We're bringing greater control and clarity to your financial operations with this release. From enhanced bill processing to expanded accounting classifications, we've focused on making your daily workflows more efficient while ensuring perfect data alignment with QuickBooks Desktop.

Bill Management Enhancements

Managing vendor bills just got better with clearer identification, smoother QuickBooks sync, and more intuitive list views.

Vendor Invoice ID Tracking

• Dedicated ID Fields: Clearly distinguish between Roopairs bill IDs and supplier invoice numbers throughout the platform

• Enhanced Search: Find bills instantly using either identifier, eliminating cross-reference confusion

• Consistent Display: View vendor invoice IDs alongside Roopairs bill IDs in all views and documents

QuickBooks Sync Enhancements

• Automated Status Updates: Bills paid in QuickBooks automatically update in Roopairs with correct payment status and date

• RefNumber Synchronization: Vendor invoice IDs populate the QuickBooks RefNumber field for easier cross-referencing

• Payment Workflow Guidance: Removed "Mark as Paid" button for QuickBooks-connected accounts and replaced it with an informative banner

Streamlined List Views

• New Vendor Invoice Column: Quickly scan through bills with the dedicated Vendor Invoice ID column

• Optimized Column Layout: Default configuration prioritizes most important identification fields

These bill management enhancements are available for all accounts using the Bills feature, with migration support for existing bills.

Line Item Part Details

Identifying specific parts across your workflow was often challenging, especially when dealing with similar components from different manufacturers. We've solved this by adding manufacturer details to every line item throughout the platform.

Enhanced Part Identification

• Manufacturer Information: Each part now displays the manufacturer name and part number beneath its description, giving you immediate identification at a glance

• Consistent Experience: See the same detailed part information wherever you work—from Jobs and Estimates to Invoices, Purchase Orders, and Bills

• Smart Empty States: When manufacturer details aren't available, clear placeholder dashes maintain a consistent interface, even for ad hoc items

Comprehensive Documentation

• PDF Integration: Part manufacturer details now appear on all internal PDFs, creating perfect alignment between your digital and printed records

• Space-Optimized Display: Compact "MFG" and "MFG PART #" formats fit neatly into PDFs and list view columns without disrupting your familiar layout

• Unified Terminology: We've standardized naming conventions throughout the platform, eliminating confusion when moving between different areas

This enhancement makes it instantly clear which exact part you're working with, reducing mistakes when ordering similar components and providing better documentation for your team and vendors.

Advanced Subtype Classifications

We've expanded our Pricebook Item Subtypes feature with powerful new capabilities that give finance teams better control over how transactions are categorized in your accounting system.

Complete Financial Tracking

• Required Classification: Set subtypes as mandatory for final bills and invoices, ensuring every transaction is properly categorized before it hits your books

• Selective Access: Control exactly who can modify accounting classifications with intuitive user permissions, preventing accidental changes

• Account Mapping Expansion: Subtypes now map to all key account types—revenue, expenses, COGS, and inventory Asset—creating a complete financial picture

• Cross-Object Support: We've extended subtypes to purchase orders and bills, maintaining the same classification from order to payment

• Ad Hoc Item Classification: When creating ad hoc items, subtype selections now carry forward to the review stage, eliminating duplicate work

With these enhancements, your accounting data flows effortlessly from Roopairs to QuickBooks Desktop with the correct account mapping at every step, dramatically reducing manual reclassification work.

These expanded capabilities are available for all Service Companies. Contact your Roopairs representative to configure subtypes that align perfectly with your chart of accounts.

Improvements

• Selective QuickBooks Synchronization: Added granular controls for QuickBooks data synchronization, allowing you to choose whether contact details and notes sync from Roopairs to preserve accounting-specific information

• Accurate Vendor Cost Tracking: Updated bill line items to pull appropriate vendor costs instead of customer-facing prices, with consistent "Cost" terminology replacing "Price" throughout

• Line Item Part Details: Added manufacturer and part number fields to line items across all objects, making it easier to identify exact parts and distinguish between similar items

• PDF Documentation Enhancement: Expanded PDF documentation to include manufacturer and part number details beneath part descriptions, creating consistent part identification

Fixes

• Custom Address Persistence: Fixed an issue where custom billing and shipping addresses weren't being saved when creating or editing bills

• Street Address Editing: Resolved a problem preventing users from editing the street address field when customizing bill addresses

• Line Item Subtype Updates: Fixed multiple issues with subtype handling: subtypes now properly update when changing line items, persist when intentionally cleared, and display correctly when editing pricebook items from within object creation flows

• Job Summary Access: Resolved a critical bug preventing technicians from accessing the job summary editor, restoring their ability to update service details

• Public Job Links: Fixed broken public job links to ensure clients can properly view shared job information without seeing a blank page

• Time Tracking Accuracy: Corrected a time tracking issue where clicking the same active status twice would incorrectly reset logged time in job timelines

• Status Change Form: Fixed form state issues when canceling and reopening the status change dialog, ensuring selected sub-status data doesn't improperly persist between sessions

• Email Message Formatting: Restored proper preservation of newlines in blockquote messages in email notifications, improving readability of multi-line communications

Product Areas: Bills, Jobs, Pricebook Item Subtypes, Notifications, Emails, QuickBooks Desktop Integration