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Release 6.2.1

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Summary

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New features and enhancements

• Anomaly detection — AR invoices, AP vouchers, journal entries, and cash disbursements are screened for amount outliers, unusual spending, and sensitive keywords. Review and give feedback inline.
• GL code suggestion — Get the likely GL code for a transaction from its details, cutting manual coding and coding errors. Review before posting.
• Smart expense categorization — Expenses are categorized automatically from past postings, vendor patterns, and your accounting behavior, with an explanation and your review before anything posts.
• Bank and credit card reconciliation — Get ranked GL matches for each unreconciled bank or credit card transaction, with every match and validation logged.
• Post and reverse a disbursement from check management — Where a check is linked to a cash disbursement, post and reverse it without switching screens, keeping check status and G/L postings in step.
• Internal bank transfers — Record and post transfers between your own bank accounts, keeping both balances in sync.

• Allocated hours is now optional — Assign or update a member without entering hours upfront, and add them once known.
• Contact emails in user selection — The point-of-contact’s email shows in the user picker, so similar names are easier to tell apart.

• Long-term leave, end to end — Supported from request submission through its effect on leave balance and accrual, for your configured leave scenarios.
• Clearer leave accrual on payslips — Accrual balances are easier to read, so fewer people need to ask HR where they stand.

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Release 6.2.0

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Highlights

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New

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Supply Chain Management

• Product catalogue — Create, edit, and delete the products that every supply chain transaction draws on. Start here before setting up purchasing or sales.
• Product attributes — Describe products with custom attributes such as color, size, or material.
• Product variants — Group multiple variants under one parent product, each with its own pricing and stock.
• Categories — Organize products into a multi-level tree so catalogue browsing, filtering, and reporting stay manageable.
• Units of measure — Assign units such as piece, box, or kilogram once and use them consistently across purchasing, inventory, and sales.
• Configurable SKUs — Set your own product ID and SKU convention instead of the fixed system format. Configure this before loading your catalogue.
• Barcodes — View a product’s barcode from its record.

• Vendor catalogues and pricelists — See which products each vendor supplies and track purchase pricing per vendor.
• External references on purchase orders — Record vendor reference numbers so purchase orders reconcile cleanly against vendor paperwork.
• Quotations on purchase orders — Store and compare vendor quotations against a purchase order before you approve it.
• Stock receipt — Receive stock against an existing purchase order, or without one for opening balances and ad-hoc receipts.

• Sales orders — Create, edit, and track sales orders, with a list view of order status across customers.
• Fulfillment — Deduct stock against a sales order as you fulfil it, so inventory stays accurate.
• B2B inventory transactions — Business-to-business orders generate their own inventory transactions, separate from retail flows.
• Stock alerts — Get notified in-app when stock nears expiry or drops below its reorder point. Set reorder points on the product record to switch these on.

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Accounting and finance

• Adjusting journal entries — Mark entries as Adjusting or Regular, then filter the Trial Balance to all, adjusting-only, or regular-only.
• Period soft-lock — Lock closed periods after a set number of days. Reopen one with a password or an acknowledged warning. Admins configure the rule in Fiscal Year Management.
• Closing calendar — Build a closing-cycle task template and track each period as Open, In Closing, or Closed from one calendar.
• Recurring entries — Define a repeating journal entry once, monthly, quarterly, or annually. Entries generate and post on schedule, and you are notified if a run fails.
• Approval workflows — Route journal entries, AP vouchers, billing, cash disbursements, and cash receipts through multi-step approval, with auto-posting on final approval and a full audit trail. Set these up under Admin > Business Processes.

• Asset register — Create assets by hand or straight from a posted AP voucher, with configurable categories, attachments, and role-based permissions.
• Straight-line depreciation — Run depreciation with no-prorata or constant-period options, review the depreciation board, and let the system post the journals.
• Retirement and write-off — Dispose of or sell a running asset; BizBone posts a pro-rated depreciation entry, then the disposal entry.
• Re-evaluation — Write an asset up or down and have the depreciation schedule recalculate from that point.

• Check management — Create checks grouped by vendor or AP voucher, preview the PDF, pull G/L accounts from the linked cash disbursement, and follow each check through its lifecycle.
• Bank and credit card connections — Link accounts across multiple institutions to import transactions automatically, choosing the date range you need. Requires activation under your license.
• AI-assisted reconciliation — Get ranked suggestions for the G/L entry matching each unmatched bank transaction, with every match and validation logged.

• Appropriation accounts — Track appropriated, encumbered, expended, and available amounts in real time.
• Fund management — Define fund sources such as general, federal, or bond funds, with balances derived from linked appropriations and encumbrances.
• Grants management — Set up grants against appropriation accounts and track spending toward the award limit, with alerts as you approach it.

• Standalone customer invoices — Raise, approve, bill, and print customer invoices that are not tied to a program.
• Partner ledger — Review every general ledger transaction for a partner, grouped by account, from the new By Partners tab.
• Transaction history log — Full audit history across fiscal year, bank accounts, chart of accounts, journal entries, bank reconciliation, invoices, billing, and AP/AR vouchers.

• Anomaly detection — Journal entries, AP vouchers, and cash disbursements are screened for amount outliers, unusual spending, and sensitive keywords. Review flagged items inline and give feedback.
• Invoice OCR — Read subcontractor and vendor invoices automatically. Five vendor templates are supported at launch.

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Projects and workforce

• Central labour category register — A master LCAT screen is now the single source of truth for labour classifications, with separate internal and billable tabs.

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HR and recruitment

• 401(k) retirement benefit — Configure plans with employer match rules, contribution limits, and vesting schedules, manage elections including bulk import and export, and review election history. Employees see their own summary in Self Service.
• Skip vetting — Send a candidate straight to offer when vetting is not needed, such as an internal hire. The skip is recorded in vetting history.
• AI job descriptions — Generate a structured job description from your form fields, then refine it with AI.
• Publish jobs to Jooble — Post openings to Jooble and have applications flow back automatically. Contact support to enable.

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Across the platform

• AI assistant — Ask questions about BizBone and get answers from the FAQ and user guide, each citing the page it came from.
• Smart notification summary — Your notification panel now filters noise, sorts by priority, and puts the most actionable items first. Part of the AI subscription.

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Improved

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Sales and pipeline

• Pipeline chart — Switch between sales data (contract amount by proposal close month) and revenue data to see pipeline performance from either angle.
• Pwin stages — The Pwin stage selector is now enabled. Compare Pwin across completed stages, read the change history for an opportunity, and import answers from the previous stage instead of re-entering them.
• Simpler activity linking — Sales activity tracking uses one Related To field that accepts several linked records, replacing the separate contact name field. Adding a lead now creates its contact record automatically.

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Projects and workforce

• Clearer subcontractor removal — Removals follow explicit effective-date rules: the member stays in the workforce until end of day on the approved removal date, their hours remain visible in LCAT, and a replacement can start the next day. Requests, approvals, and cancellations are all tracked.
• Real-time hours — Hours spent against an assigned member update straight from timesheets instead of waiting for payroll to run.
• Redesigned program opening view — The Opening tab now splits into unfilled positions, active recruitment pipelines, and pending member requests, so hiring status sits on one screen.

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Contracts

• End-to-end contract vehicles — A contract vehicle record is created automatically when a contract vehicle opportunity is won. You can also create or edit one by hand and link it to business opportunities and ad-hoc programs.

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Accounting and finance

• Clearer journal terminology — “Voucher” is now Journal, separating a pre-transaction request from a posted movement of money. Every transaction type now appears in the general ledger and account reconciliation.
• Tax management — “Sales & Purchase Tax” is now Tax Management, split into tax settings, tax list, and tax group tabs, with your default tax applied automatically to sales and purchase transactions.
• Charge codes — Charge codes are created automatically when the related request is approved, can be assigned across several org-chart nodes, and now support three levels.
• Configurable financial reports — Income statement, cash flow, and balance sheet reports support configuration, default templates, and section-level totals.
• Percentage columns — Balance sheet and income statement reports compare the current period against the prior period, and each line against the total.
• Simpler trial balance — The trial balance opens in a four-column view, with a toggle back to the six-column detail view. Negative figures show in red brackets.
• ACH file storage — Generated ACH files are saved to the Documents module by default rather than only to your computer.

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HR

• Flexible leave accrual — Accrual now runs monthly, quarterly, or semi-monthly as well as per pay period and one-time, and prorates for anyone joining or leaving mid-period. Adds long-term leave handling and a bulk leave-balance update tool. Admins configure this under Leave Requests.
• Redesigned benefits — Benefits support flexible coverage tiers, company contributions as a percentage or flat amount, eligibility criteria, enrollment windows including re-opening, and automatic enrollment for new hires at first login.