Appliance.io Updates & Improvements

Sales Tax Report: Credit Lines

The Cash Basis tab has a new “Show Only Credit Lines Paid in Full” toggle (off by default), and the Accrual Basis tab no longer has the “Paid in Full & Delivered Only” toggle.

Both tabs add Paid Date, ZIP Code, Country, City, and State columns.

Company Settings: Custom Models and How You Found Us

Admins can now turn Custom Models on or off for quotes. They can also turn on a required “How did you hear about {company}?” question, which appears when starting a quote with a new customer or creating a customer.