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Winter '25 GoldFinch ERP Release Notes

Updated
Applies toRelease Notes AudienceAll users Last updatedDecember 01, 2025

Release Overview

This release introduces enhancements designed to optimize efficiency and reduce costs for B2B companies. Key highlights include Global Payments integration for lower credit card rates and the development of data compression routines to reduce storage requirements.

Installation Schedule

  • Sandbox Release: February 22, 2025 (Saturday)

  • Production Release: March 22, 2025 (Saturday)

New Features

Global Payment Integration

In addition to the existing Stripe integration, we’ve introduced a new module for Global Payment Credit Card integration. This integration is tailored for B2B transactions, offering lower transaction rates than Stripe.

👉 Contact us for more details about this feature.

Compression Routines

Warehouse Entry Compression

A mission-critical feature to compress Warehouse Entries is now available.
To ensure data integrity, please contact GoldFinch Support for assistance in running these routines.

Upcoming Compression Routines

Future releases will include compression routines for:

  • GL Entries

  • Item Ledger Entries

  • Cost Entries

  • Item Application Entries

For more information, refer to Compress Warehouse Entries

Feature Enhancements

Create ACH CSV File for Bank Integration

Generate ACH CSV files for seamless bank integration.
👉 Refer to Create ACH CSV File for details.

Reconcile Payments by Batch Amount

Easily reconcile vendor payments by batch amount.
👉 Learn more at Vendor Payment Batch

Additional Updates

Item Roll-Up Costs

Use the Roll-up Cost feature to calculate costs for single items.
👉 Refer to Roll-up Costs

Issue Refund Checks to Customers

Simplify the process of issuing refund checks.
👉 See Issuing a Refund Check to a Customer

Restore Archived Sales Orders

Recover archived sales orders as needed.
👉 More details available at Archiving and Restoring a Sales Order

Custom Settings

Enable Work Order Allocation

Allocate inventory to Work Orders to ensure availability before releasing them to the shop floor. Once allocated, the inventory cannot be assigned to other orders.

👉 Learn how to enable this feature at Work Order Allocations

Prepayment Including Tax

By default, prepayment calculations include the order and tax amounts. To calculate prepayments based on the Order Amount Including Tax (while setting the Tax Amount to zero), enable the custom setting:

  1. Navigate to Managing GoldFinch Custom Settings.

  2. Configure the following custom setting:

    • Name: PrepaymentIncludeTax

    • Value: True

Hard Close for Accounting Periods

In addition to the default "soft" close, users can now perform a hard close for accounting periods. This feature locks the period by changing its status to "Closed," preventing new GL Ledger Entries from being created.

This is a critical feature for ensuring the proper functionality of the Consolidation feature.

Article Winter-25-GoldFinch-ERP-Release-Notes  ·  Last updated December 01, 2025 · GoldFinch ERP Help Center

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