Release Notes

What's New

Approval Workflow

• Several people can cover one vacation approver. A vacation replacement can now be a group instead of a single person. Any one of them can approve, and the first to vote clears the approval for everyone else.
• Split a vacation rule by location. You can now give each stand-in a subset of the departing approver's locations, so one vacation rule can send some locations to one person and the rest to another. Anything you leave uncovered stays with the original approver.
• Redesigned Temporary Workflow page. Vacation rules now show a status at a glance (Active, Scheduled, Ends today, Ends tomorrow), list the locations each stand-in covers, and include an "Add Vacation Rule" button. Invoice Inbox rules also now show their correct type instead of being labeled "Payment."
• Paste a list of dimensions into a rule. Approval rule conditions on a dimension now accept a pasted list of codes separated by commas, semicolons, spaces, or line breaks, the same shortcut already available for locations. You get a summary of how many were added and how many weren't recognized.

Bug Fixes

• Invoices linked to a purchase order showed a permission error. Users with invoice view access but without Send PO permission were sent to a "not authorized" page when opening any invoice tied to a purchase order. These invoices now open normally, and editing PO matches still requires the Send PO permission.
• Credits removed from unrelated invoices. Certain payment status changes (a rejection, cancellation, or void) could back a credit memo or return off an invoice that had nothing to do with that payment, leaving the invoice balance wrong. Fixed across every affected path.
• Emailed invoices could silently fail to arrive. On accounts using the free plan, an emailed invoice attachment could fail to process and never appear, with no notification. These now process correctly, and a genuine failure produces a reply instead of disappearing.
• Vendor statement setting cleared by unrelated updates. A vendor's statement setting could be reset if the vendor was updated through invoice import, vendor file import, or an integration. It now stays as configured.
• "Add Rule" error on the Workflow page. Clicking Add Rule on the admin Workflow page could show an "Unspecified Error" with an empty role list on accounts using user-level workflow rules. The dialog now only offers stages it can actually configure.
• Reassign Approvals opened empty. Reaching the Reassign Approvals (Vacation Tools) dialog from the Workflow page opened it before the user list had loaded, leaving the approver dropdowns blank and the form unusable.
• Vacation date ranges blocked incorrectly. An existing vacation rule later in the year could block you from creating an unrelated earlier one. Overlap is now checked correctly.
• Locations with commas split in two. A location name containing a comma, such as "Detroit, MI," was displayed as two separate locations on vacation rules.

Behind the Scenes

• Payment funding resilience. Merchant funding now retries automatically and resumes quickly when the database is temporarily slow, instead of pausing for a full cycle. Payments that would previously have been delayed overnight now complete on schedule.
• Improved system monitoring. Consolidated monitoring across all background services so slowdowns and failures are detected faster.
• More reliable automated testing. Resolved several long-standing intermittent test failures, improving confidence in each release.