# April 2025 Release Notes

Written by Emily Burrows  
May 5, 2025

Every month we publish a new edition of release notes to introduce Finaloop's newest features and product updates. Here are this month's updates:

1. [SKU Analysis Dashboard](https://help.finaloop.com/en/articles/11196956-april-2025-release-notes#h_dc5579c2b2)
2. [Major Upgrade to Orders Management](https://help.finaloop.com/en/articles/11196956-april-2025-release-notes#h_396b72e34b)
3. [Better Visibility Into Transaction Categories](https://help.finaloop.com/en/articles/11196956-april-2025-release-notes#h_b94c5fdcbd)
4. [P&L Structure Update](https://help.finaloop.com/en/articles/11196956-april-2025-release-notes#h_ff18756b46)
5. [Set It and Forget It: Smarter Inventory Expense Rules](https://help.finaloop.com/en/articles/11196956-april-2025-release-notes#h_508a8d7a85)

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# 📈 SKU Analysis Dashboard

This is a game-changer for product and tariff planning! Dig deep into SKU-level performance:

- **Detailed Metrics**: Track sales, discounts, COGS, margins, and units sold/refunded.
- **Time-Based Insights**: Compare SKU performance across time periods.
- **Product-level Profitability**: Get clear visibility into your margins and profitability for every SKU.

Currently available for Shopify and Finaloop invoice SKUs (Amazon & TikTok coming soon!).

**🚀Coming soon:** Get insights into your top-performing SKUs.

Now available to a group of Beta testers and will be available for all of our customers in the next few weeks!

Check out this video to see how it works.

[Protect your margins with the new SKU Analysis Dashboard](https://www.youtube.com/watch?v=k7wQYdCo-ao)

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# 🛒 Major Upgrade to Orders Management

Shopify sellers: We've rolled out powerful new features in your [Branded store orders page](https://home.finaloop.com/branded-store-orders) to give you more control and flexibility over how Shopify orders are handled in your books:

- **COGS Only**: Record COGS without sales for $0 net-value orders like replacements and warranty fulfillments. **See [how it works](https://finaloop.navattic.com/p0a0kzx) ›**.
- **Product Giveaways**: Records product costs as marketing expenses for influencer collaborations, giveaways, product samples, and promotional orders. **See [how it works](https://finaloop.navattic.com/a13t05op) ›.**
- **Export Unpaid Orders:** Easily download your **AR Aging report** for Shopify orders as of any historical date.

**🚀Coming soon**: Void specific items in an order, Mark an order as fulfilled, and more!

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# 🔍 Better Visibility Into Transaction Categories

We've made significant updates to transaction categorization, making it more accurate and user-friendly:

- **Category Mapping Preview:** See how each category shows up in your P&L or Balance Sheet before you apply it, giving you clear visibility.
- **Side-by-Side Comparison:** Easily compare current vs. proposed categorizations.
- **Smarter Organization:** We’ve cleaned up category sorting and tags, making it easier to find what you need—no more digging through duplicates or unused options.
- **Enhanced Split Rules:** Now supports recurring splits by percentage with automation rules.

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# 📊 P&L Structure Update

You asked, we delivered.

To better align with ecommerce best practices, we’ve restructured how some expenses appear on your P&L:

- **Advertising & Marketing** is now **Sales & Marketing**.
- This new category includes all accounts previously under **Advertising & Marketing** (fixed and variable), plus:
  - Business Development
  - Sales Commissions
  - Sales Contractors

These were previously under General & Administrative.

**Note:** This is a _reporting structure_ change only—no impact to your Gross Profit, Operating Expenses, or Net Income.

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# 📦 Set It and Forget It: Smarter Inventory Expense Rules

Introducing **Default Purchase Type Rules**:

- **Auto-Categorization**: Set rules for whether inventory purchases are treated as inventory (default) or incidentals.
- **Save Time**: Great for recurring expenses like packaging or prep center fees.

**What are incidentals?**  
They’re inventory-related expenses (bills and payments) that go directly to your Product COGS on your P&L, rather than increasing your inventory balance (for sales-based customers) or reducing vendor rolling PO balance (InventoryIQ customers). **[Learn more](https://finaloop.navattic.com/purchasetype) ›**

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# 💬 Share Your Feedback

We're always working to make Finaloop more intuitive and powerful for your business. Have suggestions or feedback? Let us know—we’d love to hear from you!