CRMb: CRM & Project Scheduler

REPORTS, THE WHOLE SET - Ten new reports: deposit detail, bank reconciliation, budget vs. actuals, P&L by job, P&L against the prior period, balance sheet as of any day, sales tax liability, open invoices with days late, sales by customer or item, and cash flow by account. Tiers 2 and 3 are officially unlocked. - Every report takes the same date control: Week, Month, Quarter, Year, or a custom range, with an as of date on the aging reports and the balance sheet. - Tap a figure and land where it lives: a customer, an invoice, a job, or a job site. Every report exports to a spreadsheet and fits the iPhone without scrolling sideways. - A Books check card at the top of Accounting counts what needs filing, matching, or confirming, and each tile opens that list. GUIDES ON EVERY DEVICE - A Resources tab on iPhone and iPad lists a step by step guide for each part of CRMb, searchable by name. Guides open inside the app. A MENU BAR ON THE MAC - CRMb on the Mac has a full File, Edit, View, Window, and Help menu bar. Command N makes a new item, Command F finds, Command R refreshes, Shift Command E exports, and Command P prints. Go to jumps between sections, and Help opens the guide for the section you are in. ALSO IN THIS RELEASE - Switching companies lands on the right Dashboard every time, even while the last one is still loading, and never shows one company's numbers under another's name. - On Sales by customer or item, a line that names a catalog item counts under that item. - A negative figure on a compact report row keeps its minus sign next to its digits. - A task attachment is added to the task only after its file finishes uploading, with a spinner while it uploads and a clear error if it fails. - Download Pipeline attachments directly without having to open them first