Upcoming and New Features
- New Company Preferences - Summer/Fall 2025 Release
- New Permissions - Summer/Fall 2025 Release
- NEW: Estimates - Void and Convert to Sales Order or Repair Order
- NEW: Import Customer Prospects with Excel
- NEW: Company Preference to Prompt to Void Estimates Upon Convert to Sales Order
- NEW: EXCEL Import to Create and Update Sales Tax Items
- NEW: Voiding Estimates from the Estimates List View
- NEW: Trading Sold Units with the Wholegood Status Change
- NEW: Wholegood Sales History Report - After Status Change Update
- NEW: Intercompany Wholegood Sale Using the Wholegood Status Change
- NEW: Adding a Default GL Account to a Supplier
- NEW: Manually Change Wholegood Status from Sold or N/A to AFS
- NEW: EXCEL Import to Create and Update Sales Tax Groups
- NEW: Rental Calendar: Centralizing Contract Creation Across Locations
- Webinar - New Features in the Summer/Fall 2025 Release
- 2025 Summer/Fall Release Notes V 1640 - 1719
- NEW: Multi-Wholegood Transfers