CP's

Add an X button that will Close All Tabs on the right side of the bar

Unlock/Copy Proposal in Cash Flow Pro

The Ability to apply a rate whenever Cash Flow is Negative.

Access to the Audit Logs

Proposal Notes

Currently, after a mapping is created, it cannot be removed. Add the ability to delete mappings from the list.

After entering the Username and Connect ID. Remember Username and Connection ID on subsequent logins.

Description: Currently, the API does not support updating the Unit of Measure (UM) field for cost sources. Our team requires this functionality to ensure data consistency and accuracy in our quotes and proposals. We kindly request that this featur...

Read Excel/CSV Files.Option to remain file after import and ignore renamed files.