The latest D-Tools Cloud release delivers 57 improvements, from deposit handling and delivery-based invoicing to QuickBooks and Xero exports and more consistent scheduling.
RENO, Nevada – November 12, 2026 - D-Tools, the Integration Business Platform for the technology integration industry, today announced D-Tools Cloud Release #104. The release delivers 57 improvements, led by optional revenue recognition that holds customer deposits as a liability until work is delivered, then releases them into revenue, so integrators can see what they have actually earned versus what they have only collected across their open projects.
“Most integrators collect a deposit before the first device is installed, and that money isn’t revenue until the work is delivered,” said G Paul Hess, CEO of D-Tools. “Release #104 builds revenue recognition into project billing. As equipment and labor are delivered, D-Tools Cloud shows what’s been earned, what’s still deferred and which projects are over or underbilled across the whole business, so owners and their accountants can see earned and deferred revenue project by project.”
Hold Deposits Until the Work Is Delivered
Booking a deposit as revenue at invoicing overstates income that has not been earned and distorts every reporting period that follows. For companies with an outside accountant or board, that is a compliance problem.
In D-Tools Cloud, deposits are now held as a liability until work is delivered, then released into revenue when a delivery invoice is posted. When project items reach the delivery status the company chooses, D-Tools Cloud flags them as ready to recognize, and every project shows its deferred and recognized revenue.
Requests for payment bill against the project’s payment schedule, with tax included in each requested amount, and clients pay them through D-Tools Payments as they pay invoices today. A settings page controls enablement, recognition timing and deferred revenue labels, and a new Revenue dashboard shows deferred and recognized revenue across open projects, flags jobs that are over or underbilled and turns eligible items into delivery invoices in bulk. Revenue recognition can be turned off and back on without losing invoices, history or accounting connections.
Export Recognition Entries to the Books Already in Use
Requests for payment and delivery invoices export to QuickBooks Online, QuickBooks Desktop and Xero, with deposits mapped to the liability accounts the company chooses and reusable tax mappings for Xero. For QuickBooks Online, a dedicated settings tab controls when requests for payment and delivery invoices export, with separate class and tax defaults for each invoice type. When a mapping is missing, D-Tools Cloud now shows what needs fixing.
Purchase order and invoice numbers from D-Tools Cloud can now carry into QuickBooks Online, and QuickBooks Online invoice numbers now appear in D-Tools Cloud invoice exports, so records match in both systems.
Schedule People Once, in One Place
Release #104 also makes scheduling consistent across D-Tools Cloud. Time committed against a person, such as time off or a scheduled block, is recorded once at its full length, so a half day off blocks half a day and every scheduling screen reads the same record. Task assignments now include an availability check, and administrators can record PTO and sick time on the global calendar.
Meeting invitations now go to required attendees with optional attendees copied, and include a calendar file for Outlook, Google or Apple calendars. Reschedules update the existing entry instead of adding a duplicate, and recurring meetings arrive as a single series.
Introducing Labs for Early Access to New Features
The release also introduces Labs, a new way for D-Tools Cloud customers to try features in early release, before they are widely available. Labs gives integrators a head start on new capabilities and time to fit them into their own workflows while those features are still being refined.
Administrators turn on Labs previews in Settings, for the whole company or for selected users who want to try a feature first. Most previews can be switched off at any time.
See More Changes in Release #104
There are several other notable improvements in Release #104, including budgetary and planning proposals that can be sent without an Accept and Sign option, so a client can review pricing without being able to authorize work. The release also adds client PO number capture at proposal acceptance, QR label printing to Brother thermal printers through a new desktop print agent, company signing defaults for proposals, and a default payment schedule on each account.
Availability
D-Tools Cloud Release #104 is available to D-Tools Cloud subscribers beginning Thursday, November 12, 2026.
About D-Tools
D-Tools, Inc. is the Integration Business Platform for the technology integration industry. Its award-winning System Integrator (SI) and D-Tools Cloud solutions support sales, design, project management, and service operations for thousands of companies across 90-plus countries. For more than 27 years, D-Tools has helped integrators build more efficient, more profitable businesses.
