Release Notes - 05/06/2026

Improved invoice header automation invoice <> backup linking rules by also including substring matching for backup file invoice numbers
New columns have been added to the Settlement Report. Existing column ordering has shifted to account for the new columns.
1. Promo Hierarchical Customer Group
2. Promo Hierarchical Product Group
3. Promo Hierarchical Line ID
4. Assigned User
5. Promo Name
6. Promo Month
7. Promo Year
8. Invoice Date
9. Invoice Line Date

- You'll now see a warning if you try to create a customer or product group with the same name as an existing node in your hierarchy

Fixed an issue where some files wouldn’t automatically link to transactions even if they shared the same customer and check #

Fixed issue where global lift prediction model could not be used in auto-update lift prediction cronjob

Forecast No Longer Shows 0% Lift When No POS Data Is Available
- When a promotion was marked complete, but POS data hadn't come in yet, the forecast was incorrectly showing 0% actual lift instead of using expected lift, causing forecasted sales to appear understated
- The forecast now correctly holds on to expected lift until real POS data is available
[Hotfixed on 5/01] Forecast Generation and Version Deletion
- Fixed an issue where forecast generation was silently failing for some users
- Fixed a related issue where deleting a forecast version appeared to succeed but didn't actually remove it
- Already shipped to production via hotfix on May 1st; included here for completeness

500 Error for Some API Tokens
- Fixed an issue where certain API tokens were returning errors on valid requests