Your quote's line items stay put when you save
Occasionally the quote edit page could open without the quote's line items, because loading them failed, and nothing on the page said so. Saving the quote from there, even to change only its notes, removed every line item and set the quote total to $0.
Now:
- If the line items can't be loaded, the edit page tells you and offers Retry. Saving is turned off until they load, so nothing on the quote can be overwritten.
- Saving changes to a quote's title, notes, terms or other details leaves its line items exactly as they were. Line items are only saved again when you've changed them.
- Current won't remove every line item from a quote unless you removed them yourself. If a page that was already open before this update tries to, you'll see a message asking you to reload the quote.
Tax rate changes through Claude update the total
Changing a quote's tax rate through the Claude connection now updates the quote's tax and total straight away. Previously the total only caught up the next time the quote's line items changed.
PDFs show your latest changes
Downloading a quote, invoice or purchase order PDF again within an hour of an earlier download could show the earlier version, without the changes you'd made since. The same applied to prepaid usage reports and time entry detail reports. Each download now shows the current version.