What's new in Syniq

Added

• Client Management Consolidation:
  • Combined multiple client creation and editing dialogs into a single unified client management interface.
• Stakeholder Support:
  • Standardized forms across client and vendor managers to handle multiple primary and secondary contact partners simultaneously.

Security & Reliability

• Security Hardening:
  • Implemented strict multi-tenant isolation and session verification across all key operational and financial actions.
  • Refined document deletion logic to verify file ownership before removal.
• Concurrency Protection:
  • Resolved transaction race conditions to prevent duplicate invoice and purchase order numbers when generated by multiple users at once.

Changed & Fixed

• Performance Enhancements:
  • Swapped dynamic loader imports to ensure faster initial page load times.
  • Optimized database query caching for fast autocomplete items list rendering.
  • Fixed interface loops and cyclic screen re-renders on several dialog panels.

Added

• Autocomplete and QuickBooks Integration:
  • Improved product and service selection within quotes and invoices, keeping item link tracking accurate while optimizing form sizes.
• Document Deletion Safety:
  • Added verification confirmation requirements to document deletions to prevent accidental loss of files.
• Stakeholder Contacts:
  • Added support for primary and secondary stakeholder details inside client and vendor accounts.
• Bug Fixes:
  • Solved interface focus freezes on dialog transitions and added full purchase order control actions on vendor sheets.

Added

• Sales Accounts Dashboard:
  • Redesigned the sales accounts interface with a cleaner aesthetic, better typography, and smoother animations.
• Vendors Management:
  • Upgraded the vendor interface with extended fields, including active status, registration numbers, tax details, risk profiles, credit limits, contact linking, and attachments.
• Business Unit Settings:
  • Added descriptions to business units to clarify limits and operational scopes.

Added

• Quotes and Jobs Forms:
  • Enhanced the quotes form design, organized item lists, and updated job dialog layout to improve usability and focus states.
• Timeline / Gantt Chart:
  • Redesigned the Gantt chart and timelines with a polished, transparent design and modernized typography.
• Task Document Links:
  • Enabled direct download and viewing of linked files straight from the task details list.

Added

• Support Settings Customization:
  • Custom settings for compliance indicators and integrated support tickets metadata blocks.
• Action Toolbar Layout:
  • Improved button spacing and layout on toolbar elements.

Added

• Support Dashboard Redesign:
  • Completely refreshed the interface for teams, customers, and feedback lists with clean spacing and animations.
• Knowledge Base Upgrades:
  • Streamlined article writing, added reading panels, category filters, and built robust server-side security checks.

Added

• Operations Quotes Generation:
  • Enabled easy drafting of quotes pre-populated with deal data directly from operations.
• Renewal Tracking:
  • Added automated email alerts and auto-draft quotes for upcoming project renewals.
• Renewals Overview:
  • Created a dedicated view to track and filter upcoming or overdue renewals.
• Current Quote Details:
  • Added quick badges to projects showing active quote details and budget confirmation prompts.

Added

• Multi-currency Support:
  • Integrated full currency support across invoices, quotes, POs, and expenses, with automatic base conversion.
• FX Tracking:
  • Automated foreign exchange gain/loss tracking for accurate ledger entries.
• PDF and Email Customization:
  • Rendered documents in their respective customer currencies.

Changed

• QuickBooks Sync:
  • Improved synchronization rules to respect multi-currency files and skip unsupported states gracefully.
• Settings List:
  • Expanded searchable currencies in general configuration settings.

Added

• Accounting Features:
  • Complete system for invoicing, purchase orders, statements, ledger entries, and financial P&L reporting.
• QuickBooks Integration:
  • Two-way data sync, robust onboarding wizard, OAuth token management, and bank balance pulling.
• Sales Pipeline:
  • Full deal stages, detailed sheets, lead management, and accounts CSV export.
• Operations Views:
  • Redesigned client hubs, crew grids, and business unit user managers.
• Marketing Utilities:
  • Campaigns lists, posts scheduler, and knowledge base directories.
• Support Surface:
  • Tickets dashboard, customer chat, and Jira issue tracking synchronization.
• Executive Overview:
  • Strategic finance, growth, audits, and business unit dashboards.
• Email Notifications:
  • Delivery surface for Resend emails, tracking hooks, and templates manager.
• PDF Document Engine:
  • Excel-backed Adobe pipeline for document generation.
• Access & Permissions:
  • Granular roles, business unit controls, multi-org switches, and invitation system.
• Subscription Limits:
  • Seats configuration manager.

Changed

• PDF Layouts:
  • Unified design styles across printouts, invoices, and reports.

Fixed

• General Fixes:
  • Resolved sync warnings, UI crashes on dialog close, and permission barriers.