Release Notes - 07/29/2026

Invoice Autofill From Backup Is Now Always On and Never Overwrites Your Entries
- Invoice details are now filled in from attached backup automatically for everyone
- The company level "Fill Invoice Details from Backup" toggle, the per user "Auto fill all invoice headers" switch, and the settings dropdown on the transaction profile have all been removed as part of this.
- Autofill now only fills fields that are still empty, so anything you entered yourself is never overwritten.
Automatcher Now Works Across Full Customer and Product Hierarchies
- The Automatcher previously only matched invoice lines to promotions at the lowest customer and product levels. It now matches at any level of both the customer and product hierarchy, so invoice lines tied to mid level groups get promotion matches too.

More Fields in the Customer Export
- The customer export from Manage now includes Customer Number and address fields, so the export matches what you can already see in the customer profile.
More Fields in the Product Export
- The product export from Manage now includes Product Number, Custom Fields, and Product Margin where available. Product Code values are also easier to read, now separated with spaces around the divider.

Parent Promotion Keys Now Included in the Child Promotion Export
- When you export child promotions from the child view in Promotion Planning advanced search, the export now includes the parent promotion key and the parent promotion line key, so you can tie each child line back to its parent.

Invoice Line Content No Longer Changes After Side Panel Activity
- Fixes an issue where taking an action in the invoice line resolution side panel could make the invoice line display different content afterward, because grouped invoice lines were not identified consistently.
Fixed NaN scan issue in invoice amounts
- Fixed an issue where invoice amounts were sometimes getting scanned in as NaN values.

Expected Revenue Now Shows in the Promotion Preview and Export
- Fixes an issue where Expected Revenue was blank in the promotion preview and in the export even though it was correct in Master Editor and pricing was set with no conflicts.
Parent Promotion Charts Now Show Actual Spend
- On a parent promotion, the Entire Promotion performance chart was drawing only the Expected Spend bar and leaving out Actual Spend, even though the numbers were correct everywhere else. Actual spend from child promotions now rolls up into the parent chart.

Pricing Upsert API Now Accepts Numeric Prices
- The Pricing Upsert API documentation shows price as a number, but sending a number returned a validation error asking for text. The API now accepts numeric price values as documented.