Release notes:
Versions 3.11.4 & 3.11.5

Enhanced Financial Reporting, smarter integrations
and greater control

New financials insights, more integrations, and greater control

At EVX Software, we are committed to equipping Environmental Consulting and Engineering firms with tools that improve financial oversight, simplify administrative tasks, and provide deeper insights into project performance. Versions 3.11.4 & 3.11.5 introduce key updates, including a new Project Financials report, expanded QuickBooks and SAGE 50 integrations, and refined invoice customization options.

These releases continue our mission to provide greater visibility, flexibility, and control in managing projects, billing, and reporting. Let’s take a closer look at the enhancements in these versions.

Features and enhancements

Project Financials report – Task-level insights

New

The new Project Financials report now offers detailed financial insights at the task level. This report allows project managers and finance teams to track costs, billing, and financial progress with greater granularity, improving financial planning and forecasting.

If you want to learn more about our Project Financials report, you can read our article about it here!

Gain deeper financial insights with the new Project Financials report, now including task details for a clearer project overview.

Improvements in Reporting and Templates

Enhanced Project Price Quote report printing

New

The Project Price Quote report now prints with improved formatting, ensuring a clearer presentation of estimates and project costs.

If you want to learn more about how to make better estimates and proposals you can read the following article here!

The power of the 'Recalculate billing' button

The recalculate billing button allows the user to apply new calculations based on tasks and time entries associated to labor performed, ensuring that financials adjustments are always under control, reducing the risk of overwriting key data.

Greater invoice customization power

Invoice customization and automation enhancements

Users now have the flexibility to select any property to be displayed in the invoice header, making invoices more adaptable to specific client or project needs.

More control over invoice sections

  • Users can now choose whether or not to display subtotals for each section of an invoice.
  • Support for admin fees and discounts has been added for automated invoice generation, ensuring financial adjustments are applied correctly.
See it for yourself: Book a demo now!

More control over synchronization

QuickBooks integration

Managing financial data across platforms has been further refined with these updates:

  • Users can now exclude specific objects (such as time entries, invoices, expenses, or payments) from synchronizing with QuickBooks.
  • After editing a previously synchronized object, it will now be displayed as “Not Synchronized” until it is transferred again into QuickBooks Online (QBO), ensuring greater accuracy and control over financial data.

If you want to dig deeper into our integration with QuickBooks you can read all about it in this article from our learning center!

SAGE 50 Integration: Expanded capabilities

Following the introduction of SAGE 50 integration in version 3.11.3, we’ve expanded support to include expense exports. This allows for a more seamless transfer of financial data between EVX Software and SAGE 50, reducing manual entry and improving accuracy.

Additional SAGE 50 enhancements:

  • Users can now select a specific period for exporting invoices, providing more control over financial reporting.
  • Support for tax and discount calculations has been added, ensuring invoices transferred to SAGE 50 reflect accurate financial details.

Other notable improvements

The “Remaining Time” value for tasks is now available for custom reports. This enables the creation of valuable reports such as Overrun Task reports, helping teams identify tasks that exceed allocated time and adjust workloads accordingly.

Automated project numbering
A new automated project numbering feature has been introduced, reducing manual work and ensuring consistent project tracking.

Template Enhancements for Greater Usability
Users can now set the order in which parameters are displayed, improving consistency when generating documents.

  • Tasks within templates now maintain alphabetical order, even after edits.
  • The template list itself is now displayed alphabetically, making it easier to locate the correct template.

What’s Next?

EVX Software Version 3.11.5 further strengthens financial reporting, integration capabilities, and user control over key project and billing processes. These updates continue to enhance the project oversight and financial transparency for Environmental Consulting and Engineering firms.Want to see these features in action?

Book a demo today and discover how EVX Software can help you streamline your project management and financial processes.

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