1 

Currency Offsets are now displayed on the Exchange Rate and Forward Cover rates 

2

Report Improvements: 

•  The Product Valuation report has been enhanced with additional reporting options. Users can now include a negative stock flag, group results by location, and benefit from improved Excel export output.
• The Product Transactions report now includes cost and sell prices for each transaction. This makes the pricing information available in a report format instead of requiring users to check transactions one product at a time.
• The Job WIP report now includes more flexible date selection options. Users can choose either a date range or an as-at date when running the report

3

API

• The Job External API now supports job instructions and tech notes. Users can get, set, and update these fields through the API for external integrations.
• Job contacts have been added to the Job External API. External systems can now get and set job contact information directly on a job.
• Variable product sync has been extended to include variants in web-triggered updates. This ensures variant information is sent along with the parent variable product.
• Users can now include a job number on Purchase Order when they are created or updated via the external API. 

4

Smart Grid implementation on 

• Job List 

5

A new setting has been added to the Job setting which in future will allow the user to control which lines type can be added to a closed job.

 Please note that only the setting has been introduced in this release; the functionality to add lines to closed jobs will be implemented in an upcoming release  

6

User Experience Improvements:

• Users are now returned to their original page and not the home page after logging in again when authentication is required. This supports continuity when a session expires, a user is logged out, or a protected page is accessed.

7

Interim Profit and Loss Report 

We are introducing an Interim Profit and Loss Report as part of our transition away from the traditional year-end closing process. This change will enable users to generate a P&L report at any point during the financial year, without Closing off the year end.

We welcome your thoughts on this approach and would appreciate your feedback on revisiting the current process.

Please send your feedback to our Support team at help@infusionsoftware.co.nz

At present, the report includes Month-to-Date (MTD) and Year-to-Date (YTD) balances only. In the next phase, we plan to enhance the report by incorporating prior-year data.

Please find the report under Profit and Loss from the Financials module