Platform feature update completed on June 12th, 2025
June 12, 2025
New Feature
Platform

🚀 Balance Sheet Report: Money’s Moving, and Now You Can See It!

💰 New: "Money in Transit" Line Item

We’ve added a shiny new line called "Money in Transit" to help you better track funds that are moving but not quite home yet.

📍 Where You’ll Find It:

Delivered Sales (Accrual) Balance Sheet Report → Under Assets 🏦

🔍 What It Does:

  • Displays your current AIO Pay account balance (aka the funds heading your way).
  • Click it to jump straight to the AIO Pay Payout Report for more juicy details.
  • Works seamlessly with your existing filters and export options.

You now get a clearer financial picture in your reports without wondering where your payouts are. Better visibility = smarter decisions.

🔓 Super Admins Can Now Override Locked Items

Locked items are no longer a blocker—Super Admins can now take action when needed. ✅

🔍 Previously

A refurbished or used item became locked if it was already added to:

  • Another user’s cart on the website
  • Another user’s quote

Result:

  • 🚫 Users could not reserve the item from the Quote Page
  • 🚫 Users could not assign the item from the Inventory Page

Even Super Admins couldn’t proceed.

✅ What’s New

Super Admins can override locked refurbished or used items directly from:

  • 🔘 Reserve button on the Order Page
  • 🔘 Assign button on the Inventory Page

When clicked, a confirmation modal appears:

This item is currently in a customer’s cart or quote. Overriding will make it unavailable to them.

Once confirmed:

  • The item is force-removed from the cart or quote
  • A changelog entry is created and shown on the quote page, and the inventory stock movement

🔐 Access Control

  • Only Super Admins can perform this override
  • All other roles still cannot interact with locked items

With this update, Super Admins can handle locked items more smoothly and keep things moving without the usual blockers!