5.3.0 Release Notes

Transaction Report Enhancements – Added new columns to the Transaction Report to display processing fees and surcharging amounts for each transaction. This helps customers reconcile deposits more accurately.

Inventory Tracking Fix – Resolved an issue that prevented accurate tracking of materials from Inventory Job Purchase Orders. This fix ensures proper stock synchronization across related projects.
Fractional Inventory Allocations – Fixed incorrect fractional quantity handling that caused mismatched inventory values. The update ensures more precise allocation across jobs.
Payment Confirmation Emails – Fixed incorrect “Pay” email content being sent to customers. The new logic ensures accurate payment details and formatting across email templates.
Custom Email Validation – Added validation for custom email queries in the Quotes module, preventing system errors when saving incomplete configurations.
Invoice Download Errors – Addressed an issue where invoices failed to download under certain conditions. Users can now consistently export invoice PDFs without error.
Overlapping Text in Work Orders – Fixed layout problems that caused overlapping text in job details. Improves readability and document presentation.
Pricing Accuracy Review (SqYds) – Resolved internal logic errors in price-per-square-yard calculations. Improves quote consistency across modules.
Sales Rep Permissions Review – Adjusted internal permissions to ensure reps only have access to their own quotes and invoices. This enhances account data isolation.

10-14-25