We’ve introduced some new Reports to give you even greater visibility and control over your customers, products and pricing!
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You’ll now find an additional 4 reports with key insights available right at your fingertips - helping you stay on top of customers, orders, products, and samples.
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Customers Report
View a full list of your connected customers, including contact details and configured settings. This makes it easier to manage customer records and keep information up to date.
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Ordered SKUs by Customer Report
See which products each customer has ordered over a selected time period, including total quantities per SKU. Perfect for tracking buying patterns and customer activity.
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Products & Pricing Report
Access your full product catalogue and all price lists in one place. Use it to quickly check pricing, spot inconsistencies, and ensure everything stays accurate across your system.
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Sample Requests Report
Track all sample requests and their fulfilment status. Easily see what’s been requested, what’s been sent, and what still needs action so you can stay on top of customer sampling.

We've mostly been working on two major projects this month, but here are the smaller things we completed alongside them:

• Courier integrations - Starshipit "Refresh" button is now available on the settings page.
• We can now mark e-invoices as Sent in Xero when they are sent to Foodstuffs or Woolworths.
• There are now extra columns for document names/numbers in the Standard Orders Export report.

We've brought more of your Business Central integration settings into the app.

Open the Business Central integration card to:

• Connect or disconnect.
• Refresh your data.
• Use units of measure and variants.
• Select prices web service and sales price list code.

No more need to contact Customer Success for routine changes — it's all there when you need it.

We've brought more of your Quickbooks integration settings into the app.

Open the Quickbooks integration card to:

• Connect or disconnect.
• Choose which field to use for product names.
• Add an additional message to invoices.
• View your payment terms

No more need to contact Customer Success for routine changes — it's all there when you need it.

We've brought more of your MYOB integration settings into the app.

Open the MYOB integration card to:

• Connect or disconnect.
• Choose whether to create an invoice or an order in MYOB.
• Access your advanced MYOB settings.
• View your payment terms.
• Learn about payment reconciliation.

No more need to contact Customer Success for routine changes — it's all there when you need it.

We've brought more of your Unleashed integration settings into the app.

Open the Unleashed integration card to:

• Connect or disconnect.
• Refresh your data.
• Set your sales order status.
• Choose whether to sync prices or import product notes from Unleashed.

No more need to contact Customer Success for routine changes — it's all there when you need it.

We've been busy tidying things up behind the scenes. Here's what's new this month:

• Clearer error messages for order editing — If you can't edit an order, we'll now tell you exactly why and what to do to fix it.
• Easier page sharing — Head to the Share & promote button on your Home page to find ready-to-go links to send to your customers.
• New Integrations pages — Browse our integrations as clickable cards with extra detail, so you can learn more before diving in.
• Company switcher search — Managing more than 10 companies? You can now search instead of scrolling through the list.
• Smarter report filenames — Downloaded reports now include the time in the filename, making it easy to tell them apart if you're downloading multiple in a day.
• Renamed report format — We've simplified "Standard CSV" to just "Standard" — a good reminder that all reports download as CSV files anyway.

Courier integration settings, now in the app.

You now have greater visibility over your courier integration settings, so you know what you need before you contact Customer Support.

From the courier integration page, you can connect or disconnect your integration, and can view the status of the automatic marking of orders.

We're well into our project to bring integration settings into the app - so you can view and update them yourself, without needing to contact the Customer Success team.

Next up is Xero. Open the Xero integration card to connect or disconnect, review your options, and manage all related settings in one place.

Here's what you can now update directly:

• Tax settings - update your tax configuration.
• Product name field - choose which field is used for product names.
• Invoice settings - including adding links to orders and sending invoices automatically.
• Tracking categories - apply tracking categories to your invoices.
• Payment reconciliation - set up your accounts for automatic reconciliation of payments.

You'll also find more detailed information here on consolidated invoices and payment terms..

You now have greater control over your Cin7 Core and Omni integration settings, without needing to contact Customer Success for routine changes.

From the Cin7 Core integration page, you can connect or disconnect your integration and customise your sales order settings.

From the Cin7 Omni integration page, you can connect or disconnect; and customise your general settings including your default price tier, contact group filter, and custom field mapping.

This gives you the flexibility to manage your integration on your own terms, saving you time and streamlining your workflow.