Clearer ACH Payment Messaging
For teams using Stripe ACH payments, we’ve improved messaging so clients clearly understand when an ACH transfer has been submitted and that processing takes time.

Smarter Time Budget Tracking
The Project Page Time Budget column now shows the percentage used, calculated from total invoiced time versus your budgeted hours. Want to set a Time Budget? Head to the Project Details > Budget tab.

Expanded Product Report Columns
You asked and we delivered. New columns include: Dimensions, SKU, Item URL, CFA / Sample Approval, Related Items, PO Approval Status, PO Approval Date, and Client Proposal Approval Date.

Invoices Tab Upgrade
Proposal Description is now available as a column in the Project Page Invoices tab for better visibility.

Vendor Payment Method Field
A new Vendor field lets you track how each vendor is paid, especially helpful if you use DesignerAdvantage Expediting services.

Improved Group Item Management
Component Items now always display the Proposal or Estimate number of their parent Group Item.

Branded Client Portal
Your logo now appears in the Client Portal for a more polished, on brand client experience. Want to change your logo? Head to your Company Profile.

Proposal Totals at a Glance
The Proposal tab now shows totals per proposal, making financial review faster and clearer.

Custom Proposal + PO Labels
Fully customize the verbiage for Shipping Cost and Other Cost fields on both client and vendor facing documents. Head to your Company Profile to begin customizing!

Bulk Deposit Updates
Use the Actions button to update the Client Deposit (%) across multiple items at once.

We’re excited to announce Stripe is now a supported payment processor in DesignerLink! Users can easily connect their Stripe account right from their DesignerLink profile, making it seamless to pass processing fees directly to clients. For added flexibility, our support team can enable a setting that lets you choose how you accept payments—credit card only, ACH only, or both—giving you more control over how your clients pay you.
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New Columns in Product Report: Proposal & PO Sync Dates The Product Report now includes Proposal Sync Date and Purchase Order Sync Date columns. Filter, sort, and reference these columns to quickly see what’s been synced to QBO and what has been invoiced—making tracking and reporting faster than ever.

You can now upload documents to multiple items at once with the new “Upload Documents” bulk action. Quickly attach vendor receipts, invoices, and more—saving time and streamlining your workflow!

​More Control Over Auto-Adding to Approval Queue. We’ve added new options in the Company Profile to give you flexibility over automatically adding POs and Invoices to the approval queue. Depending on your account type, you can now enable or disable auto-adding for Invoices, POs, or both—so your workflow matches exactly how you use DesignerLink.

Access Client Portal from Client Record. You can now jump straight into the client portal directly from a Client Record in DesignerLink—making it easy to see exactly what your clients see.

Custom Labels for Costs. From your User Profile, you can now rename the Other Cost and Shipping Cost labels on proposals and purchase orders—giving your documents a more tailored, professional look.

"Invoice Description" column has been added to the Invoices tab of each Project, making it easy to discern the contents of each Invoice.

Labels for dow Totals have been added to Time + Expense Report Exports.

The “Create Invoices” tab on the Time + Expense page has been updated, making it easier to navigate and view project entries filtered by the expected date range.

MSRP field has been added as an available Product Report column.

Improved Performance for Large Projects. Projects with large amounts of data now load and respond faster, so you can navigate, update, and manage even the biggest projects with ease.

More Websites, No Hassle. Vendor Website and Item URL fields now accept more site types—if you can visit it, DesignerLink can link it. Faster, smoother, simpler.

"Order Method" is now an editable field on the Vendor record. For customers that utilize Expediting Services, you'll be able to update this field at any time.

The "Create Group" button has been added to the Items page.

New Column Option for Projects and Reports, “Client Price Less Freight.”

Logo Control in Emails. When sending emails to clients or vendors, you now have the option to include your logo—or send without it—for added flexibility and customization, all from your User Profile.

New Warning for Simultaneous Item Edits. To help prevent accidental overwrites, DesignerLink now shows a warning message if two users are editing the same item at the same time. This ensures better visibility, smoother collaboration, and fewer editing conflicts.
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Item Tracker: ​The Item Tracker offers a clear and visual way to monitor the status of your orders managed by the DesignerAdvantage Expediting team. Highlighting key milestones such as order placement, shipping, and delivery. Share these updates with your customers, providing them with a high-level overview of their order statuses.
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New Email Styling: We’ve refreshed the design and structure of client-facing emails to deliver a cleaner, more polished presentation. Whether you're sending proposals or invoices, your communications will now reflect a more modern and professional look.

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Client Portal Unit Cost: You now have greater control over what your clients see in the Client Portal. If you'd prefer to hide unit costs from any Client, you can adjust this setting on the Client record.

Important Change: Now, when a user creates a Purchase Order in DesignerLink, that Purchase Order get auto-added to the PO Approval queue for further action.

When creating Time + Expense Invoices, you are now prompted to add an Invoice Description at the time of creation to easily identify the contents of the Invoice.

From a Proposal, you can now update the Product Markup % for all Items on a certain Proposal. Making it easier to adjust the markup and send it off to your Client.

Editing Ship To Addresses on a Purchase Order: A checkbox was added to enable users to save any address changes directly to the original record, ensuring data stays up to date.

Invoice PDF Preview: Clients can now view invoice PDFs directly in the Client Portal —offering the same clear, professional format.

Product Report Photos: Improvements were made so Photos now have a minimum size so they are easier to view, regardless of the row height.

Item Tags: Avoid creating duplicate tags when categorizing items—now you can easily search and select from previously used tags, making tagging faster and more consistent.

Creating and Saving Projects: If any required fields are missing, the system will let you know before you're able to save a Project.

AVIF file types are now accepted in DesignerLink.

Time Entry Reports: An issue with certain filters freezing when running reports has been resolved as well as an issue with exporting many entries.

Proposal Payment Status added to the Proposal Report.

Sync Date column added to all Reports. You can now view the date of the last QBO Sync on the Purchase Order and Proposal Reports.

New Invoice Description field. After a Time and Expense Invoice is created you can apply a Description. This field will also sync over to QBO via the memo field.

Total Rows on Room and Group View tabs under each Project. See the total Dollar ($) amounts for a variety of available columns.

New Header and Sub-header added to Product Report PDF Exports.

Components of Group Items are now visible on the Room View tab. Similarly, we fixed the issue where Component Items were not appearing on the Product Report exports.

Behavior change - now instead of Items being Deleted from the Proposal and Project from the Proposal PDF, they are now only Removed from the Proposal. Use the "REM" link on the Proposal PDF to try it for yourself.

The "Vendor Deposit %" field is available to edit again after being synced to QBO.

Sort and save Entries on an Invoices with ease. No more manual reordering to change how the Entries appear on the Invoice PDF.

New edit/add Item Page!

Group Items: Component Items now in Proposal View

We’ve made it easier to view Group Items and their components linked to proposals. Previously, you had to click into a group item to see the components. Now, you can get a detailed overview and edit component Items directly from a proposal—no extra clicks needed! Use the checkbox shown bellow to hide or show Component Items.

Product Report Template Sharing

Users can create product report templates and easily share them with the whole team. Say goodbye to manually copying columns, date ranges, and filters for each team member. Hit the share button and give everyone access in one go!
​Note -- the creator of the report will be the only one to delete or make changes to the report settings for that template.

Group Items: Enhancements to the Edit Group Window

We’ve made our group items easier to manage. Now from the edit Group window you can easily view and edit component items and customize columns to display the information you need —all in one place.

New Feature on the Project Purchase Orders + Proposals Tabs: Now, for all Items that have not been added yet to either a PO or a Proposal will show grouped under their respective tabs. Helping you decide which Items for a Project need action taken on.

Project page performance improvements: we've worked to decrease the time it takes for the Project page to load, especially for projects with many Items.

Project View Search Functionality: We updated the search capabilities when in the room, group, and proposal views. Now users can search for specific items without losing the actual purpose of the project view.

Group View: the search and filter feature has been improved so when a Group or Component item is searched, the entire Group appears in the results.

Go to PO: Your Dashboard shows you a variety of notifications. One of those is comments/reviews of invoices. In the past those notifications said Go to PO, but now say their respective document!

Dynamic Product Report Template

Now, you and your team can effortlessly track all new projects with ease. Thanks to our innovative checkbox feature via our Product Report, you can configure your template to automatically include any and all new projects as they’re created. Say goodbye to manual updates and hello to seamless reporting!

Editing Items from Product Report

Managing and editing your items has never been easier. Previously, users could make quick edits directly from their project and item views. Now, we’re taking it a step further—allowing you to manage and edit items directly within your report pages! Enjoy faster, more efficient on-the-fly edits without ever leaving your reports.

Proposal Editing for Software-Only Users

We’re excited to announce that software-only users can now edit proposals directly, even after syncing them to QuickBooks. This enhancement ensures seamless updates and smoother account management.

Important Reminder: For accurate accounting, please ensure that any necessary changes are also reflected in your QuickBooks records.

Full-Service Exporting Now in Room Views: Easily download your project room views in PDF, CSV, or Excel format with our new exporting options.

Document Name Hover: Quickly preview documents and photos with our new hover feature, making it easier to manage identities of attachments.

Access Message for Restricted Users: Users without time entry access will now see a clear message, ensuring they understand their restricted permissions.

Updated View to Proposal Profitability

We’ve listened to your feedback about making profitability data for proposals more accessible. In response, we’ve enhanced the experience! Along with providing snapshots of product markup and profit margin, we’ve added totals at the bottom of the item list when viewing a proposal.

Customizable Project Tabs

Accessing information on your project page is now more flexible than ever! Room, Group, Proposal, and PO Views now include editable columns and filtering options, just like your Custom View. This enhancement makes it easier for you to focus on the details that matter to you.

Shareable Email Templates

We’re excited to introduce a new feature for email templates! Team members can now share their created email templates with the entire team. This update helps streamline communication, ensures consistency in standardized emails, and saves time by reducing the need to create templates from scratch.

Past Iterations Tab

Introducing a new way to track changes! You’ll now see a Past Iterations tab in your Proposal, PO, and Invoice views. This tab provides a history of every time a document is exported or emailed through our platform, making it easier than ever to review changes and stay informed.

Retained Time Entry Work: Now, when you update a time entry or multiple entries, your browser will stay in the same position you were working from, ensuring a smoother and more efficient experience.

Copying and Pasting Amounts: Our fields now support non-numeric characters when pasting costs and prices, allowing inputs like $2.81 to be accepted seamlessly.

New Proposal Report Filter: We’ve added new filter to your Proposal Report! You can now filter by invoices, to determine their QBO invoice status.

Automate POs for One Proposal

We're excited to announce a new feature that streamlines your purchase order process! Instead of manually selecting items with the same vendor and ship-to, you can now create proposals with just one click. This enhancement automatically generates purchase orders by vendor and ship-to location, significantly reducing the time and effort required to manage your orders.

New Fields Showing Profitability

We’ve listened to your feedback and are excited to introduce new profitability columns to help you better understand your projects and buying trends. In the Proposal Report, you’ll now find new fields and totals, including Product Subtotal, PO Amount, Product % Markup, and Product Profit Margin %. These enhancements provide a clearer view of your financials, making it easier to track and optimize profitability.

New Feedback Button

You might have noticed our red Feedback button has been removed from the side of your DL 2.0 window. To enhance our reporting and detection of bugs, we have a new feedback button at the botton of your screen which gives us video replays of your actions.

Other Cost Default Markup

Project settings now feature an "Other Costs Default Markup %" field. The required field will help streamline the pricing process and reduce manual input when pricing items that contain an "Other Cost" markup.

Locked Selections: We’ve resolved an issue where some users experienced locked item views when increasing the rows per page.

Template Item View: The "Reusable Item View" has been renamed to "Template Item View" to maintain consistency in terminology across the platform.

Total Expense Markup Amount: The "Time and Expense Report" tab now includes a "Total Expense Markup Amount" for your convenience.

Other Cost Default Markup: Project settings now feature an "Other Costs Default Markup %" to streamline the pricing process and reduce manual input when pricing items.

We’ve tightened access permissions to provide better control over sensitive information. Time entry restrictions now extend to all time invoices and rates. This means that employees with restricted access will no longer have visibility into any time rate details within your account, including through the invoice reports, approvals and time & expense pages.

Streamline your workflow on the time and expense pages! Now, when the employee column is visible, you’ll not only have a search function, but also a convenient dropdown to select or deselect specific employees at a glance.

Keep track of your bulk actions more easily! When you use “Select All” or Choose your Selections, the counter will now display the exact number of selected items at the top right of your table, making it simple to manage large data sets.

No more waiting around for report exports! With our improved background download functionality, you can continue working in DesignerLink 2.0 while your reports are being generated. Say goodbye to interruptions and keep your productivity flowing!

Instant Component Item Loading: We’ve resolved a delay issue that occurred when opening group items, particularly in proposals. Now, component items will load instantly for a smoother user experience.

Time Entry Template Management: You can now delete time entry templates, even if they’re shared across your team. Easily remove outdated templates whenever you need.

Accurate Time Entry Summaries: Non-billable hours are back! We’ve fixed an issue where they weren’t showing in time entry summaries. Now, your summaries will reflect all hours accurately.

Expense Markup % Defaults: You can now set a default expense markup percentage directly from your project settings, ensuring consistency and saving you time.

Adding Items to PO:
Previously, adding or removing items from your Purchase Order displayed a comprehensive list of all project items. Now, the selection will be streamlined to show only items from the same vendor and those with the same shipping address.

Email Modal View:
The DesignerLink email modal has been upgraded to feature a flexible body frame. This enhancement allows for easier email formatting without the need to scroll through the text box.

Invoice View:
When viewing an invoice on the Time Entries tab, users can now access a split table view. This update provides a clearer and more navigable presentation of time entries and expenses on your invoice.

Invoice Report:
To prevent data clutter, you can now filter out $0 invoices from your invoice report view. This improvement helps keep your data focused and relevant.

Select All: In Time Entry reports, users can now search for Projects or Columns and use the "Select All" option to apply actions to multiple items at once.

Text Wrap Fields: Large text fields now maintain formatting, including line breaks, and this formatting will be preserved when exporting data.

New Column Updates: Proposal reports have been updated to include new columns for "Is Paid" and "Total Markup."

Bulk Actions: You can now select multiple entries to simultaneously update their Billable and Taxable statuses. Additionally, multiple items can be bulk updated to adjust the Room setting.

Multi Column Sort Enhancement:
Implemented a feature to enable multi-column sorting in tables and reports. Users can now sort data across multiple columns simultaneously, enhancing data organization and usability.

Project-Specific Room Filter:
Now, only Rooms that were used within a Project will appear in the dropdown filter, allowing for faster and more precise filtering by Room.

Client Approval Status Filter:

Added a new column filter. In a Project's Custom View tab, users can now filter their items by the Client's Proposal Approval Status. Giving users a better understanding about which items are ready to purchase.

Blank Value Filter:
A powerful new tool that lets you easily populate or remove blank and null values from your table. This feature will be essential for knowing which items might be missing and/or already contain certain fields.

Position Retainment:

When users are navigating the Time & Expenses Tab, their selection of columns, unbilled/billed, and time/expenses will be retained. This update will keep a user's settings throughout login sessions.

Users Adjust Subtotal, Value Retention: Users can now modify subtotal values with the assurance that their adjustments will persist.

Reorder Button and Blank Section: Users can now reorder items as expected without encountering issues or blank spaces for Proposals and Purchase Orders.

Wrapped Text Views: Certain fields/columns will now have wrapped text fields with a "More" option, for easier viewing of long text descriptions.

Updated and Simplified Modal Styles:
Creating Proposals, Purchase Orders, and Invoices is now easier with our updated modal styles, providing a cleaner and more intuitive interface.

​Add to Proposal button:

Create Proposal button:

Create Purchase Order button:

Create Invoice button:

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Item Count when Selecting via Checkbox:
You'll now see a count of how many Items on the Custom View tab you have selected in DesignerLink 2.0.

Proposal Description:

You can now add a description when creating a proposal to help identify its contents quickly. When adding an Item to an Existing Proposal, you are also able to view the Proposal Description for quick reference.

Improved Report Downloads:

Downloading product reports and time & expense reports is now smoother and more efficient. Users will see a pop up that won’t go away until the report finishes downloading from DesignerLink.

Advanced Filtering in Data Tables and Reports:

Dropdown Field Selection: Choose the fields you want to filter for with our new dropdown feature.

Enhanced QuickBooks Online Sync:
Data from QuickBooks Online now syncs more frequently, providing you with the latest information automatically.

Duplicate Vendor/Client Record Notification:
A helpful pop-up now alerts you when creating a potential duplicate vendor/client record, ensuring better data integrity and seamless syncing with QuickBooks Online.

When Group Items are synced to QuickBooks Online, all Items that are part of that Group will have the Proposal stamped to the memo section for easy identification.
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​Cloning an Item to the same Project: Ship To information is retained.

Time Entry Summaries: Projects are now sorted from A-Z by default.

Vendor and Client Data Clearing:
Clearing vendor or client "ship to" data from an item no longer leaves residual fields.

Purchase Order Report:
The default sort order for the Purchase Order Report now shows the newest POs at the top.

Fixed Date Range Filter:
The date range filter for "last month" has been rectified on time entry summaries and various reports.

Item Status Dates:
We've resolved an issue where dates were displaying a day earlier than selected for Items. Now, you can trust that the displayed dates accurately reflect the chosen time frame.

Time Entry Summary Date Picker:
Previously, the date picker in Time Entry Summary was showing data one day behind the selected day. Rest assured, this issue has been resolved, ensuring data precision.

Improved Invoice Report Filtering:

Enhanced Project Name Filtering: Users can now filter the Invoice Report by Project Name, empowering you to review detailed data such as Total Client Amount for a single Project for your Time Billing. Gain deeper insights effortlessly and tailor your reports to suit your specific needs.

What's New + Improved in this Release:

We've fixed and improved the Actions -> Update Ship To feature. Now, by saving a blank form, you can conveniently clear the current ship-to address or select a new Vendor from the dropdown.

The Export button on the Time Entry Summaries page is now fully functional. You can export reports seamlessly in PDF format as expected.

Improved Search Functionality: Project Tabs. Searching for Vendor names within the Project Tab search bar now functions seamlessly within the table, delivering the results you need swiftly and accurately.

Exciting news! Time Billing Reminders are now live for all users. Stay tuned for more information coming your way soon! Keep an eye out for updates on how this feature can optimize your workflow and productivity.

What's New + Improved in this Release:

​Time & Team Chart - improvements were made so there is no delay while you add new time entries to your Account.

User Sessions - the user session experience has been enhanced to ensure security and efficiency. After a period of inactivity, users will receive a notification prompting them to refresh or re-login to upload attachments again. This measure helps maintain the security of your account and ensures smooth functionality when using the attachment feature.

Fix for Default Time Entry Reports - all filters saved to a default time entry report template will now populate as expected!

What's New + Improved in this Release:

New Group View Tab

- We've added the brand new "Group View" tab to the Project details page, making it even easier to manage and track component Items and their Groups seamlessly. Enjoy a simplified overview of your Group Item, you’ll notice it has a similar setup to the ‘Room View’ tab.

Custom Item Fields and ‘Proposal/Estimate Order’ Field now available in Reports + Custom Table Views

- Now any Custom Item Fields your team uses and the field ‘Proposal/Estimate Order’ are available via Item Tables and Product Reports.

Users can now change the "Client Proposal/Estimate Approval Status" directly from DesignerLink 2.0!

-Before this update, users had to manually click approval links from emails if their Clients verbalized the approval rather than clicking the links. → Now, your team can select the “Approved” status and the same approval email notifications will get sent out to users on the team.

Optional Item Budget Fields

- Did you use the Item Budget and Budget Difference fields in the old interface? These fields are now available as optional fields to display in the Item Tables and Product Reports. We’ve added a setting to your Company Profile to choose to display the Item Budget fields in the edit Item Modal and as available columns.

Various Fixes + Improvements

- There was an issue with exporting from the Time Entries tab with any filter or sort settings not appearing on export, that has since been fixed!

- Time entries tab style update, all fields now have text wrapping for ease of viewing time entry details.

- When creating a new Time Entry, the system will now default to billable=true, similar to how the old version of DesignerLink behaved.

- We resolved the issue in regards to exporting the Time Entry Reports via Excel and certain columns had the currency format applied preventing formulas from working as expected. Now, users can use any excel function to further manipulate their time entry report exports without issue.

- Project details page → Proposal/Estimates Tab - we fixed the sort order for the Proposal/Estimate ‘Created Date,' now by default, the most recently created should appear first.

- New user alert notification for when your browser is out of date. In order to ensure users are having the best possible experience using DesignerLink, the system will alert users if they have an out-of-date version of their web browser.

New + Improved on the Reports Page

Time Entry and Reporting Enhancements

Improvements to Items and Item Tables:

Additions to Proposals/Invoices/Purchase Orders

Client/Vendor Balances

1) Adding/Removing product photos for Group Items
is now accessible from 2.0:

2) Increased size of Product Photos on Custom View tab:

3) Improvements made to the Product Report page; clearer button labeling and messaging when no Projects or Date Ranges are selected:

4) When creating Time Entries, only Active Projects will now show in the Project Dropdown.

5) Exporting all data and report types via an excel file type is now available universally throughout DesignerLink 2.0.

6) Exporting Item and Time data + reports, any filtering or sorting will be retained when that data/report is exported from of DesignerLink 2.0 via csv, pdf, or excel format.

7) Enabling sorting table data for "null" values. For example, if you are looking at your Custom View list of Items and you want to sort the table to easily see which Items are not yet on a Proposal/Estimate:

8) Time Entries, Added "Created by Name" as a column for display.
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9) Items that have been "Archived" from a Project will no longer show under the Project, only on the All Items > Archived tab.
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10) Improvement of the Time Entry Report load time. Reports that have 500+ Time Entries will load significantly faster than in the previous versions of DesignerLink 2.0 and 1.0.

- Email Modal - users can now "CC" multiple email address using commas to separate the values.

- Updating "Ship to" via bulk Actions dropdown on the Custom or Room View on a single Project:

- Time Entry Report Export functionality has been restored, users can now export their time entry data via .pdf or .csv format. For viewing .csv formats it's recommended to open files via Excel or Google Sheets.

- Vendors page, "Vendor Rep Name" field is now an available column to choose from on the page layout.