This update focuses on workflow improvements, smarter routing, and performance enhancements—especially around accounting, delivery management, and day-to-day operational efficiency.
Accounting Enhancements
We’ve made it easier and faster to work with client transactions:
A new Transaction Search page allows for searching for transactions of any type by date range, note, check number or amount. This new page is accessible from Accounting > Manage Transactions and replaces the previous payment-specific search page.
Improved access to transaction editing from both the Client Register and Manage Transactions pages
Edit or Delete transactions from the Manage Transactions page
Committed client invoices can now be edited, reducing the need for workarounds when corrections are required.
Editing an invoice
Smarter Route Optimization
Route optimization now supports optimizing multiple stops within apartment buildings and complexes
Multiple deliveries at the same location are now grouped and sequenced more efficiently
Meal Label Improvements
Client phone numbers can now be included in meal label notes, making it easier for drivers or volunteers to contact clients when needed
More Flexible Delivery Specials
Delivery Specials can now be delivered on routes other than the client’s default route, allowing for greater flexibility when handling temporary changes or special circumstances
Performance Improvements
Faster recalculation of upcoming deliveries after changes to a client’s order or profile