiters in complying with data privacy regulations and requests for data removal.
Q2 2025 - June 22nd
- Detailed Trial Balance Report
- A new, detailed version of the Trial Balance report will be released. This report will provide a more comprehensive view of the accounts, grouping them and displaying their respective balances and summaries. This will enable users to analyze multiple accounts within a single view.
- Workflows Based on POs
- This update will enable the creation of Workflows based on Purchase Orders to automate purchasing processes and enhance operational efficiency.
- PO Import
- Import Purchase Orders to streamline the process of uploading multiple POs at once or highly detailed POs.
- Historical Non-Posting Transactions
- This feature allows the import of historical transaction details prior to account migration. These imported transactions will not impact the current accounting postings, but will be accessible within Striven for reference purposes. This functionality is available for the majority of A/R and A/P imports, excluding Journal Entries and Inventory Adjustments.
- Location Tracking in Discussions for Tasks
- A new feature will be added that will allow users to generate location-sharing links (using Google Maps or other mapping services) and include them in Task details. These masked links will be accessible to Customers and will remain active until the Task is completed, offering real-time visibility into the user’s location.
- Striven Search Updates
- Updates will be made to the Striven Search feature to improve search efficiency. Striven will store recent searches in the header, which will be readily accessible when initiating subsequent searches. Additionally, secondary data will be linked to the search results, providing more comprehensive information.
Please note: This preview includes only the larger Roadmap features to be released and does not include all Enhancement Requests scheduled. To discuss other upcoming updates that may benefit you, please reach out to your assigned Support Specialist or Account Manager.