v5.2.3 Release Notes

🌟 What's New

• Global Setting for B2B Import Units: Added a new global setting to automate conversion from SqYd to SqFt during B2B product imports. This streamlines unit consistency for non-inventory products

  • Navigate to ‘System Settings’, select ‘Common/Automation’, scroll to ‘Product Option’ to enable

  • If enabled, any non-inventory product listed in square yards (SqYd) will be converted to square feet (SqFt) every time B2B import is ran.

  • When this setting is enabled the 'Convert To SqFt From SqYd' button on the B2B Product Import page will not be visible.

• Notification Permissions for Leads: Added notification permissions for new leads, allowing users to receive alerts when a new lead is created

🐞 Bug Fixes

• Work Order & Inventory

  • Fixed issue where importing changes from an invoice did not update line item costs in the work order

  • Resolved multiple issues with receiving carpet pad and rolled goods products using warehouse actions; items now move to inventory as expected

  • Fixed picklist printing so all product details remain visible across pages

  • Corrected totals in the Assets Report for picked-up amounts. 

• Payments & QuickBooks Integration

  • Fixed QuickBooks account names changing to lowercase, which caused syncing issues

  • Addressed QBO syncing errors where invoices and payments were not synchronizing correctly

  • Payments made via completion certificate now post correctly in FloorZap 

• Quotes, Invoices, and Communication

  • Fixed issue where quote links sent via SMS opened to a blank page

  • Resolved issue where invoice versions updated incorrectly when not signed

  • Fixed error when sending quotes to customers 

  • Improved email formatting to remove unwanted characters 

• User Experience & Permissions

  • User permission fixes: settings and integration options now display correctly for sales reps, and permissions for Payments > Adjustments are handled properly 

  • Fixed issue for removing a reminder notification

• Other Fixes

  • Fixed issues with credit card display and saving names

  • Fixed schedule list showing work orders with no labor and errors on completion certificate

  • Fixed job details showing labor/unit cost to contractors when it should be hidden

  • Fixed PO available date mismatch

  • Fixed custom mail issue for contractors

📢 Notes for Users

• If you use B2B imports, check the new global setting for automatic unit conversion (SqYd to SqFt).

• Several bugs affecting payments, inventory, and communication have been resolved—please review your workflows for improvements.

• If you experience any issues with permissions, notifications, or integrations, please contact support with details.