Flowtly update: New Resourcing Module, Metered Billing, and POS Improvements

What changed

This release introduces a brand-new resourcing management module for planning staff allocations, adds a full counters/meters system for tracking and reinvoicing consumption, and brings smarter tagging and pricing controls to invoice drafts. Point-of-sale also gets several usability fixes and a new quick-customer flow, while HR leave notifications and sales prospecting tools see targeted improvements.

New Resourcing Management Module

A new backend module lets managers plan and track staff allocations across projects, including importing schedules from spreadsheets. Access is controlled through a dedicated manager role, now also granted to administrators.

Introduced a new system for managing staff positions and project allocations.
Added the ability to import staffing timelines directly from spreadsheets.
Administrators now automatically have access to resourcing management features.

Meters and Counters for Utility Billing

A new Counters section lets teams track meter readings and reinvoice consumption costs to tenants after the fact. Import tools were improved to better match meter data and clean up duplicate or blank entries.

Added a dedicated Counters section with the ability to reinvoice metered consumption.
Added a cleanup tool to merge duplicate meters and remove blank ones without losing readings.
Improved meter data imports to match records more reliably and show unmatched entries clearly.
Fixed the counter editing screen so external reference IDs display and save correctly.

Smarter Invoice Drafts, Tagging, and Pricing

Invoice drafts now support saved tag preferences per organization, better handling of pass-through reinvoice charges, and more accurate proration of shared periodic costs. Pricing can also be set per individual asset, such as a single parking spot, without affecting the whole category.

Invoice drafts now remember your last-used tags per organization for faster invoicing.
Added support for 100% pass-through reinvoice lines that keep the original tax details intact.
Added a tag filter to the invoice creation dialog for easier cost selection.
Fixed an issue where untagged costs were incorrectly counted in tagged budget totals.
Improved proration of shared periodic costs so charges better reflect actual active days.

Point of Sale and Shop Improvements

The point-of-sale experience gained a quick way to create customers at checkout and several fixes to make till operations more reliable. The shop section is also now clearly marked with its own icon and kept out of the public interface documentation while still in development.

Added the ability to quickly create a new customer directly from the till.
Fixed the till payment screen so it correctly shows the customer attached to a sale.
Fixed a crash affecting invoice PDFs for sales made in Cameroon currency.
Added a distinct storefront icon to make the Shop/POS section easier to find in navigation.

HR Leave Notifications

Managers can now enable notifications for leave-related activity, helping HR teams stay informed in their preferred language.

Added notifications for HR managers about leave-activity updates.
Added a settings toggle to control leave-activity notifications with full translation support.

Sales and Prospecting

Sales users can now log customer interactions more easily and see key action buttons that were previously hidden, while the pipeline view got a visual cleanup.

Added the ability to log a specific type of customer touchpoint directly from the interface.
Restored previously hidden status action buttons in the prospecting workflow.
Fixed the empty pipeline view, which was displaying as an oversized card.

Why it matters

These updates help teams work faster, reduce friction in daily operations, and improve overall reliability across the platform.

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