Release notes

Finance: Fiscal year definitions

Finance: Fiscal period definitions

Finance: Journal entries

Finance: Journal items

Finance: Chart of accounts

Finance: General ledger

Finance: Income statement reports

Finance: Balance sheet reports

Finance: Cash statement reports

Finance: Trial balance reports

CRM: Sales activity module

CRM: Sales activity calendar

CRM: Lead discovery v2 module with updated support

CRM: Sales opportunity module

CRM: Convert opportunity to sales quote

CRM: Convert sales quote to opportunity

CRM: Opportunity activity view

CRM: Lead activity view

Manufacturing module: Custom routing workflows

Manufacturing module: Work order visual scheduling

Manufacturing module: Production schedule

Inventory: Cycle counts

Inventory: Unit of measure definition schedule

Inventory: Location management support

Inventory: Virtual location support

Inventory: Storage type definitions

Inventory: Putaway rule management

Inventory: Identified stock support

Inventory: Cycle schedules facility

Inventory: Movement logs

Quality control: Finished goods points

Quality control: Raw material details flow

Quality control: Raw material points

Shipping: Signature support for pickup from warehouse

Shipping: Shipper integration with Shipbob

Shipping: Shipping forecast schedules

Shipping: Attachment support for outgoing and incoming shipments

Finance: Payment log table with support for automatic population through API

Product management: Updated variant and type interfaces

Logic pilot: Product description generation

Logic pilot: Product image generation inside apps

Logic pilot: Global entry point, now available in the bottom right corner and always ready to help you

Logic pilot: Contextual awareness

Logic pilot: Data visualization support inside a conversation

Logic pilot: Export any answer as a report

Logic pilot:Multi- LLM support

Logic pilot: Bookmark favorite conversations

History and saved chat support for Logic Pilot

Logic pilot: Support portal with resources to Learn more about Logic Pilot

Expert AI agent, available for all workspace users to learn insights about their company data: Maintenance Expert

Expert AI agent, available for all workspace users to learn insights about their data: Manufacturing Expert

Expert AI agent, available for all workspace users to learn insights about their data: Finance Expert

Shipping: Provider and costing definition support

Personal AI coach: an AI-driven feature that suggests task prioritization and scheduling tips

Major stability improvements: Builder runs more smoothly with significantly fewer errors and crashes

Inventory Stock module: View inventory by warehouse in a specific table view

Capacity planning: plan resource and inventory needs with predictive usage charts

Label printing integration: print inventory labels and barcodes directly from the system

Translation management tool: easily translate and update app content into multiple languages

Data retention policies: configure automatic archival or deletion of old records (enterprise feature)

Unified logging framework: all app logs and integration logs accessible in one console

Inline analytics: view charts and trends directly within list views for quick insights

Performance tuning recommendations: Builder analyzes apps and suggests optimizations for better efficiency

AI translation: automatically translate customer communications and content in-app for global teams

Advanced scheduler: support for complex recurring schedules and cron expressions in workflows

File storage integration: connect apps to cloud storage like AWS S3 for file management

Support for advanced field types: new geolocation, barcode, and rich text fields available

Enhanced calendar: scheduling with availability display and video conference link integration

Accessibility checks: Builder ensures generated apps meet accessibility standards (WCAG)

CI/CD integration: integrate Builder with continuous integration pipelines for automated testing

Data import enhancement: smarter mapping suggestions when importing CSV files

Data migration wizard: map and import data from legacy systems into compatible Naologic apps

Contextual help prompts: in-app tips appear for new users to ease onboarding

Advanced permission matrix: define complex user access rules on records and fields in apps

Customizable dashboards: users can create personalized home dashboards with chosen widgets

UI refresh: modernized navigation and updated icons for a cleaner interface

Performance boost: large data queries now run twice as fast across the platform

mport from CSV: upload a spreadsheet to automatically create an app data model and records

Suggestion box app: collect and manage anonymous feedback or suggestions from users

OKR (Objectives and Key Results) module: set and track goals across teams

Private dashboards: Create dashboards by role or user

GraphQL API support: automatically expose a GraphQL API for your app data and actions

Events management: schedule events, send invites, and manage RSVPs within the workspace

Event-driven triggers: subscribe to system events (like user created) to initiate workflows automatically

Meeting notes app introduced to capture minutes and assign follow-up tasks

Application performance monitoring integrated: track app performance metrics and usage in real-time

Kanban boards upgraded with inline editing of cards and work-in-progress limits

Recurring tasks support: set tasks to repeat automatically on a daily, weekly, or monthly schedule

Multi-region deployment support for enterprise private clouds: deploy apps to data centers closer to your users for lower latency

Bulk record edit: update multiple records at once in list views

Enhanced DevOps tools: automated backups and one-click restore for published apps

Compliance reports: generate audit-ready reports of user access and data changes

Connector library extended: new connectors for HubSpot, Xero, PayPal, and Twilio added

Expanded template library: over 100 pre-built app templates across various industries now available

FTP connection support added

OpenAI API integration: leverage advanced NLP and AI capabilities directly within your apps

Microsoft Outlook integration: receive workspace notifications and sync calendar events with Teams

AI model marketplace: choose from a library of AI models to add intelligent features to apps

Asset management module: track company assets and depreciation schedules in accounting

AI model integration: drag and drop pre-built AI models (e.g., sentiment analysis) into your apps

Automated financial consolidation: generate consolidated financial statements for multiple entities

Complete Builder UI redesign: modern interface with customizable layout and improved navigation

Builder v3 allows larger teams to edit apps simultaneously without conflicts

Advanced procurement features: request-for-quote process and supplier performance scorecards introduced

Builder v3 architecture unveiled: major under-the-hood improvements for scalability and speed

Vendor portal launched: suppliers can view purchase orders and submit invoices electronically

Auto-fix recommendations: Builder identifies configuration errors and suggests fixes proactively

Customer self-service enhancements: clients can update their information and preferences via the portal

Improved code generation: refine AI-generated logic with one click to incorporate it into your app

Enhanced e-commerce integration: product catalog and order management synced with inventory and accounting

AI-generated UI suggestions: get automatic form and page layouts based on your data model

Generative AI suggestions: Builder now proposes workflows or formulas based on high-level descriptions

Multi-channel support center: unified inbox for email, chat, and social media customer tickets

Natural language query support: ask questions about your data and get charts or answers instantly

Natural Language App Builder (beta) launched: describe an app in plain English to generate a basic app automatically

Advanced marketing automation: trigger email and SMS campaigns based on customer behavior

Builder API now supports bulk operations for large-scale app management tasks

Virtual assistant chatbot introduced to guide users and automate routine support queries

AI chatbot builder (beta): design conversational bots integrated with app data and logic

Predictive analytics integrated: AI forecasts for sales, inventory, and finances now on dashboards

Load testing toolkit: simulate heavy usage to ensure app performance under load

AI content generation: automatically generate meeting notes or email drafts from brief prompts

Backup and restore tools: on-demand backups of app configurations and data

AI Assistant (beta): ask questions in plain English and get answers from your workspace data

UI optimization: redesigned navigation menu for easier app switching and discovery

Enhanced security: option to encrypt sensitive data fields within applications

Regional settings: support for local date formats, number formats, and fiscal year settings

Composite apps: embed one app’s view within another app for integrated experiences

Language support expanded: Spanish, French, and German interfaces now available

Cross-app linking: easily link and reference data between different apps

Custom branding options: personalize workspace theme with company colors and logo

Multi-language app support: define translations for app content to reach global users

Audit trail extended: capture field-level changes with before-and-after values for better traceability

Deployment status dashboard: monitor app deployment progress and logs in real-time

Achieved a hard to come by compliance certification, enhancing trust with enterprise-level security and processes

Data validation rules can be defined on fields directly within Builder

Security update: user session timeout and device management features added

Integration with cloud functions: trigger serverless functions (like AWS Lambda) from workflows

Esignature element available in the Element Studio, installable in all apps

Esignature support in Field Services app: send documents for electronic signature directly from the workspace

Improved layout engine with better alignment and spacing options in UI builder

Workflow approvals: approve or reject requests (like expenses or POs) directly from notifications

Accessibility improvements: Builder interface supports screen readers and high-contrast mode

User interface refresh: Builder gets an updated look and feel for better usability

AI code review (beta) provides suggestions to improve logic clarity and efficiency

Clearer error messages and guidance when app build configurations have issues

Logging and monitoring tools: view app runtime logs and performance metrics within Builder

AI insights (beta): automatically detect trends and anomalies in reports

Role-based access for Builder projects: assign admin, developer, or viewer roles to team members

Pivot table reports: analyze data with pivot tables for flexible reporting

Chart library expanded with additional types like pie charts and gauge charts

Embedded spreadsheet view: edit data in a familiar spreadsheet-like interface with formulas as you import your large files

Gantt chart component released for project planning and timeline visualizations

Advanced analytics introduced: build custom BI dashboards with drag-and-drop widgets and charts

Calendar view component now available to display events and schedules in apps

Email marketing integration: send campaigns via providers like Mailchimp or SendGrid

New data grid component introduced for handling large tables with inline editing

Marketing app introduced: create email campaigns and track engagement metrics

App import/export feature: easily move apps between workspaces or instances

CRM enhancements: added sales forecasting and opportunity scoring with AI-powered insights

One-click staging environment creation for safe testing of new app versions

Client portal branding: companies can add logos and custom domains for their client portals

Customer help portal now allows clients to submit support tickets and access knowledge base articles

Subscription billing support: manage recurring subscriptions and automated renewals with ease

Push notification workflows: configure push notifications to end-users from within Builder

E-commerce integrations: sync orders and inventory with online stores like Shopify

Warehouse management improvements: optimize picking routes and track bin locations

API designer allows creation and exposure of RESTful APIs from apps via a guided wizard

Inventory management now supports barcode scanning for faster receiving and picking

Connector library expanded with new connectors for Salesforce, SAP, and other enterprise systems

Field service app introduced to schedule and dispatch onsite service jobs

Maintenance app launched to schedule and track equipment maintenance tasks

Performance improvements: Builder interface remains responsive even with very large projects

Quality control features added: log quality checks and manage non-conformance reports

New analytics dashboard for builders to track usage and performance of deployed apps

Shop floor app introduced for real-time production updates and job tracking

Public API for Builder released, enabling programmatic creation and management of apps

Manufacturing module launched: manage bills of materials, work orders, and production schedules

GitHub integration: export and sync app definitions to a Git repository

Resource management: allocate team members to projects and monitor their availability

Time tracking and timesheets now available to log hours on projects and tasks

Project management app released: plan projects with tasks, milestones, and Gantt charts

Performance reviews and goal tracking features added to the HR module

Multi-user real-time editing in Builder: collaborate live on app design with team members

New HR app launched to track employee information, onboarding tasks, and documents

AI can now generate basic forms and modules from a simple description (experimental feature)

AI-assisted development (beta) suggests next steps and components while building apps

Introduced formula library with pre-built formulas for common business calculations

Tax calculation support added: automatic tax rates and VAT/GST handling on sales transactions

Workflow builder now supports conditional logic and parallel branches for complex workflows

New workflow automation builder introduced to design multi-step business processes with ease

Accounting module general availability: includes full general ledger and financial reporting capabilities

Element Builder adds advanced styling options and responsive design controls

Performance optimizations: faster page loads and smoother interactions in large data sets

Element Builder officially released, empowering creation of custom UI elements for all users

Builder marketplace launched, allowing users to share and install community-built app templates

Resource library (beta): access a collection of pre-built widgets and components to reuse in apps

Improved onboarding guides with interactive tutorials for new workspace users

Activity log added: track changes and user actions across all workspace applications

Refined search in Builder: quickly find fields, actions, or components by name

General stability improvements and bug fixes for a smoother builder experience

User roles expanded for granular permissions, allowing fine-grained access control in apps

Scheduled workflow triggers introduced to automate routine tasks at set intervals

Localization (beta): workspace interface available in multiple languages to support global teams

Detailed audit logs for app changes to track who made modifications in Builder

Multi-currency support enabled for invoices and expenses, easing international transactions

Stripe integration: accept online payments on invoices and sales orders with Stripe

Security enhancement: Two-factor authentication now available for Builder logins to enhance account security

Integration with QuickBooks: sync financial data between the workspace accounting and QuickBooks

Simplified deployment: one-click publish now handles all backend infrastructure automatically

Slack integration: send workspace notifications and alerts to Slack channels

App roles definable in Builder for granular user permissions within created apps

Google Drive integration: attach and sync external files with workspace records

Integrated help and guided tutorials within Builder for onboarding new developers

To-do list app now supports recurring tasks and sub-tasks for better task organization

Ability to clone and reuse custom components across different apps to save time

Project collaboration app adds threaded messages and file attachments for richer team communication

Layout helpers introduced in Element Studio to resize in symmetric grids

Kanban boards now support swimlanes and advanced filtering for better workflow management

Multi-select and batch edit of elements in the Builder canvas to speed up UI design

Dashboard widgets are now customizable: choose KPIs and layout to personalize your overview

UI Builder now supports nested containers and grid layouts for responsive design

New workspace dashboard provides a customizable overview of key metrics across apps

Enhanced testing mode: simulate different user roles and data sets in preview

Scheduled reports: automatically email key reports to stakeholders at set intervals

New debug console to inspect app data and logs during testing

Custom report builder introduced to create reports across all workspace data

Support for triggering custom webhooks from workflows to integrate with external systems

Fund Management app enhanced with performance analytics and investor reporting dashboards

Builder UI improvements: resizable panels and search functionality in component library

Inventory app adds low-stock alerts and automated reorder suggestions for proactive restocking

Integration with Git (beta) to export and backup app definitions in external repositories

Inventory management now supports multiple warehouses and stock transfers between locations

Enhanced formula editor with syntax highlighting and real-time error checking

Library of automation snippets available to quickly add common workflows to apps

Workspace mobile optimization for key elements released for on-the-go access to all applications

Introducing pre-built app templates for common use cases to accelerate development

Customer Portal enhanced: Vendors and suppliers can view invoices, project updates, and documents securely online

Performance upgrades: faster Builder load times and quicker app publishing

Customer support ticketing app introduced to manage and resolve client issues efficiently. Supporting integration to Zendesk.

Email integration for CRM: Receive emails and visually display email threads directly within the CRM app

Builder now supports versioning and rollback of app changes for safer iterations

Calendar integration: sync events and deadlines with external calendars like Google Calendar

Team collaboration features added: multiple developers can work together with roles in Builder projects

Recruitment app core module introduced to manage job postings and applicant tracking

Data Model designer now supports one-to-many and many-to-many relationships in the visual schema

HR module launched with employee directory and time-off request management

New Integration Builder allows connecting external APIs and services through a visual interface

Expense tracking app launched for recording and reimbursing employee expenses

Infrastructure Canvas general availability, automating environment setup and scaling behind the scenes

Accounts Payable features introduced: manage vendor bills, payments, and due date tracking

Infrastructure Canvas open beta launched for easier infrastructure and environment management

Accounts Receivable management added: track customer invoices, payments, and aging balances

Visual Process Canvas general release, streamlining no-code workflow design for all organizations

Basic Accounting module (General Ledger, Accounts Receivable, Accounts Payable) released in beta

Visual Process Canvas enters open beta, allowing drag-and-drop business process modeling for everyone

Purchase Orders and supplier management app released to streamline procurement processes

Element Builder now offers additional UI components like charts and calendars for richer interfaces

Introduced sales quoting and invoicing capabilities for an end-to-end sales cycle

Element Builder enters open beta, enabling more users to create custom UI components visually

CRM app launched to manage leads, contacts, and deals in a unified sales pipeline

Builder v2 architecture fully rolled out for all users, improving performance and stability.

A very exciting launch of our Enterprise Consultant Partner Program is underway - we’re welcoming external implementation agencies onto the platform to build private apps for their client base - in a fully visual manner!

Our brand new infrastructure canvas is now in closed beta. Time to stop worrying about your infrastructure and focus on customer delivery - everything else is managed by Naologic!

We’ve just launched our brand new guest portal - now you can invite guests to collaborate with you on any app or document.

Merry Christmas and Happy New Year! No rest for the wicked though: We’ve just released the first version of our Element Builder in private beta - think of the way you put together interfaces in Webflow or Wix - but for enterprise apps!

The visual drag and drop canvas is now in closed beta - build your business process completely visually and translate it to code.

With the move from our v1 Builder architecture to v2, we will start opening up access to external Builders from companies and enterprise consultancies - wooooooow!

With the launch of our Report Center, it is now easier than ever to define date ranges and many other filter variables, and combine them into an exportable report, hooray!

You can now export app specific data from your workspace applications directly to Excel and CSV.

It is now easier than ever to get up and running on Naologic through our brand new onboarding. Browse through helper content and tasks designed to get you up and running quickly.

We’ve released a new and improved import experience, making it much simpler for you to import both vendor specific files (NDC, Vizient and more) as well as Excel and CSV.

We’ve just launched a migration toolkit, making it easier for you to export and directly reimport your data from other platforms.

Say hello to Inventory management. Automated stock pumps, tightly integrated with your product variants and with all the expected inventory configs… and much much more!

We’ve released a Fund Management app where you can track dozens of useful metrics across your fund’s investments.

We’ve taken a simplified pricing model live: Three tiers and pay-as-you-go, no more equation-like math on your old Texas Instrument calculator before working out your monthly charge.

We’ve integrated with Plaid so that you now can let your customers pay directly from their online banking services.

We just released to-do lists. Supercharge your productivity by creating individual and shared lists, rank and reorder them based on due date, owner and priority.

We’ve built a dedicated app for funds that are actively raising their next fund, it’s a kanban-style application with full customization ability.

We’ve released a kanban app. Powerful boards with real-time collaboration functionality.

Project collaboration is now live. A chat-based app fully dedicated to stand-ups and project-based communications and updates, think Slack, but without all the noise.

You can now see both guests and invited users in a separate view to keep track of all your workspace users and guests. You now also have the ability to re-send and revoke invites.

Banners and toasters are now in place for core actions.

We’ve revamped our dashboards and built in extensive interactions and visualizations on all graphs so that you can slice, dice and segment your data views just like you want to.

We’ve done some serious work under the hood which you should be able to feel on performance across all devices. Say hello to our brand new, event-driven DragonJS framework.

We’ve released an advanced table filter with and/or conditions and as many variables as you need.

Major update alert: Say hello to Vendor Management and Purchase Orders. You can now collaborate much more efficiently with your vendors and suppliers without hassle.

A new and fresh look for our tables is now out, making it simpler to navigate and search, enjoy!

We’ve released our Documentation portal with tons of resources and how-to articles to help you troubleshoot.

We’ve released email sharing for invoices, purchase orders, sales orders and sales quotes. At the click of a button, you can now share important elements of your business with key customers and vendors and they can accept/decline/comment and pay directly from Naologic.

Say hello to email campaigns. Send out personalized campaigns to your network with custom data labels, templates, intelligent triggering and direct linking with your Gmail account.

Say hello to the Naologic B2B ecommerce app which is now live. Tied together with your inventory, products and sales orders, you can now host your storefront directly on Naologic or through a direct integration with another provider.

We’ve upgraded our CDN. This means you now should have a much more seamless experience working with, saving and storing any kind of file on Naologic.

Auto deploy for sales and purchasing apps is now live. Simply choose the apps you need for your business, check out and boom, you’re launched.

We’ve just released our long-awaited Price List app. Tie together detailed and complex price lists with groups of products and variants and watch it automatically get applied to all relevant products based on your criteria.

Welcome to Naologic’s release notes. We’ve decided to start posting updates on major product upgrades and additions instead of releasing behind the scenes.