Fixes

Fixes: purchase order totals, ledger picks, logos and more

Two weeks of fixes, grouped by where you'd notice them. Each one: what was wrong, and what it does now.

Purchasing

• Purchase order totals ignored quantity. The Purchase Orders list added up unit prices, so ten items at $5 showed as $5. The order form's total could also count lines twice after a refresh. Both now total price times quantity.

Accounting

• Chart of Accounts has its own menu item. It's first under Accounting, ahead of the ledger. It used to be reachable only from the company menu.
• Profit & Loss steps a month at a time. Arrows beside Month: move back and forward one calendar month.
• Paying a bill from Reconciliation could fail with "no liability (AP) account". Bills now record the payables account their cost was posted to, and paying one clears that same account. Bills saved before the fix pick it up the next time they're saved.
• Reconciliation guards. A line that's already filed can't be discarded from a stale screen anymore (use Undo). Undo now refuses, with a reason, on the few lines filed before July 21 whose postings it can't trace, instead of reversing them halfway.
• Invoices created from a bank line now show on the Billing Dashboard, marked paid, like every other invoice.

Invoices

• The GL account you pick on an invoice line now stays picked. It could quietly change back to the item's default. Clearing a pick returns the line to its default on purpose.

Work Orders

• The jump menu on a billed work order's continuation copy errored. When time is billed, the work order carries on as a fresh copy; that copy's menu now works.
• A workstation listed twice showed twice, in the list and in the time clock's picker. Duplicates are collapsed, and adding the same workstation again is refused.
• Receipt tags now show a work order's customer, and typing a customer's name finds their work orders.
• New: a Time panel for work orders, with total hours, the last ten punches and inline fixes. How to see and fix the time logged on a work order.

Customers and Communication

• Contact lists could come back empty. The contact picker on forms and in Jabber loaded contact types from the wrong place for some companies. It now loads them for every company.
• Distribution groups find customers as you type, including inactive customers and imported prospects, and members can be edited instead of removed and re-added.

Settings and sign-in

• Uploading a company logo said it worked and didn't. It now saves, shows a preview and updates the logo in the menu immediately. PNG, JPEG, GIF or WebP, up to 2 MB.
• Phones signed you out when the browser was closed in the background, for example while you were in the camera app. You now stay signed in.
• New: Layout Push. Apply an updated template layout to invoices, work orders and other forms you already have, with a preview and an undo. How to push a new layout to forms you already have.