This release concentrates on the accounting workflow. We have strengthened how invoices, credit notes and refunds move through the ledger, connected invoice numbering and customer refunds between Sales and Finance, and updated the steps from quotation to settled payment so each document reaches the books in the period it belongs to.

Invoicing & Quotations

• Main invoices created from a quotation can now be finalised and posted to the ledger directly from the invoice screen.

• Quotation line items now carry into the invoice as full item rows, so revenue and VAT are split correctly on the booking and the VAT reaches the VAT return.

• The item name and the item description are now kept apart when an invoice is created or edited, so the product name stays in the product field and long descriptions no longer travel into the title.

• Invoices raised in Finance and in Sales now carry the same document title, so both read simply as "Invoice".

• Invoices with grouped line items now print every item on the PDF.

• Quotation tax is now calculated from the quantity, price and line discount, so the tax on a discounted line is correct.

• Tax classes are now available in the quotation item table.

• Quotations that have already been converted are protected while a follow-up document exists, so an invoice can no longer be left without its quotation.

Credit Notes & Refunds

• A credit note now posts to the ledger when it is applied rather than when it is issued, so an issued credit note can still be withdrawn before it moves receivables. The ledger entry carries the date it was applied and keeps the issue date as the document date.

• A credit note can now be raised only against an invoice that has received a payment.

• Draft invoices are no longer offered when raising a credit note.

• Received payments are protected from deletion while a credit note or a refund is recorded against the invoice.

• Customer refunds for invoices raised in Sales can now be recorded and approved in Finance when both modules are active. Where Sales runs without Finance, refunds continue to be recorded in Sales.

• Refund pending and refunded states now settle the invoice correctly, and the VAT postings reverse with them.

• The creditable amount offered on a credit note now accounts for credit notes already raised against that invoice.

• Credit notes now require a reason. A draft credit note can be deleted and an issued one can be voided, while a credit note that has been applied or refunded stays in place.

Ledger, VAT & Periods

• Removing an invoice or an expense now clears its ledger and tax entries in the period they belong to, instead of dating the correction to the current day.

• The VAT return filing period now follows the company's own fiscal years, and only quarters inside those years are offered.

• Reversed journal entries are now marked as reversed, and a reversed manual entry can be removed.

• Payments to invoices and expenses no longer require the bank account to be linked to a chart account, and a bank account that is not available for the accounting book is now named clearly.

Sales & Finance Together

• When Sales and Finance are both active, a sales invoice now takes its number from Finance, so the same sale carries one number in both modules. Invoices already issued keep the number they were given.

• All customer refund recordings for sales invoices are now available in Finance and are finally approved there.

Email & Invitations

• HR invitation emails now send through the configured mail server.

• Invitation links now open in every browser, whichever workspace the recipient happens to be signed into.

Across the Platform

• Sessions now hold steady. Moving through the menus keeps you signed in, and saving in Sales, HR, Support and Finance no longer returns you to the login screen.

• Readable labels now appear across Manufacturing reports and boards, Warehouse quality inspections, and Workflows, in place of internal names.

• Expense receipts are now filed automatically under Archive, sorted by accounting book and month.

Swiss VAT accounting and US GAAP / IFRS-SME accounting are both covered by the changes in this release. Existing documents keep the numbers and dates they were issued with.