# October 16, 2026 ## Inbox ### Filters and Mark as Read in the inbox Filter the inbox, or tick rows and select Mark as Read to mark many orders and tasks as read at once. - Filters include Unread, Status, Due Date, Assignee and Team. ### Assignee and an All view on order and task lists Choose All in the view list on Quotes, Sales Orders, Purchase Orders and Tasks to list every record, including closed and completed ones. - Assignee names the person an order or task is assigned to, in columns, filters, Edit Fields and the order history. - In Edit Fields, Assignee takes a team, then a person from that team. ### Lists open where you left them Come back to a list by its breadcrumb or the sidebar and it shows your last search, filters, sort and columns straight away. An empty view says so by name, as in "No sales orders in Open." ### Saved views Save a list's filters, search, sort and columns as your own view, or share it with your organisation. - Once the list changes, the view list ends with Update View, Save As New View and Reset. - A team leader or above can share views. You can keep up to 50 saved views of your own on each list. ## Orders ### Bulk actions on orders Tick quotes, sales orders or purchase orders in their lists, then choose an action from the bar. - Send Quote, Send Invoice and Send Purchase Order email each ticked order's document with one shared message. - Record Full Payment records what each ticked sales order still owes. ### Exporting orders Select Actions, then Export, on the Quotes, Sales Orders or Purchase Orders list to download the orders as a CSV file. Under Shape, choose Orders for one row per order or Order Lines for one row per line. ### Search, filters, columns and sort Search and filter any list from one search box, and set its sort and columns from Columns and Sort. - Each filter chip reads as a sentence, such as Status is Open. Clear All Filters removes them and your search. - Most tick-box filters offer Is and Is Not. Tags offer Any Of, All Of and None Of. ### A daily limit on customer emails You can send up to 50 customer emails a day on the free plan, and up to 1,000 on Early Access. The allowance refills evenly over 24 hours, and an email counts once for each address it goes to. - You must verify your email address before Lucrii sends customer emails for you. ### Bulk actions with Hermes Ask Hermes for a bulk action such as "record full payment on every unpaid invoice", then approve its preview. A card under Hermes' reply shows how many records will change. Select its confirm button or reply yes to run it. - Ask Hermes to export records to a CSV file, or how a job went. - Ask Hermes to import items, contacts, locations, boards or tasks, and it opens where that import starts. ### Quests for bulk actions Start Record payments on several orders, Tag several contacts at once or Change prices on several items from your Quest Chart. ### Export file names and sort order Export from any list, and the file name says which list it came from, as in sales_orders_selected_2026-10-01.csv. Selected and Everything export in the list's sort. All Matching exports in the list's default order. ### Exports that import back Export Items or Contacts, then import the file back onto the records it came from. A file may leave out any column except the ones its import needs, and Choose Columns keeps those ticked. #### Fixes - An Items export did not always import back unchanged. - Excel shows accented names in an Items export as you typed them. ### Line totals in whole cents Read any order, document, export or Xero invoice to see line totals, tax and order totals in whole cents that add up. The smallest unit of the order's currency counts as a cent. - Changing a tax's Percentage applies to order lines that choose the tax afterwards. ### Notes, payments and fulfilments in exports Export the notes on orders, contacts, items, locations and tasks from each list's Export window. Sales orders and purchase orders also export their payments and fulfilments. Lucrii doesn't import these files. ### Field lengths and tag limits Type up to each field's limit in a form, and see a count under a note or a message as it nears its limit. - A note can be up to 50,000 characters, a message up to 5,000 and a tag up to 100. - A record can have up to 250 tags. Tasks and orders take up to 250 watchers, and an order up to 1,000 line items. ### Order totals in your currency Read an order priced in another currency to see its total in your organisation's currency, at the order's exchange rate. The list's Total filter reads the same figure. #### Fixes - An order's total in your currency did not match what a payment of the full amount records. ### Confirming a delete Delete a contact, item, order, task, tax, unit, team or location, from its page or a list, and Lucrii asks you to confirm. Deleting over 25 records asks you to type the count. ### Bulk Activity for one record Open the changes that included a record from its page, under More Actions > View Bulk Activity. The Bulk Activity search box also finds a change by a record it included, such as #SO1008 or 1008. ## Inventory ### Bulk actions on items Tick items on the Items list, or every item your search and filters match, then choose an action from the bar. - Edit Fields sets the category, vendor, tax, unit of measure, status, item settings or shipping details. Tags adds, removes or replaces tags. - Adjust Stock, under More Actions, adds or takes away stock at one location for up to 100 items. ### Exporting items Select Actions beside Create Item, then Export, to choose Records, Shape and Columns for the file. - Under Shape, Items gives one row per item or variant. Stock by Location gives a row for each item or variant at each location where it has a stock figure. - Team leaders, administrators and owners can export items. An export has no row limit. ### Importing opening stock Use the stock columns of the item import to bring in the stock you hold at each location. - A stock cell above zero is opening stock where the item or variant has no stock history at that location. Lucrii values it at the row's cost price. - Any other stock cell sets the stock at that location to its figure. ### Tags, option names and team names Keep `|` out of tags, option names and option values, since an export separates values with it. - Lucrii refuses one as you add it, as in "A tag can't contain |." - A team's name can't match another team's name, even where only the capitals differ. ### Bulk actions on locations Tick rows on the Locations list in Inventory, then choose Archive, Restore or Delete from the bar. Lucrii skips a location that holds stock when you archive or delete. ### Weight units and Title Case labels Choose g, kg, lb or oz for Shipping Weight Unit in bulk Edit Fields on the Items list. Labels in imports, bulk actions and the audit page read in Title Case, as the screen does. ### Changing prices on many items Tick items on the Items list and select Change Price to set, raise or lower their sell, compare-at or cost price together. The window lists each item's old and new price before you confirm. - Apply to Variants moves each variant's price by the same rule. ### Importing and exporting locations Select Actions beside Create Location to export your locations as a CSV file, or to import one that creates or updates them by name. A blank address cell empties that part of the address. ### More columns in the files an import reads Import team members, task watchers and parents, the default location and option values from the files an export writes. An import skips a row that doesn't change its record, and Check File or Review says how many rows it skips. - An import reads files of up to 1,024 columns, with column names of up to 128 characters. ### One drop area for import files Pick the file for any import from a drop area, with Download Template under it. The drop area takes a CSV or TSV file of up to 25 MB and 50,000 rows. #### Fixes - Lucrii refuses a file with a header row and no data rows as you choose it, before any job starts. - You can reach the item import's drop area with the keyboard. ### Blank cells when importing items Import items from a file whose variant rows leave the item's cells blank, and Lucrii reads them from the item's other rows. - A cell blank on every row of the item clears that field. The review counts the values the file will clear before you start. - A blank Status or on-or-off setting leaves it as it is. ## Contacts ### Bulk actions on contacts Tick rows on the Contacts list, or every contact a filter matches, then choose Edit Fields, Tags or Delete from the bar. - Edit Fields sets or clears the Company or the Default Currency. - Tags adds, removes or replaces tags. ### Importing and exporting contacts Select Actions, then Import, on the Contacts list to bring people, organisations and their locations in from a spreadsheet. - Import Contacts takes a Contacts file or a Contact Locations file. A contact row matches by its ID, else its email. - Export writes Contacts or Contact Locations in the columns their import reads. ### Bulk actions on contact locations and linked contacts Tick rows in an organisation contact's Locations card to delete several locations, or in a location's Linked Contacts card to unlink several people. ## Boards ### Bulk actions on tasks and boards Tick tasks on the Tasks list, or select cards on a board, and choose Edit Fields, Move or Delete from the bar. - Edit Fields changes status, priority, Assignee, due date, tags or watchers. Due Date can shift by a number of days. - Tick boards on the Work Boards list to delete them. Their cards stay in your task list. ### Importing and exporting tasks and boards Select Actions on the Tasks or Work Boards list to export a CSV file, or to import one that creates or updates tasks and boards. Export opens on All Columns. Edit that file and import it straight back. ## Settings ### Bulk Activity Open Settings, then Bulk Activity under Organisation, to see imports, exports and changes to many records, with what happened to each record. - An export's file is in Bulk Activity when it is ready, and an email links to it. - A bulk action covers up to 50,000 records. Bulk Activity keeps a finished job for 30 days. ### Why a job stopped, in Bulk Activity Open a failed job in Bulk Activity, or one Lucrii cancelled because nobody confirmed it, to read why it stopped. Hermes' card for the job gives the same reason. - Rows a stopped import did not reach read Not Reached in the bar and in What Changed. ### An organisation's currency follows its country Pick a country in the setup wizard, and the organisation's currency follows it until you pick a currency yourself. Creating a child organisation works the same way. You can't save Default Currency blank in organisation settings. ### Pages with achievements off Switch Achievements off in Settings, under General, to take levels, achievements and the leaderboard off My Progress for everyone. Only an administrator or owner can change it. #### Fixes - With Achievements off, every page in the organisation stopped responding. ### Bulk actions on settings lists Tick rows on the Taxes, Units or Teams lists in Settings, then choose Delete from the bar. - On Members, choose Reassign Role or Remove. On Invitations, choose Resend Invite or Remove. - A team's Members card offers Remove from Team. ### Importing and exporting taxes, units and teams Select Actions on the Taxes, Units or Teams list in Settings to export it as a CSV file, or to import one. Import creates or updates records by name. A tax file marks your default tax in its `default` column, and a team file names each manager by their email. #### Fixes - A second tax or unit could take a name that differed from another only in capitals. Lucrii refuses it. ### Opening a team saved without its manager Select Open Team to go straight to a team Create Team saved without its manager, then select Add Members there to add the manager. ## Hermes AI ### Opening a record or a link from Hermes Ask Hermes to open a job, an order, a contact, an item or a task, and it opens that page. A link in Hermes' reply to a page of Lucrii opens in the same tab. A link to another site opens in a new tab. ### Bulk actions over MCP Use a connected MCP client to preview and run bulk actions, start exports and read jobs, within the permissions you approved for it. - It runs a change once you approve its preview. - In Bulk Activity, its jobs show via MCP under Started By.