Materio can now sync retainers and deposits to QuickBooks as a Current Liability rather than Negative A/R. Learn more or contact hello@materio.co for early access.

Materio now includes the address field when syncing vendors to QuickBooks.

Materio now includes the full vendor info text field (name, address, email) when syncing Purchase Orders and Bills to QuickBooks.

Materio now automatically includes the vendor's address on the PO when autodrafting Purchase Orders.

Added the ability to shift all markers on a page up or down or scale them up or down. This helps maintain accuracy when uploading new versions of plans where drawings have shifted position, eliminating the need to manually readjust each marker individually when plan revisions cause content shifts.

Pull lists upgraded with the ability to filter then select exactly which items to include, control what quantity (planned or ordered) to pull, custom titles, and control whether the item status is shown.

You can now replace multiple plan pages at once with a single bulk action.

Billable hours on invoices now include the name of the item alongside the category and activity, if it was itemized when the time was logged.

New plan page management tools allow bulk actions (delete, stack, unstack, etc.) on plan pages.

When importing external collaborators you can now select what type they are before importing them, such as: vendors, subcontractors, receivers, etc.

The content of project contracts is now frozen and snapshotted when you send it for signature. Previously, you could edit the scope and have the pending contract auto-update; this update will let you instead send subsequent updated versions that can be compared with previous sends.

You can now introduce multi-component items on live projects

When a field note is posted, employees are now notified hourly (instead of only end of day in the Daily Briefing where it is often missed). You can now control the frequency of this notification and set it to either hourly or daily.

You can now exclude all non-billable time entries from your invoices with a single toggle, rather than unchecking them one-by-one.

Time entry dates now include the year in addition to the month and day, both in the in-app table view as well as the CSV export.

You can now filter time entries by billable vs. non-billable

You can now mark labor as self-performed (performed by your firm)

There is now a button to more easily restore previous versions of item and option pricing.

Contracts now show images if there's a confirmed selection.

Client invite emails are now branded with your firm's logo rather than Materio's.

The CSV export at Finance / Performance / Download Comparisons now has more information and improved column ordering.

You can now select any type of external collaborator as the vendor on POs and Expenses, not just vendors, subcontractors, or receivers.

You can now filter time entries by activity.

You can now choose where to insert new plan pages, either at the beginning, middle, or end of your existing plan set. Hover over your intended destination to reveal a button to insert pages at that location.

You can now see everyone's tasks from a Project, not only from the dashboard

You can now rotate plan pages directly in Materio.

You can now set the plan page scale using a combination of feet and inches, rather than feet alone.

Timeline templates for New Build and Design Projects now available

Activity feed can be filtered down to comments

The QuickBooks sync for will now prevent duplicate bill payments and warn you if you entered the bill payments directly in QuickBooks. Learn more.

Going forward, newly added Moodboard text blocks will automatically adjust in height as you add and remove lines of text from them.

You can now choose from 40+ fonts for text on moodboards.

Invoices now sync to QuickBooks with component-level granularity (material, shipping, delivery, and labor are synced to QuickBooks as separate sub-lines).

You can now choose a precise font size for all text on moodboards.

You can now choose colors for text on moodboards.

Product images can now be reordered by drag-and-drop.

You can now attach extra files to purchase orders to share them with your vendor.

The invoicing line details CSV export now shows deposits applied toward each line.

Items excluded via scenario mode can no longer be picked to put on an invoice.

Purchase order emails to vendors now include the order number in the subject line. This should help Gmail know to create a separate thread per purchase order.

You can now rotate images and text on moodboards 180° in either direction.

When printing attachments for selections you can now click "Print Combined PDF" to print all tear sheets and instruction PDFs at once

You can now print a "Pick List" which breaks selections down to individual physical components with their PO numbers.

The QuickBooks sync now supports syncing refunds issued to you by vendors.

On moodboards, you can now drag elements to exact positions and resize them to exact sizes, down to the pixel.

The QuickBooks bank deposit sync now accounts for any additional ACH verification fees added by Stripe.

Added new units: yard, gallon, roll, and square yard

You can now CC additional contacts on invoice emails. Learn more.

New draft retainers, deposits, and invoices will now default to match the settings on the previous document in the project. This includes: send to, scope presentation options, summarize hours logged, online payment options, and legal terms.

Updating your QuickBooks Online account mapping now consistently affects only future transactions, and leaves all existing transactions in QuickBooks alone.

Image background removal is now available for early testing on moodboards. Please reach out to hello@materio.co for if you encounter any issues with an image.

You can now add background colors to moodboards.

Update to Selections Print: you can now print with the website link, and you can turn off "description" from printint.

You can now Copy a Selection Option to let you easily create variations

You can now choose "Never" for how often Materio should email clients about field notes shared with them.

Board item duplicate now lets you quickly clone individual images, products, or text on a board.

You can now print your timeline

Board duplicate now lets you quickly create variations on a board

The Project / Finances / Performance report now excludes Draft status POs.

The Project / Finances / Expense tab now excludes Draft status POs.

You can now record bill numbers your vendor provides alongside the purchase order numbers Materio generates.

You can now collect sales tax on billable hours when invoicing your client. Learn more.

You can now control the Order Date and Bill Date in POs.

You can now track discounts on POs, either line-by-line or as a lump sum.

You can now customize the "Bill To" section on POs, to include any custom information as necessary. Learn more.

Clients may print invoices

Contracts or engagement letters sent to Leads now have your company logo displayed

You can now put any vendor as the Ship to field of a purchase order, to more easily ship raw materials to workrooms. Learn more.

Itemized time now lets you link tracked time to the project scope item where you estimated it, improving the cost vs. earnings reports. Learn more.

Unitemized financials are now shown in the Project / Finances / Performance report to show spending or earnings not yet linked to a project scope item.

Your Task List now has quick filters for overdue, due this week, and tasks due today.

You can now add markup and sales tax when you invoice clients for expense reimbursements.

Materio now syncs addresses onto QuickBooks invoices for tax purposes:

You can now include a billing address when you add or edit a client contact.

You can now display customizable legal terms at the bottom of retainer, deposit, and invoice documents.

There is now improved formatting and design when you print an invoice.

Tag codes now appear on plan markers

You can now pass pricing changes on to your client directly from within a purchase order, without navigating back to the scope of work. Learn more.

Past work phases are collapsed by default in the timeline

Clients can download a spreadsheet of their invoices' summary information (invoice number, amount, paid amount, and balance)

You can now select a category in the Timer, attributing the hours spent to a category in a project's scope.

Deliveries & Shipments in the Timeline now show a photo of the product being shipped.

Timeline Skips Weekends Automatically. Now, when you update your timeline, any work phase can be given a specific duration in workdays and Materio will automatically exclude weekends. Work phases no longer can start on a weekend and if they are long enough to span a weekend, they will extend to preserve the desired number of workdays.

Done tasks are now hidden from the Timeline by default

Pause Timer. You can now pause the timer if you are interrupted in the middle of work and resume it without creating extra time entries that need to be merged.

Timeline list view can hide/show to expand your gantt chart view fully

You can now delete comments (within 1 hour of posting them)

Bill payments now have a field for an internal memo.

The QBO sync now includes bill payment reference # and memo fields.

Contracts can now be generated with scope presented by category or by location

In your company settings, you can now add a company contact email (a public email address for clients to contact your firm).

When Materio sends automatic project update emails to clients, those emails will now appear to be coming from your company. And, any client replies will go to the company contact email you've specified in your company settings.

Invoice PDF exports now respect the new invoice presentation settings.

New invoice presentation settings allow you to group or collapse project scope by category, location, or as a single lump sum on invoices.

Firm-wide invoicing CSV exports are now available for top-level invoicing documents, invoicing line details, and invoicing payments.

The Finances / Overview / Actual / Spent total now includes spending attributed to project scope items which have since been deleted.

DHL is now a supported shipping carrier for your orders and tracking numbers

Contracts for project scope can now be sent and signed by your clients.

Expenses now include a field to record tax paid to (or refunded from) vendors.

Instead of starting out blank, the markup calculator now defaults to the current client unit price as a starting point to help choose a new target client unit price.

Expense "Credits" have been renamed to Expense "Refunds" for clarity.

Tasks can now be "unassigned". Planned tasks generated from a template now start off unassigned rather than all assigned to the person who generated the timeline.

The Finances / Overview report now has clickable links directly to project scope items, expenses, purchase orders, and invoices.

Activity feed and item history now logs any updates to selection options' pricing

Measure tool. Now you can measure distance between any two points on the plan, if it has been scaled.

Printing scope now includes your logo

When adding items from your library, you have a choice of either applying the markup & tax rates from the library item OR the rates planned in the scope item.

Purchase Order PDFs have improved. They now contain product images and optional pricing totals, and the formatting of long pieces of text has improved.

The QuickBooks chart of accounts mapping now separates client transaction fees (on invoices) from vendor transaction fees (on bill payments).

Custom category colors. You can now pick your own marker colors for each category.

Expenses CSV export now includes multiple lines if an expense is split across more than one category or item

Scope items are searchable by tag code

Draft change orders can be printed

Company timeline: project details are collapsible to a single line, giving a high-level view over all projects of your capacity

You can now download purchase order spreadsheets.

Details, quantity, and pricing now auto-populate onto a PO when you manually select a linked scope item on a new line on the PO. (If the PO line has any content, Materio leaves it alone and does not overwrite the existing information).

You can now track shipments directly on purchase orders, and those shipments can automatically drive item status updates, tracking info, and the project timeline.

Early access: you can now exclude individual records within a project from syncing to QuickBooks. Learn more.

You can now set Budgets by Category

Materio now excludes any items that are already in ORDERED status or beyond when autodrafting purchase orders.

Tasks are now shown in your project's Timeline

You can now select future dates for PO payments.

You can now toggle Print check later in QuickBooks when entering PO payments in Materio.

Exporting the detailed project estimate CSV now includes calculated internal costs and client price

Cross-project invoice search is now available here.

Board improvements: you can rename boards and print them.

You can now attach files/images to tasks.

POs and invoices now have clickable links to each line's related scope item.

Invoice line items formatting update: lines with quantity of just "1 unit" will not display a quantity.

The QuickBooks connection screen now warns about suboptimal QuickBooks settings.

The QuickBooks account mapping now supports searching by account type and name

The QuickBooks account mapping now supports Other Income accounts (in addition to Expense accounts) for tax paid to vendors.

POs and Expenses now support receivers (as well as vendors and subcontractors)

Boards is now available to all users

QuickBooks expense syncing account mapping now classifies expense lines by spending type (Product, Shipping, Delivery, Labor).

Purchase orders got a major upgrade with new capabilities. Learn more.

QuickBooks invoice syncing account mapping now classifies Design Services, Project Management, and Field Supervision categories as Service income (and every other category as Product income).

You can send a one-off selection for approval from an item's details panel

When sending selections, you can "select all" and "unselect all"; there is also now a more obvious indicator when a product is missing a price.
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If your trial expires, but you were shared external projects from another company, you can still access them.

Clipper improvements: you can clip files (by right-clicking on a file link), clip multiple times per page. Fixed a bug: clipper no longer opens on all active windows, just the window you are using.

Quickly enable selections while adding the scope of work

You can Import vendors via a CSV file.

Progress reports are now saved when you send them. In the Activity feed you can now view the full report that was sent, and use "Filter..." to see all reports ever sent on the project.

Show Allowances on Lump Sum projects. There is a new checkbox to let clients see selection allowances even on lump-sum projects.

Change Orders only require one signature, instead of all signatures of all clients that were sent the order. This should make the approval process go faster.

"Force Finalize" button is available to push through any existing Change Orders where you only need one signature, or where you captured a signature offline (e.g. paper documents) and need to finalize the order in Materio.

You can now enable immediate email notifications for all comments (previously available only for comments that @mentioned you).

Tag codes (GL-01, PT-02) can be put on scope items. Tag codes are also exported in spreadsheets and printouts.

You can now publish an invoice without also emailing it to the client.

When updating item status to RECEIVED or SHIPPED, any upcoming deliveries or upcoming shipments on the timeline will be dismissed for that item.

Financial overview now splits "Spending" into two parts: Committed (money committed via POs and Expenses) and Paid (payments made to POs, and Expenses which are considered already paid for)

The QuickBooks sync now issues warnings for common problems:

You can now delete an invoice without first removing all the manually entered payments on it.

Leads management is now available to all users

Selection options now support subcontractors in addition to vendors.

A new "View" button previews issued invoices as they will appear to clients.

You can attach files to Leads

Multi-line expenses allow you to split a single expense across multiple categories or items.

The recipient bank name (typically WELLS FARGO BANK, N.A.) is now shown on wire transfer instructions.

Expenses synced to QuickBooks without a payment method now show a warning.

Scope Trashcan now lets you restore items you deleted from the project

Adding tasks from the team tasks board lets you enter more information such as due date and assignee.

Expenses table is sortable by vendor

Client progress reports now have custom branding (with your logo, if you uploaded one) and new options to exclude auto-generated sections if preferred: upcoming work, recent activity, and progress notes/photos.

Preview what clients see before inviting one. This is a new option under the "Share" button, letting you preview the project and see what they'll see before sending any invitations.

Optionally select a vendor on expenses that you input or update.

Design Library Search. Now when managing your Library or choosing items, there is a search bar to search within each category.

Deposits and Credits are now available as billing options. Learn more.

Editing PO amounts now auto-focuses and selects the dollar value, removing the need for two clicks.

Leads can be archived. Leads can be restored from the "Archived Projects" section on the dashboard.

Leads contact info (address, phone, email) can be edited

External Collaborators with Restricted View (No Financials) can now be given permission to View Attachments via a checkbox when you edit their project permissions

Tasks can be created for your Company and not just projects

Item Specification Types can be edited, not just added/removed

When publishing a draft scope to clients, you can now control whether they are notified via a checkbox

Stacking Plan Pages lets you organize pages into groupings such as "Kitchen Elevations", "Inspiration Boards", or "Cabinet drawings"

Earnings progress bars under Project --> Finances --> Overview now match their labels by showing the amount paid rather than the amount invoiced.

The "Enter payment" and "Apply retainer" buttons on invoices are now combined in a single button labelled "Apply payment."

You can now add, edit, and remove retainer applications on non-draft invoices.

Scenario Mode now works when viewing project by Location

Clients, projects, and vendors whose names contain tab characters can now sync into QuickBooks without errors (tabs are replaced with spaces when synced).

Selections export spreadsheet now includes a breakdown of internal cost by part: Item, Shipping, Delivery, Labor.

We now display a label to distinguish invoices from retainers and allow filtering by type.

We now show the available balance of each retainer in the invoice list (visible only to the firm, not to clients).

Invoiced expenses now count as earnings in projects under "Finances > Overview > Item", if the invoiced expense is attached to a scope item.

We now show you more information when applying retainers to invoices, including retainer number, date, and total amount (in addition to retainer description and balance).

Individually collapse/expand categories and locations in the Scope of Work

Collapse / Expand All in Scope of Work

Printing scope now has 3 levels of pricing detail: itemized, categorized, grand total only

Expenses can be exported in a spreadsheet (CSV)

View Links can now filter Locations as well as Categories, e.g. "All scope in Dining Room" or "Plumbing work everywhere"

QR Codes can be printed from "Share > View Links..."

New information is included when syncing invoice payments into QuickBooks Online: payment method, payment reference number (manually entered payments only), and memo (manually entered payments only).

Checkbox to optionally show prices when printing scope of work

You can now send invoice reminders to clients who have outstanding invoices to pay.

Budgets. Set spending guidelines for projects and locations and Materio will give you guidance as you build scope and make selections to help you stay within budget.

Plan page visibility. You can now hide/show specific pages from clients if the drawing is still a work-in-progress.

You can send an invoice to be paid by an External Collaborator, not just a Client now. This allows relationships like "Builder pays a Designer for their design & coordination services, though the Homeowner-Client makes the approvals"

Bugfix for QuickBooks-managed invoices. Deleting an invoice on QuickBooks will now delete them on Materio as well

Manually-entered payments on Invoices now have more flexibility and details: memo, type, reference number, and custom date

Reorder selection options

Duplicate items

Invoicing: pick scope grouped by location, filtered by status. Filters are all multi-selects.

Purchase Order PDFs now support multiple pages and page numbers

Leads Management Early Access now available to some customers

Include finish and dimensions on Purchase Orders emailed to Vendors via Materio

Plan Scaling: can now rotate the page to place the ruler against vertical measurements

Links to POs are clickable from Project Finance panel and Selections.

Selections Print: can now hide/show vendor info

Invoice dates are editable

If you've manually de-activated a QuickBooks Customer or Sub-Customer on QuickBooks, but Materio needs it active in order to sync something new into it, we now automatically re-activate it as needed.

Global procurement page with cross-project search for purchase orders

Updated Materio Mobile app with multi-photo uploads and more commenting abilities on items and options

New level of Pricing Visibility for clients: "Fully detailed" which lets them see unit prices, shipping, delivery, and labor cost broken down.

Upload receipts to purchase order payments, which are also synced to Quickbooks Online (QBO)