Post Purchase Orders to Xero

Once you’ve completed your Purchase Order, you can now look to post them over to Xero!

Alternative Products

Set up your alternative products withint the system and swap them out straight from a job!

Set a sub-rent when splitting opportunity items

When you split an opportunity item, you can now set your new line item as a sub-rent with one easy click!

Search for asset numbers via the Global Search

We’ve made changes to our Global Search which will now allow you to search for your serialised stock levels!

Today button added to calendars across the system

You can now jump directly to todays date in calendars across the system.

New Text Item Sales report

View your sale text items from across the system in one handy report!

Set a supplier with your opportunity edit screen!

You now have the ability to set a supplier for your sale stock when editing an opportunity item.

New Split Item on an Opportunity Function!

A highly request feature, having the ability to split an item into two different lines allows you to do just that!



Simply find a line on an opportunity and click the actions button on the right and you'll notice under specific circumstances you can now split the line if the quantity is higher than one!

A new box will pop up asking you to choose how many you want to split off the original quantity.



Once done, your new line will be added with the relevant accessories - then you can choose to change the new split opportunity item lines details, for example changing pricing for a number of the items.

This feature also sets the groundwork in place for a new upcoming feature, Alternative Products - coming soon!

Brand new Orders Ending Today Dashboard Tile!

If you need to quickly see a list of your orders that are ending today, then you can simply switch this new pod on against your role.



And voila! You will now see this new pod on your dashboard:



This will show any opportunities at the stage of “Order” where the end date is todays date!



This is great if you want to see at a glance, a list of jobs that need to be closed down or even extended because the customer is keeping the items for longer periods of time!

We added a new Dashboard Tile showing all orders starting next week.

We added in a new report for Profit where you can see a list of opportunities showing profit.

You can now see your profit percentage directly from your opportunity!

We’ve made some changes to our What’s Out Where ? report! You’ll now be able to see the store your opportunity is based in and click straight into your opportunity.

We’ve released a housekeeping change to clean up some of our internal code 🧹

An Order Conversion Date field has been added to Custom View attributes 📆

You can now deactivate payment methods! 💵 💳

We’ve added invoice links to the Partially Invoiced Opportunities report.

We’ve added a new Partially Invoiced Opportunities report! 🎉

Displaying custom fields within the Stock Level index will now longer cause formatting issues.

We’ve changed the message shown when replying to discussion messages for closed accounts 📮

We have amended a formatting issue that was affecting dates within your Reports module 📈

{{ part_invoice_charge_including_tax_total }} has been added to our opportunity Liquid syntax.

opportunity_item within the API now includes parent_opportunity_item_id.

In response to customer feedback, the Global Search is no longer focused upon page loading 🔍

We’ve added a new Global Search Bar to the top right hand corner of your system.

We’ve released a fix for Adobe Sign issues within Discussions ✍️

The Fijian Dollar has been added as a currency option.

Changes to Google reCAPTCHA have been deployed for new user sign in.

Added Collection Address details to the API.

Users that do not have the Can Credit Invoice privilege will no longer be able to create manual credits.

Country of Origin Code has been added to Product.

Dashboard tile has been added to show quarantines for bulk/serialised stock items.

We have added an optional alternative collection address to opportunities. There are fields in the standard and configurable collection note.

New bulk store transfers will default to today’s date.

You can now attach .xpba and .ctb2 file types.

Users will now have the ability to postpone/cancel opportunities involved in a transfer.

Users will now have the ability to postpone/cancel opportunities involved in a transfer.

When validating opportunity item updates for transfers we now load the items more thoroughly which should fix the issue where a child item being transferred prevents an update to a non-transfer parent.

In the scenario where an update to an opportunity item would invalidate a transfer, we will now show the item name/asset number that is wrong. This should provide assistance to the user when resolving transfer issues.

Applied a fix to the delivery and collection note to make the group description selector work.

Added documentation links to the integration page for PATorganiser, Arivy, HubSpot and TeamTrack.

When creating an opportunity discussion users are now given the option to add all opportunity participants as discussion participants.

Added year to discussion comment dates.

Popover truncation issues when allocating services.

Deployed Bulk Store Transfer feature.

Opened up the ability to setup a custom email server to all customers. Although this has been in the “launched” section of the wishlist for a long time now, customers have still needed to fill the form in to declare they are competent and request access. There is now a similar warning when they select a custom email server.

The confirm services dialog is now sorted by Start Date then Name:

The Botswanan Pula is now available to select from the list of currencies.

Configurable invoice now has the option for adding store address to the header.

We’ve added tax class to the “Download item list” function on the opportunity.

‘Copy from schedule’ can now be used when creating a new service opportunity item.

Stock transferred in from another opportunity can be finalised before the end date of the source opportunity.

An ‘add’ button has been added to the top of the product picker results.

The Resource Planner now has an Unbooked filter - this shows resources that have not got a booking during the displayed period.

Opportunity item descriptions can be edited from the order view.

‘Add group’ now appears under ‘Show picker’.

A date range has been added to the “What’s Out Where” report.

A new ‘Add group’ menu option has been added so users can add a nested opportunity groups without having to add it and then drag to the correct group.

Rental item current balance is included on the stock level export.

A breakdown of quantity returned OK, damaged and lost can be seen by hovering over the ‘In’ column on the detail view. If the item has been finalised the return time will also be shown.

You can now set a supplier for purchase costs and raise purchase orders for them.

The opportunity availability screen has been re-worked to include a scroll bar.

The Rental Asset Listing Report includes a product’s purchase price and can be filtered by store.

When downloading costs in the opportunity costs view, a text item is downloaded correctly using its name rather than “Text Item”.

We’ve added a new tole permission to control who can create/clear asset transfers.

The “Purchase order” field is focussed when you use the “Add to existing purchase order” function.

“Copy from Schedule” is now available for individual service items as well as at group level.

You can now search by PO number when adding an item to an existing purchase order, and the drop down list will display the PO number in brackets.

The EU carnet can be exported as a CSV (from the opportunity Actions section).

All types of quarantine can be booked out in bulk (not just supplier returns).

The project description is now displayed if you select the option in the Configurable Project Quotation.

Admin users can switch off 2 factor authentication for other users.

Purchase price has been added as an option to the product custom views.

The product replacement charge can now be included in quarantine custom views.

We’ve added a 2 Week view to the Resource Planner.

We now include a Project column in the What’s Out Where report.

The default EU Carnet will now display the weights of container components within a permanent container.

New Current RMS trialists are now required to verify their email address using the unique verification link sent to their email.

We have now released our Planned Transfer of Assets feature - so you can easily move equipment from one opportunity to another without returning them to your warehouse, as well as much more!

The Job Planner now has a “2 weekly” view option.

The Picker is now paginated - if there are over 100 products in the search results you’ll have the option to search through the pages in the bottom right.

This morning we upgraded our Rails framework from version 5.1 to 5.2.

The system will now check components for required inspections when allocating a permanent container.

A deletion of a stock level will now leave an entry in the action log.

The Product country of origin field can now be used in custom views.

A new field ‘country of origin’ has been added to products. If this is set, this will reflect on the default EU carnet.

We have now added .audioarchitect to our list of allowed attachments files.

Items can now be added to an existing purchase order from the opportunity costs screen.

The creation of a purchase order from the opportunity costs screen will be prevented if any of the selected costs have already been added to a purchase order.

When allocating a temporary container, we now attempt to auto return its serialised component assets if they are booked out on previous opportunities.

We have fixed a bug that was related to the deletion of Custom Views.

We have added a validation to prevent the book out of sales group bookings - Sales stock will now have to be allocated before booking out.

We have made a small code change that will improve the system performance of checking for shortages once they have been resolved on a job.

We have added a new feature to Roles & Permissions so you can restrict the ability of certain users to carry out testing and inspection tasks.

Group opportunity items now have their description displayed on the item list.

Customers sending emails through their own servers (SMTP) can now specify a default From: name in System Preferences.

There is now an option in System Preferences > Product Settings to disable the emails that warn about assets that could not be automatically returned.

Added opportunity group name and description to the fields available in the configurable picking list.

Added customer and venue name to the what's/who's out where reports.

The Current RMS Companion App has arrived!

Android users can now scan products using the built-in camera on their phone or tablet. READ MORE

In addition to checking the email headers we check the email address for common patterns when detecting if an incoming email is an auto-reply, to reduce the chances of a continuous cycle of sending discussion notifications back to the auto-reply address.

Sort order is now saved!

The sort order of your custom views will now be saved after you return to the index, making it easier for you to navigate between your different Current RMS modules!

We’ve rolled out a fix for our Stock Transaction report that will update what results are seen when your range is set to a single day.

New Dashboard tiles! 📌

You now have the option to see the quantity of assets and service assets that you have booked out across the system on your Current RMS Dashboard!

When creating a new user, Current RMS will now infer the Time Zone field from your browser.

Current RMS will now record Recent Actions against your document layouts so you can see who has made changes to your layouts and when!

Company tax and account numbers can now be displayed as an option within your Configurable Invoice document.

We’ve rolled out a fix for our Configurable Project Quotation to ensure that your store information is displaying within the footer when selected.

We’ve rolled out a fix for our WooCommerce integration that will allow you to complete an export even if product groups and categories differ on capitalisation.

We’ve now added an asset’s serial number to your Testing & Inspection index!

We’ve made some changes behind the scenes that will improve how Current RMS checks for shortages across your opportunities.

Sage Online Integration has launched! 🥳

You can now use our Sage Business Cloud integration to post your invoices from Current RMS directly to Sage Online along with keeping your organizations up-to-date between your two systems!

Rental only products can now be purchased💸💸

We’ve expanded our Purchasing module so that you can now enter standard and supplier purchase costs against a product. You can now also create purchase orders for the purchase of rental only items to help you track your costs more efficiently!

New document layout designs 🎨

A fresh new look! We added a new suite of configurable templates with a refreshed design. Add or remove fields, update labels, and change colors easily to make these documents suit your needs.

Document layout previewer 👨‍💻

To make it easier to see your changes, we added a side-by-side previewer that updates in real time.

If you’ve set your System Preferences to Customer Collecting, your opportunities delivery address will now automatically default to your store address 🏭.

Knock knock, it’s Current RMS support 🚪

When you need help, sometimes it’s quickest to let our Customer Success team see what you’re seeing. We’ve always asked for your explicit permission before accessing your system.

Today we made that process more secure by adding a button to System Setup > Company Information that lets you grant us access. You can say how long for and revoke our access at any time, too.

Security changes to the Xero integration 🔐

Xero made some changes to their developer tools to make them more secure. We’ve upgraded our integration so it uses the new secure methods of authentication.

Detail view actions logging

We now log actions when an asset is allocated, prepped, booked out, or checked-in on an opportunity. We also log actions for global check-in, too.

As a result, you may now create webhooks for detail view actions. Webhooks for these events contain an additional content field which detail the actual stock levels and quantity involved in the scan.

Hello, is it me you’re looking for? 🔍

Search all the things across your Current RMS system using Global Search.



Learn more: Find records across your system using Global Search

When adding new stock levels, sometimes it took a few presses on Cancel to return to the product page. We fixed this now.

If you used Sign in with Microsoft with Google Chrome, sometimes you might have got an error message when logging in. We fixed this.

We made it easier to come onboard with Current RMS with a redesigned signup process 🤗

We know that it can be a little daunting when folks first sign up and you’re presented with a blank system. We added a new option to include some dummy data when you first sign up.

If there’s a problem with your card that means your account closes, you’re no longer locked out. When you log in, we now take you to a screen so you can update your card details 💳

We updated our billing engine so that we’re ready for Strong Customer Authentication (SCA). Your card provider might prompt you to verify it’s you when doing things that impact billing.

We made some tweaks to the screen that folks see when their trial has ended so it’s easier to get started.

We’re enforcing 2FA or SSO for customers in Australia using our Xero integration 🔐

New government legislation means that if you’re using our Xero integration in Australia, you must enforce signing in with Google or Microsoft (SSO), or use Two Factor Authentication (2FA) on each account on your system.

If you’ve not enforced SSO or turned on 2FA, we’ll walk you through setting up when you next sign in.

When setting up 2FA, we now show you a QR code that you can scan with other authenticator apps, like Google Authenticator -- handy if you don’t want to use the Authy app.

Edit, delete, and merge tags 🔖

Have tags that you no longer need, or created tags with incorrect spellings? Now there’s an easy way to maintain all of your tags! Head to System Setup > Tags to edit, merge, and delete tags across your system.

Our email sending provider imposes a limit of 25MB for attachments on a single email. When creating discussions, we’ll let you know if you’ve exceeded that limit 💁‍♀️

Add custom fields to invoice items

As well as adding custom fields to opportunity items, now you can add custom fields to invoice items ✨

When you invoice from an opportunity and choose to group by item, if you have custom fields with the same name and type against both the opportunity item and the invoice item, we’ll copy over values for you automatically.

We upgraded to a new version of our web application framework. 🆙 It might not sound like a big deal, but it brings a number of backend improvements to help us bring new features to you in future.

Add a description to inspections ℹ️

Need to provide information or links on how to complete an inspection? Now you can add a description to inspections in System Setup. You can view this description when you’re creating an inspection result by clicking the information icon.

We added tester_name to the inspection result object so you can print the name of the person who completed an inspection result.

Download invoice items to CSV 📥

Use the download icon on an invoice screen to download items to a CSV file to open in a spreadsheet app or import to another solution.

When creating or editing an opportunity, product, organization, or other record, we now focus the cursor in the first field so you can start typing right away.

Now you can click on a product or service name in the picker to jump to the product or service page.

When importing inspection results, you can now set the name of the person who completed the test by using the “Created by” column. This can be the name of a user, contact, or organization in your People & Organizations.

We added a new created_by attribute to the inspection result endpoint, so you can set the member who created the inspection result.

We’re alpha testing some new API documentation. It should load faster than our existing documentation, and we’re looking to include common examples and use cases.

Use ctrl + alt + r to reset the picker ⌨️

We made the picker even more keyboard friendly. Remember you can use ctrl + alt + p to bring up the picker, ↹ tab through search results, and use ↵ enter to add and start searching all over again.

Now you can use ctrl + alt + r to reset the picker when searching -- handy if you couldn’t find what you were looking for.

When you previewed a product image, sometimes it could have a really big right margin. We fixed that today, so product image previews fit nicely on your screen.

Customer pickup and returns as your default 🛍

‍Most of your rentals come from walk-ins to your shop? Now you can set “Customer Collecting” and “Customer Returning” as opportunity defaults in System Preferences.

Copy approval URL to clipboard 📑

It’s now just one click to copy the link to an approval document.

When creating a custom field, you can now easily create a new custom field group. Choose the “(create a group)” option, then enter the name for your group.

When a quarantine is open-ended, our docs would show that the end date was 2999. Not planning to be around then? We updated the document so that now the document shows “open ended” instead.

We added a new is_open_ended? object to the quarantine drop.

Restrict who can see lifetime revenue 🙅‍♀️

‍We show you the lifetime revenue on product, stock level, and service pages. If you’d like, now you can turn that off for your users with our new 'Can see lifetime revenue?' role option.

We added twelve new dashboard tiles for things like overdue inspections, purchase order transport, and shortages this month. Remember that you can turn off our default tiles to really make your dashboard your own.



Head to System Setup > Roles and Role Membership to get started. Learn more: Customize your dashboard tiles

Testing & Inspection graduated from beta! 🎓 Still keen to get your thoughts -- start a conversation as normal to let us know what you’d like to see next.

When allocating a temporary container, we now check to see if there are inspections due on any components. If there are and they’re mandatory, we don’t allocate 🙅‍♀️; if optional, we show a warning 💁‍♀️. This change doesn’t affect permanent containers.

Want to see opportunities that include sales items? Use our new “with sales items” checkbox when filtering. ☑️

When you open up the Allocate Resources window from the services view, we put the cursor in the search field so you can start searching for someone right away. 🏁

We now show you an asset’s serial number in the details pane on a quarantine page.

Who’s participating in a project? Now it’s easy to see. Just check the newly added “Participants” list on a project page.

The invoice_items API endpoint now includes posting_revenue_group_id for each invoice item. That’s the revenue group used when posting the invoice item to an accounts solution.

Use our new has_child_items? to figure out if a group has items in it or an item has accessories. It’s available in opportunity, invoice, and purchase order item loops.

We added charge total attributes to the consolidated opportunity item object, so you can access charge_total, charge_amount, surcharge_amount, and tax_total for items.

We tweaked our French translation. Allons-y! 🇫🇷

Upload svg files as attachments. 📎

We tweaked our Hungarian translation. 🇭🇺

Hei hei! We updated the county list for our Norwegian friends. 🇳🇴

The main Testing & Inspections page now shows you whether an asset’s last inspection passed ✅ or failed ❌

If you tested an asset that passed, then re-tested it later and it failed, we might sometimes still let you allocate it 🤷‍♂️. We fixed that today.

When trying to create an inspection result from a quarantine page, we sometimes took you to a page to record a result for an entirely different asset. We fixed this now, so no more asset switcheroo 🔀

Want to use your own email address for sending discussion messages? We pushed some code live so that you can now set your own SMTP servers and we’re looking for testers.
Interested? Check out our guide: Change the sender address for discussion emails 💬

For Mexican addresses, we updated the address code for Ciudad de México from DF to CDMX 🇲🇽

QuickBooks Online made some changes in their developer tools around tax exemptions. We updated our integration so it works with this.

Turn on or off dashboard tiles for roles

Global circumstances might mean that some of your dashboard tiles are at zero at the moment. Turn them off for different roles by going to System Setup > Roles & Role Membership.
Learn more: Customize your dashboard tiles

Not happy with the order of your inspection tasks? No problem! No you may re-order them in System Setup > Inspections 🔀

In some cases, an opportunity wouldn’t want to be reinstated. We fixed that now.

Upload hog4show, sbk, and wyg files as attachments. 📎

If you need to return specific information about your assets on a job, you can now use the API query engine on the opportunity item assets endpoint.

As countries across the world are in lockdown, many events are being put off until more certain times. Use our new Mark as postponed option against quotations and orders to tell the system that an opportunity should be taking place in future.

When you reinstate an opportunity, we’ll now ask you for a new start date. We’ll automatically shift the scheduler and any service booking dates forward for you, so you can pick back up where you left off ⏭

Drop-down lists for your test tasks

Now you can choose a list of values as a test task type, meaning you can pick from a list when recording an inspection.

Have inspections that are very similar? Easily clone an inspection in System Setup > Inspections.

When exporting inspection results, we now show the date in your timezone rather than UTC.

We’ve added a container column to the main Testing & Inspection screen, so you can see if an asset is a container or component.

We also added a search button in the container column, which you can click to see inspections due for that container and its components.

We now hide the “Test” button on the main Testing & Inspections screen for users who can’t create inspection results.

We were including written off assets in the list of upcoming inspections. We fixed that.

We added inspections to the product import and export, so you may now set product inspections en masse.

If you weren’t an admin user, you couldn’t get into Resources > Testing & Inspections. We fixed that now.

Testing & Inspection beta 🛠️

Today we released Testing & Inspection, which lets you record test results for your assets. It’s designed for inspections like PAT, Test & Tag, and LOLER or other rigging inspections.



It’s in beta right now, which means that we want your feedback. The core functionality is here to stay, so any inspection results that you create now will remain when it graduates from beta.

We made some minor updates to our Hungarian translation.

Lots of folks are reducing their user count at the moment due to COVID-19. We recommend you make users inactive rather than delete them, so we added a confirmation when you try to delete a user to let you know this.

We don’t want to see you go… but if you do have to close your account, we added some text to let you know that we’ll hang on to your data for six months.

Create contacts from emails ✉️

Your customers might sometimes CC other folks into discussion messages that you’ve sent. If the email address of a discussion reply doesn’t match a contact or organization in Current, we create them as a contact for you.

Rather this didn’t happen? We heard you. Set the new “Create contacts from emails” toggle to NO and we won’t add unknown emails as contacts.

The maximum number of contacts we’ll automatically create for unrecognized email addresses is 50. If there’s more than this, we’ll add details of the recipients to the discussion thread.

We added the serial number to the main Serialized Container screen.

When you change a product from bulk or none to serialized, we’d remember the bulk or non-stock level location in the database. In some rare cases, you might see this on documents when working with group bookings. We’ve banished those old locations, never to be seen again.

Calculate using combined tax rates 🧮

When it comes to taxes, every penny counts. If you apply multiple tax rates, you might have sometimes noticed that your taxes were a cent out.

We added a new toggle to System Preferences called “Calculate Using Combined Tax Rates.” When set to YES, Current will add tax rates together in order to calculate the tax total. Otherwise, it will calculate each tax rate separately and then add them together.

Upload xlsm files as attachments. 📎

Edited any of your Stock Levels recently? Head to the Action Log and you’ll find your changes in the list.

Editing the Stock Level will also trigger a webhook - good news if you’re using the API!

When allocating resources to a job, you might have found that Current would throw up an error if the address was more than 200 characters. We fixed this now.

Three words that strike fear into the heart of any developer: Daylight. Savings. Time. We pushed an update to prevent an error when creating a service booking that finishes March 29th 02:00. This is the start of DST in some regions.

We’ve made Current even more speedy! 🏁 🏎️

We’ve improved the ‘book out’ and ‘finalize check-in’ stages in the detail view to make them work even quicker!

Check the Action Log and you’ll notice a change here, too. We now create a separate “finalized” action each time you finalize on the opportunity.

Here at Current HQ, we’re always looking for ways we can optimize system performance. Today, we made a couple of under-the-hood tweaks to keep Current shiny and running smoothly. ✨

If you use Xero - take a look at this one! 👀 We found that voiding an invoice with a negative line item was throwing up error messages in Current. We’ve fixed this now.

When creating discussions and comments via the API, you can now use the created_by field to send them from a chosen user account.

Choose whether to post zero value lines to Xero or QBO

If you work with lots of packages and kits, you might find that your invoices in Xero or QBO have a lot of zero value lines when posted. Set our new “Post zero value items?” toggle to NO on the integrations page to tell Current RMS not to post them.

Ever wanted to know the serial number of a container component when you’re looking at the serialized container screen? Behold, a new column just for you ✨

You may now set a vehicle as external -- handy if you regularly use third-party vehicles and want to see them in the Resource Planner 🚚

When you hover over the date at the bottom of a discussion comment, we now show you the full date and time.

We added a new Liquid filter, bool_to_word. Use this to convert true and false into “Yes” and “No” in your local language.

We now return the work email address for the resource allocated to a service when listing opportunity items.

We updated the documentation to show the correct membership type for the Vehicle object.

Orders are red 🌹
Inquiries are blue 💙
Look at this update we just released for you: ✨

If you check-in something as damaged or lost from an opportunity, you can now search the Quarantine using the subject of that job.

Where you had bulk stock on an Inventory Check, we’d simply show “Bulk Stock” in the asset number column of our new document. This wasn’t all that useful, so we added a product column to this document to make things clearer.

QuickBooks Online’s API started sending us projects as well as customers. This meant our import tool was creating QBO projects as organizations in Current.

We made some changes on our side to exclude these, for a project-free People & Organizations.

Our US customers were seeing “Serialised Rental Asset Income” in Reports, so we fixed this so it says “Serialized.”

Of course, this was not without a heated debate between our UK and US offices about which nation may have originated the language and which nation may have went to the moon first 🚀

Stock Check Item List 📄

We’ve added a new document to our Inventory Check page. To get a PDF copy of a check, you can now pull up a Stock Check Item List.

For our lovely Hungarian customers, we now use a space as the delimiter for your currency. 🇭🇺

We added “Monza-Brianza” as an option in the region dropdown for Italian addresses. 🇮🇹

And finally, for our customers in Mexico, we renamed “Distrito Federal” to “Ciudad de México.”

We’ve updated our code so that we can easily add or change country and state names in the system. Contact us if you’ve noticed something that needs updating! 👀

Serialized rental asset income report

We added a new report that shows you revenue for your serialized rental assets. The report includes the total revenue, average revenue, and quantity on invoices and credits.

Restrict who can submit an inventory check 🙅‍

We’ve added Inventory Check privileges to the Role and Role Membership options in Current. This means that you’ll be able to decide who’s able to perform checks as well as submit and revert them.

Add these restrictions to roles you’ve already set up or create new ones specifically for the Inventory Check module.

Control how your temporary container components are allocated 📦

Some folks love the way we allocate temporary container components on an opportunity, but other folks aren’t so keen.

To cover both camps, we added a new option in System Preferences called “Temporary Container Allocation Strategy.” Choose pessimistic if you’d like Current to stop allocation when it finds the best match of items, or optimistic if you’d like to continue allocation until as many components are allocated as possible.

Not sure if you’re a container glass half empty or half full kind of person? Check out our guide to figure out which allocation strategy is best for you.

We now empty temporary containers on book out, instead of check-in, so you can start building your temporary containers sooner.

If you re-pack your containers straight after they’ve come back, you might have found yourself waiting for returned assets to become available. Now, Current will let you add serialized assets to temporary containers even if they’re allocated in future, so you can start building straight away. You’ll still get a warning to let you know.

Message received, loud and clear? 📪

Current will always let you know when a discussion email couldn’t be delivered. When this happens, we add the email address to the suppressions list to prevent your messages being mistaken for spam.

We’ve now made it possible for you to check and remove email addresses from the suppressions list. Use the “Check email suppression” link under Actions for pages in People & Organizations.

Revert an inventory check ↩️

We’re all really excited about our new feature, Inventory Check. If you’ve been too eager and submitted a check in error, we’ve now added a button in the actions section to ‘Revert changes’ -- phew! 😅

We added the primary address to the webhook payload for a member.

Items booked out on open-ended opportunities were automatically returned when inventory checks were submitted. We’ve fixed this now.

When adding kit to the quarantine, Current will now stop you from adding an asset if there’s already a quarantine with overlapping dates. 📆

When downloading the assets used on a specific opportunity, the file now includes the stock level ID. Head to the detail view to try it out!

Now you can choose “Merged” as a type in your Actions Log to see all of the times where people merged organizations.

Upload scn files as attachments. 📎

Cast your mind back to when you only had one opportunity… Current would show “1 opportunities” on the Opportunities main page. Now you’ll see that we’ve corrected our use of pluralization in each of our main screens.

If your system isn’t in English, we’ve got you covered. We’ve made sure that pluralizations are correct for you too!

We added group_description to the opportunity item asset object, so you can pull an opportunity group description through to documents layouts.

Temporary container allocation just got smarter

Based on your feedback, we made some changes to the way that temporary containers and their components are allocated.

Check out the details on our guide: Work with temporary or permanent serialized containers on an opportunity

When allocating temporary containers, the container can now be allocated to an existing opportunity item. This includes accessory items -- perfect if you add the container to your order prior to allocation to calculate overall weight and replacement charge.

Inventory Check/Stock Check 📋

Just in time for the New Year! Use Inventory Check/Stock Check to count stock across some or all of your lines.



Head to Resources > Inventory Check to get counting!

You may now update invoice custom field data using the API.

We added created_at and updated_at to the JSON data returned when querying Purchase Orders via the API.

Automatic asset numbering 🔢

Creating serialized stock levels has never been so fast! Now you can set up your Current RMS system so that it automatically assigns asset numbers for you. Get started: Set up automatic asset numbering

When creating a discussion for a document, we used to include a timestamp at the end of the PDF file name. Now we don’t, so your PDF file names in discussions look the same as if downloaded.

Reactivate expired trials

Some love for our trial users today. If your trial expires, instead of having to contact our Customer Success team, now you’ll see a message with a handy button that lets you get back into your account. 💝

QuickBooks Online are making some changes to the way that their API works, so we updated our integration in readiness.

Upload .rcfgx files as attachments. 📎

We made some tweaks to our Czech translation.

After yesterday’s update, some of the times were shown in the 24-hour clock when using Current in English (US). We fixed that now so that times are shown in their full 12-hour glory again 🇺🇸

Merge organizations 🔗

As you grow, you might find duplicate organizations creeping into your People & Organizations. Use our new Merge Organization feature to merge duplicate records.

Using the standard scheduler? We now show the full format date and time for opportunities on the details pane of an opportunity page.

In some cases, a sale asset with a container attribute set might not have an appropriate cost attached to it. We fixed this.

Use Current RMS in Czech 🇨🇿

Ahoj! One of our Czech customers has kindly provided us with a full Czech translation. Head to your user profile if you’d like to check(!) it out.

In some of the screens where we group by date, sometimes we’d include rows in the wrong group. We fixed that.

After months of work and even more months of testing, today we performed a mammoth upgrade to our web application framework.

Day to day, you shouldn’t notice anything different, but it means that we’re ready for the future and you can continue to depend on us as your reliable, secure rental management platform 💪

Is it me you’re looking for? 🔍

We made search fields across the system more consistent, so searches should behave similarly on all of our screens.

When creating a quarantine, we used to default to the current store. Now, you can choose the store yourself.

As a result of the above, the “Add to quarantine” action for bulk stock levels is now set to the stock level’s store.

Viewing a quarantine and want to quickly review the linked asset’s history? Before, that was a case of heading back to Resources > Products and hunting down that stock level. Now, it’s just a simple click on the asset number at the top-left! ✨

We never used to let you change the stock method for products that were part of a temporary container. Now we do! If you’re trying to do this, make sure all allocations are complete and that the product isn’t in a container.

¿Hablas español? We made some changes to our Spanish translation to make it clearer.

You may now convert an inquiry to a draft using the API.

We added mapping_id to the member information. This contains the Xero contact or QBO customer ID for linked organizations.

We added “Description” as an available attribute for services custom views.

While we were there, we added “Delivery Address Country” as an available attribute for opportunity custom views.

Where there’s a mix of finalized and outstanding items in a temporary container, you can now move the outstanding items to a new opportunity. When you do this, we empty the container and add the components to the new opportunity as main items.

Purchasing beta available for all 💸

After some great first feedback, we’re making our purchasing beta available for all. With our purchasing module, you can create and manage purchase orders from Current RMS.

It’s in beta right now, which means that we’re actively working on new features for it. The functionality we’ve got so far is stable, so we’re releasing it so you can start using it today.

Learn more about what’s included and what’s yet to come on our guides.

Update all service dates in an opportunity group 📆

When editing an opportunity group, you may set the default dates for services in that group. The dates you set apply to new services that you create in the group.

Today we added an “Update Existing Service Items” checkbox. When you tick this, Current will copy the group default dates to any existing services in the group. Hopefully a handy timesaver when you’ve cloned an opportunity or changed scheduler dates!



As part of this, we also update rate quantities and cost rate quantities where rate types are set to day or hour. We’ll let you know when this happens with a warning.

Accessory only temporary containers

It’s now possible to allocate a temporary container when its product is set as accessory only.

New role option for Reports 🙅‍♂️

Previously, only admin users had access to Reports. We’ve added a new role option so that you can give non-admins access to Reports, too.

Stock level images 🖼️

You’ve always been able to upload a picture against products. Now you can do the same for stock levels. This is handy when a stock level is a temporary or permanent container, letting you add a picture of the container as configured.

We’ve made permanent container allocation logic consistent with temporary container logic. When allocating a permanent container with a component that’s from an inactive product, we used to ignore this. Now, if there’s a matching accessory item, the component is allocated to that item otherwise the allocation of the container is rejected.

In the Serialized Containers screen, we updated the text that you see when no containers exist.

When using the shopping cart, we add accessories to the opportunity using the ordering that you set rather than alphabetically.

Prepare and book out an entire container

You can now prepare and book out a whole container by scanning or typing the container name. This works even if you’re not using serialized containers. Provided you’ve set a container name, you can scan in the detail view to prep or book out everything in that container.

Temporary container allocation improvements

When allocating components of temporary containers, we used to match from the top of the items list down. Following your feedback, we now look for matching parent items with matching accessories then look for matching parent items without matching accessories and if there are none of either look for matching accessories.

On the opportunity items view, the price, discount and total columns are blank for items in the Spares & Containers section.

The stock level page for bulk stock levels now shows the quantity that’s been added to temporary containers in the sidebar.

We’ve added read-only support for purchase orders. Hop over to our API documentation to get started.

A new wishlist ✨

As we’ve grown, we’ve outgrown our wishlist. Today, we’ve launched our new wishlist to help us build a better Current together.

All of your old ideas have been ported over and it’s still really easy to suggest things to us. Behind the scenes, our new wishlist links to our messenger, email, and other systems so we have a complete picture of what’s important to you.

Learn more on our blog or check out our new wishlist.

When booking out an opportunity for the first time, the check-in tab appears straight away on the detail view. No need to refresh.

We tweaked the spacing of the quantity columns in the detail view to ensure equal spacing and column alignment.

The QuickBooks Online integration screen now uses typeahead fields rather than drop-down boxes when selecting products/services. This should make things a lot more manageable if you’ve got lots of products/services in QBO.

If you had a role configured so that a user couldn’t edit an activity, they weren’t able to complete activities. This didn’t make sense to you, and it didn’t make sense to us either, so we fixed that.

We remember your view options 🐘

When you choose view options on key screens in Current, we now remember those permanently. This means when you log out, the views you set will be there once you log back in. Some of the things we remember:

• Job Planner
  We save your calendar view (daily, weekly, monthly) and the opportunity states included.
• Activity calendar
  We save your calendar view (daily, weekly, monthly) and the calendar you were looking at.
• Resource Planner
  We save your view (one day, three days, week, month).
• Main pages
  On the People & Organizations, Opportunities, Products, Services, and other main pages, we save the number of records per page, list modes, and custom view selected.

When changing your password by editing your user profile, we now ask for your existing password.

We now automatically highlight the text in the Reset Item Discounts popup so you can simply type over it.

Adding a new telephone number, email address, or weblink in People & Organizations? Now we place the cursor in the field so you can start typing right away.

We added some placeholder text to the asset field on the Serialized Containers page to help folks get started.

Build_your_own_file_name.pdf ✨

When editing a document layout, use our new file name builder to choose the file name that’s used when you download document layouts to PDF. Head to System Setup > Document Layouts and edit any document to get started.

We’ve added a new column to the product export called “Bulk Quantity Store”. This should make it less likely that you accidentally change stock levels when importing exported data, which could happen if you exported data from one store and then imported while logged into another store.

When importing product data, we’ll stop you from continuing where there are transactions against a rental stock level and you try to import a “Rental Bulk Quantity.” This prevents accidental changes to the opening balance.

Keep in mind that you can’t make changes to the rental quantity that’s currently in stock using an import, but you can use a stock level import to make changes to the opening balance.

Get hooked on our webhooks documentation

Webhooks are a way of pushing data out of our API, so that it can let you know that something has changed in Current. We’ve been testing them for a little while, with great uptake from our friendly developer community. Now we’ve updated our API documentation to include information about webhooks.

Webhooks aren’t enabled on everyone’s account just yet. Want early access? Chat to us using the green help bubble 💬

Looks like you weren’t always able to scroll our What’s New popup on some mobile devices, so you couldn’t see all of our latest goodies. We fixed that now... it’s just how we scroll.

Show off your new temporary containers and their components on document layouts and discussion templates. We updated our Liquid objects guides with all of the new container objects. Plus, we’ve put together a handy PDF that explains some of the changes.

Flight cases made easy!

Pre-pack cases in the warehouse using temporary containers. Once packed, allocate all of the components inside a container to a job in one quick scan. When checking-in, everything is checked-in piece-by-piece – perfect for times where kit comes back in different cases.

Delete opportunities, invoices, and purchase orders 🗑️

To stop you from deleting important records, we previously prevented you from deleting certain types of opportunities, invoices, and purchase orders in Current RMS. We heard from our community that you’d like greater control over this, so now administrator users can delete all opportunities, invoices, and purchase orders.

There’s no undo for this, so use your new powers wisely. We present a warning box and make you confirm by typing in some text to make sure you’re absolutely certain before going ahead.

Log payments in QuickBooks Online 💰

Use our QuickBooks Online integration? Now you can use the Take Payment action against an invoice to record a payment against an invoice that’s been posted.



To get started, check out our guide: Take payments when integrated with QuickBooks Online

When creating a sub-rent opportunity item, any rental accessories were also set as sub-rented. Today we made a change so that if you set a supplier when creating, we’ll set the same supplier against the accessories too.

Wave goodbye to “Number can’t be blank”! 🙅‍♀️ If you switched from manual to automatic opportunity numbers, you might sometimes have been bothered by this message. Now when editing opportunities with no number, we show the field so you can update it.

When checking-in items to the quarantine, the “Damage description” is now the “Damage/Loss Description” and we’ll use those notes for lost quarantines, too.

We updated document approval links in discussion emails so that all email apps display a clickable link, including Outlook ✉️

To our lovely new trial signups, welcome! 👋 We’ve a new email that we send to folk who send up to say hi and introduce ourselves.

Access your attachments in documents and discussion templates using the attachments and image_attachments methods 📎



Grab our PDF introduction and an example document layout to get started.

On an organization page, we now sort opportunities by status as well as state, so you’ll see them in this order:

• Active orders
• Open orders
• Reserved quotations
• Provisional quotations
• Open quotations
• Drafts
• Inquiries

When creating an opportunity, if you provide a venue_id without a delivery address, now we create the opportunity with the delivery address set to the venue address. This is consistent with the web interface.

Set payment terms for individual organizations

Now you can set invoice payment terms per organization. Edit an organization to choose terms for them. It defaults to “use system terms,” which you can set in System Preferences.



Remember that when an organization is a cash customer, payment terms are automatically set to none and invoices are due immediately.

Set tax numbers against organizations

In some regions you have to record a tax number for your customers. Use the new “Tax Number” field against organizations to do just that.

Long account numbers? No problem! We increased the number of characters from 20 to 50 in the “Account Number” field against organizations.

Text Item Rentals report

We added a new report that shows you a list of text item rentals that have been booked out. The report includes the quantity and charge total, great for spotting trends.

Fewer page reloads

Instead of reloading the entire page when you use the prep, book out, check-in, and set container options in the Action menu, now we only reload the rows that have changed. This makes working with the detail view much quicker, especially on opportunities with lots of items.

Edit check-in details popup

When editing a check-in, we now show a pop-up rather than taking you to a new page. When you update, only the row that’s changed is updated -- no page reload required.

It’s now even easier to edit opportunity items inline. When you click into a field, we automatically highlight the text so you can simply type over it.

We made some performance improvements to allocate so that it should be speedy even when working with an opportunity item that has thousands of assets.

When retrieving products using the API, the response includes each product’s accessories and it’s now possible to optionally include the product information for each accessory.

The “Invoice Opportunity” popup now always updates to include the latest part invoice and final invoice figures when opened.

In rare circumstances, allocating assets would result in an erroneous availability warning message. We fixed this, so now the only thing that’s unavailable is this glitch!

Reset iCal feed links

Your job planner iCal feed links provide access to important opportunity information so you should keep them safe. If you’re worried that a user might have shared your iCal feed outside of your company, use the new “Reset iCal Links” option in System Setup > Users to generate a new link.

In some cases, updated telephone numbers, email addresses, and addresses weren’t showing on the main People & Organizations page. We fixed that now.

Sometimes Current didn’t like when you set a product’s purchase price to zero. That’s no longer the case.

It’s now no longer possible to write off a stock level from the quarantine with a date earlier than its effective date.

We’re excited to let you know that we’re launching a beta program that gives you the ability to create and manage purchase orders in Current.

“Beta” means that we’re actively working on new features and we’ll be enhancing it over the coming months. Rest assured – it’s been through the same rigorous testing as all of our other features, so it’s stable and ready to rely on.

When you join our beta program, you’ll have access to some key purchasing functionality ahead of general release. In exchange, we’d like to hear your thoughts on how it works and what we’re planning in future.

To join the program, chat to our team using the green help bubble.

We changed the default sorting order in Invoices & Credits from subject to document date so you see your oldest invoices first. This makes it consistent with other screens in Current.

The search box in People & Organizations now looks for ZIP Codes/postcodes.

When adding a non-stock item that only has optional accessories using the picker, we no longer show the quantity that can be made. Optional accessories don’t have a quantity set against them, so we can’t be sure how many can be made.

We made some improvements when showing approval documents to ensure that links with superfluous characters are handled correctly.

We added rate_definition_name to the opportunity item and invoice item objects.

Use the new to_words filter to output numbers to words. For example, {{ order.charge_total | to_words }}

Product and service costs can now be maintained using the API. This includes new endpoints for service resources and supplier costs, and the ability to update global and standard costs via the member, service and product endpoints.

How are you doing compared to last month? Now you can see straight from your dashboard!

To prepare for our upcoming purchasing module, we added a new “Purchase tax class” field to organization pages. It’s not used just yet, but will be used when creating purchase orders.

Contacts and venues that are external bookable resources also have this new “Purchase tax class” field.

The “tax class” field against organizations has been renamed “Sale tax class” and is used when creating opportunities, projects, and invoices.

We allow item attribute to be included when retrieving stock level records via the API.

We added description to the invoice object.

We added next_booking to the quarantine object. This returns attributes stored against the next opportunity.

We added subdomain to the company object.

We added participants to the project object.

Set the shipping address

A new toggle! Change the “Set the shipping address and date when posting invoices?” toggle to YES to tell Current RMS to populate the QBO invoice shipping address and date with Current’s invoice delivery address or venue. Learn more: Set up the QuickBooks Online integration

Use invoice locations

Take advantage of the “Track locations” functionality in QBO Plus and Advanced plans by mapping stores in Current to invoice locations in QBO. Learn more: Set up the QuickBooks Online integration

When an opportunity has chargeable days turned on, we now set sub-rent cost chargeable days using the corresponding opportunity item chargeable days.

We do this when adding new sub-rent allocations, as well as when changing the opportunity or opportunity item chargeable days. However, we’ll only change sub-rent cost chargeable days when the cost chargeable days matches the original item chargeable days.

When an opportunity has chargeable days turned off and pricing is locked, if you change the opportunity start or end dates then we won’t update the sub-rent cost chargeable days.

When an opportunity has chargeable days turned off and you’ve made changes to a sub-rent cost chargeable days, if you change the opportunity start and end date then we won’t update the sub-rent cost chargeable days.

When sub-rent cost chargeable days are changed as a result of updating an opportunity or opportunity item chargeable days, we’ll let you know with a message.

New role options for stock levels🙅‍♂️

Another day, another update. Get more granular with our new role options. We’ve split the 'Products & Services' role options into separate options, and we’ve added new options for Stock Levels. Head to System Setup > Roles to check out the changes.

Howsit! New South African Rand pricing 🇿🇦

New customers signing up from South Africa will now pay in South African Rand. If you’re an existing customer in South Africa, we’ll be in touch to offer you the chance to switch to ZAR.

For details, check out our pricing page.

We added a consolidated_items method to the project drop for documents that consolidates all items across all accessible opportunities.

When using the API to retrieve invoices, it’s now possible to request that the response includes their invoice items.

When the see other users’ scanning operations option was off on the detail view, we were still showing you other users’ scan operations. We fixed this.

After much customer demand from Qo'noS, we’re excited to announce language support for Klingon! To turn on, edit your user profile and choose the new option in the language drop-down.



On a related note, happy April 1st 😉 🖖

Performance improvements galore! Hot off the heels of last week’s performance updates, we’ve improved performance when deleting opportunities and opportunity items.

We added the description to the stock transactions report.

For our lovely German speaking customers, we made some minor changes to our translation. 🇩🇪

Xero’s new address selector uses the term “GBR” for the United Kingdom. We updated our Xero contact import tool to reflect this.

Do you often find yourself invoicing opportunities with the same name? Now we show the opportunity number next to the opportunity name in invoice sources.

Access the activities drop against quarantine and opportunity documents.

When fetching activities, discussions, opportunities, and projects using the API, we now include participant member email addresses.

You should notice that the Product Bookings screen is now significantly faster; it’s up to 10x faster in our testing! 🏃💨 Our developers made some serious performance improvements under the hood.

For serialized products with more than 100 stock levels, we now include pages on the Product Bookings screen so you can view availability for 100 at a time.

Sometimes when sorting an opportunity custom view by organization or venue, an incorrect number of opportunities were displayed. We fixed this.

When recalculating prices, accessories that were added at zero-price would be assigned the price against the accessory product. Based on community feedback, we now check to see whether the product's accessory record is zero-priced when resetting.

We made some performance improvements to the main Opportunities page.

Upload (.gll) files as attachments 📎

If you're on the annual plan and add a user mid-way through your subscription period, the invoice from us now includes the annual price for a user to make it clear how we calculated your charge.

Recalculate prices and costs 🔄

We added two new options to opportunity recalculate: reset prices and reset costs. Use these toggles to automatically get the latest prices and costs and update your opportunity items.

Restrict who’s able to recalculate prices and costs using the new 'Can recalculate prices & costs' option under Opportunity Actions when creating a role.

When an inbound discussion email contains a corrupted attachment, we’ll create a comment and let you know in the thread that the attachment couldn’t be added.

If you’ve canceled an opportunity, you can no longer mark it as invoiced.

Upload (.ds) files as attachments 📎

When you increase the quantity of an opportunity item that has a quantity sub-rented, we’ll add the new quantity as a separate allocation rather than increasing sub-rent allocations.

Emails, phones, and links are now available in the store drop.

Background jobs instigated by API requests are now run in the context of the API user.

The help link on the two factor sign-in page is now much more helpful because it now goes to the correct guide.

New options to allow overbooking of products but not assets

We’ve added new options to “Enforce stock availability” in System Preferences to allow you to overbook products, but not serialized stock levels. Your options are:

• Product and serialized stock
  You cannot add more stock than is available to an opportunity
• Serialized stock
  You can add a quantity of a product to an opportunity even if it causes a shortage, but you can’t allocate a serialized stock level if it’s unavailable.
• No
  You can overbook both products and serialized assets

Check out our guide for more: Prevent overbooking of products

We added the stock level location to the Sales Stock List report.

Clone organizations, contacts, venues, and vehicles

Look for the Clone link under Actions. When you clone a contact, bookable resource information is copied, too.

Set email addresses, phone numbers, and links against vehicles

We heard that some folk have internet-connected smart vans. Now you can store the vehicle’s contact information in Current, or even send a discussion to the van’s computer straight from your system! ✉️

Deal price totals included in opportunity custom views

Look for the “pre-deal charge total” and “pre-deal total with tax” attributes when building a custom view.

There’s a handy new “on stop” label on an opportunity when the organization is on stop.

From a quarantine page, you can now see the date of the next opportunity for the product.

In the background, we made some improvements to the way we send the daily summary emails and how document layouts are printed.

Reset user passwords 🔐

Admin users can request a password reset for user accounts in System Setup > Users.

Reset all user passwords

As well as resetting individual passwords, company owners can reset all passwords from System Setup > Users, too.

Choose the dates used in your opportunities iCal feed 📆

By default we use the start & end date of an opportunity, but now you choose which dates in the scheduler are used for your iCal feed.

Find out more on the guides: Change the scheduler dates used in your opportunities iCal feed

Downloaded reports now include the record ID

If you’re a power user, this should help with updating records using via import.

See: Amend data via export and import

In very rare cases, the date picker on an opportunity would display “NaN.” NaN need to panic -- we’ve fixed that.

We pushed an update to make sure long product names stay within the bounds of the picker.

New role options for opportunities and invoices 🙅‍♂️

Ever wanted to stop users from converting an opportunity to an order or issuing an invoice? Now you can! We added a bunch of new opportunity and invoice actions that you can restrict in System Setup > Roles.

In the activity calendar weekly view, tiles are now sorted by start date.

In the Job Planner, tiles are sorted by start date as well as state & status.

Scheduled maintenance completed

Nothing new and shiny, but we completed some important database maintenance to help lay the groundwork for exciting new features this year. Keep your eyes peeled 👀

Custom field values on an opportunity are now copied onto invoices where both have custom fields of the same name.

We made some tweaks to the German translation. Hallo Welt! 🇩🇪

We temporarily disable the asset number input and play a buzz noise if you scan while Current is handling a previous scan.

Cost groups have been added to the API. Check our API docs.

Telephone numbers on the opportunity page ☎️

Now we show the organization’s work or cell phone number underneath the organization name on opportunities, projects, and invoices & credits.

Set a delivery address or venue against an inquiry.

Search the Job Planner by opportunity number 🔍

We’ve added the quantity_held attribute to the stock level drop.

We’ve disabled browser autocomplete on organization input fields.

We squashed a pesky bug that caused errant discussion notifications in really strange circumstances.

Set actual costs for automatic costs

Automatic costs are considered provisional. When you get the invoice back from your vendor, now you can use the new Set Actual Cost option to enter the final cost.

When editing an opportunity item, you can now change the cost price for sale and internal resource allocations.

When creating an opportunity item for a sale, the screen now includes the cost group and price.

All systems are go! ✅

Not sure if it’s a problem with Current RMS or your internet connection? We launched a new status page at so you can check if we’re online. Do you use Slack? Get updates directly to your team’s workspace.

Scheduled maintenance completed

It’s not very often we take the servers offline like this, but we needed to perform significant version upgrades to our database so that we can keep building new features.

Cash customer default

Use the new “Cash Customer” toggle in System Preferences to default new organizations created to cash customers.

In a list of discussions, each discussion has a link to its related record.

Where an opportunity has been reopened, finalizing items all items will complete it.

Upload Q-SYS Designer (.qsys) and .arc files as attachments 📎

We added rental_rate_definition_name to the product drop.

Manual quarantines default to open-ended.

Where our discussion mail service provider is having trouble sending emails, we’ll automatically retry after set intervals.

We tidied up the attachments index page. This screen isn’t linked to anywhere in app, but we know some of our power users have sleuthed it! 🕵️‍♂️

Now you can change the cost group for sale and internal resource allocations.

We now use the internal cost group for service group bookings and text service non-stock booking allocations.

We use the group booking cost group for internal resource allocations.

When adding serialized sale, resource, and sub-contract allocations, we now copy group booking cost descriptions.

For resource and sub-contract allocations without a resource/supplier cost, we use the group booking cost rate type.

For allocations using the distance cost rate type, we use group booking distance cost rate quantity or opportunity item distance rate quantity.

Set activities as all day in the calendar 📆

We removed the all day section because it was misbehaving, but it’s ready for primetime again!

Costs view, service view, detail view button placement 🔀

When we launched the costs view, we put the button to the right of the detail view button. People were used to the detail view being the last green button and muscle memory is a powerful thing. Balance is restored: the costs view is now the first button in the list.

We made some background changes to the opportunity cost drop so that it plays nice with people’s Supplier Order documents.

Costs for sales items added to an opportunity are now considered actual costs.

Automatic costings

Costs have always been a great way to log any job-related expenses and get a breakdown of how much money you’re making on a job.

Today we’ve updated costs to be even smarter, so now your Current system automatically adds costs for things you can anticipate like sub-rentals, purchases, and staff & transport.



Check out: Log costs against your opportunities

New role options for the detail view

Restrict whether your users can allocate, prep, book out, check-in and more in System Setup > Roles & Role Membership.

By adding these granular options, you no longer need to give staff members full access to edit an opportunity in order to prep gear.

Sub-Rent Bookings document

Print or send a document with a list of all sub-rent bookings for a particular organization using the new Sub-Rent Booking document. Check under the Print heading on an organization page.

Contacts created for email addresses CC’d into discussions ✉️

We now always create a contact and participant when a discussion reply includes a recipient whose email address doesn’t match one in People & Organizations.

Contacts created this way have a “Created via discussion email” action so you can easily spot them.

1,00 € or €1,00? Current can handle both! Set whether you’d like the currency symbol before or after the number in System Preferences.

The “all day” bar in the activities calendar isn’t behaving. It’s not an easy fix, so we’ve removed it for the moment. We’ll bring it back when it’s repaired.

Check to see if an opportunity is open ended using the open_ended_rental object in the opportunity drop.

Users with read only access to discussions weren’t able to read discussions. This didn’t make much sense to us, so we’ve fixed that.

See the trimmed discussion email

We now include a little toggle so you can see the full email thread for a discussion message in Current RMS.

We added the stock method to the Never Rented or Sold report.

When you click “Allocate Resources” in the opportunity services view, if you don’t have any resources to allocate then we’ll tell you that 💁

The Job Planner struggled to show the opportunity schedule when a time period spanned a change in daylight savings time. Now it handles it, no sweat 😅

When importing data, the module type is blank by default. No more accidentally uploading contacts!

For our friends in Morocco, we added “MAD” as an option for the symbol for the Moroccan Dirham.

We added Central African Franc to the currency list, with an option for XAF.

Previously, we stopped you from entering an effective date earlier than 2000. Turns out some folk have some very old stock, so we now let you set the date much earlier than this.

Some of you are lucky enough to use Current RMS at multiple companies, so now we show the company name in the daily summary email to make it clearer which company’s daily summary you’re reading.

Upload Ease files (.ec3) as attachments. 📎

Clone products and opportunities using our API.

Set accessory mode for manual accessories

When adding a manual accessory opportunity item, you can now set the accessory mode as accessory, safety item, or component. This means it’s really easy to hide manual accessories on your documents -- just set them as components.

See: Work with accessories

When adding an accessory to a product in Resources > Products, we give the product field focus so you can start typing the name straight away.

When updating a record in People & Organizations, if you change linked contacts or organizations we’ll now update the record’s “Updated at” date.

Add PDFs to document layouts

Add PDF attachments to document layouts in System Setup so that they’re automatically merged when you download a document to PDF -- perfect for terms and conditions or examples of previous work.



Learn more: Add terms and conditions to documents

We added a Polish language option 🇵🇱. This isn’t a full translation, but means that customers in Poland can use a comma as a decimal separator for currency values.

Sound schemes 🔊

Bing, pop, snap! Select a sound scheme for scans made by your account using the menu on the detail view.



If there’s lots of you prepping jobs in a busy warehouse, this should make it clearer whose scans were accepted or rejected.

The totals table in the standard project quotation now matches the opportunity quotation.

If we’re having trouble talking to Xero or QuickBooks Online because of problems on their side, we’ll display a message when displaying or posting invoices to let you know.

You used to be able to allocate assets that had been written off. This didn’t make sense to some of you and we agree, so we’ve stopped letting you do that.

Lots of minor changes.

OAuth2 authentication 🔐

OAuth2 is a more secure authentication method than API keys and is our recommended authentication method. Our API docs have been updated with lots more information.

The Quarantine main page now includes the product’s asset number, making it much easier to find a specific asset in the list.

Auto Return Serialized Rental Stock

When you allocate an asset to an opportunity, Current can check to see if the asset is booked out or checked-in on previous jobs. If it is, Current can check it in and finalize for you.

Sound good? Turn this on in System Preferences.

See: Automatically check-in assets on prior opportunities

The Quarantine main page now includes the product’s asset number, making it much easier to find a specific asset in the list.

Find by asset is already pretty handy for quickly bringing up an asset page. Now you can search by serial number or non/bulk stock barcode number here too!

Restrict who can set a deal price 🙅‍♂️

A new role option has been added so you can determine which users are allowed to set deal prices.

Search all types of participant

We had a lot of feedback from customers about adding participants. A lot of the time folk would start typing the name of a contact, realize that the type was set to user, swap type, and then have to start typing again. That’s a bit of a headache, so we added a new “All” type for participants that’s selected by default.

We show a participant’s email address when you select it on a discussion so that you can be sure which address is being used.

We’ve added new methods for Deal Pricing to the opportunity drop.

• original_rental_charge_total
• original_sale_charge_total
• original_service_charge_total
• original_sucharge_total

Convert to sub-rent without specifying a supplier

Previously you had to enter a supplier to set items to sub-rent in bulk using the Convert to sub-rent option on the detail view. Now, leave the supplier box blank to convert items to sub-rent without choosing a supplier.

We added the Reference column to the Payment Transactions report.

New barcode filter

Use the code128 filter to create a barcode number. It mixes code 128 A, B, and C to get the shortest possible encoding. It might be useful if you’re struggling to scan 128B.

Upload (.ai) files as attachments. 📎

In some rare cases, resources would take up too much space on the Resource Planner. Now they don’t!

New barcode filters

No cosmetic changes, but under the hood we’ve completely optimized the way that barcodes are generated. Rather than using an image URL, we create barcodes with a Liquid filter.

Internet Explorer 11 users might have noticed problems dragging and dropping opportunity items. We pushed a fix specifically for IE11.

We recommend using a browser with better support for modern web standards such as Chrome or Firefox.

Looks like the original_discount_total wasn’t always working, so we fixed that.

Set a deal price for opportunities or for groups

Easily set a deal price for an entire opportunity or particular groups using new deal pricing options -- great if you need to round an opportunity up or down to the nearest figure.



Learn more: Set a deal price on an opportunity or group

Permanently delete records in People & Organizations 🗑️

Previously we stopped you from deleting organizations linked to opportunities or other records, instead letting you make them inactive. This essentially archives the organization, so it’s still there for your reference if you’re looking through past opportunities or other records.

The forthcoming GDPR legislation means that you might need to permanently delete your customer’s information, so we now added the option to permanently delete records that might have been linked to other records in Current.

We don’t delete associated records, instead we completely anonymize the record so you’ll see something like “Deleted Organization #239” against past opportunities etc.

To delete, you’ll be required to explicitly confirm by typing “DELETE CONFIRM”. There is no undo!

Action Log

Who did what? The Action Log is your central screen for getting an overview of all actions on your system. Use the search fields to filter and even download actions for further analysis.

Check out: See all actions across the system using the Action Log

Recent active sessions

From System Setup > Users or a user account page in People & Organizations, see where an account has been logged in recently and the last action on a particular session.

See: Secure your Current RMS system

When creating actions, we now record the user’s session ID, IP address, and browser. The session ID is unique to each sign in, so you’ll see different session IDs for the same user when people are sharing accounts or using different devices to access your system.

Export actions to see this level of detail.

Legal basis for processing data

Document the lawful basis for processing personal data on your customers, vendors, staff, or contacts for GDPR compliance using the new drop-down option against records in People & Organizations.

Learn more on our guides: Legal basis for processing People & Organizations

GDPR information page

It’s not the most exciting of updates, but there’s now a page containing details of our GDPR compliance along with a list of data sub-processors. If you’d like to request a Data Processing Agreement (DPA) with us, this is the page to go to as well! Use the “GDPR” link in your footer to have a read.

Tax rates can now contain four decimal places.

See recent actions for a contact or organization

It works just like recent actions on an opportunity! Click the link under actions on an organization or contact page to see changes.

Export discussions

You can now export discussions from System Setup > Export Data.

Search projects, opportunities, and invoices using the customer reference.

We added a type column to the Payment Transactions report and changed the way credits and refunds are displayed.

Create and maintain invoices using our API.

Add another layer of security to your account with 2FA

Prove it’s really you logging in by providing an additional code generated by the Authy app. Get started by editing your user profile.

Learn more: Set up two factor authentication

Upload Vectorworks files (.vwx) as attachments. 📎

Scheduled maintenance complete

Nothing new to play with, but we updated our database servers in preparation for GDPR and some new updates coming soon. Keep a look out for GDPR goodies coming soon 👀

How many can be made?

We’ve added a small purple label to the picker and add opportunity item screen to let you know how many complete kits or packages can be made based on the availability of accessory products.

Use the QR code for scanning

Now you can scan the QR code on our default labels to allocate, prep, book out, check-in on the detail view, as well as anywhere else you can scan a barcode.

Prevent users from seeing everyone’s opportunities 🙅‍♂️

There’s a new option when creating or editing roles to only allow access to opportunities where a user is an owner or participant. This impacts all places you can see opportunities, including Projects and Global Check-in.

The “Mine” filter for projects and opportunities now returns records where you’re a participant or owner. Before it returned just those where you were a participant.

We’d made this change to the “Mine” filter in Activities too, but we reverted the change because of community feedback.

Full German translation

We’re excited to say that we’ve added a full German translation to Current RMS for all of our lovely German-speaking customers.

Salut! ¡Hola! Remember that Current is available in French and Spanish too.

Download items or assets to CSV

Use the small download icon on the order view or detail view to download opportunity items or assets to CSV file -- perfect for Carnets that must be in a spreadsheet format.

New invoice term types

Some new options for your invoice due dates in System Preferences, including “days from start date” which sets the due date using the start date of the source opportunity.

It’s easy to clone products from the main screen, but there wasn’t any way to clone from a product page itself. Now there is! Use the clone link under Actions.

Custom fields would sometimes go missing on custom quarantine document layouts. They couldn’t hide from our dev team, who have pushed an update so that they show on documents as expected.

We sorted a minor display issue with the Resource Planner when you filtered by lots of opportunities.

Sometimes using an ampersand (&) in the subject of a discussion template would cause a problem. Not any more!

Sometimes rates created with the Daily Multiplier and Factor Rate Engine didn’t like being deleted. We fixed this.

Set a supplier reference when creating or editing opportunity costs.

We added first and last day cut-off times to the Daily Multiplier and Factor Rate Engine, so you can ignore the start or end date based on the cut-off times 🕓

We made some serious tweaks to the performance of our Xero integration so that we make significantly fewer calls to Xero’s API.

Upload (.wmf) files as attachments. 📎

Use the Croatian Kuna? Now HRK is a currency symbol for you.

Looks like the project Revenue & Costs summary was hidden from all-non admin users, even those with full access. We’ve sorted this out.

In very rare circumstances, the due date wouldn’t be set correctly on an invoice when changing the document date. This is fix is due right on time!

iOS Mail didn’t play nicely with the Daily Summary Email. Now it does.

The Daily Summary email now shows a single column layout on phones and smaller screens, but two columns on larger devices ✉️

Click the asset number column in the detail view to sort by stock type: serialized, bulk, non-stock etc.

We added predicted profit as an attribute to opportunity and project custom views 💰

Hitting ↵ enter on the discussion page now no longer sends a discussion, you’ll need to click Create Discussion. Hopefully this means no more sending messages before you’ve finishe--

We made some changes to mark records as updated when changing their associated records. For example, an activity is marked as updated when you change its participants.

We added the owner attribute to the opportunity, invoice, and project drops.

A pesky “Image Link Url No handler found for…” error would sometimes stop people from importing product images. We’ve tracked down the problem, so now you can import product images as normal! 🖼️

See invoices on an organization page

An organization page is a complete picture of a company across your Current RMS system, and now it’s even more complete because you can see invoices for an organization there too.

Tax rates for UAE

We’ll automatically create tax classes, rates, and rules for new customers from the UAE for VAT.

There’s a handy new “cash customer” label on an opportunity when the organization is a cash customer.

Asset number lookup is no longer case-sensitive, so scanning 'ABC123' is the same as scanning 'abc123'.

We added stock level type as an attribute for quarantine custom views.

We added a revenue group column to the rental, sale, and service income reports.

We added an Italian language option 🇮🇹. This isn’t a full translation, but means that customers in Italy can use a comma as a decimal separator for currency values.

Use document_name to print a document’s name on a document layout.

Use tax_class_name on an invoice item.

Show and hide accessories when adding products

Use the new “show accessories” link in the picker to see optional, default, and mandatory accessories when adding products. You’ll also see a list of accessories when using the add new item screen.

Now you can set the number of rental days per week as 6 when creating rental rate definitions.

ZIP code lookup for QuickBooks Online import

In Current RMS, US addresses must have a state. However, this isn’t a requirement in QuickBooks Online. We’ve enhanced the way that we import states:

• If there’s no state set and the customer has a ZIP code, we’ll look that up and work out the state based on it.
• If there’s no ZIP code or we can’t determine the state using it, you can set a default state during the import and we’ll use that.

We added a stock transaction report that shows all stock transactions for a given date range.

Safari on iOS has a known bug with barcode input that affects Current RMS as well as any web app that accepts barcode input. Our clever developers have found a workaround for Apple’s bug. Scan away!

iOS Mail didn’t play nicely with the Daily Summary Email. Now it does.