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Release Notes - 09/23/2026

New Features / Improvements

Cash Application

  • Spreadsheet Previews Hold Their Place and Show Full Cell Values

    • When previewing an XLS, XLSX or CSV file in the Remit Manager, rows shifted position as you scrolled through the preview. The preview now stays put, and any cell whose text is cut off shows the full value when you hover over it.

Deductions Reconciliation

  • One Error Style for Auto Fill Failures

    • Auto fill failures showed in two different styles, one left over from the older auto fill flow and one introduced with Auto Reconcile. All auto fill failures now use the newer highlighted style, so a failed auto fill looks the same wherever you run into it. Available to companies with Auto Reconcile.

  • Deduction Tags

      • Deduction Tags are now in general availability! Deduction Tags allow users to assign more standardized reasons to flag potentially invalid deduction lines. Deduction Tags can also be filtered and added/removed in bulk in both the deduction matching table and in the miss log.

  • Auto Reconcile Match Details on the Invoice Lines Table

    • With Auto Reconcile turned on, the invoice lines table now shows what the automatcher did with each line. The Promo ID column shows the matched promotion line as a chip, with a bolt icon when Auto Reconcile made the match and a red No Match chip when nothing matched. Three new columns show the Promo Name with its dates, the Match Score (High, Low or No Match) and when the match was made (Matched On). These columns are hidden while Aggregate Similar Lines is on. Available to companies with Auto Reconcile.

  • Auto Reconcile Review Summary on the Transactions Page

    • When Auto Reconcile has transactions to review or file errors, the Transactions page now opens with a summary banner: how many transactions require review, when the last auto reconciliation completed, and counts of transactions processed, auto reconciled and errored. Review transactions applies a To Review filter to the table below. Expanding the banner lists each file error with its type (backup error, check remit error, file scanning error or corrupted file), a plain explanation, and an action: Retry re-runs invoice line extraction after a scanning failure, View file previews the backup for the other types, and any row can be dismissed. Available to companies with Auto Reconcile.

  • Small Invoices Are Left for Below Threshold Instead of Being Reconciled

    • Auto Reconcile used to keep going after filling in the invoice header, creating invoice lines and trying to match them even on invoices small enough for a Below Threshold rule to clear. Those lines moved the invoice out of New, so Below Threshold Run skipped it silently with no way back. Now, once the header is filled in, Auto Reconcile checks whether an enabled Below Threshold rule can resolve the invoice (amount within the threshold, still New, no lines, and a promotion or fund type for the rule to use). If so it stops there and leaves the invoice New with no lines, so Run picks it up as intended. Applies to both automatic and manual Auto Fill.

Manage

  • Pricing Uploads Run Faster

    • Uploading a pricing file was slow enough that larger files could time out before finishing. The upload now does far less repeated database work on both the direct and indirect sides, so pricing files load faster. 

Promotions

  • Multi-Tier Approvals & New Planning Filters live for all users

  • Bulk Actions on the Promotions List View

    • You can now select several promotions at once on the List view and submit, approve, decline or cancel them together. When the run finishes, a summary shows which promotions were updated and which were skipped, with the reason for each skip.

  • Planning Search Sits With the Filters

    • The search box on the Planning page has moved from the top of the page into the same row as the filters, matching the layout already used in Deductions, and now uses the current search styling. What search matches, and how it combines with filters, is unchanged.

APIs

  • Settlement Report Returns Current ERP Identifiers

    • The Settlement Report API and CSV read customer number, product number and the two custom ERP fields from a snapshot taken when the deduction was resolved, so changing an identifier afterwards left the report handing back the old value and could break an integration. All four fields are now read live, so the report matches what is in Vividly today. The documentation also now shows the activity type as WRITE. 

  • Write Off Spread Lines Return Current Customer and Product Numbers

    • The Write Off Spread Lines API read customer number and product number from a snapshot taken at the time of the write off, so later changes to those identifiers were not reflected. Both are now read live from the customer and product on the line. 

  • Search Products by a List of Names or Numbers

    • The Products API could only be searched for one product name or number at a time, so an integration checking hundreds of products had to make hundreds of calls. It now accepts a list of names or numbers in a single request, matching the pattern the Promotions API already supports.

    Bug Fixes

    Deductions Reconciliation

    • Auto Fill Warning Returns on Recently Created Invoices

      • When auto filling backup data failed, the warning next to the invoice number appeared on older invoices but not on recently created ones, even when both were linked to the same backup file. The warning now shows on any invoice where auto fill did not complete.

    • Product and Spend Rate Are No Longer Editable on Grouped Invoice Lines

      • On the invoice line table with the aggregation view on, editing a single row let you change Product, Spend Rate ($) and Spend Rate (%), while bulk edit already blocked those columns. Row edit now blocks them too, so both paths behave the same.

    Promotions

    • Lump Sum Spend Now Clears Discount Off List Cost

      • On a promotion line, entering an Expected Lump Sum Spend cleared Spend Rate and Total Expected Sales but left Discount % off list cost in place, so the line showed both a lump sum and a discount even though exports already showed only the lump sum. Entering a lump sum now clears the discount as well.