This release focuses on sales tax, prescription safety, and the messages inbox.

Sales tax and invoicing

New: Sales Tax Filing report. Under Reports → Bookkeeper, pick a filing period (a month or a quarter) and get a return-ready breakdown — gross, taxable and exempt sales, with state and local tax split out separately. Refunds are apportioned automatically. Download as PDF for filing, or CSV for a line-by-line audit trail. Tennessee clinics also get a Single Article section for taxable items over $1,600 per unit.

Order-level discounts now reduce tax correctly. A whole-invoice discount reduces the taxable base before tax is calculated, instead of after. On a $100 taxable line with a $10 discount, tax is now charged on $90. Discounts also reprice properly when you change lines afterward.

The invoice panel and the receipt now always agree. A rounding difference between the two could put them a penny apart on certain totals. They now round identically.

Finalize and Print no longer miss unsaved lines. Adding an item and going straight to Finalize or Print now saves it first, instead of finalizing an invoice that was missing the line.

New items default to non-taxable. New inventory items, service items and charges now start non-taxable, which matches how most practices use them. Retail items still default to taxable. Existing items are unchanged.

Prescriptions and dispensing

Amendments now reach the label. Editing a prescription after it has been dispensed updates the printed label and the edit form. Previously the label kept showing the original directions. Amended prescriptions show who changed them, when, and why, with the as-dispensed version kept alongside.

Correct a dispense in one step. If you dispensed the wrong quantity, the prescription editor now offers Correct the dispense — it returns the difference to the original lot and records the corrected amount, in one action. If the item is already on an invoice, it offers to revert the invoice first. If the invoice has been paid, it explains that a refund or credit is the right remedy.

Dispensed records can no longer be quietly rewritten. Closing or voiding a dispensed prescription used to reopen it for silent in-place editing. Quantity, drug and unit changes after dispensing are now refused outright, with an explanation, on all medications rather than only controlled substances.

Messages

The header now lights up when a client writes in. Previously an incoming message only showed if someone opened the Messages screen. Unclaimed messages now light the indicator for everyone until somebody picks them up, and it clears once the message is read or assigned.

Notifications clear themselves. Expired notifications no longer count toward the badge, opening the panel marks what you saw as read, and old notifications are cleared automatically. Counts that only ever climbed will now come down.

Surgery and records

Finalize a surgical record. Completing a procedure now locks the anesthesia chart, timeline and checklist, with a badge showing who signed it off and when. A veterinarian can reopen it with a reason if something needs correcting.

Surgical note times are now clinic time. Times in generated surgery notes now match the anesthesia chart instead of running hours ahead of it.

Editing an accepted estimate is recorded. Changing a plan the client already approved now appears on the consent record, and converting to an invoice asks you to confirm the client agreed to the change.

Inventory

Preventatives count in doses. Spot-on and similar products can be counted in doses or applicators rather than grams or millilitres, so on-hand numbers match what is physically on the shelf. Set the unit per item in Inventory.

Print Label now works from the inventory item screen.

Scheduling and clients

Appointment notes have an input on the new appointment form.

"How did you hear about us?" is now a real, editable field on the client record, using the same list as the online booking form, so the answers can be reported on.

Mobile visits work for UK clinics — address lookup now returns UK addresses, and travel distance follows the region's configured units.

Automations rules can be found by ID, and a guided tour is available from the search palette on the Automations screen.