May 2026
Product release notes
Launched new billing plans workbench to manage and scale recurring charges
- Finance and A/R teams can see all recurring billing plans in one place, organized across customers and location, without checking billing schedules across individual projects.
- Teams can move directly to related projects and charges, cutting down on the navigation needed to verify contract details before activating a plan.
- Plans move into active billing only after explicit activation, giving finance a deliberate checkpoint before charges are scheduled.
Improved and expanded integrated shipping cost tracking across the platform
- Operations teams can record freight spend directly on each shipment, instead of tracking shipment costs in Hardfin cost management.
- Shipping cost appears on shipment lists, details, exports, and related order activity, connecting freight spend to the underlying shipment for finance review.
- Transportation cost analysis no longer requires combining cost and shipment data sources.
Introduced organization-level default currency settings for more streamlined invoicing
- Finance admins set the organization's default invoicing currency to better manage project and invoice defaults automatically.
- Currencies are handled intelligently across projects, billing plans, charges, and invoices to ensure consistent treatment and routine cross-currency billing workflows.
- Org defaults apply to standardized reporting and unified FX reporting (coming next month!) so billing and revenue reports are consistent without per-workflow configuration.
Enabled field-level CRM sync simpler data coordination
- When a CRM-linked record has field differences, Hardfin alerts operators right away and users can compare values side by side before deciding to pull data updates.
- Users can pull selected values into individual fields without full record replacement, preventing upstream CRM changes from automatically overwriting downstream work in Hardfin.
- Teams can dismiss discrepancies that are intentional or desired, such as logistics-only or billing-only field updates that should not go back to sales.
Other updates
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Upgraded logistics tracking to capture asset value at shipment time, giving finance and ops teams better valuation records on picklists without separate calculation.
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Launched an invoice line items report for A/R and accounting teams to review billed amounts across invoices, customers, and projects and feed revenue recognition from a single source.
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Introduced file and link support on orders, giving supply chain one place to keep quotes, labels, bills, and references alongside purchase order, fulfillment orders, and return orders.
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Expanded export and copy options across records and notes to support easier access to Hardfin data.