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SARA 3.26.32

Release archive · Latest release

🆕 New Features

Supplier refunds

  • Register partial or full refunds received from suppliers against purchase orders.
  • Track refund details, supporting files, and the related purchase order from one place.
  • View refunded amounts in the relevant department and project cost centers.

Location: Purchasing → Purchase orders → Supplier refunds
Affected: Purchasing, Finance, Operations

🚀 Improvements

New SARA domains

Location: General → Platform access → SARA URLs
Affected: All

Active personnel in expiring documents

  • The Expiring documents view now lists only active personnel.
  • Inactive collaborators no longer appear in the document follow-up list.

Location: Human Resources → Collaborators → Expiring documents
Affected: Human Resources

Markdown support in Kanban cards

  • Kanban card content now supports Markdown formatting.
  • Double-click a card to edit its content.

Location: Tools → Kanban → Cards
Affected: All

Quote workflow overhaul

  • Quotes now follow defined internal stages from information collection through sending and closing.
  • Quote Engine nodes can have multiple responsibles, and quote data becomes read-only once a quote is ready to send.
  • Follow-up, expiration, rollback, skip approval, and loss tracking are now part of the quotation workflow.
  • Please use the new functions and provide feedback if something is not working as intended.

Location: Sales → Quotes → Quote workflow
Affected: Sales, Engineering, General Management

🔨 Fixes

Timesheets report dropdown selection

  • The "Select" option can now be chosen in the Timesheets report dropdown.

Location: Human Resources → Timesheets → Report
Affected: Human Resources

Refund request email updated

  • Updated the email sent to the collaborator who submits a refund request.

Location: Finance → Refunds → Refund request
Affected: Finance

Quote Engine duplication improvements

  • Duplicated quotes now retain their related documents and notes more reliably.
  • Related Quote Engine information is copied consistently when a quote is duplicated.

Location: Sales → Quotes → Quote Engine
Affected: Sales, Engineering

Quote Engine node items restored

  • Node items no longer disappear unexpectedly.
  • New items can be added to nodes again.
  • Monitor this behavior and report any recurrence.

Location: Sales → Quotes → Quote Engine
Affected: Sales, Engineering

Action Required

  • Update saved bookmarks for the demo and documentation sites to https://demo.sara-app.net and https://docs.sara-app.net.