Plan smarter and trade faster with this release — featuring the new Budget tab for clear visibility on revenue, costs, and margins. Alongside, we’ve enhanced Purchase & Sales, improved loading and delivery tracking, boosted performance, and fixed key issues to keep your operations running seamlessly.

Introducing Budget

• Added a Budget tab in Purchase and Sales view pages.

• View revenue, cost, and margin directly.

• Add costs or update allocations to see how they impact margins for better visibility.

Contact your Jules manager for a demo and custom budget templates.

I can create a Budget sheet

Improvements

Purchase and Sales

• Record Purchase Finance details including financier, interest rate, credit tenure, and principal amount.

I can record Financier details in Purchase

• View and edit Terms to be published on contracts, invoices, and payables.

I can view and edit doc terms

• The Terms field has been moved from the edit section to the creation forms.

• Default admin selection in Purchase and Sales forms is now also supported in the mobile app.

• Index name now pre-fills based on the selected formula.

• Fields in Purchase and Sales creation forms can now be renamed. Contact your Jules manager or email [email protected] for setup.
  
  

Loadings and Deliveries

• Added a warning for any mismatch in gross, tare, and net weights to avoid errors.

• Record and track daily loaded and offloaded quantities for bulk vessels, which sum up to the total loaded and offloaded quantity.

I can record daily loaded and offloaded quantities

• Materials can now be added or removed from a load.

I can add, edit  and remove material from a load

Performance

• Improved Shipments page performance. Creating default views is recommended for even faster loading times.

• Improved Invoice and Payables performance, especially for loads with multiple items.
  

Others

• Added Financier as a new type of provider.

I can add a Financier

• Task lists can now be customized. Contact your Jules manager or email [email protected] with the required list.

• Other costs added or updated are now properly reflected in Vendor Payables generation.

• You can now create a new Material Group and Family in the material creation form.

• A Shipment Tracking record is now auto-created when a new booking is added.

Bugs

• Fixed bug blocking auto-closing of orders/contracts.

• Fixed a mismatch in volume display where quantity was in tons and price volume in lbs.

• Fixed bug blocking saving of index values in the order creation form.

• Fixed issue with splitting and creating new shipments for loads in an existing shipment.