Release History & Changelog

Added

• Upgraded REST API & Outgoing Webhooks: Expanded the REST API to cover 17 business areas (including Customers, Invoices, Quotes, Payments, Credit Notes, Inventory, Job Cards, Tickets, Projects, Tasks, Leads, Vendors, Purchase Orders, and Expenses) with permission scopes, rate limits, and real-time Outgoing Webhooks for external integrations.
• Redesigned API & Webhooks Command Center: Added a comprehensive API & Webhooks management screen under Site Settings with live 24-hour traffic stats, webhook test pings, delivery logs, one-click replay, and a built-in Developer Reference Guide.
• Rich Text Formatting for Document Terms & Notes: Upgraded multi-line Terms & Conditions, Cover Letters, and Client Notes across Quotes, Invoices, Credit Notes, Recurring Invoices, Purchase Orders, Job Cards, Receipts, and their Settings pages to a full visual editor so you can style text with bolding, colors, lists, and tables that carry through to your PDF documents.

Changed

• Centralized System Crash Reporting: Automated technical crash reports are now sent directly to the central Keystone X support desk instead of cluttering your internal customer helpdesk ticket list.
• Cleaner Platform News Screen: Removed the Global Announcements box from the Platform News settings tab so the Release Changelogs list spans the full width of the page.
• Refined Customer Creation Labels: Cleaned up section headings on the Add and Edit Customer screens for a clearer, consistent brand experience.

Fixed

• Customer Address Loading on Invoices: Fixed an error that could occur when automatically loading a customer's billing or delivery address onto a new Invoice.
• Inventory Item Deletion: Fixed an error that prevented deleting items from the Inventory list.
• Payment Terms Table Action Buttons: Fixed the Configure button in the Payment Terms list so it displays cleanly as a standard action icon alongside the Delete button.
• Email Template Simulator Buttons: Improved button contrast and readability on the Email Template Simulator card in both Light and Dark Mode.
• Email Queue Message Preview: Fixed the HTML message preview on the Email Queue Inspector page so queued and sent emails always display their full formatted preview.
• Improved Multi-User Stability: Resolved database lock timeouts that could occasionally occur when multiple users or background notifications accessed the system at the same time.

Added

• Automated Live Demo Mode: Added a dedicated Demo Mode for showcase environments that automatically resets and reloads sample business data (customers, inventory, invoices, quotes, projects, job cards, and tickets) every 24 hours.
• One-Click Demo Sign-In & Reset Timer: Added quick sign-in buttons on the login screen for Demo Mode (Admin Workspace and Client Portal) along with a live top banner showing the countdown until the next 24-hour reset.

Changed

• Safe Outgoing Email Simulation in Demo Mode: Outgoing emails sent while in Demo Mode are safely simulated and logged in the Email Queue without sending real emails to external addresses.
• Quieter System Error Logging: Common browser requests (such as missing page links or website icons) no longer trigger unnecessary system support alerts.

Fixed

• Client Portal Statement PDF Downloads: Fixed an error that could occur when downloading a PDF Statement of Account from the Client Portal.
• Smooth Demo Environment Resets: Improved the 24-hour demo reset process to handle all sample records cleanly without interruption.

Security

• Demo Account & Settings Protection: Locked password changes, system wipes, backup restores, and payment/email credential edits while in Demo Mode so shared demo environments remain safe and accessible.

Added

• Client Portal — Credit Notes & Subscriptions: Customers can now view and download their Credit Notes and inspect their active Recurring Subscriptions directly from the Client Self-Service Portal.
• Client Portal — Job Cards & Warranties: Added dedicated Client Portal sections for Field Service Job Cards (including PDF downloads) and Serialized Equipment & Warranty tracking.
• Client Portal — Interactive Account Statement: Customers can now view their live account statement with 30/60/90+ day aging summaries, filter by date range, and download a full PDF statement at any time.
• Multi-Company Switcher & Live Menu Badges: Contacts linked to multiple customer accounts can now switch between companies from the portal sidebar, which also displays live counters for open invoices, quotes, tickets, and projects.
• Branded Error Screen & Automatic Support Reporting: Replaced raw system error messages with a clean, friendly incident screen that automatically reports technical issues to the support team.
• Release Changelogs in Site Settings: Added a Platform News & Release Changelogs viewer under Site Settings so administrators can browse the history of every software update.

Changed

• Modernized Client Self-Service Portal: Redesigned all 19 Client Portal screens with a unified look, summary cards, interactive charts, and full Light and Dark Mode support.

Fixed

• Client Portal Login & Impersonation: Resolved database lookup issues that could occur when logging into the Client Portal or using the Admin Impersonate button.
• Sidebar Scrolling & Long Email Addresses: Fixed the sidebar toolbar overlapping menu links while scrolling and prevented long customer email addresses from spilling outside the portal profile card.
• Clean Document Terms & Release Notes Display: Fixed raw formatting tags appearing in Invoice and Quote terms and improved the layout of release notes in the System Updater.

Added

• Interactive System Setup Wizard: Added a step-by-step onboarding wizard for administrators to quickly configure company branding, tax settings, bank details, and document numbering, with options to relaunch or dismiss it from System Settings.
• Post-Installation Security Check: Added an automatic check on the login screen that alerts you if the temporary installer folder is still present and lets you remove it with one click.
• Smarter Module-Aware Interface: Dashboards, reports, role permissions, settings tabs, and customer profiles now automatically adapt to show only the modules enabled on your account.

Changed

• Accurate Plan Feature Sync: Improved how your active plan tier syncs with the licensing server so enabled and restricted modules always reflect your exact subscription.
• Streamlined Reports & Customer Profiles: Hidden report tabs and customer profile sections for modules that are turned off, keeping your workspace clean and uncluttered.

Fixed

• Instant License & Domain Updates: Updating your license key or moving your site to a new domain now refreshes your plan status immediately without requiring a manual cache clear.
• Automatic Database Upgrades: Fixed an issue where newer database updates could be skipped during automatic startup checks.

Added

• Keystone X Enterprise Rebrand: Updated the entire platform branding across all screens, PDF documents, emails, and guides for Keystone X Lite, Pro, and ERP.
• Design System Studio: Added an interactive appearance customizer under Site Settings where you can adjust table header styles, row highlight colors, tab spacing, and button sizing.
• Customizable Sidebar Navigation: Reorganized the sidebar into clear business categories with a built-in Customize menu to pin favorite pages, hide unused links, reorder sections, and search menu items instantly (Ctrl+/).
• Module Customization Studios: Added dedicated settings screens across 24 areas of the app—including Customers, Inventory, Serial & Warranty Tracking, Quotes, Invoices, Credit Notes, Purchase Orders, Expenses, Job Cards, Helpdesk Tickets, and Banking—so you can tailor numbering, defaults, and approval rules for every department.
• Executive Command Centre Dashboard: Redesigned the main dashboard with 6 specialized tabs (Overview, Sales & Pipeline, Operations & Field Service, Helpdesk & Support, Inventory & Supply, and Live Activity) and quick date-range filters.

Changed

• Compact Active Modules Screen: Redesigned the Active Modules page into a clean 3-column card layout so you can review and toggle features without excessive scrolling.
• Visual Workflow Pipelines: Added interactive stage summary cards at the top of Tax Rates, Payment Terms, and Security Roles pages.
• Faster Local Weather Detection: Improved the top bar weather widget to detect your local area directly in the browser with a one-click refresh option.

Fixed

• Sales & Billing Item Pickers: Fixed item, tax rate, customer branch, and credit balance lookups when creating or editing invoices, quotes, and credit notes.
• Currency Symbol Display: Fixed missing currency symbols on certain invoice, recurring billing, quote, and credit note screens.
• Sidebar Button Contrast: Improved the spacing and visibility of the sidebar Customize and Modules buttons in both Light and Dark Mode.

Added

• Redesigned Top Bar Weather Widget: Upgraded the top bar weather display with a modern pill design and automatic local suburb detection.
• Automated Invoice Reminder Templates: Added ready-to-use email templates for upcoming invoice due dates, invoices due today, and late fee notices.
• Online User Manual Shortcut: The Full Manual link in the sidebar now opens the official online Keystone X Help Center in a new tab.

Changed

• Cleaner Top Navigation Bar: Aligned the weather display, live date, notification bell, theme switcher, and help button into a balanced, uniform top bar.
• More Reliable System Updates: Improved the built-in system updater so database upgrades complete smoothly without interruption.

Fixed

• Scheduled Reminder Notifications: Fixed an issue that could prevent automated overdue task notifications from being created during scheduled background runs.
• Smooth Background Tasks: Resolved minor configuration warnings that could occur when running automated daily maintenance tasks.

Added

• Bulk Customer Payments: Added a Bulk Payments feature (Pro and ERP plans) that lets you record a single lump-sum payment from a customer and allocate it across multiple unpaid invoices at once.
• Sidebar Scroll Memory: The navigation sidebar now remembers your exact scroll position as you move between pages.
• Smart Notification Cleanup: Clicking a notification for an announcement that has since been removed now offers a quick option to clear it from your list.
• External Notification Links: Notifications that link to external websites now open automatically in a new browser tab.

Changed

• Payments Included on All Plans: Standard invoice payment recording is now included as a core feature on every plan tier.
• Accurate Update Alerts: The system update banner now only appears when a newer version is available, preventing repeat alerts for your current version.
• Client Portal Menu Filtering: The Customer Self-Service Portal menu now automatically hides sections (such as Projects) if those modules are turned off for your business.

Fixed

• Module On/Off Settings: Fixed an issue where turned-off modules (such as the Sales Pipeline) could turn themselves back on after saving settings.
• Multi-Page Quote PDFs: Fixed a formatting issue in the banking details section that could cut off longer Quote PDFs.
• API Key Removal: Fixed the Delete button on the API Settings page so revoked API keys are removed immediately.

Added

• License & Plan Usage Overview: Added an Active System Limits section under License Settings so you can easily view your current plan tier and usage limits for users, customers, invoices, quotes, projects, and job cards.
• Job Card Subcontracting & Ticket Linking: Added support for tracking subcontractor work on job cards, linking support tickets directly to job cards, custom job card numbering, and dedicated job card email templates.
• CRM Lead Stages: Added customizable Kanban pipeline stages to help you visually track and manage sales leads from initial inquiry to conversion.
• Global Automated Email Pause: Added a setting to temporarily pause all automated background emails during system maintenance or testing.

Changed

• Guided Installation Wizard: The setup wizard now verifies your license key before setting up the database and safely skips any database updates that have already been applied.
• Contextual Help Drawer: Redesigned the built-in Help panel to show clear, relevant guides for whichever screen you are currently viewing.
• Updated Brand Theme: Refreshed the default application theme with the modern Keystone X Teal accent color.

Fixed

• Dark Mode Readability: Improved text and button contrast across pop-up dialogs and license settings when using Dark Mode.
• Custom Logo & Favicon Display: Fixed an issue where uploaded company logos and favicons could fail to display on certain pages.
• Weather Widget Loading: Fixed a brief visual flash on the sidebar weather widget when switching between pages.
• Plan Feature Visibility: Fixed an issue where features reserved for higher plan tiers could still appear in the navigation menu.
• Sidebar Profile Menu: Fixed the user profile menu collapsing unexpectedly and pinned the Logout button to the bottom of the sidebar.