We’re excited to announce Recycly 2025.14 - This release introduces major improvements to document templates (with more coming soon), collections & drop-offs workflows, asset processing, customer portal behaviour, QuickBooks integration, and more.

Document Templates & Reporting

• Users can now set and modify the display order of reports for each system area (Inbound Orders, Purchase Orders, Sales Orders) via a new menu option under Documents / Templates > Config.
• New merge fields dropdown shows the model name to help users quickly locate available fields.
• Ability to filter merge fields to just the current System Area (e.g. Inbound Orders or Sales Orders), making it far easier to browse the most commonly used fields.
• • Note: One of our future releases soon, will include a "Commonly Used Fields" area to make it easier to choose the most common fields from any related System Area when creating or amending your Document Templates.
• Added a new Website setting: Customer Portal – Document Templates, allowing selection of which templates customers can print for Quotes, Orders and Invoices.
• Improved Word template handling so empty (“nullable”) fields appear blank instead of showing zero.
• Added improved logging and increased timeouts for DOCX → PDF conversions to improve reliability.

Quotations, Sales Orders & Inbound Orders

• Renamed “Customer PO Ref” to “Customer’s PO Ref.” for clarity.
• Added a new optional “Customer’s SO Ref.” field, configurable via system settings.
• Services are now automatically copied from Sales Orders to Inbound Orders created from them.
• Added support for ad-hoc Collection/Site addresses on Quotes and Sales Orders, and made Site Contact optional.
• Added a new “Create Inbound Order & Collection” action, enabling users to confirm quantities and generate both in a single step.
• The new combined creation action now automatically creates an Inbound Order in the Operations stage and redirects users to the newly created Collection.
• Inbound Orders now correctly duplicate expected items and packages when duplicated.
• The “Create Collection / Drop-off” button is now hidden on Quotes once an Inbound Order has been created.
• Users can now enable a system setting allowing inbound quotations to be created without requiring an Inbound Order.
• Account Manager on new Inbound Orders now automatically copies from the Customer record when available.

Collections & Drop-offs Dashboard

• Updated wording, layout and terminology for clearer navigation and usability.
• Improved behaviour when multiple items match a search; users are still taken directly to the snapshot screen when that is their chosen action.
• Improved tooltip and positioning of re-use / recycle indicators on Item Processing Actions.
• Clarified terminology on Search Items / Lots forms.
• Improved serial number entry list appearance and corrected the placeholder guidance.
• Keyboard navigation behaviour improved so the Tab key moves correctly between fields.
• Snapshot creation from the dashboard now shows Customer, Job Number, Collection Number and Processing Status.
• Users can change the Asset Type directly from the New Snapshot screen.
• When Processing Status is changed in a snapshot, the system now automatically fills the date and user.

Asset Types, Items & Lots

• All header fields for Asset Types (i.e. Is an Inbound Asset Type, May hold sensitive data, Is a Component, Enable Parts Harvesting / Demanufacture, Can be Sold, Can be Purchased) can now be viewed and edited inline from the main Asset Types list view.
• Added a new Sales Type option (Inbound Only, Outbound Only, Inbound & Outbound) for Asset Types, Consumables, and Services, filtering item lists depending on the document being created.
• Added the ability to change the Asset Type of existing Items or Lots while keeping stock levels correct.
• Added a Processing Completed By field to inventory items, defaulting to the user who processed the item.
• Added a Re-use / Recycle classification to Processing Action Types to improve reporting.
• Storage size is no longer required when quick-entering data storage devices.

Collections → Snapshot Enhancements

• The quick entry table for snapshot creation is now available system-wide wherever snapshots are initiated.
• Improved navigation, ensuring pressing Enter in text areas does not trigger unintended actions.
• Better accuracy when using the Tab key to move between fields.

Customer Portal

• Added a new configuration section in Website Settings allowing administrators to choose which document templates are used when customers print Quotes, Orders, or Invoices.
• Fixed an issue where there was a different Quote template on the portal to the one that gets generated internally (and typically gets emailed to customers).

Reporting & API

• Added a new reporting field stock_actuals_waste_summary_by_usage grouping waste by EWC code and usage type (Re-use vs Recycle).
• Expected Item Summary is now available via API.

Activities View

• Activities View is now enabled across all relevant parts of Recycly for improved task tracking and follow-up.

Collections & Contacts Improvements

• Collections & Drop-offs Kanban stages now display in the correct order.
• Tags are no longer hidden on contacts that are Invoice, Delivery, Other or Private addresses.
• Address book imports now correctly update the company type to “Site.”

QuickBooks Integration

• QuickBooks connection and synchronisation is now fully supported.
• Credit Notes and Invoice Payment Sync now work correctly.
• Users are notified when QuickBooks requires enabling Custom Transaction Numbers.
• The “Include Customer Name in Invoice Address” label has been clarified.
• The default “Run Automatic Sync As” user is now the user who sets up the connection.
• QuickBooks Setup Assistant now includes all required guidance and links to the updated knowledge base.
• Categories from QuickBooks Products & Services are no longer synchronised to prevent issues when creating invoices.
• Added safeguards preventing multiple accounting integrations from being active at the same time.

The above changes are now available for all customers to use (you might just need to refresh your browser).

If you have any queries do not hesitate to contact us, or simply click here to arrange a comprehensive demonstration.

- The Recycly Dev Team