Release Notes - 04/02/2026

Users can now directly link their bank account to import payments into Cash Application

Suggested fund types from the new auto-categorize deductions feature will now appear at the top of the auto-matcher fund type selection list
Improved the performance for the open deductions report download

Planning Views - Search Updates
- Promotions Planning views will default to the past year, current year, and next year to reduce the amount of data we are displaying to improve load times. If you prefer to see all years by default, you can remove the year filters and use "Set Default View" to override the new filtered view.
- Expanded the search bar by default to reduce clicks
Significant speed enhancements to promotion optimization
Scenario Planning’s Active, Imported, and Cancelled tabs are now displayed horizontally instead of vertically
The forecast version(s) that each scenario is present in are now shown in the scenario planning interface
The scenarios that are attached to a forecast version are also shown in the forecast versioning page
We have added a “Include Live Plan” toggle that shows the metrics of the live plan (Trade Spend, Trade Rate, Revenue) alongside and combined with those of the selected scenarios. This way, users can see the impact of the selected scenarios on the live promotion plan prior to importing them into the live plan.

Updated the Spend Timing label descriptions for the existing date sources to drive more clarity around the behavior. Updates have been made in both Budget and Promotion Analytics (Accrue by Window is only available in Promotion Analytics however).

Duration Based Planning
- An update was made to Promotion Analytics “Promotion Line Duration” view to spread actual values by the spend date
- Promotion Line Duration Spend Timing view is now available in Budget

Fixed an issue where editing backup file information would update the date metadata to upload date

The new promotion creation/editing UI is now also shown in scenario planning once the feature is turned on
Fixed error message when creating a scenario if a scenario with the same already exists