When you update a job product's pricing, rates, or distributions, TRACT automatically refreshes the transactions on that product's "open" tickets. Previously this could also sweep up older tickets that were never fully closed out — silently changing amounts, or adding newly created distributions to tickets from months ago.

Now, open tickets with a posted date more than a month old are frozen: product and rate changes no longer update them automatically. This protects your historical financials from unintended changes.

What still updates automatically:

• Tickets that haven't been posted yet, regardless of age
• Tickets posted within the last month
• Any ticket you edit directly — opening and saving a specific ticket always recalculates it

The Harvest Report can now be sent on a schedule. Save it as a Custom Report, then set up a schedule to have it emailed or messaged to you automatically — daily, weekly, or whenever you choose.

Each send reflects your data at that moment, so harvested and standing totals are always current — a simple way to keep a pulse on your remaining volume without running the report by hand.

Estimate your harvest by higher-level categories instead of product-by-product, mill-by-mill. TRACT now groups your products into harvest categories automatically (by tree type and product category), and your existing estimates move over for you — so entering and adjusting cruise estimates is far simpler, and your Cut Out Score and Harvest Report roll up cleanly by category.

What's new:

• Harvest Categories tab (under My Products): your products are auto-grouped into categories like Hardwood Sawtimber or Pine Chip n Saw. Create your own categories and assign products to them at any time — a product lives in just one category, and the assign list only shows products that aren't already categorized.
• Estimate once, per category: no more entering the same estimate across every product-and-mill combination. The job Products page has a new Category view (toggle between List and Category) where you enter and adjust one estimate per category. Your existing per-product estimates are summed and migrated for you automatically.
• The old per-product tonnage field is now read-only — we still show it for reference, with a note that it's been superseded by harvest categories.
• Cleaner Cut Out Score: the score now compares estimated vs. actual by category, with new unit and profit totals.
• Streamlined Cut Out Report: estimates were removed from this page — it now focuses on load counts, units, $/ton, and profit, like the mobile app.

Updated Harvest Report:

• Now shown by default, with a new Adjusted Estimated Units figure — if you harvest more than you estimated, we bump the estimate up to the actual at the category level, so your remaining ("standing") volume is always zero or positive rather than going negative.
• Group and filter by harvest category, job, or forester, and add fields like job status, acreage, and county. This lets you see how much wood you've bought across your whole system — by category, forester, or county — to spot gaps and manage quotas.

AI statement scanning now handles much larger statements — hundreds of loads across many pages — without dropping rows. And while a scan runs, you'll see live progress instead of just a spinner.

• Long multi-page statements are read in sections, so every load is captured even on big documents
• The scanning indicator now shows which section it's on, how many loads it has found so far, and elapsed time
• Works automatically — nothing changes about how you scan

Foresters can now check in at a job site from the mobile app to create a lasting record of the visit. Each check-in captures who visited, when, and their GPS location — building an accountability trail of forester presence at your jobs.

Key features:

• Records date, time, GPS location, and optional notes, and automatically saves the last load ticket on the job at the time of the visit.
• Flags visits recorded away from the job — either more than a mile from the site or outside the job's mapped boundary — so out-of-place check-ins stand out.
• Optional on-device signature is captured with the visit and shown on the visit's detail page.
• View and filter visits by forester, job, or date range, and see the 5 most recent visits right on each job page.
• Field visits appear alongside load tickets in the Load Book PDF, highlighted in green.

Company admins and foresters can view field visits, and foresters create them from the mobile app. This feature must be enabled for your company by an administrator.

If you use AI Ticket Scan, you no longer have to remember to switch it on for every job. With this option enabled, the Use AI to process uploaded scale tickets setting is automatically checked on each new job you create.

• You can still uncheck it on any individual job before saving — the default just saves you the extra step.
• Existing jobs are unchanged.

Want this turned on for your company? Reach out to our support team and we'll enable it for you.

Set the day your settlement week ends so the This Week and Last Week date ranges match how you actually run your business. If you settle on Fridays, "This Week" now runs Saturday through Friday instead of the default Monday through Sunday.

• To set it, click your company name in the menu to open the Profile page, click Edit Profile, and choose your Week Ending Day (defaults to Sunday).
• Applies to every This Week / Last Week selector across TRACT.
• Other ranges (This Month, This Quarter, etc.) are unaffected.

When a mill sends statements as PDFs or scanned images, TRACT can now read them with AI — pulling out ticket numbers, dates, weights, and amounts, then matching them against your tickets automatically. No more typing line items by hand to reconcile a PDF statement.

• Attach one or more mill statement PDFs to a reconciliation and click Scan with AI
• Results run through the same matching pipeline as CSV auto-reconcile — full matches, partial matches, and no-matches for you to review and confirm
• Attach several statements to one reconciliation (e.g., two half-month statements for a monthly close); each extraction adds to the results without wiping the others

AI extraction requires the OCR addon — contact TRACT support to enable it for your company.

Jobs can now enforce more than one security tag range at a time. If you're working with several active tag books on the same job, add each range and tickets will be accepted as long as the tag falls within any one of them.

• Click + Add Range on the job form to configure additional ranges
• Adding a range is always allowed; removing one is blocked if existing tickets still fall inside it
• Existing single-range jobs continue to work unchanged

A new Ticket Entry role is now available for company users. It gives team members access to enter and manage load tickets without exposing rates, payments, settlements, or other financial data.

What this role can do:

• Enter, edit, and view loads and tickets on assigned jobs
• Access digital ticket entry
• View jobs and products (without pricing)

What this role cannot do:

• See or change rates, pay, settlements, reconciliations, or invoices
• Manage users, vendors, customers, or company settings

Set the role from the user's profile under Users.

Payment Holds are now available to every company — no accounting integration required — and the Settlement Statements list makes hold status easier to spot at a glance.

Key Improvements:

• A small Hold until / Hold expired / Hold released label now appears next to the vendor name on the Settlement Statements list, so you can tell hold state without scanning a separate column
• A yellow banner highlights any statements whose hold has expired but is still on hold, with a one-click link to review them
• New Payment Status and Held Until filters help you find held statements quickly
• A HOLD watermark is now stamped on PDFs of held statements
• An ⓘ help icon on the Edit Payment Hold page summarizes what deleting a hold does before you confirm

You can now mark a ticket as Voided instead of deleting it. The ticket number stays visible on reports and landowner settlements (at $0), so nothing looks "missing" — but no payments are generated and the ticket no longer counts toward load or volume totals.

Key points:

• Only company admins can void or restore tickets.
• A ticket can be voided when it's in Entered or Delivered status and has no transactions on a vendor statement or reconciliation yet.
• Voided tickets are frozen — they can't be edited, credited, or included in bulk edits until restored.
• A new Voided tab appears in the loads sub-menu for quick access.
• Voiding can be undone by clicking Restore Load on the voided ticket.

We've given the Receivables section a major refresh — a cleaner interface, an improved invoicing flow and more information reported regarding auto-reconciliations (from CSV or Excel files).

What's new:

• Write-offs — Balance a reconciliation when the mill's numbers don't quite match yours. Add a write-off transaction directly from the reconciliation to close out the difference.
• Cleaner page with many items moved into the header
• Progress bars show reconciliation completion at a glance
• Improved invoicing flow (finalize, then reconcile)
• Detail section for auto-reconciliations available through a modal

You can now filter the Unreconciled Transactions page by date range, making it easy to focus on a specific period when reconciling. Set a start date, end date, or both — TRACT uses each load's posted date (falling back to delivery date) and carries the filter through to the loads list when you click View Loads.

Stay connected with your team using Comms Center — a built-in messaging system available on both web and mobile. Send direct messages, create group channels, share files, and get push notifications so nothing falls through the cracks.

We've updated our date selectors throughout the application to provide a consistent, flexible way to filter by date ranges. Whether you're viewing loads, running reports, or checking receivables, you'll now see the same powerful date selector everywhere.

Key Features:

• All Time: Default option that ignores date filters and returns all records
• Preset Ranges: Quick access to This Week, Last Month, This Year, and more—all dynamic and auto-updating
• Custom Date Range: Enter specific start and end dates with an improved collapsible interface
• Last N Days: New flexible option—enter any number of days (7, 14, 30, 60, etc.) for rolling date ranges

Save any date range option to your custom reports. Dynamic ranges like "This Week" or "Last 30 Days" automatically update each time you run the report.

We've unified Invoices and Reconciliations into a single Receivables system, streamlining how you manage all your receivables in one place. The main menu now features Receivables (formerly "Reconciliation") which includes both Invoice and Reconciliation types.

Key Updates:

• Unified Menu: All receivables are now accessed through the Receivables menu item
• Clearer Terminology: Updated language throughout - "Receivables" for the unified system, with specific types (Invoice/Reconciliation) shown when relevant
• Improved Navigation: Menu items renamed for clarity - "Settlements" (formerly "Settlement Statements") and "Receivables" (formerly "Reconciliation")
• Better Organization: Change Log moved to main menu under Closing Periods for easier access

When creating receivables, you'll see the specific type displayed (Invoice or Reconciliation) so you always know what you're working with. The system intelligently shows the appropriate type based on whether you're creating a customer receivable (Invoice) or mill receivable (Reconciliation).

Track user activity and changes across your entire system with the new Audit Log feature. Company admins now have complete visibility into who changed what and when—from job updates and rate changes to ticket modifications and user sign-ins.

Access audit logs from any user's profile to see their complete activity history, including:

• User Activity: Sign-in history, location tracking, and last activity dates
• Job Changes: Contract types, notes, and field modifications
• Rate & Product Updates: Landowner rates, distributions, and product changes
• Ticket Modifications: Driver changes, volume updates, and weight recalculations

Use powerful filters to narrow down by user, resource type (Jobs, Tickets, Rates, etc.), and date range. Each entry shows exactly what changed, the before/after values, and direct links to the modified resource.

Important: Audit logs are only visible to company admins and started tracking on November 5th, 2025.

This release introduces powerful data import tools, enhanced AI scanning capabilities, and significant performance improvements across the platform.

Key Features:

• Customer Import: Bulk import customers from spreadsheets to quickly set up your customer database
• Vendor Import: Bulk import vendors from spreadsheets, streamlining vendor onboarding
• QuickBooks Status Filter: Filter reconciliations by QuickBooks sync status on the index view
• 2-Step Invoice/Reconciliation Creation: Streamlined workflow for creating invoices and reconciliations

Improvements:

• Faster Bulk Updates: Significantly improved performance when bulk updating transactions
• Better Reconciliation UX: Preserve scroll position when switching tabs, improved pagination, and smoother workflow
• Driver Report Performance: Faster loading times for driver reports
• Production Report: Added more "Date For" options for flexible reporting
• Ticket Overview Report: Added forester filter for more targeted reporting
• Vendor/Customer Lists: New hotwire-powered pagination with sorting and searching
• Unreconciled Transactions: Now sorted by job + ticket number for easier review

Bug Fixes:

• Fixed reconciling tickets with transactions on multiple reconciliations
• Fixed cull payment option on distributions
• Fixed permission issues on job product edit page
• Fixed integration mapping scope issues
• Various NetSuite integration stability improvements

This release brings powerful new reporting capabilities, comprehensive history tracking for global rates, and important security enhancements to keep your data safe.

Key Features:

• Global Rate History: Track all changes to global rates with full audit trail showing who changed what and when
• QuickBooks Online Enhancements:
  • Sync events now created when sending reconciliations/statements to QB Online
  • TRACT's own invoices now automatically sent to QuickBooks Online
  • Mark statements/reconciliations as manually sent to external integrations
• Production Report Filters: Added customer and FMU filters for more targeted reporting
• Production Report UI: Fields now grouped by category for better organization and usability
• Test Email for Scheduled Reports: Send test emails before scheduling to verify report output
• Reconciliation Filtering: Filter reconciliations by receiver type on the index view
• Print Mill Reconciliations: New ability to print mill reconciliations directly
• Gate Pass Documentation: Comprehensive documentation added for Gate Pass feature

Improvements:

• Quick Entry Modal: Improved UI for better user experience
  • Quick Entry now prevents tons/pounds normalization when UOM is not TN
• Security Enhancements:
  • Configured rack-attack to prevent malicious attempts
  • Increased password length requirements
  • Password validation errors now display correctly for vendor and customer users
• Load Book Format: Major updates to load book format
• User Roles: Updated user roles policy for better permission management
• Customer Permissions: Enhanced customer user permissions

Bug Fixes:

• Fixed distribution form percentage split setting bug
• Fixed edge case in bid-to-job conversion process
• Fixed file input display when multiple templates match a mill
• Fixed edge cases in transaction reconciliations
• Better handling of race conditions during ticket creation
• Added email format validation on job invitations
• Fixed 404 error when refreshing after validation error

You can now see who changed what and when on the Job Products page.

The new History section tracks updates to mileage, rates, vendors, mills, distributions, and even global rates — including before/after values and the user who made the change. Click any entry to highlight the affected product for quick troubleshooting.

We've continued improving existing features with important updates and bug fixes.

Key Improvements:

• Overweight Fines: Add net tons calculation method for more options
• Reconciliation System: Improved manual and automatic reconciliation with better edge case handling
• Job Sharing Job Products: Added ability to create new job products even when previously mapped
• Job Invitations: Enhanced validation and user experience improvements
• Gate Pass: Added comprehensive documentation & Android Support

New Features:

• Vendor User Pay Rules UI: New interface for managing vendor payment rules
• Vendor Users Bulk Create: Streamline adding multiple vendor users at once
• Scheduled Rate Reports: Ability to schedule and automate rate report generation

Bug Fixes & Performance:

• Fixed 404 errors when refreshing after validation errors
• Better handling of race conditions during ticket creation
• Improved email validation for job invitations
• Fixed edge cases in transaction reconciliations
• Enhanced permissions and policy enforcement

TRACT has long tracked changes (history) on Tickets. We're now extending this capability to other records in the system, starting with jobs and products. Next, we plan to extend this to Job Product Distributions (the rates for each product).

• Job History
• Job Product History
• Coming soon - Distribution/Rate history

We've added the ability to set up automatic calculation of overweight fines assessed by the mill. These fines are calculated for each ticket, and you have the option to pass the fine on to your producer (logger/trucker).

Misc Updates and Fixes

• Add Job & Stand Acreage, Loader, and Driver to Production Report
• Add date options (posted & delivery) for creating statements
• Show Contract Type on P/L by Job
• Add inventory balance on site details page
• Target Trucking/Logging pay on Vendor User Report
• Production Report - Excel output has better data (such as Contract/Harvest Type labels)
• Validate Stumpage doesn't exceed 100% for a product

There is a new date field on tickets called posted date. This date will be used as a week ending date or financial period date to represent when the ticket should be financially "posted" to your system.

You can now schedule custom reports to be automatically emailed on a daily, weekly, or monthly basis in TRACT. This makes it easy to keep key stakeholders up to date without having to manually run the same reports over and over again.

Performance bonds have been redesigned from simple data points on jobs to full financial transactions, integrating seamlessly with the existing transaction system. This enhancement enables performance bonds to appear on statements, be included in comprehensive reporting, and provide better tracking capabilities for jobs and vendors. The new implementation treats performance bonds as balance transactions, allowing for the same robust financial management workflows used throughout the system.

Features

• Scheduled reports
• Date range select on vendor user report
• Add Certifications to Jobs Report
• Messages Updates
• Add Other Income Acct Category
• Add Sales Account Names to Production Report
• Add consulting vendor and consultant fields to production report
• Netsuite Integration
• Add auto reconciliation feature to customer reconciliations
• Add confidential to statements
• Add Invoices Functionality to Reconciliations

Bug Fixes

• Give more time to query that refreshes settlement dates
• Add missing lodash import
• Validate amount for date-range global rates
• Don't get error notifications for 504 errors from openweather API
• Fix: handle non select elements for report filters
• Fix table rows causing JS datatable errors
• Bug: Ensure auto adjust honors dates
• Fix layout issue on vendor statement edit page
• Fix: ensure mill dropdown always shows mills when adding custom trans
• Bug: Percent Split with Multiple Vendors
• Fix rec difference calculation
• Bug fixes: customer users form
• Fix bug with loaded_at in drivers report
• Fix: manually assign customers on recs in controller actions
• Fix file extension issue

Features

• Distributions can be tied to multiple vendors
• Emailing Large Statements Via Link
• Add Forester filter to Statements
• Add Posted Date to Job Tickets
• Digital Entry Updates - Add Destination
• Add Harvested and Standing Tons to Jobs Report
• Upgrade Frontend to BS5 - Step 1
• Ticket image uploads changes
• Forester KPI Report - Custom Weeks
• Add Enter Loads and View Photos permissions to customer users
• Implement new options on Job - Harvest Type
• Add Percent Split to Manage Distributions > Edit
• Job Sharing: support for mapping stands
• Add Service Type and update Inventory Balance
• Support of Cost of Inventory
• Quickly Add Stands to A Job
• Forester can assign all roles to a vendor user

Bug Fixes

• Fixed various issues with job sharing, distributions, and Google Maps integration
• Improved BS5 compatibility and print styles
• Fixed email event tracking and validation issues

Features

• Custom Driver Pay Module
• Add FMUs
• Job Completed Date on Reports
• Allow customers onto reconciliations (data model only)
• Messaging
• Driver Report: Add summary, custom reports, sorting

Bug Fixes

• When withholding funds due against a cash advance, calculate all amounts
• Fixes: trucker order and copying newly created distributions
• Fix Excel export for reconciliations
• Fix: display link to mill website correctly
• Prevent js errors when google isn't loaded
• Fix: consistent use of dates on KPI report

This release includes new features, maintenance updates, and bug fixes. A major highlight is the new Stands feature for Jobs and enhanced Rates reporting capabilities. We've also made significant improvements to driver management, with new features for both web and mobile app users.

Features

• Add Stands to Jobs - 2 Videos!
• Rates report
• Add Ability for App User to Create Drivers
• Show email activity/events on Invoices/Vendor statements
• Add Job Status filter for Profit/Loss
• Create Drivers From Mobile App
• Add Security Tag Namespace
• Add Sent/UnSent to Statement Filters (Requires Quickbooks)
• Add option on 1099 Report to include cash advances (given and withheld)
• Completed On field on Jobs
• Forester Sales Assignments
• Add A Way to Quickly Find Missing Scale Ticket Images By Statement

Bug Fixes

• Fixed issues with RooXls support for older Excel files
• Fixed Bid products, Payment Hold, and State/County select issues
• Fixed customer creation when sending invoices to QuickBooks Online
• Fixed date parsing and email event sorting issues

These are the changes from the last 2 months.

Features

• Add Geofences to Separate Key in API
• Update Geofence Legend and Parcel Colors on Maps
• Add State/County Selector
• Allow Forester to See All Company Jobs on a Map
• Display Custom Information on Hover over Charts
• Add Loaded At as option for Date For on Vendor User Report
• Add Vendor Name and Select Filter to Vendor User Report
• Add Request a Mill Form
• Add ability to export job geofence kml
• New UI when creating products
• Add Zones Feature - A way to group mills and jobs
• Add Bids Feature & Updates

Bug Fixes

• Fix bug on memberships for mobile app
• Fix: targets now show more accurate values (by day). Also fixed csv export
• Fix: vendor distributions should not be filtered based on expense type only
• Fix: generate and use token for product summary generation
• Fix: TicketSync when no prev audit user
• Fix #org and #org_name on distributions
• Fix Jobs/Bids new button