Changelog

Accounting integrations go much further this release:

• Field service jobs can sync to QuickBooks as sub-customers under the parent client, with currency and tax handled correctly.
• Invoices, payments, clients, purchase orders, and jobs now have a Resync action when a sync fails or data changes after the first push.
• Zoho tax rates and chart of accounts sync into Heffl, and invoice and purchase order tax resolution is more reliable across both providers.
• Zoho Cliq notifications can be toggled from notification preferences.

Team settings now include a Week starts on preference (Monday or Sunday) that applies to calendars and date pickers across the app, alongside expanded date format options including D.M.YYYY. Your choice syncs instantly wherever dates are shown.

Documents work more like the rest of your CRM:

• Switch documents to a kanban board grouped by status or any supported field, drag cards between columns, and configure which fields appear on each card.
• Add custom fields to documents and filter or display them in list and kanban views.
• Document numbers from your numbering settings are wired through creation and display, and document names are generated more consistently.

Select multiple draft invoices from the invoice list and mark them all as sent in one action. Non-draft invoices in the selection are skipped automatically, with a confirmation showing how many will be updated.

Bills, expenses, payments, purchase orders, and vendors now support bulk delete from their list pages. Select multiple rows, confirm, and Heffl checks for blockers such as recorded payments before removing records.