Appliance.io Updates & Improvements (September 29th, 2025)

✨ Feature Updates

🧾 Settings: Sales Tax – Changelog & Audit Trail

You can now track all changes made to Sales Tax calculation settings. A new Changelog button opens a read-only history modal showing who made changes, timestamps, and what was updated (old value → new value). Entries are listed in reverse chronological order, making compliance reviews and troubleshooting much easier.

👉 Click here to learn more about Sales Tax.

📑 Reporting: Separate Parts & Product Lines

We’ve enhanced financial reporting by splitting Parts and Products into their own COGS and Revenue lines. On the Income Statement, you’ll now see:

• Parts COGS / Revenue / Refund

• Product COGS / Revenue / Refund

On the Balance Sheet, Deferred Revenue also includes a distinct Part Sales line.

This gives clearer visibility into margins and costs for service parts vs. finished goods. Historical reports remain unchanged, while all new reports use the updated structure.

📦 Reporting: Inventory Adjustment Line

We’ve added Inventory Adjustments as a dedicated line item in the Income Statement Report

• Write-offs (lost/damaged items or items that have left your inventory) appear as expenses, such as delivered products, transferring inventory, deleting products from reconciliation and the inventory, and In-transit scan out

• Recoveries (reconciled/added stock) appear as income.
  Users can click this line to drill into transaction details. A tooltip explains the adjustments, making discrepancies transparent and easy to track.

🏬 Multi-Location & Customer Class Reporting

Income Statements and Balance Sheets can now include up to 5 locations & customer class in a single report.

• Preview: Always shows side-by-side columns for quick comparisons.

• Export Options: Choose between Overview (side-by-side) or Accountant View (transaction-style table). Available in CSV, XLSX, and PDF.

• Tooltips guide users on which format best suits quick reviews vs. detailed accounting.

This makes comparing performance across locations faster, more accurate, and easier to share.

⚙️ Stability Improvements

📊 Accounts Receivable

Fixed an issue where $0 balances still appeared in the Accounts Receivable report after the full product was paid on the credit line and normal orders. The Accounts Receivable entry now auto-clears when the balance hits $0, while partial returns and mixed payment methods are adjusted proportionally.

🏷 Sales Tax

Fixed mismatched amounts between the Sales Tax report and the order page. Also addressed missing return data so refunded amounts are correctly recorded and applied to customer credits.

💰 Payment Breakdown

• Fixed missing repayment data when customers repaid Credit Line orders — repayments now appear correctly in the Payment Breakdown report.

• Corrected a production-only issue where fees were inconsistent between the AIO Pay report, Payment Breakdown, and Order page. Fee calculations are now aligned across all reports.