Shipped, not promised.

API: External job reads no longer load the full factory graph.
Auth: The sign-out prompt still lists running timers, and shop-floor logout still stops them in the background.
Inbound: Document lists open without loading the full inbound editor.
Jobs: Saving a job no longer loads the entire jobs editor.
MCP: Assistant tools run without loading the entire factory graph.
Scheduled reminders still run without loading unrelated jobs.
Settings: Job date fields still seed after deploy, without extra load.
Access requests: Requesting access to a plant now opens a dialog where you can add an optional note for the admin before sending.
Access: Sections you cannot open now show a clearer no-access card with a lock, matching the home screen.
Audits: Full names now identify who started or completed each audit.
Credit notes: Credit notes now follow the same approval flow as invoices. When your site requires invoice approval, credit notes are submitted for approval, reviewed by the designated approver, and can only be issued once approved.
Home: The Teamboards tile loads about three times faster.
Home: Tiles for modules you do not have access to now show a clear no-access state instead of empty data.
Inbound: The Scan & Process page and its navigation entry have been removed.
Invoicing: Submitted an invoice by mistake? You can now recall it back to draft before the approver decides.
Operate: Loaded jobs on a machine update without waiting on every other machine.
Orders and Jobs: Search stays focused while the list updates, so you can keep typing.
Pricing: Line items added from the services catalogue now use the line description you set on the catalogue item, so internal service titles no longer appear on quotes and invoices.
Prioritisation: Dropping, moving and returning work now updates the board instantly and no longer reloads the work queue; the queue also loads several times faster and dropping onto a machine with planning copies works.
Production: Add many matching draft jobs to an order from one existing job.
Production orders: Currency can now be converted when an order contains cancelled jobs.
Customers: Lists, exports, and documents rendered from the live customer now show the customer primary address. A document or order booked against a specific address shows that one instead, and the order and its jobs now always agree. Issued invoices and credit notes keep the bill-to address captured when they were issued.
Customers: Customer imports no longer accept a plain free-text address column. Map the structured Street, City, State / region, Postcode, and Country columns instead. A mapped free-text column is now reported on the row rather than being quietly dropped.
Dashboards: Asset Board picker tiles no longer show the station code next to the bay number.
Dashboards: Downtime chart bars use solid colors again.
Dashboards: Downtime line and machine comparison bars now fade toward the end and finish with a solid cap, like the other charts.
Dashboards: Live dashboards now sit at the top of the picker, with coming soon tiles below.
Dashboards: New OEE events dashboard shows how many downtime events happen, ranked by asset or operator, with setups, sessions, jobs, reports and shift breakdowns.
Dashboards: OEE for People and OEE for Assets picker tiles now preview a timeline, like the real boards.
Dashboards: OEE People and OEE Assets cards are now titled OEE for People and OEE for Assets.
Dashboards: Picker card titles and previews share the same inset from the card edges.
Dashboards: Picker cards no longer show a view count under the preview.
Dashboards: Picker cards no longer show an Open link in the footer.
Dashboards: Standard dashboard cards no longer show a Built-in label next to the view count.
Dashboards: The Assets Sheet tile on the dashboard picker now previews a real table, with column headers, grid lines, and status colors.
Dashboards: The OEE events picker preview now shows a tighter stack of event bars.
Dashboards: The Value Flow picker tile now previews the step map, not a list of bars.
Dashboards: Value amounts on the Value Flow picker tile now show as compact figures.
Inbound: When a customer has more than one site, you can now choose which address a document is booked in against. The choice carries to the production order, can be changed there, and prints on order and job documents.
OEE events: Details columns fill the sheet without a gap, and category headers are no longer cut off.
OEE events: Drag a Details column edge to change its width. Double-click the edge to reset it.
OEE events: Search the details list and choose which count columns to show, including loss type, category, and reason.
OEE events: The Details list no longer includes a Reports column.
OEE events: The Details list no longer includes separate Open and Setups columns.
OEE events: The details list now uses the same sheet layout as Asset Sheets.
OEE events: The summary strip no longer includes a Setups / changeovers tile.
Orders: You can put a production order on hold from the order menu. Held orders and their open jobs cannot be loaded or processed until the hold is released.
Quality: The holds list now uses the same searchable spreadsheet layout as issues.
Pages: The copyright mark in the page footer lines up with the rest of the legal text.
Processes: Custom fields now show as columns in the processes list, so you can see which processes have them filled out.
Production: Order and job Logs now share one paged view. Step through the full history a page at a time and expand any entry to see exactly which fields changed. The Logs search box and category filters have been removed; they only ever searched the entries already on screen.
Dashboards: The Downtime Pareto card is now titled Pareto for Downtime.
Dashboards: The OEE events card now shows a table preview, like Assets Sheet.
Documents: The items grid on a document now uses the full height of your screen, so you can see roughly twice as many rows at a time, more still on a large monitor. The Jobs table on an order fills the space under the Services panel instead of leaving a gap.
Home: Company news on the home page no longer shows the small label above the headline.
Home: Company news on the home page stays compact when a post is a long list of short lines.
OEE events: Average duration on hover now uses closed events only.
OEE events: Category, loss type, and reason column titles now show in full.
OEE events: Count hover now opens on the number, not the whole cell.
OEE events: Hovering any event count now shows average duration and when those events usually start.
OEE events: Hovering Events now stacks reasons by hour. The Events total follows the reason columns you have turned on.
OEE events: Switch Assets and Operators from the page tabs at the top.
OEE events: The count hover chart is larger, with a title, every hour, and a count scale.
OEE events: The hour chart on hover now uses the same accent as the rest of the app.
OEE events: The Operators view now loads for longer time ranges without timing out.
OEE events: The page is now a full sheet, like Assets Sheet. The comparison chart has been removed.
OEE events: The page no longer shows the summary cards above the list.
OEE events: The page now sits in the same centered column as other dashboards.
OEE events: The sheet now shows a short subtitle under the title.
OEE events: The summary now uses the same stat cards as Assets Sheet.

Choosing a machine on the shop floor stays as fast as the loaded-jobs list.
Live timer status on the shop floor no longer loads unrelated job-write code.
Load and start checks no longer pull the full approvals engine.
Load checks stay small.
Loading job and asset status on the shop floor stays snappier.
Multi-station boards no longer load timer write code.
The running timer on a machine loads less extra code, so the clock stays snappier.

Home tiles load only the data for the tile you are viewing.

Jobs & invoicing

Timer views on job steps, orders, and invoices load less extra code.

Live search stays in sync without loading every document type at once.

3.12.57

21 Aug 202672 changes

Prioritisation

A new home module lets you put job steps in order on each machine, without setting start times.
Display settings can show the routing name on chips and queue cards.
Display settings let you choose work-queue card details and which machine types to show.
Empty machines show a drop hint instead of a ranked-work dialog.
Ranked chips no longer show a position number.
Ranked chips now scroll as one column, not one machine at a time.
Ranked chips now use the same resource colours as the work queue.
Routing on chips and queue cards now shows the short routing code.
The Asset column stays put smoothly when you scroll ranked work.
The Asset column is narrower so more ranked work is visible.
The footer no longer explains that order saves as you go.
The work queue and ranked chips now use the same type as the machine list.
Dragging a job from the work queue onto a machine feels immediate.
Empty ranked rows keep a soft tint and tray icon, without a second box.
Empty ranked rows now show a simple drop hint, without a box inside the cell.
Grouped chips can show unique order numbers instead of job numbers.
Grouped chips with more than one order (or step, part, routing) now show a short count, and hovering a group lists every member.
Ranked chips can now show the process code in chip details.
Ranked chips stay in the new order while the save finishes.
Ranked jobs leave the work queue as soon as they are placed.
Ranked steps can be dragged from one machine onto another.
Right-click a ranked step or group to duplicate it as a planning copy, marked as pair 1 of 2 (or 3).
Right-click several ranked steps to group them into one chip, pick what it shows, and split them apart again.
Right-clicking a queue card no longer opens a machine list. Drag the card onto a machine to rank it.
Shift-click selects several ranked steps on a machine; dragging one moves the group.
The count on a grouped ranked step is no longer cut off.
The work queue now starts with every order collapsed so you can open only the one you need.
Work-queue cards always show the title above the details.
Each machine has a default queue. Right-click to add another queue on that machine, or delete one (its work moves to the default queue).
Shift-clicking ranked steps no longer highlights the text.
You can type a custom name for a grouped chip.

Dashboards: Quality Watch and Parts Performance are marked coming soon on the dashboard picker.
Dashboards: Coming soon and access-required badges no longer show a status dot.
Dashboards: Dashboard picker descriptions are shorter and no longer use dashes.
KPI reports: New reports now open full-screen with the top header only, no side menu.
KPI reports: Report values now use the same spreadsheet-style list as other tables.
KPI reports: The report now shows the same layout while it loads.
KPI reports: You can add up to 7 consecutive days in one report. With more than one day, the Target and Comment columns hide, and each actual-value cell supports one comment. Removing a day asks for confirmation.
Teamboards: Process Audit Status now shows a matching table while it loads.
Boards: Pareto and trend charts keep every bar and day labelled, even on smaller widgets.
Cards: Icon stamps now use a matching tinted border instead of a dark outline.
Inbound: Large PDF batches now process reliably and can resume from the last saved step.
Jobs: You can now show, hide, reorder, filter, and sort order custom fields on the jobs list.
Pricing: You can use the same service code on more than one catalogue service.
Invoices: You can submit and issue invoices with a zero total when every line has a quantity greater than zero.
Production: Services on large orders now save and assign without asking you to split the order.
Customers: Currencies you tick under Allowed currencies can be picked as the default currency right away, without unticking others first.
Production: Applying a service to many jobs now says how many already saved if a later batch fails.
Production: Deleting a service on an order now removes it from completed and invoiced jobs as well.

Planning

Hovering an order in the work queue lifts the plus and title, without a filled block.
The collapsed work-queue count now reads vertically like the label.
The work queue now expands like a file tree, with lines from the order to its jobs.
Display settings can show work-queue cards on one row or two.
Queue card details can now include the process code.
Queue cards now show the job number and routing on one line.
Work queue cards appear sooner when you open the page.
Work queue job cards no longer have a drop shadow.
You can drag the edge of the work queue to make it wider or narrower.

Work queue

Collapsed orders show how many steps are still waiting, and an icon opens the order.
Collapsed orders show their name and remaining steps as soon as the list loads.
Custom-field filters now list the same values as the orders and jobs tables.
Loading the list now shows a moving placeholder instead of static text.
Remaining step counts now match the machine types you have selected.
Shift-clicking cards no longer highlights the text.
The header and footer totals now count remaining steps for the machine types you have selected.
The list stays on the loading placeholder until a real first page of work is ready, instead of flashing one order.
Filter the list by due date, station, resource, and job or order fields, including the values already used on those fields. Save a filter as a template to reuse it.

Each machine now has a Queue column showing the first ranked job and how many more sit behind it.

Prioritisation / Scheduling

The Prioritisation tile shows how many steps were completed today, with a 30-day chart.

Find a job from the header (/). The work queue search now filters the list.

Resources

Resource colour is no longer set in Settings. Scheduling and Prioritisation pick a distinct colour for each resource.

Teamboards now open faster while keeping live tasks, indicators, owners, and audit data up to date.

3.12.56

18 Aug 202613 changes

Jobs list now shows Process separately from Routing, and you can filter Process from the column menu.
Jobs, orders, and transactions lists no longer have a Filters panel. Use each column’s menu to filter.
Long values on the jobs list now stay inside their columns.
Working on Jobs, Orders, or Transactions no longer signs you out after two hours. Shared shop-floor screens still do.

Lists

Date column filters now group by year, month, and day, and show real dates instead of timestamps.
Long column titles now shorten with an ellipsis when the column is too narrow.

Line height on text boxes now matches what you see on the canvas when you export.
You can print the generated date and the person who created the PDF on any template.

Import History

You can now choose which columns appear on the list.

The documents list no longer has a Filters panel. Use each column’s menu to filter.

Searching for an order on a misc invoice now finds older orders, and the list loads more as you scroll.

Signing in is now recorded once per session: refreshing the tab no longer adds duplicate login entries to the activity log, and background system actions no longer borrow the browser's IP address.

Plant selection, indicators, and task tables now load faster without one failed widget blocking the rest of the board.

3.12.55

18 Aug 20261 change

Very large orders, including those with many jobs awaiting invoicing, open reliably.

3.12.54

18 Aug 202612 changes

Bar charts and meters now use a smooth gradient instead of a dotted fill.
People online now fills the widget without a scrollbar.
Dashboards you cannot access now stay visible as locked cards without repeatedly failing to load.

Downtime

On a small screen, the downtime trend shows the first, middle, and last dates instead of crowding every day.
The machine comparison lists every asset at full size, with a duration on each bar.
You can filter the Pareto to one line or to machines across lines from the header.

Access and sessions

Home modules now show clearer access states, and expired sessions return to sign-in cleanly.

Orders ready to invoice still appear when a draft cannot be created, with a short reason.

Large orders with many jobs open reliably again.

Transactions no longer shows a Beta badge in the sidebar.

New activity logs now retain available IP address context for web-app sign-ins and later audit events.

Activity now shows the due date that was set.

3.12.53

17 Aug 202614 changes

Downtime

The Pareto page now matches other list pages: same header, filters, footer, and searchable week and month ranges.
Stack line, machine, and trend charts by loss type, category, or reason. Planned vs unplanned is gone; click a machine or line to filter, then clear it from the chip.
Every machine and line is listed. Bars stay visible at zero, names and colours are easier to read, and times over a day show as days.
Headline figures use recorded efficiency and utilization. 30-day and all-asset totals are complete, and historical reason names stay accurate after reasons are changed or deleted.

Employees, job titles, absence types, quality categories, and audit lists now use the same compact searchable sheet as jobs and orders.
Card grids now have even space between cards.
Column headers on list pages stay visible as you scroll.

Asset readiness cards are simpler: even spacing, no extra code, badge, or last-checked chrome, and an Open details footer.
Risk assessments and incident reporting use the same compact sheet list as jobs and orders. Risk level badges match other status labels.

Asset type cards no longer show a generated AT-01 style code above the name.

Import history shows the customer, file count, extracted items, and a percent progress bar, with the same status pills as tasks.

Custom loss types now show with capital letters, matching the standard ones.

Imported customer details stay historically accurate, and job titles and quality categories can be reordered again.

Employee training records use the compact sheet list, with a completion bar and a dedicated employee-code column.

3.12.52

17 Aug 202630 changes

Downtime reason, trend, and machine charts now match the home dashboard. The Pareto dashboard no longer lists individual events.
Horizontal hub charts use thicker bars with names starting from the left. People online shows each name, and upcoming task due dates sit on the same line as the project.
Flow, Parts Performance, and Consumables stay responsive on large datasets. Asset squares on Value Flow stations fill the full width of the card.
Widget headers are quieter: no coloured icon or underline, and titles use the same size and spacing.

Choose which details appear on an invoice, including purchase order and order custom fields.
Right-click a column header to sort or filter invoices and credit notes by values. Status tabs are gone; filter Status from the column instead.
New standard invoices list invoiceable orders and that order's jobs on scrolling sheets. Drag the divider to resize the columns, and show job custom fields as columns.
Assigning a service to a job now updates the job immediately, while totals catch up in the background.

Choosing several people or options uses the standard searchable chips field, and selected people show as names only.
The on-screen annotation toolbar used for development feedback has been removed.
List pages use lighter card outlines, a simple empty state, softer status badges, and a Status menu when there isn't room for every pill. Classic theme headlines use Plus Jakarta Sans.

Order lists show PO number in its own column.
Completing or stopping a step is no longer blocked if the order queue is still catching up.
Opening a multi-station board from an old or saved link no longer shows an error.

Projects no longer have priority or labels. Change status from the list. The lead and members lists show everyone assigned to that site.
Empty milestone lists use the standard empty state, member avatars match other chips, and the overview fills the page.

The issues list uses the same compact spreadsheet layout as jobs and orders, with outline badges for severity, status, and disposition.
Search issues instantly. Right-click a column header to filter, including created date. Source and root cause are columns now; the old Filters drawer is gone.

Downtime comment threads now keep the original OEE note and the full follow-up history.

Delivery

The on-time rate bar matches other dashboard charts, with the target as a marker on the meter instead of a 0% / target / 100% caption row.

Large CSV, JSON, and Excel exports now resume safely and show clear progress.

Inventory, quality, safety, people, and training overview cards now use the same separate-card layout as the home dashboard, without extra header icons or View links.

Import History now uses a compact header and a sheets list, so past upload sessions are easier to scan.

Inventory

The stock overview widget now leads with how many items are not OK.

Field-binding and add-column controls on tables no longer overlap.

Removing your profile photo now works.

Inactive production sessions now sign out after two hours.

Empty lists sit on the same canvas as the rest of the page. The Columns menu is denser, and dropdown cells open with a double-click, or a single click when already selected.

You can change a task's priority from the list, the same way you change status.

Widget headers match dashboards: more space, no coloured icon or underline, shared title style, and tables use uppercase column labels.

3.12.51

14 Aug 202642 changes

Action steps open in a large editor over the canvas, with Input, configuration, and Output panes, plus Schema, Table, and JSON views and an Execute preview. Right-click a step to edit, duplicate, or delete it.
Drafts save when you leave. Optional fields can be left unchanged. Actions can use a fixed status or an Event field, and can show a label on the canvas.
Create or update Customer can use your customer statuses, look up currency from an Event code, and asks whether to create missing customers or update existing ones.
You can update invoice fields and statuses from workflow actions. Unattended runs are attributed to Workflows and can update records across sites.
Failed runs show the real error. Retry a stuck step or start again on the current published version. Incidents clear when the re-run succeeds.
Condition steps can use starting-record fields (Starting or Newest). A start step can let other workflows keep updating the same record while one is waiting.
Runs history is paginated and searchable. The editor is quieter, and opening a new workflow no longer shows a validation error before you pick a starting change. Session ID for Dynamics 365 outbound messages is set on the send payload.

Hub charts use a readable dotted fill, quieter titles, even padding, and labels that shorten with an ellipsis instead of crowding the plot.
Buffer widgets are easier to read: on-target bars are green, trend and target use distinct colours, aging shows as currency, and missing conversion rates warn in the header.
People online sits in the widget header with the count and avatars. The Safety widget uses the same large number and supporting text as other metrics.
Throughput inbound and outbound use two colours and quieter labels. Consumables widgets have clearer titles and the same period tabs as the rest of the app.
Upcoming tasks and audits are denser and no longer sit in a boxed list. Chart tooltips are quieter and hide empty series. Home charts use the theme accent colour.

Dynamics 365 send payload mapping opens in a large editor with a live preview, icon tabs for record, text, and JSON, file import, and calculation transforms.
Send payloads can insert fixed or dynamic rows at specific positions, combine a fixed JSON insert with per-property overrides, skip empty optional slots, and map Service Bus application properties. Preview can queue a test send.
Inbound payload mapping uses the same three-column builder as outbound, with a live Workflow Event preview. Listening recovers when another connection has a bad secret.
Message logs show the server, date and time, application properties, JSON, and the real transport error. Dismiss errors from the Errors tab, or retry a failed send.
Removing a connection keeps its payloads as Unassigned. You can remove event channels, rename payloads from the right-click menu, and reprocess a message as the operator who clicked Reprocess.

Draft invoices get their final number when created. They can show Issue failed and Send failed, and workflows can set those statuses.
On order invoices, line items update from Services. On misc invoices, services create line items even when no jobs are linked yet. Already-billed services do not appear again.
When confirmation runs through a workflow, drafts show Approve so automation can start, and Mark sent and Void are no longer manual actions. Status notes show under the person or workflow that made the change.
Hold Ctrl (or ⌘) to see the Issue shortcut, and press Ctrl/⌘+Enter to issue.

In spreadsheet tables, hold Ctrl (or ⌘) to see Select all, and press Ctrl/⌘+A to toggle every row. Shortcut chips use a soft keycap style.
Reloading no longer drops you back on Choose a plant. Success messages dismiss on their own again. Checkboxes are flatter, without the coloured offset shadow.
Status tabs are gone from jobs, orders, and transactions. Filter status from the Status column header instead.

Select multiple jobs to assign a service to all of them at once.
Job and order lists now update when records change, without refreshing the page.

Completing very large jobs, complex routings, or bulk-close approvals now stops safely before the system is overloaded, without leaving partial changes. Admin completion rejects oversized notes first.
Long station timers now show days, weeks, or months instead of a huge hour count.

Right-click a column header to sort, move, hide, or filter it, including custom fields on jobs, orders, and transactions. A funnel shows when a column is filtered.
Column headers stay visible when a list has no matching rows, so you can clear filters from the header.

Dashboard and teamboard tiles shown on many screens at once now load faster and put less load on busy plants.

Asset boards

Editing a board no longer fails when a removed asset was still on the list; unavailable assets are dropped automatically.

On phones, the sheet now shows every column you have selected. Use Columns to choose what you see.

The edit customer dialog now updates with the latest details without refreshing the page.

Entity settings

Customer statuses and operating rules can be edited after work has started.

You can now find every user, including yourself, when choosing scheduled export recipients.

In Services, hold Ctrl (or ⌘) to see add shortcuts. Tab skips Add/remove; ⌘⇧Enter adds a line, ⌘⌥Enter adds a service.

The inbox is faster, repeated alerts are grouped, and late or aging production orders no longer flood the bell.

Production order custom fields now print correctly on project sheets and order PDFs. Templates expose more order fields, and inbound customer fields no longer mix with document custom fields.

Reports & analytics

Dashboard tiles show a normal empty state while analytics catches up, and they keep updating automatically. Resetting a plant also clears its analytics.

Search results stay in sync more reliably. Rebuilding the index is several times faster and resumes automatically after interruptions.

Column headers stay pinned with the list while you scroll, with a divider under the labels.

3.12.50

10 Aug 20262 changes

Credit notes

Older credit notes with legacy tax fields now open reliably.

Invoices

Adding services to a draft invoice works again when service lines have accounting codes.

3.12.49

10 Aug 202616 changes

Reports & analytics

Fixed analytics becoming unavailable on some environments after a period of normal use.
Large production reports stay reliable while analytics is catching up, and analytics comes back online on its own after restarts.
Checking whether analytics is ready is faster and interrupts reports less.
Analytics no longer gets stuck unavailable when a readiness check takes too long.
Analytics availability is steadier on busier environments, and reports why it is unavailable when it is.
Analytics no longer briefly looks broken while a fresh environment is still starting up.
Analytics keeps updating after a very large import or migration instead of stalling until someone intervenes.
Analytics comes back sooner after a restart while it is still catching up.
Analytics stays available during upgrades and no longer surfaces internal error details when something goes wrong.
Analytics stays available on busier environments even when parts of the system are temporarily out of sync.

Storage usage in the sidebar now stays accurate without slowing the page down.
Storage usage now shows as a global overview in the sidebar.
Folder and file browsing looks more like Finder, with cleaner icons, selection, and drag-and-drop.

Connectivity

Bulk now switches to HTTP Polling automatically when diagnostics finds that WebSocket is blocked.

Sign-in

Bulk now recovers from an expired browser session instead of staying on the loading screen.

Theme

Riso borders and primary buttons use softer hairline styling.

3.12.48

8 Aug 20265 changes

KPI tiles now load their numbers instead of showing "KPI data unavailable".
Utilization KPIs now load when their figures come from an analytics snapshot instead of reporting an error.

Status spark bars now load on boards with a long history instead of failing, and show a faint 'no data' bar for any period reporting hasn't caught up on yet.

Buffer, throughput, completed and asset revenue charts now load on large plants instead of failing to return.

Teamboard

Widgets stay on structured loading placeholders until their data is ready, so headers no longer flash empty first.

3.12.47

7 Aug 20263 changes

Filters now match the standard sheets toolbar, including search styling.

Avatars

Initials chips use a matching color border, and teamboard assignees scale up on large screens.

Analytics reports can use a live, isolated DuckDB replica while streaming stays current.

3.12.46

7 Aug 202623 changes

Comments show who left the note with their avatar.
Filter the board by asset line from the Filters panel.
Filter the board by asset type, OEE category, and OEE loss from the Filters panel.
Open downtime comments can be followed up in a thread; the board still shows the latest note.
Plan and Job are separate columns: Plan for the load queue, Job for what's currently loaded.
Plan Job opens on the existing load queue when the asset already has one.
Plan Job queues job items that match the asset type, not whole jobs.
Plan a queue of jobs for an asset, assign who should load each one, and drag to set the load order.
Status and KPI tiles update to match your search and filters.
Status sparks now include a 30-day column next to 7 days.
You can show each asset's line in a new Line column.

Editor widgets no longer appear on top of dialogs like Export PDF.
Routing fields can bind to the routing name, with a separate option for the routing code.
Text widgets keep line breaks when you press Shift+Enter.
You can add the order’s assigned contact name, email, and phone under the Production Order data source.

Comments entered on one question no longer show up on every other question while filling an audit.
Optional comments now save when you Pass or answer Yes, not only on Fail or No.

Mark area no longer jumps the page to the top, and you can recapture after scrolling to the right spot.
The message box is taller and grows as you type, and capture options sit flush without extra shadow.

Items with blank required custom fields can no longer be marked ready.

Choose and save which columns appear when picking a job, including Current Resource, Next Resource, Routing, and custom fields.

Downtime reasons can use custom loss types typed into the Loss Type field.

Teamboard

Widgets show structured placeholders while loading instead of a blank loading message.

3.12.45

6 Aug 202627 changes

Catalogue rate tables and service codes now use the shared sheet layout with clearer filters.
Catalogue services use editable attachment line labels instead of a separate description.
Customer catalogues can be deleted from the catalogue list with a right-click.
Internal notes are no longer available on catalogue services and rate templates.
Lead time is no longer set on catalogue services.

Select Asset

Asset tiles no longer show the signed-in / vacant operator strip.
Hovering a tile now tints the border, title, timer, icons, and footer with the asset color.
Paused assets now show a pause icon instead of a play icon.
Selected tiles now use the same status color for the border, title, timer, and icons.
The header now shows how many assets are running, paused, stopped, and idle.

24-hour and 7-day status sparklines, column layout you can hide and reorder, and a last-7-days overview from Code or Name.
OEE Category, Comment, and Loss columns show the current downtime details when a station is stopped or paused.
Summary shows Running, Paused, Stopped, and Idle separately, with utilization and efficiency bars.

Module tile charts (OEE, first-pass yield, on-time delivery) now draw each day's bar at its true percentage height, so a 58% day reads as 58% instead of the shortest bar in the window.
Teamboards tile now shows board status previews instead of open actions.

Creating production jobs from a submitted document finishes faster, especially on larger item lists.
While production jobs are being created from a document, the document view is locked and shows progress with an estimated time remaining.

Production KPIs can track daily active assets and asset utilization from timers and selected OEE reasons.
Asset utilization and daily active assets KPIs can now cover every asset on a site, not just sixteen.

Large routing checks can now continue safely until every eligible job has been reviewed.
Routing reconciliation now leaves jobs unchanged when a repair is unsafe or unnecessary.

New Assets Sheet lists every station in a dense table with live status, job, and downtime columns.

Export files now recover safely when finalization or cleanup is interrupted.

KPI Targets

You can copy a week’s targets forward for multiple weeks or through the rest of the year.

Opening a process catalogue shows a loading skeleton instead of an empty list while processes load, and no longer claims the catalogue is empty when the count is non-zero.

Production layouts

You can set how far operators may backdate timer start and stop (not only when start is adjustable).

Services

Each line item on orders and inbound documents can use its own service code.

3.12.44

4 Aug 20266 changes

The Dashboards tile now reports OEE correctly for plants that run jobs across several days, and days with no production show as gaps instead of 0%.

Setting date received or date required on a document no longer clears the other date.

The Filters section on KPI Targets is announced as a heading again, so screen readers and keyboard navigation can jump straight to it.

Load Job

Empty lists no longer blame asset capabilities when the station is configured but no jobs are returned.

Invalid field bindings no longer look selectable in the table editor; bare custom-field keys are upgraded to the correct field automatically.

Looking up PO, job, and order codes now matches the exact value only, so near-miss codes no longer appear in results.

3.12.42

4 Aug 20269 changes

KPI Categories now uses the denser sheets list layout and shows all categories on one page.
KPI Management now uses the denser sheets list layout and shows all KPIs on one page.
KPI Targets now uses the denser full-width layout.

Document item grids load correctly again when older leftover fields are present.
Marking many document items ready at once is much faster.

Orders in a customer's allowed currency (not only their default) now appear when creating a standard invoice.

Cancelled jobs and orders no longer appear in the print selection list.

Completing work no longer waits behind aggregate maintenance.

Opening an issue from another workspace now shows an access denied page instead of a crash.

3.12.41

3 Aug 202624 changes

Transactions

Bulk Complete and Undo now appear in the list toolbar instead of a floating bar at the bottom.
Columns menu can show PO, production order, currency/value, part, and job/order custom fields.
Customer column now shows the customer flag and code under the name.
Open a transaction by clicking the Job cell only, not the whole row.
Step column shows whether a step is ready or blocked by a previous step.
The select-all checkbox in the Job list header is visible again and selects matching items after you pick the first one.
Completing a transaction now opens the same confirmation dialog used for job steps.
Step readiness only shows ready when the step can actually be completed.

Document line grids load again after jobs are created from locked lines.
Older documents open again instead of failing with a server error.
Retrying a failed upload no longer creates duplicate line items and jobs.
Documents booked in an allowed currency that is not the customer default now create jobs correctly.

Data Imports

Creating a new import now uses the same wizard layout and type picker as exports.
The import history list now uses the same full-width sheets layout as other settings pages.

Network diagnostics now matches the dark login chrome, and the welcome eyebrow is gone.
Network diagnostics now counts the tests correctly while running, says when a run has finished or failed, and lets you hover a shortened result message to read it in full.

Opening a job no longer errors when the job is linked to a production order.

Mobile

The full Training module arrives on mobile: a training dashboard, employee records with search and filters, per-person training details with certificates, editing and renewing records, an interactive versatility matrix with saved views, the training catalogue, and a new My Training screen where anyone can see their own training record.

Orders & Inbound

Column headers on order Jobs and inbound document item sheets stay visible while you scroll down through long lists.

Fulfillment stations keep showing orders even when thousands are waiting in the queue.

Opening some older incident details no longer fails.

Loading type on an asset type can be changed after it is created.

Teamboard

KPI chart Target (mtd) uses only days through yesterday, footers show N/A when no plan is set, and Actual includes the month percentage.

Audit Status hover now lists each area so you can see which audits are done or missed.

July 2026

36 releases

3.12.40

30 Jul 20264 changes

OEE widgets keep loading when some selected assets are missing or deleted.

The Training tile now loads reliably on sites with years of training records, and a tile that cannot load no longer takes the rest of the home screen down with it.

Imports

Customer uploads can include multiple addresses per customer by repeating the customer code.

Archived customers still show with name, code, and flag on locked document and order fields.

3.12.39

30 Jul 202627 changes

Datasheets

Build multi-sheet workbooks, connect them to production orders, review changes, restore earlier versions, and keep each order on the version it started with.
When you connect a worksheet to production-order data, the formula bar now suggests available fields and previews whether records will fill rows or columns.
PDF previews and downloads now preserve each worksheet’s saved paper size, orientation, margins, page breaks, and order.
Import Excel workbooks as reviewed drafts and export templates or production-order snapshots as .xlsx files.
Imported workbooks can now be reviewed with optional AI suggestions before any input or connected-source changes are applied.
The workbook editor again shows the full formatting ribbon, formula suggestions when you type =, and a live formula result or error preview.
Dense worksheets now open reliably by loading their content in safe batches.

Archiving a customer keeps them on past orders and documents; they are hidden from new work and can be restored from All.
Select multiple customers to archive, restore, or set status together.
You can now bulk-add customers by pasting rows into a grid; each row is validated and any that fail are reported without blocking the rest.
Customer codes are entered manually when creating a customer.

Mobile

New Tasks module: browse, search, and filter your tasks, see full task details with checklists, comments, and attachments, manage projects on an interactive Gantt timeline, and create tasks from your phone.
Teamboards arrive on mobile: browse your SQDCP boards with live month indicators, and see every board's standing at a glance right on the Home screen.
Operators can now run stations from a tablet: operate, load, peaking, and multi-station room screens.
A refreshed look with a new sign-in experience, updated theme, and a cleaner Home module grid.

Access requests

Pending site access requests now use the same full-page sheet layout as Users.

Customers / Assets

The Add many dialog opens full-screen again instead of stuck in the corner.

Dialogs

Forms now stay usable on smaller screens, with actions kept visible while content scrolls.

Entity settings

Operating rules and customer statuses use the updated card layout.

Invoicing settings

Company invoicing details use the updated card layout.

Naming conventions

Number format cards use the updated layout.

Organization

Legal entity settings now only ask for VAT and tax rate; seller and payment details stay under plant Invoicing settings.

Units can be drag-reordered again, and currency rate history still shows symbols after a currency is deactivated.

The sign-in, password-reset and invitation pages have a fresh new look: a darker, calmer design with new shop-floor artwork.

Settings list uses the updated sheet layout.

User roles

The roles list now uses the same full-page sheet layout as Users, with search and Active/Locked filters.

Users

The users list now uses the same full-page filter and mass-select layout as other lists.

3.12.30

29 Jul 20262 changes

Large documents (hundreds or thousands of items) can be cloned in the background with a progress bar instead of failing at 100 items.
Large documents now validate, submit, and create jobs reliably in the background, with safe retry after interruptions.

3.12.28

29 Jul 20261 change

Demo setup

The go-live review now correctly prefills the customer site name.

3.12.27

29 Jul 20261 change

The work queue now loads reliably for sites with up to 30,000 jobs.

3.12.26

29 Jul 20262 changes

Demo sites

A demo site is now simply called "Demo" rather than your company name with "(Demo)" after it, so it reads cleanly beside your real sites. Going live still offers your company name for the live site.
The demo banner no longer covers the bottom of the page, and its text reads across the full width instead of being squeezed into a narrow column.

3.12.25

29 Jul 202618 changes

Downtime logged from Home can be stopped from the Job Timer without starting production.
Job Timer on phones shows downtime live and keeps Start/Pause/Stop clearer when no job is attached.
On phones, Job Timer, Job Card, and Loaded Jobs use a cleaner full-width layout.

D365 Logs now search, filter, and paginate across the full message, error, and activity history.
Dynamics 365 console is clearer: connector health on Overview, simpler Payloads and Settings sheets, and a confirm step before removing a connection.

Load Job

Load failures now show on the phone staging bar so you are not left guessing.
On phones, staging and filters are easier to use in a bottom sheet layout.

PDF export

Large bulk prints generate much faster by rendering many pages together instead of one document at a time.
Large bulk prints wait in line when the PDF service is busy instead of failing.

Historical and current data can now be loaded into the faster analytics engine with restart-safe validation before it becomes visible.

Company setup

Set your demo up by answering five questions, with your company building up beside them as each answer lands. Choose a business type or describe yours in your own words, look over departments, roles, demo contents and the capacity forecast, then press Build my demo.

Demo sites

A demo site now carries a banner on every screen: it says the data is fictional, that nothing leaves Bulk, and that the demo is deleted when the live site is created. From it you can reset the demo, clear its activity or delete it — each after typing the site code — and review which parts of the setup to keep before creating the live site.

Searching documents by PO no longer errors on empty or unusual search text.

Mobile

Production and Dashboards tabs let you pick assets and boards, with a clearer home and site switcher.

Toasts are rounded floating banners you can tap or dismiss with ×. On phones they span the top; on desktop they sit top-right.

Select Asset

Room and multi-station counts stay accurate, and overflow station lists show codes clearly.

Theme

Color theme picker opens full-screen on phones, with easier-to-read theme cards.

Users

People invited to Bulk now get a short three-page welcome the first time they sign in, ending with a link to the documentation guide for their role. The Users page shows how far each person has got: invited, accepted or onboarded.

3.12.23

28 Jul 202653 changes

Completing many jobs at a station (Complete all) is more reliable and no longer fails with a technical read-limit error on large benches.
Multi-station tiles now show active manual downtime (reason + ticking clock) instead of looking idle while jobs are loaded.
Pause clocks on the multi-station board and Operate stay in sync.
Recording downtime from home while jobs are loaded now attaches that downtime to those jobs.
Cancelling large orders and previewing mass closes is more reliable on big multi-job orders.
Choosing a manual stop time now uses a larger calendar and hour/minute controls that are easier on tablets.
Completing a large batch at a station now keeps the smaller group size it found instead of retrying the full size every time, so heavy benches finish with fewer failed attempts.
When a batch cannot be completed, the message now explains what happened in plain language instead of showing a technical read-limit error.
If a single step is too large to complete on its own, it is now reported as skipped rather than appearing in the retry list, so it is no longer possible to think a bench cleared when one step did not.
Completing a station batch is all-or-nothing when the follow-up job and order updates cannot be applied: you will see 0 completed rather than a partial result with stale job status.
Live timer and downtime clocks now follow server time, so a tablet whose own clock is wrong no longer shows a frozen or drifting elapsed time.
Recording downtime no longer fails on a tablet whose clock runs slightly fast.
Stopping a multi-station tile that is paused by recorded downtime now ends that downtime instead of failing, and the board says which stations were stopped and which had downtime ended.
Timers now refuse a start or downtime record that overlaps time already booked on the same asset, so one asset can never be productive twice over the same minutes.

Job Planning

Choose whether timeline blocks show the job number, part, or step name, and which asset types appear as lanes.
Choose which details show on work-queue cards (operation, resource/step, quantity).
Queue card estimate details open from the duration chip instead of a truncated label.
Queue card titles can be set separately from timeline block titles in Display settings.
Queue cards can also show job number, part, resource code, and routing in the detail line.
The board and work queue now load only the asset types you have selected in Display, so the view no longer flashes everything first.
Timeline blocks now show typical machine load capacity as small squares based on Load Job history.
You can hide job headers in the work queue so step cards stack continuously within an order.
Moving a job to another machine now shows the current machine and uses a short searchable list.

Production · Orders

A service line written as a percentage of the order total (for example "Loyalty discount (-10%) on order total") is now calculated against the order total, instead of only that service's own lines.
A service charged as a percentage of the order total now shows the same amount on the services list, in the REST order detail, and on the jobs it is split across. Cancelled jobs no longer inflate the order total it is calculated from, and jobs priced in another currency are converted first.
Editing services, changing invoice services, or converting the currency of an order with more than 300 jobs now explains the limit instead of failing with a technical error.
A service that charges for time can no longer be given two hourly lines by editing it, which billed the same hours twice.
Fixed charges on a time-based service (for example a callout fee alongside the hours) are now shared across the jobs the service is assigned to, instead of sitting in the order total against no job.

Admins can set how far back operators may choose a custom timer start (default 2 hours).
Timer layouts can let operators backdate start, end, or both when stopping and starting jobs.
Backdating a start or stop is now honoured only where the asset type's timer layout enables it, and only within the configured lookback.
Choosing the earliest start the timer dialog offers now works even if you take a while to pick it, instead of being rejected as too early.

Catalogue services can use a new Timed / process hours model that bills an hourly rate against real job timings: timers, manual entries, adjustments, and OEE downtime.
Timed services can now charge only time from selected resources (for example Machining job steps).
Timed services now fill quantity from job process hours; click quantity to see the per-job breakdown.

Parts returned by the client API now include their part numbers.
Disabled Resend webhooks now return a clear unavailable response without exposing configuration details.

Planning

Right-click a batch on the board to split it apart; its jobs keep the machine and run back-to-back.
Select several work-queue steps with Ctrl/Cmd-click or Shift-click and drop them onto a machine in one go. They land as a single batch running together; hold Option (Alt) while dropping to lay them out back-to-back instead. The drag preview shows the batch size and warns when it exceeds what the machine typically runs at once.

Error messages no longer mention sensitive field names like password or secret.
Sign-in and account errors no longer expose internal secret field names.

Orders, Jobs & Transactions

Editing the OEE timeline now always detects a clash with a run or downtime record that started long before the edit, instead of only checking the previous 30 days.

Analytics and reports

Scheduled reports now retry safely when analytics data is refreshing.

API

Invalid list cursors now return a clear 400 response instead of a server error.

Dashboards and presence

Restricted widgets and unavailable records no longer make repeated failing requests.

Orders, Jobs & Documents

Locked order, job, and document numbers now have a copy button.

Right-click a row to open it, open it in a new tab, or copy its number.

Parts

Invalid pagination links now return a safe validation error instead of interrupting the parts selector.

Production · Invoicing

A draft invoice bills a time-based service at the total of its per-job amounts, matching the order and the services list to the penny. It could previously differ by a few pence on orders with many jobs.

Production · Jobs

Editing a job price, or a batch of job prices, now works on orders of any size. Previously an order with more than about a thousand jobs rejected the edit with a technical error.

The planning board is flatter in the Riso theme: queue cards and timeline blocks drop their shadows, cards use a light hairline frame, and blocks sit directly on the paper instead of on a tinted fill. Scheduling conflicts still stand out.

User management

Invite people as the job they will do. Pick one or more roles by name when you send an invitation, and the new user lands with exactly that access on their first sign-in instead of waiting for an admin to finish the setup.

Value Flow

Dashboard previews now load reliably after the latest analytics update.

3.12.22

24 Jul 202618 changes

Multi-station

Bulk start, pause, and stop toasts show how long the update took.
Idle downtime without a loaded job now shows the OEE reason on the board.
Idle stations without a loaded job open the asset home screen, and the timer cannot start or resume until a job is loaded (OEE downtime still works without a job).
Pause can set one downtime reason on several assets at once.
Start, Pause, and Stop can run on several stations at once from the board.
Starting, pausing, or stopping many stations at once updates much faster.
Paused stations use OEE category colors for the timer and reason strip.

Pause can start downtime with an OEE reason before the timer is started.
Stopping home OEE downtime without a loaded job keeps you on the asset home screen.
Timer layouts can use Start / Stop with an adjustable end: when stopping, operators can pick an earlier stop time and optionally fill the gap with OEE.
You can stop home OEE downtime with or without a loaded job; it ends downtime instead of resuming the timer.

Multi-station Play and Pause selection works again for loaded and idle stations.
Pause reason picks apply on one tap; only reasons that need a note still ask for extra input.
Play from a multi-station board can select paused stations that already have a job loaded.
Stopping downtime from Home now keeps the production time already recorded on that job.

Dashboard data storage is trimmed automatically so plant servers stay healthy.

Saved views with at least one metric now refresh every 15 minutes, keep their previous values while updating, and show how old the data is.

Value Flow now shows where current work-in-progress value is sitting, while every dashboard preview loads and retries independently.

3.12.21

24 Jul 202612 changes

You can add multiple addresses on a customer (delivery, invoice, business).
You can allow more than one currency on a customer; the inbound customer list shows one row per currency so you pick customer and currency together.
Saving and syncing customer addresses no longer drops or overwrites address details unexpectedly.

Load Job

Searching a full job number like LC-26-07371 now finds that job instead of similar numbers, and shows which field matched.
The job list now shows column headers for configured fields so values are easier to scan.

Production / Inbound

Convert an order or inbound document to another allowed customer currency with a progress dialog. Jobs stay on the order currency; convert the whole order to change them.
Currency conversions now show up on the order and document activity timelines.

Help

Guided product tours have been removed; use Search docs in the Help menu for instructions.

Sign-in · Connected tools

Long-running jobs no longer stop automatically after 14 hours. Timers only stop when you stop them or when workstation logout / inactivity rules apply.

After resetting a forgotten password, you can sign in without being asked to change it again.

OAuth login for connected tools works again after the latest backend package update.

D365 outbound steps now select a standard Bulk record and preview the exact mapped message.

3.12.19

23 Jul 202629 changes

Action setup now uses the certified registry, with guided Simple inputs, visual Expression inputs, and clear access reasons.
Preview and live runs now use the same version-pinned Action plan, with safe retries that do not repeat completed work.
Preview runs now let you choose and review a real record instead of pasting an internal ID.
Run logs now explain Action inputs, authority, failures, results, and safe recovery options.
A workflow can now use a timer as its only automation step and still publish and run normally.
Preview runs now offer eligible records to choose from instead of asking for an ID.
Timer waits now appear while a run is paused and clear when it resumes, fails, or is cancelled.
Starting changes now identify the exact workflow they started, and view-only users no longer see create or edit controls.
Create Task now validates the selected Project, permissions, assignees, dates, and custom fields before a run can create anything.
Tasks can now be assigned through automation using the same assignment process as the Tasks area.
Approved inbound documents can now create production jobs through the normal resumable process, with clear created, skipped, and already-promoted results.
Automations can add ordered, retry-safe Task checklist items through the same process as manual checklist changes.
Automations can add retry-safe Task comments with the same mentions, history, and notifications as manual comments.
Automations can now select a quality issue by its issue number and assign it through the normal Quality process.
Automations can now move a selected quality issue through the same status rules used in Quality.
Automations can now create draft Safety incidents through the normal reporting process.
Deliver signed messages through saved webhook endpoints with safe Preview, duplicate protection, and bounded retries.
D365 outbound steps now select an exact Payload, map Workflow values, check send permission and scope, and queue one retry-safe message.
Automations can schedule a review for an active Risk assessment using the normal Safety process.
PDF steps now select a saved Report, check normal Report permissions and scope, and queue one retry-safe render.
Production job fields can now be updated through the same rules and side effects as the normal Production process.
Production jobs can now be cancelled through the normal Production process, with the same permissions, cleanup, and audit history.
Production jobs can now be created from typed Workflow values through the normal Production process.
Ready Inbound items can now create Production jobs through the same process as the normal Inbound screen.
Send notifications to selected Users or Departments while keeping normal preferences and duplicate protection.
Preview now uses selectable sample records, Actions use the standard business processes, and Dynamics 365 messages run only through assigned Workflows.

D365 workflows

Inbound messages now keep their raw transport log, use an assigned Processing workflow, and provide linked Retry or Reprocess controls.

Submitting feedback opens a support ticket with your details for faster follow-up.

Production jobs

Job detail pages load again when older service assignments are still on the job.

3.12.18

22 Jul 202619 changes

Invoices and Credit Notes lists now use the same sheet layout as Jobs and Orders.
Issuing an invoice shows which jobs will be billed; jobs without a service are removed and stay open.
Issuing an invoice with many jobs shows progress while shop-floor invoicing steps complete.
On invoice and order job sheets, you can drag the Services cell fill handle to assign the same services down the column.

Record station

Scan job barcodes to load work; no order search step.
Completing many jobs at once shows progress, and mass time entry works for large batches.
The station page no longer freezes when it first loads.

Assigning services updates invoice lines in the background; Issue stays unavailable until the update finishes.
Invoice list search finds custom field matches, and Columns can show invoice and order custom fields.

The Jobs tab shows jobs assigned to a routing and which version each job uses.
From the Jobs tab, select all eligible jobs and update them to the live routing revision in bulk — including across pages.

The update-ready banner no longer crowds the top bar.

Adding or removing a conversion rate now always updates both directions together.

In-app feedback also opens a support ticket so the team can reply to you directly.

Document search now shows which fields matched your query.

Current station is shown in the list and included when you search.

Orders & Jobs

Searching by custom field values now works for number-style queries too.

Production / Inbound

Document and job money amounts now follow each customer's billing currency after master-data fixes.

Orders, Jobs, and Inbound Documents now show which custom field matched your search, not only Notes.

3.12.17

22 Jul 202616 changes

Organize processes into configurable catalogues, browse grouped revision lineages, and attach multiple files.
Keep multiple approved revisions available for new work, or make individual revisions inactive without interrupting existing work.
Catalogue and Uncatalogued lists now use the full-width sheet layout like Projects.
Catalogue lists can be searched by code or name.
Catalogue rows now have Details and New Revision actions.
Catalogues open from a sheet list like other master data.
Uncatalogued and catalogue process lists load correctly instead of showing empty.
Catalogue process lists keep Actions aligned when you scroll sideways.
New process forms mark required fields with a red asterisk.
Revision availability badges and the Details action match the soft-outline style used elsewhere in process lists.

Period columns start expanded, with an Excel-style +/- control to collapse them.
Removed the green pulsing snapshot dots from the pivot sheet.

Leaving a saved draft via Archive now labels the action correctly as archiving the post.
Publishing a post always goes live immediately; the schedule option was removed.

Process fields can be limited to one process catalogue.

Routing

Choose routing on each inbound item or production job independently from its Process.

3.12.16

21 Jul 20261 change

Documents blocked from auto job creation open again instead of showing an error.

3.12.15

21 Jul 202622 changes

Document lists now show a loading preview instead of a blank spinner, and paging clearly shows when the next page is on its way.
Documents from OCR now keep a clearer extraction summary, including how many fields were filled automatically and PDF text quality.
Due dates from uploaded documents now apply correctly so production jobs can create automatically when Due Date is required.
Duplicating an inbound config now copies its full extraction setup (schema, prompt, and field mappings) instead of creating an empty copy.
Export, Delete, and hold actions are under Actions on the document page.
Right-click a document in the list to open it, copy its number, print labels, or delete it when allowed.
The document date field is now labeled Date received.

Choose a template directly; Order/Job (or Document/Item) badges replace the extra what-to-print step.
Choosing items or jobs to print now uses a full-width spreadsheet-style list.
Choosing what to print opens in a compact dialog that expands when you pick a template.
Large production orders with hundreds of jobs now print reliably.
Search jobs when choosing what to include in an export.

Print / PDF

Bulk job PDF export no longer fails with a missing user profile error.
Label printing now shows live generation progress for every batch size.

Buffer and other money columns load again on large multi-site views, with more headroom before heavy columns time out.

Customer pickers show the customer code under the name; the flag still shows currency.

Print from a job opens production templates, same flow as orders.

Labels

Printing selected labels is much faster, especially on large documents.

Right-click menus now use a clearer dark layout with simpler keyboard shortcuts.

Performance

Lists, search, and team boards respond faster across the app.

Services

Service code pickers now show the full name with the code underneath.

Dropdown and context menus use a slightly smaller type size.

3.12.14

20 Jul 202649 changes

Bulk-loading large customer orders now saves every item reliably, even when many are added to one document at the same time.
Large customer orders now load reliably and every job stays findable by its number, PO, or order — even across thousands of jobs.
Enter now moves between Routing rows without accidentally replacing the selected routing.
Document reuse settings that still use older date field names no longer block production updates.
Older document templates with previous due-date offset names no longer block production updates.
Older due-date values on saved document templates no longer block production updates.
Production deploy no longer fails when older document configs still use the previous due-date field name.

Document and other search lists load faster.
Indexing after large uploads is much faster, so Jobs search stays usable sooner.
Large job lists index faster after mass uploads, so Jobs search catches up sooner.
Searching documents, orders, and jobs now also finds text stored in custom fields.

System

Calendar dates across KPIs, projects, and documents now use a single consistent format, improving reliability of targets and due dates.
Emergency production updates can skip a slow type-check step when needed.
Production updates accept both older and newer date formats on saved records.
Production updates no longer fail when older date migration fields are still present on saved records.

Job and order values now include services across dashboards, KPIs, Atlas, reports, and analytics integrations.
Older on-time delivery settings that still use the previous delivery-date name no longer block production updates.
Reports and dashboards now process calendar dates reliably.

The 'Around the floor' activity feed now shows genuine shop-floor activity in plain language, and no longer lists sign-ins, entity switches, or system config changes.
Recent shop-floor activity under Around the floor now loads more reliably.

From a production order you can print a traveller or job PDFs from the same Print dialog.
Older queue sort settings that still use the previous due-date name no longer block production updates.

The status filter pills (All, New, Open, In progress, Completed, Cancelled) now show real order counts instead of always reading 0.
Large orders with many jobs open reliably again.

Assets list now uses the same sheet table layout as Parts and Jobs.
Parts list now uses the same sheet layout as Jobs and Tasks.

KPI charts and indicator tables now refresh silently in the background instead of briefly showing a loading screen.
Plant boards now show a clear loading state instead of briefly flashing all-green charts and missing owners while data loads.

Multi-stations now use the same searchable list layout as Assets, with board setup still available from each row.

Assistant search

Finding production jobs and orders now works reliably on large sites (previously a big plant could return nothing), and you can now find jobs by customer name.

Open jobs age and Buffer on hand now load reliably and faster when viewing multiple sites together.

Automation (MCP)

Inbound tools now return a clear, actionable message for validation rejections instead of an opaque server error, and record those rejections in the audit log.

The customer list now uses the same full-width sheet layout as Parts and Jobs.

Parts Performance now stays reliable for sites with large production histories, and leaderboard search works correctly.

Dates & KPIs

Calendar dates and KPI targets now stay consistent after the dual-date schema cleanup, and team absences load reliably again.

The forms list now matches other master-data lists, with a full table view and Active/Archived filters.

Help

You can open Submit feedback from the right-click Quick Actions menu anywhere in the app.

MCP and API-key connections now authenticate quickly and reliably, even when many API keys exist.

Older invoice queue due dates no longer block production updates.

PDF export

You can export up to 1,000 documents in one bulk PDF or ZIP download.

PDF Templates

Production and inbound PDFs now print reliably when records include system timestamps or calendar dates.

Print Labels

After labels finish generating, a clear Export ready step lets you open or download the file if your browser blocked the automatic open.

Production items

The production items list now uses the same full-width sheet layout as Customers and Parts.

Production modes

The production modes list now uses the same full-width sheet layout as Customers and Parts.

Folders no longer use custom emoji icons; they show a standard folder icon instead.

Resources

The resources list now uses the same full-width sheet layout as Customers and Parts.

Sheets

Moving down a frozen column no longer shifts the sheet sideways.

Updates

The update-ready banner no longer covers the page title and header actions.

Workstations

Inactivity logout now ignores tiny pointer movements and recovers reliably on older workstation settings.

3.12.9

18 Jul 202628 changes

Document dates now stay on the same calendar day in every timezone.
Creating production jobs from large documents is now reliable: creation runs in batches with visible progress, and a failed run can be retried without duplicating jobs.
Documents now show job-creation progress, report any items that didn't become jobs with reasons, and offer a retry when creation fails.
Required dates now stay on the same calendar day across browser time zones.

MCP

Agents can now create, compile, and publish routings (including safe code renames) through new MCP routing tools.
Agents can now run the full inbound flow: create documents and items, mark ready, submit, approve, and create production jobs in batches with per-item job numbers read back.
Part and customer upsert tools now update the existing record when the same part number or customer code is sent again, instead of failing or creating duplicates.

Dates

Date adjustments now keep calendar days separate from exact date-and-time values.
Invoice, credit note, and pricing agreement dates now stay on the same calendar day in every entity timezone.

Dates & time

Audits, training, quality, forms, datasheets, and custom fields now keep calendar dates stable in each Entity timezone.
Scheduled reports, exports, workflows, stock digests, working hours, and reminders now follow their owning site or personal timezone consistently.

Date fields now stay on the same calendar day in previews and generated documents.
Table subtitles are visible again in the template editor.

Background snapshot cleanup now avoids overlapping runs, keeping analytics services responsive.

Asset Sensors

Local sensor times now follow the owning site's timezone and handle daylight-saving changes consistently.

Client API

Business dates now use clear YYYY-MM-DD fields while exact lifecycle times remain timestamps.

Connected tools

Task and production dates now use clear YYYY-MM-DD values and follow the owning site's timezone.

D365

Payload mappings now distinguish calendar dates from exact date-and-time values.

Module tiles load faster on large plants.

Imports

Task, production order, and job dates now require YYYY-MM-DD values and report invalid rows without stopping valid rows.

Draft line conversion previews now use the invoice date or the site's current local date.

KPI dashboards, reports, and teamboards now keep dates aligned with each site's timezone and the tenant week setup.

Order and job dates now stay on the same business day across different time zones.

Projects and tasks

Planning dates now stay on the same calendar day in every entity timezone.

Sites can now choose whether inbound items require a part and process before jobs are created, enabling routing-only work.

Sign-in

Due labels and overdue styling now follow each site's local calendar.

Time and dates

New sites now require a valid timezone, keep that timezone fixed, and show owner timezone context consistently.

3.12.8

17 Jul 20262 changes

Activity Logs

Large audit histories now load more reliably while duplicate delivery records stay out of page counts.

On phones, the homepage no longer scrolls into empty space below the last section.

3.12.7

16 Jul 20261 change

Workstations

Logging out now returns to sign-in immediately while timer and downtime cleanup continues reliably in the background using each asset type's logout settings.

3.12.6

16 Jul 20262 changes

Buffer values remain available when production and inbound work changes status.

Live dashboard widgets now load faster and continue independently when another widget has trouble.

3.12.5

15 Jul 202612 changes

Empty groups always show; the Empty groups toggle is gone.
Subtasks always show under their parents in list and Gantt; the Nested toggle is gone.
Task details now include a start date alongside the due date, matching the Gantt timeline.

Collaboration

Online presence and Teamboard analytics now stay responsive with much less background traffic.
People viewing the same page now show as avatars in the top bar instead of floating labels on the page.

Gantt

Day view now shows the weekday above each date.
You can drag tasks onto category headers, and the chart no longer jumps while you drag.

Audits and production alerts

Applying a document template now immediately refreshes copied document details.
You can add and fill forms while creating a new inbound document, the same as on the document view.

Audit submissions now wait for all saves, and order alerts are delivered more reliably during busy periods.

New drafts and list updates show up more reliably while search catches up.

Value Flow

Value Flow now loads reliably for large production datasets.

3.12.4

14 Jul 202633 changes

Every project now has a full page: overview with description, properties and milestones, an activity feed with health updates, and the tasks view.
Group projects into folders: the projects page shows collapsible folder sections with loose projects below, a "New Folder" button creates one in place, and each folder has its own page for its projects and loose tasks.
Group tasks into project milestones and track phase progress, with milestone markers on the timeline.
New Gantt timeline for project tasks: schedule with drag and drop, group tasks into sections, add sub-tasks and dependencies.
Post project updates with health status and follow everything that happens in a project activity feed.
Projects now have status, priority, lead, labels, icon, and start/target dates.
Gantt is now its own tab alongside Overview, Tasks, and Activity.
Project page header uses the same compact layout as the tasks list.
Project page tabs now match the underline style used on production orders.
Projects and folders now use fixed colors instead of a custom color picker.
Projects and folders without an icon now get a default folder emoji.
The projects list now uses the same spreadsheet-style rows as tasks, with status, health, and task counts in columns.
You can now filter the projects list by status, with search in the same toolbar as tasks.
Gantt now has the same Group, Empty groups, and Nested controls as the Tasks list.
Gantt now uses the same search and status filters as the Tasks list.

Timeline views now load only the dates on screen, making live dashboards faster.
Dashboard widgets now load reliably for long-running production histories.
Timeline views now load reliably when there is a large amount of recent history.

Add subtasks right inside a task with progress rollups, convert checklists into subtasks, and get prompted when all subtasks are done.
Task lists are now grouped into collapsible sections by status (or assignee/priority), with drag-to-reorder shared across the team, inline add, and no pagination.
Task lists now use the same spreadsheet-style layout as orders and jobs, with status sections kept.

Snapshot metrics now show yesterday's closing value for Day and average daily closing values for WTD, MTD, and QTD. Rollups are selected automatically for each metric, and unavailable history includes a clear reason.
Buffer values now include only jobs that were open or in progress at each finished day, with assigned services counted once and completed jobs excluded from later days. Empty to-date periods now show zero instead of #N/A.

Opening a document now takes you straight to the new grid view.
Save full document templates, apply them to drafts, or clone a document with all of its items and reusable setup.

Activity

Activity history and the home activity feed load reliably again, and stay usable if the history service is briefly unavailable.

Larger dashboard results now load without limit errors while system usage is monitored.

Long-range OEE widgets now load reliably.

Live analytics now load faster and refresh without duplicate requests.

Audit history displays correctly on KPI detail.

Absence and overview details show the right dates and status again.

Performance

Live presence and Teamboard analytics now use fewer background requests and recover more smoothly under load.

Select matching issues and apply a disposition and close them together in one bulk action.

3.12.1

13 Jul 20262 changes

Putting documents on hold now shows clear progress and retry feedback.

Inbound & Production

Calendar dates now stay on the selected day across documents, orders, jobs, lists, and PDFs.

3.12.0

13 Jul 202611 changes

Conditional decisions now require an Error / Review path, so missing or invalid production data can never silently choose or skip normal work.
Repeat groups now send failed checks and exhausted pass limits to a clearly connected Exception / Review path.
Validation problems now appear directly beside affected steps, with clear outlines and guidance explaining what needs fixing.

Document details now load when linked processes contain older file references.
Document list now uses a full-width sheet-style grid while keeping the same search, filters, and saved views.

The Forge theme is now much easier to read in light mode.

Collaboration

Online users now reflect active browser sessions, and shared work pages show who is present with live cursors.

Customer names now show correctly across analytics dashboards (buffer status, revenue by customer, and others) instead of appearing as “Unknown customer”.

Lists

Orders, Jobs, and Transactions now use the same sheet-style filters and status pills as Documents.

Contact from the linked document now shows under Customer on the orders list.

Workstation

The operate screen has a new Attachments panel showing files from the jobs loaded on an asset, Instructions now opens the process PDFs for those jobs, and the Job Card hides the production counters when none are set up.

3.11.37

12 Jul 202632 changes

PDF Templates

Adding a row to a full table on the canvas now grows the widget to fit, and vertical tables gained on-canvas add/remove field controls.
Bulk PDF exports now handle large selections reliably: merged and ZIP exports of up to 100 documents no longer fail.
Clicking any cell of a jobs or routing table now opens that column's field binding, with clearer hover cues showing which cells are editable text and which open a binding.
Column widths can now be dragged on tables without header rows (and they finally apply in the printed PDF there too), with precise pixel width inputs in every table's settings panel.
Edit tables directly on the canvas: double-click a table to type in cells, rename headers, drag column dividers, add or remove rows and columns, and pick field bindings from a popover.
Static and dynamic tables in the builder now preview exactly as they print.
Text in generated PDFs now uses the exact same fonts as the template builder, so documents print with the same line breaks and layout you see on the canvas.
The builder canvas now previews jobs and routing tables exactly as they print: same sample rows as PDF previews, Yes/No for checkbox values, dash placeholders for empty cells, and matching vertical-layout label columns.
The template editor side panel is simpler: table content, bindings and column sizes are edited directly on the canvas.
Undo and redo (Cmd+Z / Cmd+Shift+Z, Ctrl on Windows) now work in the template editor for widget moves, resizes, text and table edits, and style changes.
Signature blocks now match the table styling out of the box.
Table rows can be resized by dragging their bottom edge, so a notes row can be made tall enough for handwriting.
Template colors now always show exactly what will print, regardless of light or dark mode.
Text boxes can now align their text to the top, middle, or bottom of the box.

Transaction detail now matches job and order pages with a sticky header, tabs, and step-focused views for output, timers, quality, and activity.
Load Job now uses a two-column layout with filter chips and a staging sidebar for selected jobs.
Order queue layout updated for clearer status and actions.
Ready on Load Job now only shows jobs that can actually be loaded, not ones waiting on an earlier step.
A step's Timers tab now shows only that step's own downtime, so its time and OEE figures no longer include events recorded against other steps of the job.
On a transaction's Output and Quality tabs, the "Adjust values" action is now hidden for steps where adjustments aren't allowed (for example blocked steps), matching the routing screen.
Peaking Station order results now use clearer cards and a simpler scan-and-search layout.

Analytics tables added in an update now include full history instead of starting empty.
OEE timelines no longer show a warning while live updates fully cover the normal analytics delay.

Production Flow is now Value Flow: see where money sits across every routing, step and machine, spot unplanned work, and chase the jobs that matter most.
Analytics stay fresh and load much faster on busy sites.

Client API

Inbound document and production order details now include service summaries.

You can choose video only or video with shared audio when recording a feedback report.

Fulfillment

Search the queue by order number, PO, or customer.

You can now correct machine timeline entries from the last 48 hours.

Production planning

Estimated step durations now refresh daily from your recent production history again.

Report widget colors in the builder now match the printed report exactly, in both light and dark mode.

Newly created tasks now appear immediately while search finishes syncing.

3.11.36

10 Jul 20262 changes

OEE timelines now stay accurate during delayed data updates and clearly show when information is still catching up.

App updates now prepare in the background and refresh once when they are ready.

3.11.35

10 Jul 202621 changes

Audit rows on the home board now show clearer icons for audit type and requirement level.
New job items now appear in transactions immediately while search catches up.
New jobs now appear in job lists and queues while search catches up.
New production orders now appear in order lists while search catches up.

Documents now appear in search results more reliably after they are saved.
New documents now appear in the documents list while search is still syncing.

Newly created tasks now appear immediately while search indexing finishes.
Changing a task's status or priority from the list no longer opens the task page.

New audit entries now appear immediately while search indexing finishes.

Analytics · OEE Timeline

A machine's sensor status bar now measures its active time (running plus downtime) instead of the whole day, so it lines up with the OEE score instead of reading much lower.

Audit execution now has a clearer checklist and navigation flow across desktop and mobile.

Each custom field now appears on either the document + order level or the item + job level, chosen as one pair.

Dialogs

Menus that open dialogs now close cleanly without freezing the page.

Dropdowns and multi-select search fields in dialogs stay open and fully visible while you use them.

New invoices now appear in the list immediately while search catches up.

Lists

Status and requirement badges now use a softer outlined style that's easier to scan in tables.

Parts

Part search now shows when the latest matching parts are still syncing.

Process search now shows when the latest matching processes are still syncing.

New-record sync states now use compact icons with hover details.

Dialogs now close cleanly without freezing the page.

Switches and menu icons look softer and more consistent across the app.

3.11.34

9 Jul 202610 changes

Inbound document custom fields now carry through to production orders and settings show only the supported custom-field targets.
Inbound document custom fields now show correctly on generated PDFs, exports, and the API after editing.

Draft documents now keep their original custom fields when field settings change later.
Historical line items keep their original custom field layout when custom fields change.

App update

The required update prompt now stays usable when another dialog is open.

OEE board widgets now support up to 250 selected assets and show a clear warning when too many are selected.

Dialogs and drawers opened from routing action menus no longer freeze the page after they close.

Incident KPI indicators now keep working when filtered by incident type.

Widgets

The color picker now stays fully visible when opened inside a dialog, instead of being cut off at the bottom.

Workspaces

If your access to a workspace is removed while you're signed in, you're now taken straight to the workspace picker instead of seeing an error screen.

3.11.33

8 Jul 20264 changes

You can now bulk-add assets by pasting rows into a grid; each row is validated and any that fail (a duplicate or unknown asset type or line) are reported without blocking the rest.
You can now drag to reorder asset lines in Settings → Master Data → Assets, and the new order carries through to the operator's Select Asset screen.

The home production overview stays compact for large sites, packing more workstations in without stretching the tile taller.
Operating a station from a multi-station board no longer crashes on load.

3.11.32

8 Jul 20265 changes

Template deletion now uses the in-app confirmation dialog instead of the browser prompt.

Process edit dialogs now close without freezing the page.

Reliability

Backend updates can now be deployed more reliably.

Search updates now pace large related-record syncs more safely during the streaming rollout.

Each category on a board now shows an Owner and a Deputy, and each role can have more than one person.

3.11.31

8 Jul 20261 change

Upload sessions now show file processing and document creation failures more consistently.

3.11.30

7 Jul 20268 changes

Activity log

Recent activity now opens reliably when duplicate log rows exist.

Customers shared under the same legal entity now work consistently across inbound documents, pricing, search, and invoicing.

Failed upload sessions now show a clear document creation error instead of staying stuck awaiting inbound documents.

Worktree auto-sync removed; agents now follow explicit commit and push rules.

Override actions now only appear for users who are allowed to approve them.

Search results now stay up to date more reliably after records change.

Safety crosses now keep their month-to-date color coding on the teamboard view.

The workflow builder has a cleaner, more professional look: a tidier canvas, a searchable Add-step panel, an insert button on connections, and issues shown on the steps themselves instead of a bar across the bottom.

3.11.29

7 Jul 2026120 changes

Audit metrics can now be filtered by audit template and added more than once with different template selections.
Audit metrics now use analytics snapshots for faster large-site views.
Buffer on hand value can now be filtered by resource and added more than once with different resource selections.
Inventory value metrics now use analytics snapshots and stock value can be filtered by consumable.
New cross-plant executive dashboard: pivot your sites × metrics with heat-shaded targets, drill months into weeks, and save shareable views.
OEE money lost can now use its own hourly rate per metric, so the same metric can be added with different rates.
People metrics can now be filtered by employment type, department, and absence type.
People metrics now use analytics snapshots for faster large-site views.
Production job metrics can now be filtered by resource and added more than once with different resource selections.
Production metrics now use analytics snapshots so larger production views load more reliably.
Quality metrics can now be filtered by issue source, severity, NCR type, CAPA type, priority, and hold details.
Quality metrics now use analytics snapshots for faster large-site views.
Rename metrics, give each a colour, and set manual targets on built-in metrics.
Safety incident metrics can now be filtered by incident type, and risk assessment metrics can be filtered by minimum risk score.
Safety metrics now use analytics snapshots for faster large-site views.
Task metrics can now be filtered by priority and added more than once with different priority selections.
Task metrics now use analytics snapshots so larger task views load more reliably.
The fields catalogue is now searchable and shows metrics and KPIs one per row with clearer source details.
The Fields rail now keeps Sites and Metrics fixed, with only Metrics and Filters editable.
The layout editor now focuses on metrics and filters, with site rows and metric columns fixed automatically.
Training expiring metrics can now use their own day window, so the same metric can be added for different expiry ranges.
Training metrics can now be filtered by training program and department.
Training metrics now use analytics snapshots so larger training views load more reliably.
Value in resources can now be filtered by resource and added more than once with different resource selections.
Added Resource aging so teams can see how long completed jobs took to reach selected production resources.
Cell hover cards now show clearer metric details, source tags, and plain-language help.
Incident KPI values now load from analytics snapshots, keeping wide Atlas views reliable.
KPI columns now load through analytics so large production views no longer hit backend read limits.
KPI percentage rollups now use the underlying counts for more accurate weighted totals.
Metric columns now show a Snapshot badge and legend so you can tell which values ignore the selected period.
Metric settings now open in a dialog with a short explanation of how each metric is calculated.
Snapshot metrics like value in resources and open counts now stay visible regardless of the period you pick, with clearer help explaining they show live data.
Temporary metric load failures now retry and show a clear retry control instead of a bare marker.
The Period picker now includes Yesterday, and new views start with that period by default.
Click any cell to open a drilldown with configurable widgets, weekly notes, and record previews.
Every metric column can now unfold into Day, week-, month- and quarter-to-date views with monthly targets and heat shading.
Opening a job or record from another site now switches you to that site automatically instead of showing a not-available message.

Action hints across the app now use consistent compact tooltips.
Asset tiles show clearer tooltips when more jobs are loaded on a bay.
Home screen layouts are now edited on a dedicated editor page (Settings → Assets → Home Layout); the operator home no longer shows layout editing controls.
Operate screen widgets (Timer, Job Card, Loaded Jobs, Operator Tools, Forms, Orders, Invoicing) now share the same card design as the rest of the production screens.
The Production Blocked notice on the home screen now matches the board widget design, with the override action right in the status banner.
The System Status tile is now Sensor Status: it shows whether the asset's sensor is online, its last heartbeat, signal strength, uptime and live machine state.
Widgets on the Home Layout editor can now be resized by dragging their right edge; the resize menu also shows visual size previews.
You can now correct today's machine timeline: drag a running or downtime block to resize it, fill the freed time with a downtime reason, or change a downtime reason.
Asset selection tiles now show a station timer instead of a job list.
Asset tiles no longer show a separate Alert status; overdue jobs appear on Running tiles instead.
Asset tiles now show who is signed in at the station, not who loaded jobs earlier.
Asset tiles with no work loaded now show how long the station has been idle.
Multi-asset boards can be created directly when adding an asset, without setting up a separate asset type.
Multi-station tiles on Select Asset now show the stations on the board instead of a vacant operator slot.
Multi-stations can be set up separately from physical assets, without a code or asset type.
Multi-station board clocks now show live pause time instead of freezing at the wrong duration.

KPI chart and table widgets now load large calculated KPIs without hitting backend read limits.
KPI metric widgets now load calculated KPI status without backend read-limit errors.
Asset names no longer get cut off in the OEE timeline when an asset has sensor rows.
Dashboard picker previews now show live plant numbers instead of sample data.
New Downtime Pareto dashboard: downtime reasons ranked with cumulative impact, per-machine comparison, trend and an event log.
New Parts Performance dashboard: full part leaderboard with yield, scrap and movers, plus a per-part detail panel.
New Production Flow dashboard: throughput trend, station load with bottleneck callout, aging jobs and due-date risk lists.
New Quality Watch dashboard: first-pass yield trend, defect Pareto and a filterable defect log.
Fixed monetary values (buffer total, completed-jobs value, cost variance, consumables, resource charts) showing roughly 100× too large.

Documents, line items, and services now stay in the customer's billing currency; prices from other currencies are converted when added.
Tooltips in the document grid now use consistent in-app hints instead of browser defaults.
You can now put an inbound document on hold with a reason, and release it back to its previous status when ready to continue.
Custom field labels on the new document page now match the style of other fields on that page.
Field rows on the new document page have a bit more vertical spacing for easier scanning.
Form field hints now appear in compact tooltips beside labels instead of below inputs.
Service rows now pick accounting codes from the service code registry, and the same code can be used on multiple rows with different line items.
The document Activity tab is easier to read: each entry now has an icon, a plain-language line, and clear before → after chips showing exactly what changed.
The duplicate Additional Forms card was removed from the new document page; forms are managed from the document header instead.

The Home Layout editor now lives in Settings → Assets and returns you there when you finish, instead of dropping you on the operator home screen.
The Operate Layout editor has been redesigned to match the Home Layout editor: widget cards with drag-to-arrange zones, config summaries, and explicit Done/Reset controls.
The Operate Layout editor now shows a live preview of each widget exactly as operators will see it, using real data from the first asset of the type.
Asset types can now record operator coverage assumptions for future capacity planning.
Multi-station board layout is now configured from Settings instead of the operator screen.
Customer statuses settings use cleaner cards and borders.
Operating rules settings use cleaner cards and borders.

Order totals and job pricing now always use the customer's billing currency; services seeded from another currency are converted when added.
The customer field on an order now shows that customer's billing currency instead of the organization display currency.
The Services table separates row IDs from pricing service codes, picked from your setup list.
Your chosen job columns stay visible after you reload the page.
Required service fields now show a red outline until service code, line item, and price are filled.
The service-code picker is disabled until you have permission to view the service code registry.

Planning estimates now use more available history before falling back to a default duration.
Right-click menus now stay visible and scroll when there are more actions than fit on screen.
The planning timeline can now move back to earlier dates without reloading.
The planning timeline no longer reloads while you scroll sideways.
Planned jobs dropped at the same time can now be saved as one batch for loading.
The planning board now has zoom controls so short jobs can be inspected in more detail.

KPI percentage totals now use the underlying counts for more accurate rollups and indicators.
New Quality Watch widget shows first-pass yield, scrap and top defect types for a cell at a glance.
New Downtime Pareto widget highlights which downtime reasons cost the most time, with availability, repair-time stats and a planned vs unplanned split.
New Parts Performance widget ranks your parts by volume, yield, scrap or biggest movers, with trends for each part.
New Production Flow widget shows live pace against your daily target, work-in-progress by station, the current bottleneck and due-date risk at a glance.

Asset types can now feed an Asset Revenue report that attributes job value by machine runtime without double-counting shared jobs.
OEE People timelines now load correctly instead of stopping while loading timeline data.
The Asset Revenue dashboard now leads with revenue per asset: a ranked leaderboard with revenue trends, a share-of-revenue breakdown, and the ability to expand any asset to see its top-earning jobs and top customers.

Formula previews now use the same analytics-backed calculations as saved KPI widgets, improving reliability for production, audit, and incident inputs.
Formula previews now use the underlying counts for percentage KPI inputs when available.
The formula builder now avoids loading calculated source samples in the picker, keeping it responsive on larger sites.

Organization

Assigning a plant to a legal entity now shows merge progress while duplicate customers are combined.
Assigning a plant to a legal entity now shows a confirmation with a merge preview and a live progress dialog, and the assignment is locked once complete.
If assigning a plant to a legal entity fails, the plant now cleanly reverts to its previous state instead of appearing assigned, and you can safely retry.

Customer cards on the Catalogue and Agreements tabs now show each customer's currency flag instead of initials.
The Service Codes tab is always visible; if you lack access, the tab explains which permission you need.
Document and job pricing now use the services catalog without legacy pricing extras.

The Production tile now adapts its workstation grid to the size of your fleet, so sites with many assets get a compact overview instead of a very tall tile.
The Atlas tile now shows your plants and legal-entity groups at a glance.

KPI widgets

Formula KPIs now roll up percentage values correctly across multiple sites.
KPI widgets now check for updates without scanning large history tables, making dashboards more reliable on busy sites.

Removed the public request access form from the login page.
The login screen now matches Bulk's Riso house style.

Assistant

KPI answers now use analytics-backed calculations for production, audit, and incident KPI values.

Files access now uses the current Files permissions after the old Knowledge permissions were cleaned up.

KPI assistant

KPI assistant answers now include calculated KPI data, not only manually entered records.

KPI Management

You can now view deleted KPIs and restore them if they were removed by mistake.

KPI reports

Weekly and monthly percentage KPI rollups now use the underlying counts for more accurate results.

Backend releases can continue safely while older Activity Logs data is cleaned up.

Timers

Time entries now appear as a visual timeline grouped by operator — timer sessions, downtime, and manual entries laid out across the day — instead of a plain table, so it's easier to see who worked when and where the stoppages were.

3.11.28

3 Jul 202611 changes

New Multi-Asset Station boards: group stations onto one board, watch their live status and timers, and jump between them from a single screen.
The station home screen is now built from widgets: tap Edit layout to arrange KPI tiles, jobs, and audit readiness, add or remove widgets, and configure each one right on the screen. The separate Stats Cards and Audit Templates settings pages merged into this new Home Layout.
Home-screen KPI tiles now show richer visuals: yield and completion rings, trend sparklines, target bullets, downtime category splits, and OEE component bars.
The Asset Readiness widget now shows a clear production status banner, requirement and status pills for every audit, and a redesigned configure dialog with drag-to-reorder, show/hide, and new production-blocking rules per asset type.
The Jobs widget on the home screen has a new card layout with a live production banner, quick Resume/Unload actions, and configurable card fields. Order stations now get their own Orders widget.
The OEE status widget on the home screen has a cleaner, unified look that matches the rest of the board.

D365

Test probes now work with session-enabled Service Bus channels.
Test errors now explain when stored credentials need to be re-saved.

Chart tooltips now stay put while you hover, dismiss cleanly when you move away, and show a simpler header without redundant status badges.

Sensor timeline running bars now stop at the current time instead of extending into the future.

Moving widgets around a teamboard now shows a tighter drop marker without leaving large placeholder gaps.

3.11.27

2 Jul 202617 changes

Asset Sensors

Connect shop-floor sensors and compare their readings beside asset timelines.
Sensor setup now uses generated codes that are clear to copy into shop-floor devices.
Sensor cards now include a setup guide with copyable API examples for readings and heartbeats.
API key setup now has a Sensor gateway preset so it is clearer which permission to use for sensor readings and heartbeats.

Add a Service Codes tab to manage the accounting codes used on invoices, with bulk import, and pick them when defining services and charges.
General catalogue services can now use different currencies.
Recurring and percentage service pricing options are no longer selectable.
Service setup no longer asks for taxable/VAT settings.

Order detail tabs now show loading placeholders before empty states appear.
Order customers now stay fixed after creation and are no longer shown as editable fields.
The order edit dialog now groups editable details into Core, Dates, Custom, and Notes tabs.
Order detail fields are now edited from the dialog instead of directly on the overview page.

The audits list is easier to use on a phone: stat counts no longer get cut off and each audit row takes up less space.

Backups

Local export copies now stay available until the cloud backup upload succeeds.

Services from the pricing catalogue now add correctly when currencies differ.

Order details now keep form selections and custom dates accurate while editing.

Quality Training

The Expiring Soon widget now also shows already-expired certifications, so it never claims everything's current when recertification is needed.

3.11.26

1 Jul 20261 change

Past KPI chart dates now show selected-day or previous-month context instead of an illogical previous-day summary.

June 2026

14 releases

3.11.25

30 Jun 202624 changes

A finished order's source document now shows its status as "Completed" instead of the misleading "Ready".
On the order Jobs sheet, the Part can now only be changed while a job is still a draft; once a job is open or further along, its Part is read-only (matching Routing).
The Jobs count on the orders list now matches the actual number of jobs on each order (some orders previously showed 0).
The Jobs tab now scrolls through all of an order's jobs, and large job lists render more smoothly.

Document item grids now expand vertically with the page, the item add footer stays in view after adding a row, and item filters stay readable on narrower screens.
Opening a removed or mistyped document link now shows a clear 'document not found' message instead of an error page.
The sheet view now shows the production job ID next to each item once a job is created.

Integrations · Dynamics 365

Order search now pages through every matching order, and you can choose which columns appear (status, due date, jobs, and more) per workstation.
The order scan list now hides completed and cancelled orders, so operators only see orders that still have work.
Cancelled orders and jobs are now hidden from the orders and jobs lists by default. Filter by the Cancelled status to see them.

Outbound messages can now include nested sections, line items, custom fields, and invoice approval updates.
Data mappings can now be exported and imported, so one setup can be copied into another without rebuilding every field.

The workflow builder now uses the full workspace without extra outer padding.
Dynamics 365 workflow steps can now choose the exact data to send, making site-specific routing easier to set up.

Access

Screens you don't have permission to view now use a cleaner, consistent design.

New accounts now start in the Riso (Tangerine) theme. You can switch themes anytime from the user menu.

Dashboard widgets now show live production, resource, and historical buffer values more reliably.

Screen recording controls no longer cover order job actions on smaller laptop screens.

KPI formulas

Formula setup now accepts typed operators, numbers, functions, and pasted math in the expression box.

Header menus now stay above order details instead of being covered by sticky page controls.

Organization

Plants can now be grouped under legal entities for customer and integration setup.

Production · Orders

Opening an order section you don't have access to no longer hides the order header and tabs — you can still switch to the tabs you can view.

Jobs actions stay visible on shorter laptop screens.

Updates

When a new version is released, the app now pauses with a brief reminder and updates automatically so you always have the latest version.

3.11.24

29 Jun 20264 changes

Admin

Resetting an entity now also removes its order and document service lines, invoices, and credit notes — no leftover billing records.
Resetting an entity with many production orders no longer gets stuck partway through.

Saved dashboard layouts are now available in every entity in your organization.

PDF templates can now include a dedicated Items table that lists every line item on the document.

3.11.23

29 Jun 202632 changes

Datasheets

Formulas now support a wider range of Excel- and Google Sheets-compatible math, text, date, time, lookup, statistical, financial, and engineering functions.
Formula editing now offers clearer suggestions, reference highlighting, live previews, and useful error messages.
Lookups, criteria formulas, dynamic arrays, and imported data now behave more consistently with familiar spreadsheet tools.
Datasheets can now use more detail from connected orders, jobs, parts, customers, processes, and routings.
Copy, paste, fill, undo, redo, keyboard shortcuts, and right-click actions make editing sheets faster and more predictable.
Date, time, number, and text values now display and calculate more reliably.
Datasheet and formula validation now catches invalid setup more clearly.

Build automations visually: start from an event or timer, add conditions, and run actions such as tasks, notifications, sign-offs, and updates.
Automations can now start from more production, inbound, quality, safety, and integration events.
Workflow setup uses clearer business language, searchable choices, and guided condition, action, wait, and sign-off controls.
Preview and publish checks now identify incomplete setup early and explain what needs attention.
Run, event, and incident monitoring now makes it easier to understand outcomes, investigate failures, and recover work safely.
Automations can now wait, use smart details from the triggering record, and connect to approved external services.

Routing steps are easier to tell apart, with clearer spacing between each stage.
Routing steps now span the full detail view without card shadows or rounded borders.
The attachments section now shows a clear placeholder when there are no files and editing is locked.
Routing step actions stay visible and grey out when they are not available.

Adding a job to an order now asks for confirmation first.
Duplicating a job now asks for confirmation first.
Right-click a job number to open its row menu.
Datasheets now live on their own tab on the order page, with a count of attached datasheets.

Inbound documents now use the faster grid view for bulk editing.
The document grid now explains blocked processes clearly and lets you approve them from the process cell.

Activity Logs

Activity log pages now load more reliably on large histories.

Admin

Data reset can now cancel active imports before resetting entity data.

The Riso theme now opens with Tangerine as its default accent colour.

Downloads

Generated file download links now stay available for 30 days.

Draft reserved orders no longer appear in order lists until the linked inbound document is submitted.

Dynamic table widgets now save reliably when their cells are blank or field-backed.

Approver pickers now list everyone assigned to the current entity.

Settings · Datasheets

The datasheet templates list now uses the same clean grid layout as the other master-data pages.

Sheets

Date and other inline editors now align cleanly with grid cells, without rounded corners.

3.11.22

27 Jun 20263 changes

Activity Logs

Activity log pages now load more reliably.

Planning

Historical duration estimates now refresh more reliably for large production histories.

PDF links from report emails now open visibly in the browser instead of leaving an empty tab.

3.11.21

26 Jun 2026127 changes

New invoices now show a searchable order table and include the services assigned to each production job.
The new-invoice order picker now loads reliably, even for businesses with thousands of orders.
Adding catalogue or template pricing in a different currency now converts to the invoice currency using your organisation's exchange rates.
Approving an invoice with Immediate confirmation now issues it automatically; approved invoices also show a clear Issue button when a manual step is still needed.
Company invoicing settings no longer ask for payment terms, bank details, or footer notes.
Company invoicing settings no longer ask for VAT or company registration numbers.
Company invoicing settings now show approver options when approval is required.
Creating an invoice now starts with a clear choice between a standard order invoice and a misc invoice, and invoices needing sign-off get a dedicated approval screen with approve, request changes, and reject.
Customer-only misc invoices can have line items added and edited directly again.
Invoice and credit note line tables no longer show a discount column.
Invoice detail now includes Output, Timers, and Quality tabs for jobs on the invoice.
Invoice detail now shows the linked source order in the sidebar.
Invoices and credit notes no longer include a tax line; the total is simply the sum of line amounts after discounts.
Misc invoices must be linked to an order or a customer; the standalone option has been removed.
Named invoice approvers can now approve submitted invoices without needing a separate role permission.
Rebuilt invoicing with a single clear status flow, an approval step before an invoice is issued, and a new way to raise one-off (misc) invoices alongside the standard order-based flow.
Service line grids no longer show a separate invoice description column; use the line item name instead.
Service line items now default to the unit "ea" when none is specified.
Services in the list and jobs grid now use distinct color markers so you can match them at a glance.
Simplified invoices to focus on issuing and confirming the document; payment tracking and accounts-receivable reporting have been removed.
The invoices list now supports search, filters, and page-by-page navigation like production jobs and orders.
When creating a misc invoice, you can now attach it to any active order, not only orders ready for standard invoicing.
You can now edit a draft invoice's line description, quantity, and unit price directly in the grid, and a draft always shows its Issue (or Submit for approval) button plus a Discard option.

Fulfillment workstations now keep order queues available when search indexing is delayed.
The asset picker toolbar is cleaner, with simplified filters and clearer page labels.
Jobs and orders are now cancelled instead of deleted. A cancelled job or order stays visible in your lists but is removed from production queues and reporting, just like a removed one used to be.
You can now cancel several jobs at once from an order, cancel draft jobs, and see the cancellation reason on a job or order's status timeline. Deleting an inbound document now cancels its reserved order instead of removing it.
Completing steps now handles small device clock differences more reliably.
Job and order files are now a simple attachments list on the General tab.
Job Output, Timers, and Quality tabs now use the same layout as order detail pages.
New Peaking Station workstation type: scan an order, book the right jobs in or out, log time, print documents, and complete with optional scan-to-confirm.
Peaking Station tiles on Select Asset no longer show an operator row.
Peaking Station tiles on Select Asset now show more loaded jobs at a glance.
Peaking Station tiles on Select Asset show loaded jobs in a compact grid without timer labels.
Peaking Station tiles on Select Asset now show loaded, job, and overdue counts above the jobs grid.
Peaking Station tiles on Select Asset now show an in-time vs overdue bar above the job counts.
Tablet production pages now use the same focused header as peaking station.
The Peaking Station can now scan a production order with the device camera, not just a handheld scanner.
The Peaking Station now finds orders by customer name too, with smarter, typo-tolerant search.
The Record Station workstation type is now called Peaking Station throughout the app.
When recording jobs at a station, you can now only load jobs that are at the same step, and only once their previous step is finished — so jobs can't be loaded out of order or mixed across steps by mistake. The station also shows which resources it can load.
A job that needs approval no longer sets up any production steps until it's actually approved; if an approver requests changes, the job returns to an editable draft you can fix and resubmit.
Jobs whose routing needs approval are now created with an "Awaiting approval" status and are fully locked (no edits from any screen) until they're approved — then they move to Open. If changes are requested, the job returns to Draft so it can be fixed and re-created.
Routing now shows both its code and name (e.g. "NDT-DPC · NDT Doncasters") consistently across the inbound documents and order Jobs sheets, and parts no longer repeat an identical code twice.
Add a job to an order, fill in its details, then create it straight from the Jobs tab.
Routing approval settings now save together with the routing in a single step, so a routing can never be left half-saved if something goes wrong. Reopening an approval now re-locks the related document so it can't move forward until it's approved again.

Digital Twin

Machines and layout items can now be rotated while arranging the factory floor.
Moving around the floor with left-drag, WASD, and arrow keys now feels smoother and follows the current view direction.
Selecting small layout items next to other equipment is more reliable.
Work center details now focus progress on OEE instead of job output counts.
Work center details now show the latest timer and OEE activity.
Zone names now keep spaces while you edit them.
Factory layout edits now keep clearer audit history for layouts, assets, zones, and walls.

The order page has a refreshed look with inline-editable details and a cleaner tabbed layout, consistent with other updated pages.
The Jobs tab now shows every job column — PO number, customer, quantity, value, the key dates, and your custom fields/dates — each sortable, reorderable and hideable.
The Jobs tab on a production order is now a full spreadsheet-style sheet — sortable, reorderable and resizable columns with show/hide and row selection — matching the inbound documents view.
The Jobs tab on a production order now uses the same clean sheet styling as the rest of the page.
Creating a job now enforces the same required fields as adding a document item: you must set a Part and fill every required custom field and date before the job can be created (missing ones are highlighted).
In the Jobs sheet, completed and cancelled jobs are now fully read-only, dates read consistently (e.g. 19 Jun 2026), and part names are no longer shown twice.
When adding a job to an order, you can now pick its Part inline (and fill custom fields) right in the Jobs sheet — the same way you build up items on an inbound document.

Form setup now uses two clear flows, and filled forms are started manually and shared through production.
Forms now appear as one consistent, compact section across inbound documents, orders, and jobs; open a form to view or fill it in.
Form activity history now records form names, linked records, field names, and status changes with stable audit snapshots.
Filling out a form on an order, job, or document now opens right inside the page below the form tabs, instead of in a pop-up window.
Text fields, dropdowns, and date pickers now share the same consistent appearance across the app.
Attached forms on orders and jobs now use tabs instead of chips, with a simpler editor layout.

You can now add and edit custom dates on orders, the same way as on inbound documents.
The Output, Timers, and Quality tabs now share the refreshed order-page look, with clearer summary figures and tidier loading placeholders.
The Timers tab now shows the full recorded time for sessions shared across jobs, instead of undercounting them.
Total Value on the orders list now reflects full job pricing, including services and charges.
Edit and delete actions on an order are now grouped under a menu, leaving more room for primary actions.
Opening an order from elsewhere in the app now uses the same updated layout as the full order page.

Grid edits no longer roll back while related totals are still saving.
Item cells now update immediately and show when they are syncing.
Removed extra empty space below the document items grid.
Selected cells now stay visually behind frozen item columns while scrolling the document items grid.
The document items grid now searches, filters, and sorts faster while editing.

Previewed PDFs now match the editor canvas more closely for text placement and widget sizing.
Restricted templates now show a clear no-access page instead of a server error.
Widgets can now be copied and pasted in the template editor.
Widgets now stop at sensible minimum sizes while resizing instead of asking after they become too small.
Table fields can now use order, job, customer, and routing details when printing.

Activity history

Activity history now keeps clearer names and context across inbound, production, quality, projects, settings, and integrations—even if a related record later changes.
Long activity histories are easier to browse, search, filter, export, and open from shared links.
Activity history now focuses on meaningful changes, making audit trails easier to follow.
Activity history now retains evidence that can be reviewed for compliance.

The job detail page now uses the same updated layout as production orders, with forms and files on the General tab.
The jobs grid now supports range selection, copy/paste, fill-down, and inline editing of custom fields, matching the inbound documents sheet. Open a job's details from its right-click row menu.
Jobs linked to an invoice awaiting approval can no longer be edited when invoicing is the final routing step.
The Invoicing routing step now directs you to Finance to issue an invoice; it can no longer be completed from the job routing tab.

Percentage-based charges are now calculated consistently across services, templates, and orders.
Imported price agreements now recognise set-up-plus-hours services and group them with their extra-hours rate.
Per attached item/job services now use the number of assigned inbound items or production jobs for their quantity.
Catalogue services default to non-taxable, require a description, and template services and charges can be reordered by drag and drop. The rate matrix and contract views use lighter hairline borders.

The Operating rules and Customer statuses screens have a refreshed layout, and these settings now lock once a site has inbound jobs.
Reordering site settings now records the actual setting names, codes, and old/new order in audit history.
Routing settings now use a wider dialog with separate General and Approval tabs.

Customer operational statuses can now warn or block document processing, job creation, and invoicing.
Approval requirements now follow the routing, not a per-customer setting.

Widgets now have a cleaner, flat background.
Display pairing, claim, and cleanup history now keeps clearer device names and safer audit details.

Entity settings now control whether production jobs can be invoiced only at the Invoicing routing step or at any time.
Orders now appear for invoicing as soon as their jobs reach the invoicing step, even before services are set. You can add services and bill them while drafting the invoice.

Removed the Integration step (Send Email, Generate PDF, Create Audit, API Trigger) from routings. This automation now lives in the Workflows system.
Clearer routing list icons, the step "Documents" tab is now "Forms", and the Invoicing step shows only the settings that apply to it.

Dashboard cards and summary panels use lighter borders that match the rest of the app.
Reviewer pickers now list everyone assigned to your current site and search by name works reliably.

Sites

Site changes now keep clearer audit history for creation, updates, activation, deactivation, deletion, and user access changes.
Audit history now records when a user's selected site is automatically cleared after site or access changes.

Workstations

Peaking stations now have a dedicated recording-board layout editor with a live preview: configure each widget's print templates, time recording, and barcode confirmation, and rename widgets.
At a recording station you can now tap the time display to type a custom amount on an on-screen keypad, alongside the +15m/+30m/+1h buttons.

Account

Account and settings open in a focused workstation view, so operators can manage their profile without the main app sidebar.

Standalone dashboard pages now use the same top header as teamboards and asset boards.

Approvals

You can now approve, request changes, or reopen documents and jobs directly from an approval panel.

Pre-use check templates that are not assigned to an asset type now appear when creating audit schedules.

Board views now use the same top header as other standalone dashboards.

Developer tooling

Agent worktrees now auto-push to their git branch and keep changes synced while you work.

Empty states

Cleaner empty screens with a subtle dot backdrop instead of a boxed card.

People and audit tiles show clearer summaries and list up to four items before the rest collapse.

Production · Orders

Completed and cancelled orders no longer let you edit custom fields or attached forms on the overview.

Routings that require an Invoicing step now show a clear error before saving or compiling.

Job planning timeline blocks show job numbers in the title row.

List pages now show a clearer message when search is temporarily unavailable, with a try-again option.

Search and filters stay visible when no tasks match your search.

Dashboard widgets use lighter borders on the Riso theme.

Save custom versatility-matrix layouts that show just the trainings and people you care about, then pick one from the new matrix overview.

User access

Site access requests now keep clearer audit history for requests, approvals, and denials.

3.11.20

19 Jun 202619 changes

Custom field labels in the document grid now match the same compact style as other document fields.
Document grid action buttons now match the rest of the app.
Document item column headers and filters now stay visible while you scroll through long item lists.
Fill custom fields straight in the grid — Yes/No, dates, dropdowns, lists and more edit right in the cell, with no extra pop-ups, so a row fills as fast as a spreadsheet.
Fill down now marks the source row with a crown, shows a preview of each value, and can copy individual custom fields or the entire row (including services) to the other selected rows.
Grid dropdowns now flip upward and resize to fit the screen when there isn't enough room below.
Hovering a ready item in the document grid shows "Undo" in an orange highlight.
Hovering over a sync error now shows a clear tooltip with the failure details.
Move around the line-items grid with the keyboard like a spreadsheet: arrow keys (and Tab/Enter) jump between every cell, the active cell is highlighted as you land on it, and Enter or just typing starts editing — Esc steps back out.
Rearrange the processing grid columns by dragging a header, or right-click a column for Move left / Move right. Your column layout is saved to your account.
Removing an attachment from the document grid now asks you to confirm first.
The document grid now has extra scroll room at the bottom so dropdowns on the last row are no longer cut off.
The spreadsheet grid view no longer shows a Classic view switch button.
The totals bar at the bottom of the document grid has been removed for a cleaner spreadsheet view.
File custom fields are now editable directly in the processing grid: attach, download, and remove files on a line item without opening it.
In the items grid, an open dropdown now closes as soon as you start a drag-to-fill, and Quantity appears read-only with a hint on sites where it's set automatically (instead of silently snapping back).
The items grid now works like a spreadsheet: select a range of cells, copy and paste (including to and from Excel), and drag a cell's corner handle to fill its value down a column.
You can now resize grid columns by dragging a column's edge; the widths are saved and shared across your inbound documents, just like column order.

Connectivity

Agent worktrees now connect to leased backends reliably instead of routing through the local polling proxy.

3.11.19

18 Jun 20269 changes

In the document grid, removing a service's last line now removes the whole service, and percentage charges from pricing templates add the correct amount.
In the document grid you can now edit a document's details — customer, PO, references, dates, priority and custom fields — directly inline, no dialog. Forms now have their own panel, and edits save instantly even when several people work on the same document at once.
New spreadsheet-style grid view for processing a document's line items in bulk: edit every item inline, sort, filter, multi-select and apply services, all on one screen.
Services on a submitted or locked document are now shown read-only, so edits no longer appear editable but fail.
The line-items sheet now shows each item's custom fields as columns you can edit right in the grid.
You can now seed a document's services from a pricing template or your service catalogue, then edit everything freely.
The document grid now handles services, activity, and bulk item actions more reliably.

Custom fields & dates

Custom fields and custom dates now stay fixed to how they were when a document, order, or job was created. Adding a new field no longer makes it appear on older records, and deleting a field no longer removes it from records that already used it.

Orders now have a Services tab: the services you set up on an inbound document carry over to the production order when it's submitted, and you can edit them there. Job and order pricing now focuses on unit, quantity and total.

3.11.18

17 Jun 202617 changes

New Checklist widget: add items and tick them off right on the board or teamboard.
Widgets now show a clearer message when something goes wrong.
Widget tiles now use the same slimmer frame and empty states as teamboards.

The world clock now shows London time correctly during British Summer Time.
Widget header icons now use the same accent stamp shell as project and module tiles.
Widget headers in the Riso theme now match the print-style borders and icons used elsewhere in the app.

Risk assessment reviews show a clearer message when nothing is waiting for approval.
Table and chart widgets now share the same card frame and header style as other teamboard widgets.
The status calendar widget has a cleaner look: marked days show a colour dot, the legend now tallies each status for the month, and the calendar follows the board's selected month.

Riso theme borders are now thinner and render consistently on both standard and high-resolution (Retina) displays.

Empty job and order file explorers now use the same compact empty state as the rest of the app.

Adding a priced service now shows Setup + Hours as two lines (like the invoice preview) and gives every service a quantity, so the total payable adds up the way you expect.

The empty invoices card on job and order pages is now more compact.

Jobs & Orders

A job's pricing — base price plus the services and charges carried from the inbound document — is now edited in the Edit Job dialog and stays editable until the job is closed; orders show the whole pricing rolled up from their jobs plus any order-level charges.

Buffer KPIs now explain that they show daily values over time, so they are easier to compare with dashboard totals.

The Risk Assessment Reviews board widget now shows approved, pending, and scheduled review counts with a live waiting-for-approval list.

Task board widgets now load filtered task lists reliably.

3.11.17

16 Jun 2026231 changes

Job progress in tables now shows as a progress bar with a percentage.
Job table controls collapse into a menu on smaller screens.
Order and job lists now let users add more fields, including custom fields, from the Columns menu.
Routing steps get a clearer card layout: status on the step number, glanceable totals in the header, drill-down activity timelines per operator, and improved Complete Step and Adjust Values dialogs.
Routing step empty states are more compact and consistent with job detail tabs.
Asset picker tiles now share the same sheet card layout as other grids.
Asset status changes now use your signed-in account for access.
Batch and asset status tools now use your signed-in account for access.
Job activity timelines now use your signed-in account for access.
Job file lists now require your signed-in session.
Job file uploads and folders now use your signed-in account for access.
Job repeat-group reviews now use your signed-in account for access.
Loaded jobs on asset tiles now appear in one compact list instead of separate boxes.
Order document folders and attachments now use your signed-in account for access.
Order output, quality, and time panels now use your signed-in account for access.
Overdue jobs on asset tiles now show a simple Overdue label instead of a long time breakdown.
Overdue jobs on asset tiles now show a clear "overdue" label instead of repeating the time.
Queue generation now uses your signed-in account for access.
Recording batch details now use your signed-in account for access.
Stage completion previews now use your signed-in account for access.
Tablet statistics now use your signed-in account for access.
Timer, time entry, and transaction tools now follow the active account permissions.
Workstation widget layouts now require your signed-in session.

Appearance · Riso (Beta)

The Riso theme now applies its full risograph color palette across status badges, modules and charts, recolors the whole scheme with each accent, and gives buttons, cards, inputs and dialogs the signature inked-print look.
In the Riso theme, Master Data and Audit settings (pricing, catalogue, assets, routings, forms, resources, audit templates and the audit areas map) now carry the full inked, hand-printed look.
In the Riso theme, small avatars use a lighter border so initials stay easy to read.
In the Riso theme, the Integrations consoles (Dynamics 365, MCP), Currencies, API keys, Roles, Export templates and inbound automation settings now carry the full inked, hand-printed look.
Invoicing and stock panels now share the standard card styling, so they look consistent and pick up the Riso theme like the rest of the app.
More components (alerts, tables, menus, badges and more) now follow the Riso theme's print styling.
Quality, Safety and Audit cards now match the app's Riso print styling, with the production-blocking and asset-readiness panels picking up consistent inked frames and corner radius.
Summary panels on module home pages now use the Riso ink border and gauge styling.
The boards picker and chart tooltips now match the Riso theme, with inked card frames and cleaner tooltip styling.
The header menus and search now follow the Riso theme like the rest of the app.
The Riso theme now carries its inked-print look through the routing canvas and the scheduling planning board, and the production timer, job picker, and quality-issue panels share the standard card styling.
The Riso theme now extends to the scan-and-process kiosk and the file row actions, with ink-line frames and crisp offset shadows for a consistent printed look.
The Riso theme now extends to toasts and the full-screen error pages, so they match the rest of the app's print styling.
Card grids in the Riso theme now use clearer ink-style borders and shadows.
Configure menus in card grids use lighter borders in the Riso theme.
Status badges use lighter borders in the Riso theme.
Dark Riso mode now uses softer borders on filters, search fields, and table cards.

Invoicing settings now stay limited to the selected site for managers and entity admins.
You can now sort by column and choose which columns to show on the customer, KPI, training, absence-type and access-request lists.
Reordering production items and modes is smoother, and the lists now look consistent with the rest of the app.
You can now reorder root causes, quality & training categories, job titles, downtime reasons, OEE dashboards and asset boards by dragging rows into place.
Asset layout settings now require your signed-in session.
Asset settings now follow the active account permissions.
Consumable settings now follow the active account permissions.
Custom field settings now use your signed-in account for access.
Customer, order folder, and job date settings now follow the active account permissions.
Entity operating rules now require your signed-in session.
Form builder settings now use your signed-in account for access.
Job title, quality category, and numbering settings now follow the active account permissions.
Part settings now follow the active account permissions.
Process and routing settings now follow the active account permissions.
Production item settings now require your signed-in session.
Production modes and resources now follow the active account permissions.
Root-cause, fishbone, and invoicing profile settings now use your signed-in account for access.

Per-line custom currency can be turned on or off and your choice is saved when you leave the page.
The Add services picker empty state is clearer and sized to fit the dialog.
Copy an item or job number from the document editor header.
Open the linked production order directly from a document header.
Document fields extracted with advanced JSON queries now capture the real value instead of coming back empty.
Inbound configuration now uses your signed-in account permissions.
Inbound document screens now use your signed-in account for access.
Inbound processing tools now use your signed-in account permissions.
Long service names on document pricing lines now truncate cleanly, show the full name on hover, and amount fields size to fit the value.

Quality date filters now include Yesterday consistently.
Hold detail pages now show the full containment plan, disposition, and immediate actions captured when the hold was created, and review-board sign-offs now display each signer's role.
8D reports now require your signed-in session.
CAPA records now require your signed-in session.
NCR records now require your signed-in session.
Quality dashboards, comments, and linked tasks now require your signed-in session.
Quality holds now require your signed-in session.
Quality issue records now require your signed-in session.

Digital Twin

New 3D factory floor: lay out your machines, link them to your real assets, and watch live status, OEE and job progress on an interactive map.
Factory floor layouts now support larger spaces for bigger sites.
Floor navigation now feels smoother with map-style mouse and keyboard controls.
New floor items: machine fencing with gates, whiteboard, touchscreen TV, first aid station, fire extinguisher point, floor scale, tablet stand, waste bin, label station, charging station, steel drum and tool board, plus seven new machines that can link to assets — testing machine, environmental chamber, lab oven, impact tester, hydraulic press, penetrant bench and ultrasonic station.
New injection-moulding equipment: injection moulder, part-removal robot, material dryer, process chiller, granulator and a resizable incline conveyor (all linkable to assets), plus a mould rack and bulk pellet hopper for layout.
New 3D-printing area: FDM, resin and SLS printers, a wash & cure station and a printer farm rack (all linkable to assets), plus a filament cabinet, finishing bench and parts tray rack.
Digital twin layouts now require your signed-in session.

Document-scoped export variants now keep saved OR filters and preview large documents more efficiently.
Linked fields in export variants can now include multiple parent fields and custom fields.
KPI actual exports now complete reliably for large production orders and require choosing one KPI with a Date range of one year or less.
Reference-field filter dropdowns (e.g. customer, part, asset) load faster on large accounts by scanning only your own data.
Data exports now require your signed-in session.
Export templates and runs now use your signed-in account for access.
KPI data now exports reliably over long date ranges and for high-volume sites.

Task priority in teamboard tables now appears as a colored badge, matching status.
Task table widgets now show at most three columns, with Task always included.
New Risk Assessment Reviews widget: a quick summary of risk assessments with recent activity — e.g. reviewed, approved, or awaiting approval — over a time window you choose.
New Status Calendar widget: mark each day Pass/Fail (or your own labels and colours) right on the board. The calendar keeps its own history and warns before it is removed.
Teamboard views and edits now require your signed-in session.
Risk assessment review summaries are easier to read at a glance.
Task table widgets can now limit how many tasks are shown, with a count of any hidden tasks.

Home tiles now load more reliably for sites with larger whiteboards and activity history.
Avatar stacks in room lists and news are easier to read when several people overlap.
People absences on the home screen now show the return day and week number (e.g. Friday, WK25).
People avatars on the home page and news now match the rest of the app.
People tile absence rows now use the same avatar style as the rest of the app.
Home tiles now require your signed-in session.

Widget tiles in the Riso theme now use a clear ink outline with no background fill or drop shadow, so the page grid shows through.
Analytics dashboard refresh checks now use your signed-in account permissions.
Dashboard selection tiles now use your signed-in account for access.
Dashboard tiles, view counts, asset widgets, and presence lists now require your signed-in session.
Dashboard view counts now use your signed-in account for access.

Orders selected from the fulfillment queue now load reliably in the invoicing panel.
Invoicing workstations now use a single protected Invoicing step that can't be deleted by mistake and can only be added once per process.
Opening, editing, and raising invoices from an order or job is more reliable: edits typed just before issuing are saved, the jobs you select are kept, and you always see the invoices for the entity you're viewing.
Orders and jobs now show their linked invoices, with one click to view or edit the invoice and a shortcut to raise a new one without leaving the order or job.
Production invoices and credit notes now use your signed-in account permissions.

Scheduled report recipient lists now include all active users, even in larger teams.
Build your own multi-page reports from widgets with drag-and-drop, then schedule or download them as PDFs.
Production reports and teamboards now keep working more reliably when data snapshots or sessions refresh.
Report setup and downloads now require your signed-in session.
Report builder now requires your signed-in session.

Job planning now always requires your signed-in session before showing or changing planning data.
Planning now uses historical job step timings when estimating step durations.
Work queue time estimates now build from completed work history reliably instead of falling back to one hour.
Job planning now always uses your signed-in session when loading or changing the board.
Planning board errors (placing, moving, splitting, or merging job steps) now show clear, consistent messages.

Create-task triggers can now assign fallback owners when an audit has no area owners.
Dashboard due and overdue counts now match the audit inbox exactly, no longer counting schedules that are paused or in an off week of a repeating schedule.
"Due" and "Overdue since" dates on audit cards now follow the schedule's full recurrence rules (every-N intervals, "2nd Tuesday", last day of the month).
Audit tools now follow the active account permissions.

Image and PDF previews now load more reliably in the Files area.
Redesigned file browser: Finder-style icon and list views with sortable columns, breadcrumb navigation, multi-select with keyboard shortcuts, drag-and-drop to move files between folders, and drop-anywhere upload.
File uploads and file access now require your signed-in session.
File and folder actions now use your signed-in account for access.

Agreement details now show helpful placeholders when contact, dates, or payment info is missing.
Agreement PDF previews now show the first page thumbnail when available.
Agreement terms sections now show clear placeholders when quotation notes, pricing basis, or conditions were not extracted.
Pricing settings now require your signed-in session before showing or changing catalogue and rate information.

Safety check lists and preview dialogs now handle searches and read-only views more reliably.
Incidents can now be closed after you add follow-up actions during the review, and the Safety role can see an incident's linked tasks.
Asset readiness cards now match the updated sheet layout used elsewhere in the app.
Safety dashboards, incidents, and pre-use checks now use your signed-in account permissions.

The 5S dashboard now reflects all your 5S audits, including equipment checks, and adds a per-asset breakdown alongside areas.
Redesigned the 5S dashboard, area and audit pages with a bolder, cleaner look, including a full per-pillar checklist on audit results.
The 5S overview page now matches the standard page width and padding, and the area filter dropdown has been removed from the toolbar.

Private board viewer lists are now hidden from people who do not have access to the board.
Board views and edits now require your signed-in session.
The boards picker in the Riso theme now reads as one continuous sheet with shared borders, matching other settings grids.

Destructive tool requests now respect approval policies even when preview mode is requested.
Connecting an external client now verifies the connection request came from the same browser that started it.
ChatGPT connections now use stronger verification.

People · Org structure

New Org Structure page draws your company org chart from reporting lines, and lets you sketch drag-and-drop reorg scenarios without changing anyone's records.
Org chart cards now show each person's department, location and tenure at a glance, with a refreshed look and a control to collapse or expand a team's reports.
Reporting lines are now drawn as a clean org chart: small teams sit side-by-side and large teams connect through tidy vertical guides instead of crossed lines.

API Trigger cards in the legacy routing editor now show as coming soon instead of draggable.
Conditional splits can now use job dates and date custom fields.
New Repeat Group node: drop steps into a group and run them in a loop until a condition you define is met (for example, until no quality issues on the latest pass). Replaces the old per-step rework toggle, with a supervisor review when a group hits its repeat limit.

Routings can now be duplicated from the actions menu.
The routings list loads faster, especially for facilities with many routings and versions.
Routing setup now requires your signed-in session.

Whiteboards

Whiteboard cards now use the shared sheet grid and fill the picker page for a cleaner layout.
Whiteboard edits and file uploads now require your signed-in session.
Whiteboard lists and details now use your signed-in account for access.

Absences

Absences that don't need approval now record who logged them, so the reviewer column is no longer blank.
Seeding region presets now orders the new absence types correctly alongside any you've already created.

Account

Password setup and site switching now use your signed-in account permissions.
Site switching and welcome password changes now use your signed-in account for access.

Parts Productivity has been removed while it is rebuilt.
Analytics dashboard settings now use your signed-in account permissions.

List tables across settings and people now share the same bordered layout for a more consistent look.
The Riso theme is marked as beta in the theme picker.

Open the feedback form from anywhere with ⌘/Ctrl+Shift+B.
You can now send feedback straight from the Help menu, with an optional screenshot, marked-up screenshot, or short screen recording attached.

Multi-select fields now show cleaner tags when options are selected.
Form documents now require your signed-in session.

Imports

Clarified which data imports detect duplicates. Task imports still update a matching existing task; all other imports always add new records, so the importer no longer implies duplicate-matching it didn't perform.
Data import tools now use your signed-in account permissions.

Inventory

Saving a tracked consumable variant now sets up initial stock in one reliable step.
Stock levels and stock alerts now follow the active account permissions.

Sheet cards across the app now use the same hover feedback as the home module tiles.
Sheet grids now share one layout primitive so tiles align consistently across modules.

Supervisors can add a Stale Downtime widget to see open downtime events that have run past a shift-length threshold.
OEE tools now use your signed-in account permissions.

Status timeline descriptions now explain production progress instead of goods receiving.
The status timeline now shows every lifecycle step, including Reserved.

Project task counts now stay accurate when tasks are cancelled.
Project lists and settings now require your signed-in session.

Employee training records redesigned: expandable record cards, date corrections with logged reasons, renewals that keep past certificates, multiple certificate uploads per training, trainer and provider tracking, and a compliance summary.
Training records now follow the active account permissions.

Accounts

Deactivated accounts no longer record sign-in activity, keeping login history accurate.

Activity log views now require your signed-in session.

AI Chat

Conversations now use your signed-in account permissions.

Analysis tools

Fishbone, fault tree, 5 why, 5W2H, and is/is not tools now require your signed-in session.

API keys

API key management now requires your signed-in session.

Billing

Billing details now require your signed-in session.

Boards & dashboards

Board and dashboard cards now align with the shared sheet grid layout for a cleaner picker.

News attachments now require your signed-in session.

Connected tools

Connected tools now consistently use your signed-in account when checking access.

Currency settings now require your signed-in session.

File attachments on custom fields now require your signed-in session.

Customer search now reliably shows all matching customers instead of occasionally returning a short list when older records were involved.

Dashboard devices

Device management now requires your signed-in session.

Dynamics 365

Connector settings now use your signed-in account permissions.

Emails

Bulk now stops sending to addresses that bounce or mark messages as spam.

Entities

Entity administration now requires your signed-in session.

Entity access

Entity access approvals now require your signed-in session.

Home · Riso (Beta)

Module tiles on the home screen now match the Riso print style, with stamped icons and raised tile hover.

Hub

Hub dashboard layouts and templates now require your signed-in session.

Invitations

Team invitations now require your signed-in session when viewing or managing them.

Empty sections on a job page have more comfortable spacing.

Keyboard shortcuts

Shortcut chips in the help menu now show each key separately with clearer modifier icons.

KPI setup, reporting, and formula tools now require your signed-in session.

Redesigned the Create/Edit KPI dialog with a clearer 5-step flow, and added a new Formula data source that blends existing KPIs (for example Right First Time) with a live preview.

Notifications now require your signed-in session.

Onboarding

Onboarding progress and setup now use your signed-in account permissions.

Org structure

Org chart variations now require your signed-in session.

Organization settings

Organization settings now require your signed-in session.

Company news and people setup tools now use your signed-in account for access.

Presence

Live presence now waits for your signed-in session before loading.

New processes now create correctly when the starting revision is set to 1.

Settings · Access requests

The orders list now always shows only the entity you're working in, closing a gap that could expose another entity's orders.

Roles

Role management now uses your signed-in account for access.

Search context checks now require your signed-in session.

Admins can now review and approve site access requests from Settings.

Sign-offs

Sign-off requests and signatures now require your signed-in session.

More paginated lists now keep sorting consistent across pages and saved views.

Two-factor authentication

Filtered task lists now show matching tasks more reliably across pages.

Tenant settings

Tenant details and updates now require your signed-in session.

Two-factor settings now require your signed-in session.

Unit settings now require your signed-in session.

Usage limits

Usage and plan limit checks now require your signed-in session.

Users and roles

User and role management now requires your signed-in session.

Views

Saved table and dashboard views now use your signed-in account permissions.

Webhooks

Webhook settings now require your signed-in session.

Release notes are grouped by product module so large updates are easier to scan.

Working hours

Working-hours settings now require your signed-in session.

3.11.16

11 Jun 202666 changes

Filters

Dropdowns and date fields in filter drawers are more compact with clearer borders.
Empty filter dropdowns and date fields use a softer muted background until you pick a value.
Filter drawer actions use a clearer text reset and pill-shaped results button.
Filter option lists are more compact so more choices fit on screen.
Filter option lists use clearer spacing again so long lists like roles are easier to scan.
Filter option rows use smaller labels and controls for a tighter drawer.
Priority and role filter radios now use a cleaner circular style that matches the rest of the drawer.
Quick date shortcuts in job and order filters use the same radio list style as other filter options.
Selected radio dots are larger and centered in filter lists.

Back buttons on risk assessments now leave the page instead of stepping through tabs.
Risk assessment PDF exports now use the app's warm clay styling.
Risk assessment PDF exports show an updated header with the template version.
Risk assessment PDF exports show tenant and entity names in the header, and risk scores use green, orange, and red.
Risk assessment PDFs now include sign-off pages at the end for collecting signatures.
Risk Matrix cell tooltips now show a clearer breakdown: risk level, score, and what the likelihood and severity mean.
Risk assessment details now show clearer created and updated times.

Employee training cards now use clearer borders, matching the Projects page.
On tablet-sized screens, the dashboard summary strip hides long Expired and Expiring Soon status values while keeping their labels, so the footer stays readable.
The Enrolled employees summary now shows a color-coded bar of every assigned training status (OK, expiring, expired, and incomplete).
The Expiring Soon dashboard widget now shows which training program is expiring for each person, including the program code and expiry date.
The Expiring Soon widget now shows how many additional trainings are due within 30 days when more than five are coming up.
Skills matrix column headers now show how many employees are trained per program (e.g. 5 trained) under each program name instead of the program code.

Site operating rules now require an authenticated session before changes are saved.
Entity operating rules no longer show nested boxes inside the settings card.
Production Items can be filtered by Active and Archived, like Production Modes.
Adding custom fields on parts and processes now uses a clearer step-by-step dialog with labeled validation options.

The Review Calendar fits any widget size without cutting off the last week, and hovering a day now shows its planned, recorded, and overdue reviews.
The Risk Matrix widget now scales to fill its space instead of sitting small with empty margins on wider boards.
Widgets sit closer together on laptops, tablets, and phones, so boards feel less spread out and each widget gets more room. Large monitors keep their existing spacing.

When viewing inbound document items with expanded details, each item now shows its related job, part, and process information directly.
The Add services picker now shows a clearer message when the catalogue is empty or your search finds nothing.
The Apply pricing template picker now shows a clearer empty state when no templates match.

The invoice fields empty state now matches the rest of settings, without a nested card.
Draft invoices can be edited directly on the invoice page; notes, lines, and custom fields no longer require a separate edit screen.
Draft invoices now receive a draft number (e.g. DRAFT-000042) the moment they are created, so every invoice always has an identifier.

On 4K and ultra-wide displays the live asset cards now resize to fill the screen — larger when only a few assets are shown, and packed tighter when there are many.
When a board has no assets yet, the page now shows a clear message with a button that takes you straight to settings to add them.
The "Go to Settings" button on the empty OEE dashboards screen now opens the dashboard settings page.

When closing past orders in bulk, you must now specify the close date. Approval screens display when the orders will be marked as closed.
Production modes can now be kept visible across the whole tenant or limited to one entity.
New Invoicing Workstation type: orders arriving at an invoicing routing step queue up at the station, where operators review jobs, price them with rate templates, catalogue services and charges, and issue the invoice — completing the job's invoicing step automatically.

Job planning can now place, move, and resize work from the keyboard.
New job planning board: drag job steps from the work queue onto machine timelines, move and resize planned runs, split work across machines, and spot overlaps instantly — live for every planner.
Queue cards now show estimated step times from completed work history.

5S area pillar scorecards now show the real issue count for each pillar.
Audit area and schedule actions now follow each user’s edit and delete permissions.

Sign-off prompts and dashboard value widgets now load more reliably.
Widgets now show missing-permission messages before loading protected data.

Displays

The TV display pairing screen now loads reliably for sessions that haven't picked a site yet.
Link TV can now ask for a workspace when opened from a local or IP address.

Invoices, accounts receivable, and credit notes now live under Finance in the sidebar with updated page addresses.
Draft invoices now show each job with its pricing underneath, and you can add jobs, services, and charges directly from the invoice page.

Routing decisions can now use more details about production orders, parts, and processes.
Decision steps now accept written formulas (type @ to insert fields) and support multiple if/else-if branches, each with its own connector on the canvas.

Posts now show how long ago they were published (e.g. "Posted 4 weeks ago") instead of just a weekday and time.

Setting a conversion rate now keeps the opposite direction in sync automatically, and removing a rate clears both directions.

Default values now only appear where they work, and picker defaults must use valid choices.

Boolean form fields now use the same Yes/No control everywhere.

General

Checkboxes are slightly squarer and easier to scan.

Scheduling now shows the current site's on-time delivery metric.

Master data

Parts and processes can now show custom fields in their settings tables.

Orders now show the newest records first by default.

Sign-offs

You must be signed in to view or respond to sign-off prompts.

Sort any list by clicking a column header; your chosen sort is saved alongside your column layout, including in default views.

Audit schedule tables now mark monthly scheduled days in the weekly view.

Columns on the Units settings page now line up neatly across every unit category.

3.11.15

9 Jun 202619 changes

Create, issue, and track invoices and credit notes: bill jobs from an order, record payments, credit invoices, manage company/invoicing details and custom fields, and download invoice and credit-note PDFs.
Issued invoices and credit notes now generate a downloadable PDF automatically.
You can now raise customer credit notes against an invoice or as a standalone credit, apply available credit to outstanding invoices, and download the credit note PDF.
Invoice and credit-note fields now use the same clear card list and pop-up editor as other custom fields, so they're easier to add and edit.

Apply a pricing template to a document line, and add catalogue services and extra charges with a clear total payable.
Document line pricing is easier to scan: apply template from the section header, currency sits above the total, and amount fields no longer show spinner arrows.

Find units fast: search by name or symbol and filter by category from the same toolbar used across the app.
The import-presets dialog now groups units into cleaner lists with a Select all option per category.

Filtering now opens in the same slide-out drawer used across the app, with a cleaner search bar, searchable user and entity pickers, and quick date ranges (Today, Last 7 days, Last 30 days).

API

Inbound document details can now include full line items, parts, processes, and routing details for integrations.

The Boards page has a refreshed, dashboard-style layout with search, board previews, and a cleaner grid.

Redesigned the currencies settings page: set your global display currency with a clear confirmation step, and add or edit conversion rates straight from the rate grid.

Your sign-in now carries across new tabs and duplicated browser windows.

The pricing settings page now opens reliably.

Roles

The roles search box now matches the search used across the app, with a search icon and a one-click clear button.

You can now ask specific people to sign off a risk assessment with a signature. They're prompted to review and sign it the next time they open the app, and can record a reason if they can't.

Each entity now has its own Invoicing details and Document custom fields, grouped together under Settings → Entity.

Settings · MCP & Agents

The integrations page now opens reliably.

Release note counts now show as labels like "72 UPDATES" instead of a number alone.

3.11.14

8 Jun 202672 changes

Loading messages for document item actions now close properly when the action finishes.
Custom fields on new documents now save as you type, so your entries are still there when you come back and documents can be created without surprise required-field errors.
Line items can now use zero unit and total prices.
Status labels on documents and uploads now use solid colored badges for clearer at-a-glance reading.
Customize which columns you see on the Inbound Documents list and save your preferred view.
Inbound Documents now offers more optional columns, including document custom fields, for saved table views.
Approval requests can now be cancelled so documents can be edited and resubmitted.
Custom document items on new documents now show a clear name instead of an internal ID.
Custom fields on new documents now stay saved after refreshing the page.
Rejecting a document now asks for a reason and reliably sends it back for correction.

Block drag and add controls in the description editor are easier to see and match the rest of the app.
Clicking the task description field now shows the text cursor immediately so you can start typing on the first click.
The block options menu opened from the drag handle is now more compact.
The block picker menu in task descriptions is more compact and easier to scan.
The formatting toolbar above selected description text now works, so you can apply bold, italic, and underline.
The task description editor now uses the full box, so you can click and type anywhere in the field.
Task status badges now use solid fills.

Risk assessment status and risk level badges now use solid colors for clearer reading.
Incident type and status badges now use solid fills.
Risk assessment status and risk level badges now use solid fills.
Risk level badges on assessment details now use solid fills.
The close-incident dialog layout is easier to read.

Filters

Filter options now use clear checkbox and radio lists with result counts, instead of colored chips.
Filtering panels now open as a cleaner side drawer with collapsible groups and a clearer header and footer.
Fixed filter options being cut off on small screens and a case where the wrong filter group could change.
Expand/collapse arrows now match the rest of the app controls.

New documents now show their linked production order number as soon as one is reserved.
Currency on item pricing is shown on its own row below quantity and price fields for easier reading.
The draft picker list now appears as one connected list instead of separate cards.
The draft picker now includes a Cancel button to return to the documents list.

Right-click a category in the service editor to archive it from suggestions; services in the catalogue keep their grouping. Archived categories can be restored from the same editor.
Removed Duplicate from rate templates; use the rate matrix to set customer rates instead.
Customer rate cards are now named automatically after the category and customer, so the name stays consistent and can't drift.
Template price previews now match saved pricing totals while editing.

Inbound uploads

File status badges on session details are easier to read, with clearer labels and counts.
Uploader avatars on session cards now use the standard avatar style.
Uploader avatars on session cards are slightly larger so initials read more clearly.

Asset readiness

Assets running under a manager override now correctly show an Override status instead of appearing Ready, and the last-checked time stays current.
The asset readiness board now uses a cleaner, unified sheet layout, making each asset's pre-use check status easier to scan at a glance.

Pricing, customers, jobs, orders, invoices, and dashboard totals now use your organization’s selected global currency.
Totals now warn when a needed conversion rate is missing instead of silently mixing currencies.

News

Removed the unused Preview button from the post composer.
The post body placeholder now explains you can type / or @ for more options.

Order due, overdue, and aging alerts now clear automatically when an order is deleted or completed, so you no longer see reminders for orders that are gone.
Loading toasts now close when an action finishes or when you tap the X.

Order, job, and phase status badges now use filled colors for quicker scanning in tables.
Workstation load and completion screens now handle permissions, expired sessions, and device time differences more clearly.

Job priority and due-date badges in the order jobs table now use filled colors, matching other status badges.
Opening a linked inbound document from an order preview now closes the preview automatically.

Search & filters

The Filters button now matches the height of other toolbar controls.
Toolbar icons in filter and table controls are slightly smaller and easier to read alongside labels.

Choose which columns you see, reorder and pin them, and save named views per table.
Search, Filters, and the view/column controls now share a single toolbar row for a cleaner, more compact layout.

Empty states now share one consistent, friendlier look with clearer guidance on what to do next.

Empty log tabs now use the same empty-state layout as other job detail tabs.

API keys

Added a Documentation button to open the REST API reference directly from the API keys page.

The create schedule dialog keeps its action buttons visible on smaller screens, so you can always save your schedule.

Deleted fields now stay on existing inbound and production records while staying hidden from new records.

Newly added currencies can now be used when creating customers.

Quality widget defect counts now show as whole numbers instead of long decimals.

When attaching a file to a process you can now browse folders, search, and upload a new file straight into the folder you choose — all without leaving the dialog.

Custom field inputs and dropdowns now match the size of other fields on document forms.

Incidents

Five Whys analysis steps use a cleaner timeline layout that's easier to read during investigations.

MCP · Production

Agents can now target production cleanup more precisely, preview backdated close times, and use more typed production admin tools without driving the app manually.

Agents can now find the right Bulk tool faster, with searchable tool guides, stronger schemas, structured results, and clearer warnings before risky actions.

The back button now reliably takes you to the right place — even when you open a link directly, refresh the page, or arrive from outside the app — instead of doing nothing.

People · News

The news composer now supports rich formatting, links, mentions, images, and file attachments that carry through save, publish, reading, and PDF export.

Bottom dock icons now look correct in dark mode.

People · Absence calendar

Entity settings now let you make PDFs optional for inbound documents and lock all job quantities to 1.

Settings · Units

Import only the unit presets you need, delete unused custom units, and reorder units by dragging rows.

Browser windows now keep separate sessions, so old logged-out windows no longer interrupt active production dialogs.

Status badges

Solid status badges look clearer in dark mode.

3.11.13

5 Jun 202636 changes

Pending absences show with a dashed stripe fill in the same leave color so you can see what still needs approval.
Click a day on the calendar to log an absence with that date already filled in.
Click someone's name on the calendar to open a dialog where you can adjust dates and type, approve or reject pending requests, or cancel an absence.
Each day now lists everyone who is absent, and the week row grows to fit instead of hiding names behind a "more" link.
Calendar pills and the legend now use each absence type's color instead of approval status dots, so leave types are easier to scan at a glance.

New Pricing area under Settings → Master Data: reusable rate templates with a customer-by-test rate matrix, a per-customer rate catalogue, and negotiated agreements you can build by uploading a supplier price list and letting Bulk extract the line items, rates, and terms for you.
Polished the agreement contract view: page actions now sit in the header, the breadcrumb shows the customer name, and the source PDF card shows its real page count.
Turn agreement line items into a customer's catalogue of priced services. Add one and Bulk pre-fills what it read from the upload — name, code, rate, unit — and even suggests a category and pricing model for you to confirm; or add several at once and tidy them up later. Each customer has one live catalogue measured against your General base rates, and Bulk flags any service whose price has drifted from the latest uploaded price list.
Rate templates are now real and saved to your account: build a reusable price from a bundle of catalogue services plus surcharges, see every customer's negotiated rate against your General baseline in one rate matrix, and get a heads-up when a bundled service's price drifts from the catalogue.
The rate-template currency picker now lists the currencies you've set up in Units (with a flag for each), applies your chosen currency live throughout the editor, and saves it with the template; new customer templates start in that customer's currency.

API

Public API lists now support simple page numbers, richer production and inbound data, and lookup filters like job number.
Public API detail endpoints can now include related jobs, OEE events, quality issues, output, and timers for easier dashboard integrations.
REST API keys now have stricter request limits to protect integrations from brute-force and runaway traffic.

People · Absences

After you log a leave type that needs approval, approvers can approve it straight away in a follow-up prompt instead of finding the request elsewhere.
Status labels in the absences list now use solid color badges so approved, pending, and other states are easier to spot at a glance.
You can no longer log leave that overlaps existing approved or pending absence for the same employee; the form warns you before you submit.

Metadata and classification chips (such as System/Custom labels and role tags) now share one compact monospace style for easier scanning.
Background work now runs more reliably, reducing repeated task and email processing errors.

OCR now double-checks document header fields against the original image, correcting clear label/value mix-ups and holding uncertain files before jobs are created.
Fixed a bug where filled-in custom fields weren't saved, which could prevent creating a document even when all required fields were completed.

Connection setup now shows the correct workspace address automatically.
ChatGPT can now search your Bulk records and open a result to read the full details, so connecting Bulk to ChatGPT works without turning on developer mode.

Settings · Master Data

Production modes on the Active tab can be reordered by dragging rows in Settings, matching other settings lists.
Production items can be reordered by dragging rows in Settings, matching other settings lists.

Integrations · Dynamics 365

The Riso theme now has its own set of accent inks — Flamingo, Aqua, Marine, Sunflower, Fern, Tangerine, Grape, and Scarlet — so you can recolor it from the theme picker, just like the default theme.

Error pages

Refreshed the "permission required" and "connection lost" screens with a calmer, clearer layout, a readable status, and obvious ways to get back on track.

Dynamics 365 connections now offer secure credentials, connection status, and flexible data mapping.

Past absences no longer appear as upcoming on the People dashboard.

People · Job titles

Active and Inactive status labels now use solid badges for clearer reading.

Redesigned the Routings settings page as a cleaner card grid that shows each routing's live version and working draft at a glance, with a live status indicator and a search box.

Settings · Absence types

Paid, Unpaid, approval, Active, and Inactive labels in the absence types list now use solid badges instead of icons or outlines.

Settings · OEE

Downtime reasons can be reordered by dragging rows, matching other settings lists.

Settings · User roles

Role management is now limited to Super users, so Entity admins and other system roles cannot view or assign roles.

Refreshed the first-time "Set your password" screen into a single clean card, with a live checklist that ticks off each password requirement as you type.

Expiry alerts now run reliably across large training record lists.

Training · Records

The employee records list has a cleaner, easier-to-scan layout, with each person's completion and expiry at a glance.

3.11.12

3 Jun 202680 changes

Settings · Integrations

Coming soon and beta connectors share the same soft overlay as the dashboard picker.
The Integrations page header now matches other settings pages for a consistent title and description.
Dynamics 365 connection tests run against your Service Bus configuration and record clear outcomes in Logs, Messages, and Activity so you can verify an integration end to end.
New Integrations page under Organization showing the systems Bulk can connect to — ERP, identity, messaging, and data tools. API keys now live here, under the REST API & Tokens card.
New MCP & Agents integration: connect AI agents like Codex and Claude Code to Bulk over the Model Context Protocol, with per-client keys, scoped permissions, an audit log of every tool call, and approval gating for guarded actions.
A read-only REST API v1 lets approved API keys fetch data securely without write access, alongside existing token management.

New documents now require at least one reference PDF before they can be created.
Export a document's line items to Excel, CSV, or JSON straight from the document — each row can also include details from the document itself. Save reusable export layouts and choose whether a layout is private to you or shared with your team.
Redesigned the Mass Update dialog: a clear table shows each item's part, process, and routing so you can pick the right ones at a glance, with a quick search to find items and a tidier, toggle-to-apply set of fields.
Image-only multi-page PDFs now read line-item tables page by page, so mould numbers and other row identifiers are preserved more reliably.
Custom fields on new documents now save reliably, including right before you create the document, so required fields no longer block creation after you've filled them in.

Error pages

The "no access" and "connection lost" screens now fill the whole screen, with a clear status, a friendly message, and obvious ways to get back on track.
Opening a link that doesn't exist now shows a proper full-screen "page not found" page.
The "something went wrong" and server-error screens are now full-page and easier to read, with a clear status, copyable technical details, and obvious retry, go back, and go home actions.
Streamlined the unexpected-error screen so the home, back, and reload actions stand out, while the technical details stay visible just below.

Settings · MCP & Agents

ChatGPT can now connect to Bulk with your normal sign-in and two-factor verification, while existing MCP API keys keep working for other agent tools.
Agents can now work with PDF templates: list and inspect templates, preview PDFs, edit drafts, and generate approved production or inbound PDFs with audit history.
Connected agents can now work with core platform areas like training, projects, people, audits, inventory, and master data, using the same permissions and approval rules as Bulk.
Agents can now read analytics snapshots, run approved report templates, export CSV-ready results, and request snapshot refreshes for approval.

Setting progress to 100% now asks whether to mark the task as done, so status and progress stay in sync.
Task search and filters show how many tasks are in each review status, so you can see workload at a glance before you open a list.
Task descriptions no longer auto-embed links or media from pasted URLs; use attachments when you need files in a task.
The task description editor now blends with the card background for a cleaner, more consistent look.

Widgets now show the right size while you drag them and land where the preview shows.
Analytics widgets now show an empty state instead of breaking while production snapshots are still syncing.
Analytics widgets now time out cleanly instead of hanging when a data refresh gets stuck.

Mass update item list now shows part, process, and routing so you can pick the right rows faster.
Right-click the duplicate button to create several matching line items at once.
When duplicating a line item, the count picker now closes right after you confirm how many copies to make.

Agents can now search production jobs and read full job dossiers, including routing, timelines, timers, output, files, quality, and materials when they have permission.
Agents can now manage project tasks end to end, including assignments, checklists, comments, attachments, followers, status, progress, and bulk actions.
Connection setup now shows the address needed to link approved AI agents to your Bulk data.

Job card counters and materials now use a continuous hairline grid (no floating gaps), with clearer section labels and improved contrast on edit dialogs.
Pausing the timer shows downtime reasons in the same hairline picker style as quality and material dialogs; recent reasons stay on one row with larger, equal tiles.
Routing workflow nodes for resources now show their configured color and icon correctly; API Trigger steps display a clear "Coming soon" overlay.

Refreshed the first-time "Set your password" screen into a single clean card, with a checklist that ticks off each password requirement as you type.
First-time users now set their password before choosing an app design, so the setup popups no longer overlap.
Sign-in goes straight to your login screen without an extra tenant picker step.

The updates popup now shows your full release history — the newest release opens automatically and you can expand any earlier one.
Refreshing around the release notes dialog now stays stable instead of showing the app error screen.
Release note categories are easier to scan, with clearer section headers and update counts.

Long-running action messages can now be closed and will stop spinning forever if the server takes too long.
Toasts have a bolder, colour-coded look — a solid status colour with a clear icon — and a slim countdown bar you can pause just by hovering.

MCP agents can now work with risk assessments: create drafts, manage control measures, run approval steps, generate PDFs, and extract draft measures from uploaded evidence with the same safeguards as the app.
Risk assessment list filters and pagination stay in the page URL, so shared links and browser back/forward reopen the same view.

Settings · Audits

Redesigned audit scheduling: choose how often an audit repeats — daily, weekly on the days you pick, or monthly on a date or a weekday (like the last Friday) — set how many days/weeks/months apart, and an optional start and end date, with a plain-language preview of the next dates. You can now set one audit up across several areas at once, and the schedules list groups everything by audit.
The audit areas canvas no longer overlaps nodes, with clearer styling so departments, areas, and schedules are easier to read.

Settings · Data exports

Saved export templates now use the same clean card grid as the rest of Settings, showing each template's format, source, and schedule status at a glance with quick run, edit, schedule, and delete actions.
Very large scheduled or manual exports that exceed Excel limits now automatically fall back to CSV so you still get your file.

Settings · Master Data

Asset, resource, and inbound automation cards use cleaner titles and solid status badges aligned with other settings pages.
Configure per-site naming conventions for inbound documents, line items, production orders, and jobs — build formats from segments, preview examples, and see how many unique numbers fit at the current width (per calendar year when the format includes a year) before the first record of each type is created.

Chart and KPI tooltips no longer clip inside widgets, progress bars show the correct color, and audit tooltips include clearer completion details with assignee avatars.
Task table on large displays no longer shows a horizontal scrollbar when assignee chips are shown.

Refreshed checkboxes with a rounder, slightly larger look and a clearer dash for partially-selected lists.

Admin · Data Reset

Entity reset previews now count large sites in the background, so the page stays usable instead of failing on bigger datasets.

New "Process" field type lets you attach an approved process from your master data to inbound documents, items, and production jobs.

Dynamics 365

Bulk can now receive mapped customer, job, and production order messages from Dynamics 365, and send matching updates back.

Error reports

Console log download links in error report emails now open the attached log file correctly.

Error screens

Buttons on the error pages are now more compact, matching the rest of the app.

Integrations · Dynamics 365

Simplified the Files page: removed unused Quick access, list view, and sort controls; folders and files always show in grid view.

Dynamics 365 data mapping is easier to set up: field pickers draw from your Jobs, Orders, and Customers tables, and dropdowns use the same controls as the rest of settings.

Paused assets now use color-coded borders and labels that match the downtime reason's OEE category (availability, performance, or quality).

Production · Home

Pre-use check status badges are solid fills; loaded jobs and header controls use subtler corner radius.

When building a conditional split, you can now branch on many more job and step fields — including your own custom fields — instead of a short fixed list.

Production orders can now be marked Reserved with a clear status in the list and timeline, separate from draft and active work.

Project cards show task progress above the counts, use solid status badges, and keep edit actions separate from the main open action.

Agents can now manage quality issues with the same workflow as the app, including disposition, close, assignment, comments, evidence, and linked CAPA or 8D records.

Settings · Audit templates

Redesigned the Routings settings page as a cleaner card grid that shows each routing's published version and working draft at a glance, with a clear status indicator and a search box.

Settings · API keys

Redesigned API key management with clearer permissions, one-time secret copy guidance, inactive-key filtering, and confirmation before rotate, revoke, or dismissing a new key.

Audit templates now appear as one clean, continuous card sheet matching the rest of Settings, with a clearer Active/Archived status and at-a-glance frequency, version, and item details.

Settings · Data imports

Import history and new imports now follow the selected site, so each site only shows and receives its own import jobs.

Settings · Downtime reasons

Reorder downtime reasons by dragging rows instead of using up/down arrows.

Settings · Forms

The Forms list now has a cleaner, flatter card layout matching Assets and Resources, with each form's category shown on the card and quick Edit, Duplicate, and Archive actions.

Settings · Inbound OCR

Redesigned the inbound automation page as a cleaner card grid, matching the rest of settings, with a search box and quick access to each configuration's AI extraction setup.

Settings · Master Data · Resources

Resources now use the same clean hairline card grid as Assets and other master data pages, with search and quick actions on each card.

Settings · MCP

Agents can now submit guarded bulk production-order close requests, with a preview, approval step, and execution result shown in the MCP approvals log.

Settings · Naming conventions

Production order reservation now lives inside the inbound documents card, with a note that document and order numbers are assigned independently.

Settings · Processes

The process actions menu now lists every action and greys out the ones that don't apply to a process's status, with a hover note explaining why. You can also re-enable a disabled process — it returns as a draft for re-approval.

Settings · Reports

Redesigned the saved reports list as a cleaner card grid that matches the rest of settings — each report shows its type, period, scope, and schedule status at a glance.

Settings · User roles

Redesigned the roles list as a cleaner, continuous card grid matching the rest of Settings, with system and custom roles colour-coded and each role's user and permission counts shown at a glance.

May 2026

4 releases

3.11.8

29 May 20267 changes

Redesigned text widget settings with a tighter Figma-style panel, including font family, size presets, and style controls.
Double-click text on the canvas to edit it inline; changes save when you click away.
Dragging widgets now follows the cursor more accurately and lands cleanly on the grid when you drop.
Page Config helper messages now use the same information notes as elsewhere in the app.

Help

The What's new popup has a clearer layout, with updates grouped by area and a shortcut from the Help menu.

Saving an item as a template now suggests a readable name, auto-generates the template key, and explains each field.

File tiles in job and order file explorers show full filenames more cleanly, without cluttered subtitles.

3.11.6

26 May 202634 changes

You can add a customer contact directly from the Assigned Contact dropdown when creating or editing a document, without opening Settings.
The new document page header is cleaner, with redundant draft label and timestamp text removed.
@mention teammates in internal notes and they'll be notified — mentions now show as inline chips in the teammate's color so they stand out from the surrounding text.
Print now works in any status and lets you choose what to print — the inbound document or its items, or the linked production order or its jobs — before picking a PDF template.
Reference PDF cards now show the file size and upload time on separate lines, with a friendlier "just now" / "yesterday" style instead of a full timestamp that was getting cut off.
Attaching extra forms on a new document now opens the full Form library — with categories, search, and sort — instead of a small dropdown.
You're now asked to confirm before removing a line item or a whole item group, so accidental deletes are easy to avoid.

Switching tabs or searching no longer flashes a full-page spinner; the header and tabs stay put while the grid loads.
Clicking a project card now reliably opens the project.
On mobile, search and New Project sit on one row so the header stays compact.
The Projects page has a new design with richer cards: per-project task counts (open / in progress / done / overdue), a colour progress bar, members, last activity, and a project code. Search lives in the page header and the empty states explain what you're looking at.
You can now assign members and pick an owner for each project from the Edit dialog. Owner is always included in the member list automatically.

Searching by PO item numbers now returns stricter matches, so nearby but different identifiers are no longer shown as exact matches.
Switch jobs without losing work using confirm-and-stop, with a clear explanation when batch edits are blocked.
Active bay and OEE timers now show their assigned batches; a timer must be stopped before switching a loaded job's batch.

Project and task view headers use consistent back and action buttons, and long titles truncate cleanly instead of wrapping.
The Description card now blends seamlessly with the rest of the task card instead of showing a distinct white block.

Pop-up dialogs have a refreshed, more consistent look — warmer panels, clearer headers with a colour-coded status icon, and tidier buttons — and they now display correctly in dark mode.

OEE timelines are easier to inspect on mobile, with fixed asset/user details while you swipe through time, and the Asset Board has a cleaner mobile layout.

Color pickers across the app now show just the swatch and color name in the input, dropping the hex code for a cleaner look.

Search, counts, and line boards now load faster and stay in sync more reliably.

Print for the floor board now produces a clean, one-page A4 PDF you can download and pin up for the canteen or shift handover, instead of relying on the browser's print dialog.

Emails

Refreshed, adaptive task digest email aligned with our design system.

File widgets now show clear guidance when a saved folder or file needs to be selected again.

The color picker now offers a much wider palette — brand accents, status colors, soft tints, and neutrals — organised into clear groups, and the Save as template dialog has a cleaner layout.

Inbound · Scan & Process (Beta)

The home page now scrolls correctly on mobile, and the company news widget shows a richer preview.

A new full-screen flow for processing one item at a time: scan its label (or type the ID), answer each of its fields one by one, then mark it ready, create the job, and print the label — all without leaving the page.

KPI exports now include calculated values and require a date range before preview or export.

Employee start dates can now be set as far back as 1990.

Order detail tabs now stay in the URL, so shared or refreshed order links reopen the same tab.

Safety · Risk Assessments

Refreshed risk assessment detail page with a cleaner header; assessment status now lives in the Details card alongside the rest of the metadata.

If you sent an assessment for approval, you can now Cancel Request to pull it back to draft and make changes before resubmitting — no need to wait for a reviewer to refuse it.

Settings · Master Data · Assets

Drag to reorder assets inside a production line (or to/from the Unassigned pool); the new order is reflected on the production asset selection screen.

After each update, you can see a short summary of what changed.

3.11.0

17 May 20264 changes

New job KPI metrics, with historical jobs backfilled so trends are complete.
Duplicate assets, and start audits from a custom point.

Yes/no fields now use a single segmented control, unified across inbound and shared views.

Unified filter bar with shared date presets, and configurable external recipients for audit notifications.

3.10.1

16 May 202613 changes

Redesigned new-document page with a spacious multi-column layout.
Save whole documents or individual line items as reusable templates, and load them from a redesigned template picker.
Work from drafts: pick up where you left off from the draft picker, with autosave that safely handles conflicts.
@mention teammates in internal notes and they'll be notified.
New In progress status; in-progress documents with no linked jobs can now be deleted.
Support for PDF document types, with generated PDF thumbnails on reference cards.
Added customer reference fields, clearer field controls, and better validation.
Faster, clearer library picker scoped to your site, with loading skeletons and friendlier empty states.

Three new themes — Forge, Cobalt, and Riso — plus a reworked color picker.

Consistent field inputs everywhere, including a new single control for yes/no fields, kept in sync between Forms and Custom Fields.

"Documents" is now Forms across the app, with all existing document types carried over.

Inventory

Clear warning that currency and unit cost apply only to new stock movements.