**MVP V0.30.0 2025-08-19 > [!success] Features > > > [!success] New Global Search ✨ > > We completely overhauled our internal search component to help making finding things easier in PAI. > > > > Search Terms: > > > > - Client, Vendor, User, Project, and Campaign Names > >- Invoice, Project, Estimate, and Job Code Numbers > > > > Keyboard Commands: > > - Use cmd+K (mac) or crtl+K (win) to open the search tool > > - Use arrow keys + return (mac) or enter (win) to select and view a result > > > > > [!success] **New AP Webhooks Added ✨** > We've added new [[WebHooks]] triggers for use with your favorite automation tools. We also updated our [[WebHooks]] guide to help users setup this feature. > > > [!success] **New Finance Panels and Terms ✨** > > We completely overhauled PAI's Financial Terminology. This is a major update of our [[Sidebar Financial Panels]] and [[Insights]] dashboards in PAI. > > > >Our goal with this change is to introduce budget reconciliation visibility for workspace users. We showcase reconciliation progress via a new Budget Breakdown Panel in the Sidebar. This ensures users can quickly understand the state of their project cashflow and spend breakdowns. > > > >We revamped our [[Insights]] page to specifically target org-wide project performance and showcase project wide financial performance, specifically the difference between what was the planned project spend vs its actuality. PAI only recognizes realized margin on projects that have been fully reconciled, giving users a snapshot of reconciliation tasks needing completion. > > > [!success] ** New Invoice Date & Number Fields ✨** > > We renamed "Invoice Submitted" to "Invoice Date" across all instances of this term being used. We added two new fields and grouping options to the budget: > > > > - "Invoice Date" - Date invoice was created > > - "Invoice Number" - Invoice reference number. > > > > This enables browsing invoice expenses directly in the budget. To best utilze this feature, use grouping, specifically, remove all groups and add the "Invoice Number" to see expense lines grouped by invoice. > > > [!success] ** New Fields & Grouping Options Added to Campaign Expenses ✨** > > We added Receipt, Invoice Number, Invoice Date, & Receipt fields to the Campaign Expenses Table. Additionally, you can now group these expenses by Invoice Date & Invoice Number. > > [!info] Tweaks > - By popular request, If a project has a budget, navigating to it from any project link will land you on the budget page moving forward. > - We renamed "Submit Date" to "Invoice Date" on all fields and in the invoice print view. > - We renamed "Work Order" to "Purchase Order" on all "approved" estimate print views. > - Added a direct link to the vendor profile from vendor view / assignment modals > [!bug] Bugs: > - Fixed an issue where some users saw conflicting project totals within the campaign project dashboard. This was due to the dashboard showcasing the the most recent estimate version, if no estimate version was marked as approved in the project. > - Some users flagged that long text fields in tables were being cropped when being edited, this was corrected by showcasing all text during editing of text fields. > - Fixed an issue where vendors were able to submit duplicate invoices for the same expense lines. > - Fixed an issue with the "Totals" field in Campaign Expenses incorrectly displaying the subtotal instead of the total for the expense line. > - Fixed in issue where overages did not update internal totals in project finance for some projects Question? Feedback? Email us at [email protected]