April 17-21 Buildertrend updates

Tax tracking on U.S. Owner Invoices now available!

We’re thrilled to share that you now have a formal way to include U.S. taxes on cost items. This allows you to track taxes on revenue or expenses and have confidence in your financial records.

This release uses Buildertrend’s integration with QuickBooks Online, so you can collect the correct amount of sales tax through Owner Invoices. If you're a U.S. user that hasn’t integrated Buildertrend with an accounting software – no problem. You’ll have the option to create and save tax rates and apply them to invoices manually.

Now in Progress

We're actively developing the following initiatives:

• Applying US tax to Change Orders, Selections, Proposals and Estimates | As a follow-up to the U.S. tax functionality for Owner Invoices, we're working to add the same functionality to Change Orders, Selections, Proposals and Estimates.

• Quickly refund online payments | We're also working on speeding up your online payment refund process. This will allow you to submit homeowner refunds immediately, instead of having to wait for processing times.

Visit the roadmap cards to learn more and provide feedback

Click the links to view full summaries. We welcome feedback on each of these releases, at any stage. If you have questions about recent updates, contact our Customer Success team at 888-415-7149.

If you’d like to provide feedback please use the What do you think of this roadmap item? button inside the release card.