# Q4 2024 Release Notes - 12/15/2024 **URL:** \ **Category:** Release Notes\ **Created:** [December 16, 2024, 4:08pm UTC](https://community.striven.com/t/q4-2024-release-notes-12-15-2024/690 "2024-12-16T16:08:30Z")\ **Posts on this page:** 1\ **Page:** 1
**Author:** ![MichelleB](https://yyz2.discourse-cdn.com/flex032/user_avatar/community.striven.com/michelleb/32/13_2.png) [@MichelleB](https://community.striven.com/u/MichelleB)\ **Post date:** [December 16, 2024, 4:08pm UTC](https://community.striven.com/t/q4-2024-release-notes-12-15-2024/690/1 "2024-12-16T16:08:30Z")
**In This Release…** [[Click here for a video overview of all the new features]](https://vimeo.com/showcase/11496047?share=copy) **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](https://www.striven.com/support/guides/employee-setup#employee-info) to learn how to configure these settings. ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/1X/793496fadcfae34f43c86d76412344997c0bb810.png) _ **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.](https://www.striven.com/support/guides/accounts-receivable#transactions-list) ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/1X/3c7ce572efa5c365d560887fb149145f75c31258.png) 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.](https://www.striven.com/support/guides/accounts-receivable#transactions-list) 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. ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/1X/be85ab281d55a853d1db6c2fdc5da77e503c8737.png) _ **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](https://www.striven.com/support/guides/task-management#task-management) to learn more. ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/1X/884943f277b3ebb1318db5b7afa2791a67189da5.png) **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_. ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/1X/6d4d3859df2313ef5494c378537feb792f9a9b3a.png) _ **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.](https://www.striven.com/support/guides/accounts-receivable#discounts-convenience-fees) _ **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.](https://www.striven.com/support/guides/financial-reporting#balance-sheet-reports) ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/1X/2167d276c4f3b225781546cba74cb4b6c663075f.png) _ **Payment Processor Integrations Updates** _ The Stripe and [Authorize.net](http://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](http://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. ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/1X/20a55b5c3ffdd701747b6180ec7388249e3069b3.png) **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. ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/1X/a5ebe4d891a4db9dd7638541e0c7fbf555014822.png) _ **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. ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/1X/5c3e4a082dd979563dc870d3915e8954956c7762.png) _ **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. ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/1X/f82a51ce36af8660c1cbc70dc04d865166698f25.png) _ **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. ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/2X/e/e0ed9f1008fd155f71018cd5203480ab1856c496.png) _ **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.](https://www.striven.com/support/guides/discussions#creating-discussion) _ **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_. ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/2X/9/9669821d5bbc8ffe941bc9a877483e861b2ec261.png) **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._ ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/2X/2/2bbdf1142d4461b2cf0e1cce454ae68e4fd57a28.png) _ **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. ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/2X/e/e49d652ddd2687b5b34e766d2dc497304ea9ef36.png) **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. ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/2X/2/268c322dc86c7b3c72b8d4f030822d0497abd4f8.png) **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.](https://www.striven.com/support/guides/hub) **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.](https://www.striven.com/support/guides/item-management#taxable) ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/2X/3/39d4e9bb1cb2d06c626cb5d9578a64290702a387.png) **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._ ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/2X/3/37e336121703625cf94b0e3daedbc5add0e03b01.png) **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. ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/2X/7/7b4d3642d672349dcedd327fb8567211c7b98fa7.png) **Tasks Updates** _ **New Sorting Option on Dispatch Tasks** _ The _Tasks_ pane located on the _Dispatch Tasks_ page may now be sorted by _Assignment Date_ . ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/2X/3/3bb7169f7c7c5b9ee2e4c35ec33c249eef70c4be.png) _ **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. ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/2X/8/8f4065de31ba25f157708f3a851d963a4c0e979a.png) _ **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. ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/2X/3/3f92d10dc542d42068799004abef2dc54820b65a.png) _ **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. ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/2X/8/8f7fc6aa5850aed66fc2f4f4e704e60100ce8361.png) **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.](https://api.striven.com/help) **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. ![](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/2X/3/33e65e73fe20101085a9ec81e51c15b47e651585.png) 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](https://app.striven.com/strivensupport/getsupport.aspx) or email us at [Support@Striven.com](mailto: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.