Release Notes - 05/13/2026

Relaxed Backup File Auto-Linking
- Backup files now auto-link to transactions when the check number matches, even if other fields are missing or incomplete
- More backup files will be linked automatically, reducing the need for manual intervention

The ability to create and manage “organizations” (groups of customers) is available in Manage → Customers. This sets the foundation for future work that would allow for these organizations to be export and used in other areas of the platform
Hierarchies in Planning - When a new product group or customer is added or moved to a hierarchical node that has active hierarchical promotions planned (non-cancelled or completed), we will offer the user a way to view those promotions that could be impacted and allow the user to “Add to all promotions”

Faster Promotion Uploads
- Performance improvements to the promotion upload update flow — bulk updates via promotion upload are now noticeably faster

Added missing sample file for payment uploads
Remittance Attach Error
- Fixed an issue where attaching some remittances were failing with an error

Copy to All Rows
- Fixed the "Copy All" functionality on the Customer field in the DRM invoice line table when non-contiguous rows are selected
- Fixed the "Copy All" functionality on the Product Group field in the DRM invoice line table when non-contiguous rows are selected
Prefilled Customer and Product Group in Manual Promo Search
- Fixed prefilled Customer and Product Group fields in the Promotion Lines manual search