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Release Notes - 03/25/2026

New Features / Improvements

Cash Application

  • Remits uploaded to DRM will now also appear in Cash Application

Deductions Reconciliation

  • Remits uploaded to Cash Application will now also appear in DRM
  • Auto-categorize Deductions
    • Fund types for UNFI invoices are recommended when using the bulk clear/bulk write-off options in the invoice lines table
  • Creating invoices with a check remit will now automatically remove the auto-generated invoice for transactions brought in through integrations

APIs

  • New Budget API is ready! You can pull both exports for Budget and Forecast from the same endpoint. If interested - contact our integrations team. Retrieve a list of export jobs with optional filtering. Use the export_type parameter to filter by export type. Supports filtering by job status, creation date range, year used for the export, and other export type specific filters.

Bug Fixes

Cash Application

  • Fixed an issue where remits that couldn’t be successfully scanned could not be attached to a payment