We’re excited to announce the latest updates to Infusion Software, designed to make your workflows faster, smarter, and more efficient. Here’s what’s new:
Contract Rate Import and Export
Managing contract rates is now easier than ever:
- Import: Upload contract rates via CSV under More Options > Imports > Contract Rates.
- Export: Download the latest contract rates in CSV format under More Options > Export > Contract Rates.
These options make it easy to keep your contract rate data accurate, up to date, and consistent across your system.
Improved Email Subject Line Clarity
To help improve communication with customers and suppliers, the organisation name will now automatically appear in the subject line when emailing documents such as:
- Customer Invoices
- Quotes
- Packing Slips
- Payment Summaries
- Customer Statements
- Supplier Purchase Orders
- Supplier Remittance Advice
This helps make emails easier to identify and improve professional communication.
New Reports Released
- Invoice Margin Exception Report: Identify invoices with margins below a defined threshold.
- Labour Analysis Monthly Report: Track hours logged to jobs by staff and product code for better labour allocation insights.
Report Improvements
- P&L with Cost Centre Enhancements: Clearer summaries, a section for transactions without cost centres, and an overall profit line.
- Purchase Order Layout: Displays delivery name when available, defaults to location name otherwise. Excel output formatting improved.
- Supplier Statement Report: Cleaner layout, “Invoice” shown when no supplier invoice number exists, and unnecessary blocks removed.
- Stocktake Sheet: Includes products with negative quantities and removes unnecessary columns in Excel export.
Cost Accuracy Enhancements
- Serial-tracked products now auto-fill latest cost during stocktake.
- Shipping costs can now be entered directly
- Variance Report and posting screens use system-defined GL-aligned costs
- Product creation now supports purchase and shipping costs with automatic landed cost calculation
- Serial-level costs no longer override product costs (now clarified with an on-screen message)
- Costing based on “Latest” is now consistent across all receipt and invoice workflows
- Batch costs update correctly when receiving additional items
Web Tag Validation
Infusion now prevents duplicate codes or labels between custom fields and website tags. The system displays an error and disables saving until the conflict is resolved.
Infusion AI Chatbot
Our knowledge base now includes an AI-powered chatbot to make finding answers even easier.
Look for the chatbot icon in the bottom-left corner of the screen. You can ask a question anytime, and it will direct you to relevant knowledge base articles instantly.
Supplier Cost Policy Update
New settings give users better control over how costs are handled in your purchasing workflows.
- Product Cost and Supplier Cost updates are now managed separately
- When posting receipts or processing purchase documents, you can choose whether to update the supplier’s latest cost
This lets your business maintain cleaner, more predictable costing.
Product Lookup Search Update
A new system setting now allows users to choose between:
- Basic Search – Faster performance, searches fewer fields
- Advanced Search – Current detailed behaviour
Select the option that best fits how your team prefers to work.
Explore More
These updates to Infusion are designed to save you time, improve accuracy, and give you more control over your workflows.
To learn more about any of these updates or explore them in your system, log in to Infusion or visit the Knowledge Base.