Filters / Reports / Dashboards: Preset table totals now show more accurate income by category.
Filters / Reports / Dashboards: Fixed CSV/Excel export for dashboard reports to exclude extra lead rows that weren't part of the original report results.
Filters / Reports / Dashboards: Fixes the empty Category: row that holds most of the revenue on the"Income by Category" dashboard preset (preset 32).
Filters / Reports / Dashboards: Improved search box responsiveness on the Orgs page.
Filters / Reports / Dashboards: Phone number search now finds leads even when formatting differs.
Filters / Reports / Dashboards: Inventory reports now show packing lists assigned to each unit and location.
Filters / Reports / Dashboards: Vendor dashboard now shows signed POs correctly in upcoming schedule reports.
Filters / Reports / Dashboards: Mixed filter groups now preserve AND logic, so combined WHERE/HAVING rules return correct results.
Filters / Reports / Dashboards: Admins can now view Rental Stats for all sales reps on the dashboard.
Integrations / API: Leads and related payments now export to QBO without errors.
Integrations / API: Leads with GST/HST now export to QuickBooks Online more reliably.
Integrations / API: Fixed QuickBooks Online sync errors caused by missing line item references.
Integrations / API: Improved QuickBooks invoice syncing across locations to reduce manual entry.
Integrations / API: Payments now import regardless of state/province capitalization.
Integrations / API: Resolved an issue that could prevent QuickBooks sync jobs from completing.
Integrations / API: Resolved an issue that could prevent certain IO payments from importing into QuickBooks.
Integrations / API: Fixed an issue where invoice line items could change during QuickBooks transfer.
Inventory: Fixed description formatting so sections display correctly in edited content.
Inventory: Over-limit rentals are now clearly flagged, so you can spot items excluded from pages, checkout, and leads.
Inventory: Inventory image sync now only allows WordPress-supported image types, preventing upload errors.
Inventory: Inventory updates now save reliably without database collation errors.
Inventory: Packing list edits now save correctly to items in Inventory Settings.
Leads: Deleted presets no longer show leads that were never deleted.
Leads: Selecting the wet version now keeps water amounts correct.
Leads: Hidden accessories now display on contracts when unhidden for a lead.
Leads: Address suggestions now preserve proper capitalization when selected.
Leads: Weather forecasts on leads now better match the customer’s local conditions.
Leads: Fixed deleted items from showing up in quote PDFs on mobile.
Leads: Improved CRM experience for faster, easier customer management.
Leads: Fixed an issue with a worker being incorrectly assigned as a salesrep.
Leads: Hidden nested accessories now stay hidden on contracts.
Leads: Rental quotes now include rental charges correctly.
Leads: Fixed inventory availability so items aren't blocked by non-overlapping rentals.
Leads: Leads now automatically move from Hold to Paid when a deposit payment is received.
Leads: Rental conflict popovers now show lead times in the correct location timezone.
Leads: Inventory conflicts now block bookings, preventing overbooking of unavailable items.
Leads: Sales tax reports now use the correct county for more accurate taxes.
Leads: Fixed false inventory conflicts so available items no longer show as overbooked.
Locations: Gift cards now stay tied to the correct location, preventing accidental use by another business.
Other / Misc: Square OAuth sign-ins are now more reliable, reducing state mismatch callback errors.
Other / Misc: Training now links directly to surveys for quicker access.
Payments for Events: Payment amounts now match Authorize.net for more accurate charge records.
Payments for Events: Square payment declines are now handled more clearly to avoid duplicate payment entries.
Phone / Texting: Fixed a browser bug that could block texting from inside IO.
Phone / Texting: Texting in Safari is smoother, with the message field no longer jumping around.
Phone / Texting: Released IO Phone numbers no longer match phone-number lookups after deletion.
Phone / Texting: IO Phone now lets you send and reply to SMS short codes like 55777.
Phone / Texting: Fixed an issue that prevented outbound calls from the IO Workers app.
Phone / Texting: Incoming text notifications now work even for numbers not yet saved as contacts.
Phone / Texting: Notifications now go to the correct worker when one person texts multiple IO numbers.
Phone / Texting: Outbound calls now connect more reliably, reducing silent call failures.
Settings / Account: Fixed permission issues and improved loading of the current release when manually creating release notes.
Settings / Account: Prevent duplicate location submissions from the subscription page add location dialog.
Subscription: Prevent accounts from being marked past due before auto-pay runs on expiration day.
Workers: Declined shifts now display clearly on the worker calendar so their status is easy to see.
Workers: Timesheet corrections now save correctly, preventing negative hours and duplicate entries.
Workers: Employees can now get directions in Workers Site when using the IO Workers App.
WP Plugin: Inventory photo galleries now show all synced photos from your item setup.
WP Plugin: Hidden IO cart/info leads no longer create active blank customer contacts.
WP Plugin: Customers can now select wet or dry options and add combo rentals to cart successfully.
WP Plugin: Canadian shoppers now see Provinces and Postal Code labels on cart and checkout forms.
WP Plugin: Fixed an error that could prevent lead updates and cart pricing from saving correctly.
WP Plugin: Fixed a cart issue where invalid browser-stored date/time values could prevent the date/time picker from loading and block checkout. Added validation and recovery for malformed local storage data.
WP Plugin: Prevents invalid negative durations from being sent, improving scheduling reliability.
WP Plugin: Added validation for event start and end times to prevent negative durations from being sent in availability requests.
WP Plugin: Fixed an issue where plugin v2 wasn’t properly getting the total review count for a user for the reviews widget display.
WP Plugin: Fixed an issue where plugin v2 would be up to date but would still list in WP that there was an update for it to the same version already installed.
WP Plugin: Fixed item page date selection so items add to cart and show pricing correctly.
WP Plugin: Improved lead rental stability by preventing large record spikes from causing intermittent failures.
WP Sync: Linked accessories now display cleaner names without the parent item appended.
WP Sync: Fixed generated pages appearing blank after keywords or cities were removed and re-added.
WP Sync: City Landing Page Text now displays correctly in the new plugin.
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