Departmental reporting, freight, and a long list of trial-user requests:
- Departmental (class) reporting reaches the ledger. Tag invoice, estimate and sales order lines, bills, journal entries and bank register entries with a class, give employees one, and a profit and loss by department follows — including wages and the employer's payroll taxes, charged from each employee's own figures rather than a company-wide average. Untagged amounts group under "(unclassified)" rather than disappearing
- Freight billed below the line on invoices and sales orders, kept out of the subtotal so an invoice-level discount cannot reduce it, and posted to its own Freight Income account. Whether freight is taxed is a setting on each tax jurisdiction — treatments differ by state, so indiAccounting asks rather than guesses
- Credit an amount back on an invoice with a negative unit price, for an estimated cost that comes in under the quote. Tax is credited with it, and stock is left alone
- Save an import mapping and reuse it: set the columns up once for an export format and the next file of the same shape needs no work. A file missing columns the mapping expects says which ones
- Merge duplicate customers. Every invoice, estimate, order, credit and contact moves to the record you keep; the duplicate is deactivated with a note rather than deleted. Refused if either record sits in a closed period or a filed sales tax period
- Early-payment discounts on vendor bills (2/10 net 30). The discount is offered when you record a payment, never taken automatically, and posts to a Purchase Discounts account that reduces cost of goods sold
- Sales orders print, with bill-to and ship-to, the customer's PO number, the expected date and line specifics. A Ship Via field on orders and invoices carries across when an order is invoiced
- Refund a vendor credit in money — including back to the credit card you paid with — rather than only holding it against the next order
- Your company logo on invoices, estimates and sales orders
- A larger display size, scaling the whole interface rather than only the type
- Stripe payouts post to the account they actually land in, and the invoice number can be set when invoicing a sales order
Fixes:
- Changing a price or quantity after picking a tax rate left the tax behind, so the line kept a figure worked out from the earlier amount
- Reconciling a credit card asked for the statement balance backwards — enter it the way the statement prints it now, and the columns read Charges and Payments
- Several lists showed values from the wrong column where a query read joined columns by position
- Selling a "don't track inventory" product no longer moves a phantom stock quantity
- Uninstalling with "delete application data" now actually removes it on Windows, and existing installs are moved to the folder the uninstaller clears
