Release Notes - 06/10/2026
New Features / Improvements
Promotions
- Pricing Warnings for Product Hierarchy Planning
- When planning at a product hierarchy level on a fund type that uses the pricing field, users now see warnings explaining how pricing applies (or does not apply) at the hierarchy level
- Changed the maximum spend rate in promotion optimization to $10, and the maximum duration of a promotion in promotion optimization to 6 months
Bug Fixes
Deductions Reconciliation
- Auto Categorize Fund Types Not Suggesting on Bulk Edit (Clear Exact / Write Off)
- Fixed an issue where Auto Categorize Fund Type rules were not surfacing suggested fund types when bulk editing invoices for Clear Exact or Write Off actions