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Release Notes - 04/29/2026

New Features / Improvements

Deductions Reconciliation

  • Added a delete option for the Month/Year field in the manual promo line search modal

Promotions

  • New Planning UI
    • Improved fund type loading times within the promo planning screens
  • Improved performance of Promotion Upload for New Promotions
  • Changed the appearance of the forecast versions/promotions chips in the scenario planning table, and added a selected/hovered state to the scenario planning child subtables

API Integrations

  • The integration triggers page is now live. Talk to your account manager to set this page up

Bug Fixes

Cash Application

  • Fixed an issue where linking a second account from an already linked bank would display an error

Deductions Reconciliation

  • Fixed the color of the “Download Sample File” button when uploading invoice lines

Promotions

  • Hierarchical Planning - Resolved an issue with customer assignments & promotion viewing/creation