What Got Shipped Today - 17/9/26 - Committed counts every dollar on the job, cash flow checks itself against the contract, and a new client contact takes one step

17 September 2026 Features Create A Client Contact Without Leaving The New Opportunity Form User Story As a business development manager logging a new opportunity, the contact I needed did not exist yet and the form would only let me pick from the ones that did, so I can now create the person on the spot and keep going. Before Raising an opportunity for a client whose contact was not yet in the Company Directory meant stopping. You left the form, navigated to the directory, created the contact there, came back, and started the opportunity again. A one field job turned into a three screen detour, and the usual result was an opportunity raised against a company with nobody attached to it, to be tidied up later or never. After The Contacts section of the New Opportunity form carries an add new contact action. It opens the directory's own contact form, already pinned to the client you selected, so you capture name, title, company, email and phone in place. The contact is written to the workspace Company Directory as a proper record, not a scratch note on the opportunity, and it becomes immediately selectable on the opportunity you are still filling in. The full record stays editable in the directory afterwards. Impact The person gets recorded once, in the one place the whole platform reads from. A BDM working a new client can raise the opportunity in a single pass, and the directory grows as a by-product of doing the work rather than as a separate housekeeping task. Known limitations Inline creation covers the core capture fields. Richer detail, additional addresses and any further categorisation are edited in the Company Directory. Cash In Reconciles Against The Contract, Not Against Itself User Story As a commercial manager, my cash flow added up perfectly and still disagreed with the contract it was built from, so I can now see that gap on screen instead of finding it later. Before The Cash In grid had nothing to check itself against. It was computed from the contract's schedule of values, so any total it produced reconciled with its own inputs by construction, which is not the same thing as agreeing with the contract record. Where the contract record and its schedule of values had drifted apart, and they do drift, the cash flow looked healthy and the discrepancy stayed invisible until someone compared two screens by hand. After Contract sum anchor rows sit at the foot of Cash In: certified to date, still claimable, and the revised contract price taken from the contract record itself. The section states whether the grid reconciles against that figure and flags the difference when it does not, without asserting which side is wrong, because the drift can be on either. The check no longer waits for a Validate click. Impact A cash flow that disagrees with its own head contract now says so, at the moment you are reading it. That is the difference between catching a reporting error internally and having a client catch it for you. Known limitations Per row indicators on the individual monthly spreads were scoped and deliberately dropped. Our rows are computed rather than hand maintained, so a per row flag would have read OK on every line forever. The one case that genuinely goes out of range, a month pinned above what the stream can still claim, already carries its own warning on the row. Improvements Manual Entries And Direct Costs Now Count Toward Committed User Story As a commercial manager, Committed was supposed to be my total cost exposure but it ignored every direct cost and manual journal on the project, so I can now read one number and know what the job actually owes. Before A posted manual entry or direct cost moved Actuals only. No commitment was recorded, because there was no purchase order or subcontract behind it. Committed described itself as executed purchase orders, subcontracts and approved variations, which is exactly what it was, and exactly not what most people read it as. Anyone treating Committed as total exposure was understating the job by the full value of every manual cost on it. After A posted manual entry or direct cost contributes to Committed as well as Actuals. Voided entries stay out, as they do everywhere else. The part that makes it trustworthy is the de-duplication rule. On each cost code, a manual entry first consumes the uninvoiced balance of the approved commitments already sitting there, across purchase orders, executed subcontracts and approved subcontractor variations, not purchase orders alone. Only the excess is added on top. It consumes rather than excludes, so manual spend beyond the open balance still lands in Committed, and it is evaluated at calculation time, so the answer does not depend on what was posted first. Remaining returns to revised budget less Committed less pending commitments. The separate uncommitted actuals deduction is gone, because manual spend now sits inside Committed and deducting it twice was the bug that deduction created. Where a manual entry absorbs an open commitment balance, Remaining rises by the absorbed amount. Cost forecasting does not move. Earned and estimated at completion, forecast to complete, variance and the validation rules are identical before and after, verified across every project carrying manual entries. The vocabulary followed the calculation. The Committed tile subtitle now states how much of it is manual entries, and the same correction runs through the Remaining tile, the column tooltips, the information panel, the Excel export, the Overview caption, the cost forecasting card and the Manual Entries register. The Committed drill down carries a new manual entries section showing how much manual spend Committed is carrying and how much was covered by the code's existing commitment balance. Impact Committed becomes the figure people already thought it was. On a real project this is not cosmetic: a commercial manager reading exposure off the Budget Register was reading a number that could sit hundreds of thousands of dollars light, and the de-duplication rule is what stops the fix introducing a double count of its own. Known limitations The rule works at cost code level. Manual entries carry no payee or purchase order link, so an unrelated direct cost can be absorbed by an unrelated open balance on the same code. A payee aware version needs a supplier link on the entry and is a separate piece of work. Draft purchase orders are not part of the balance until approved. Registers that have not been opened for a while recalculate on first load, so expect a single visible step change rather than a gradual one. Fixes The Company Directory Edit Form Names The Right Relationship User Story As a user maintaining the Company Directory, editing a supplier opened a form headed Edit Subcontractor Details, so I can now edit a record without wondering whether I opened the wrong one. Before Opening Edit on a company recorded as a Supplier produced a modal titled Edit Subcontractor Details, regardless of the company's actual type. The record underneath was correct and the edit saved correctly, but the screen told you otherwise. There was no workaround, and the natural reaction was to close the form and go looking for a miscategorisation that did not exist. After The edit form names the relationship the record actually carries. A supplier reads as a supplier, a subcontractor as a subcontractor. Impact Small on the surface, and worth fixing precisely because of where it sits. The Company Directory is the record everything else in the platform reads from, so a screen that appears to contradict its own data is the kind of thing that makes people stop trusting the rest. Balance Remaining Reads Zero As Zero User Story As a commercial manager scanning the purchase order register, fully invoiced orders were showing a negative balance in red, so I can now sort the column without chasing problems that are not there. Before A purchase order invoiced out to the cent displayed a balance of minus zero, styled in the red normally reserved for a genuine overrun. Sort the column ascending and those rows came to the top, which is exactly where a real over invoice would sit. The underlying figures were correct throughout and register totals were unaffected, but the register was raising an alarm about the healthiest rows on it. After A balance that rounds to zero displays as zero, in normal styling. A genuinely negative balance still reads negative and still carries the alert. The same treatment is applied across the purchase order, subcontract and head contract registers, which all carry the column. The Contacts section of the New Opportunity form, with New directory contact alongside it. The person is captured here and written straight to the workspace Company Directory.The Budget Register summary tiles. Committed and Remaining are the two figures this change redefines, and the Committed tile now declares how much of itself is manual entries.The Company Directory edit form opened on a supplier record, now headed Edit Supplier Details rather than Edit Subcontractor Details. Impact Red on a commercial register should mean something. This removes the false positive that was training people to scroll past it. Spotted something that should work differently? 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