Enhancements

Reports

• Sorting works the same in every report. Cashflow, clients, costs, deals, quotes, invoices, profit and loss, projects, purchase orders, tasks and vendors can all be sorted the same way. Once you learn it in one report, you know it everywhere.

Projects and tasks

• Arrange your project list your way. Sort projects by more details, such as deadline, client or status, so the most urgent work is always at the top.

CRM, vendors and finance

• More sorting options for CRM, vendors and transactions. These lists can now be sorted by many more details, and they behave consistently across the platform.

Overall

• Less cluttered filter menus. Filter menus now only show options that actually work for that screen, so finding the right one is quicker.
• A more dependable platform. Behind-the-scenes improvements across reports, projects, CRM, vendors and finance.