Release Notes: October 10th, 2022

An update was released to all systems. Following are release notes related to new features, changes made to existing features and functionality, and fixes for previously reported issues. If you have questions, please contact our support department for assistance through our support site here or by emailing

Enhancements / New Features

  • Pricing Tiers: You can now select which tiers to include when recalculating tier discount and margin charts: Image
    • Unselected tiers for Market-Based items will be set at a 0% discount. Unselected tiers for Cost-Plus items will be set at the desired margin for that item.
    • This feature is currently available for Parts, Modifiers, Machine Modifiers, and Machine Margin Charts, but is not available for Global Tier pricing tables.
  • Added Estimate and Invoice Display Name Overrides to Customers and Orders: Image
    • This allows you to change the name that appears in the top-right corner of invoices and estimates on a customer or order level.
    • This was previously only available on a global level.
  • Alerts: Added a new alert An estimate is converted to an order via Customer Portal.

  • Alerts: Added information to the existing An estimate is converted to an order alert to detail when this happens via the customer portal.

    • The following screenshot details the difference in text: Image

  • Added a new QuickBooks Interchange Format: IIF (v2) export option that is a compatible IIF export for newer QuickBooks versions.

    • The previous IIF export option is still available.

General Fixes / Issues
The issues below were resolved in this release.   

  • Fixed an issue that allowed orders to progress beyond Step 1 of order entry without having locations or tax groups assigned.