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title: Release Notes - 09/30/2026
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October 5, 2026

# Release Notes - 09/30/2026

### **Release New Features / Improvements**

#### **Deductions Reconciliation**

- **Auto-Reconciliation**
  
    - **Auto Reconcile Match Summary Banner on the Invoice Lines Table**
      
          - After Auto Reconcile runs, the invoice lines table now opens with a summary banner: a green Matched all lines to promotion banner when every line matched, or a yellow banner saying how many lines could not be matched, with counts of matched, unmatched and cleared lines. From the banner you can review the unmatched lines, which filters the table to them, or clear the matched lines in one step. Available to companies with Auto Reconcile.
    - **Promotion Match Details Popup on the Invoice Lines Table**
      
          - Clicking the Promo ID chip on an invoice line now opens a popup with the matched promotion line, its promotion name, product or product group, spend rate and dates, and the Match Score, plus a button to open the promotion and a Search promos action. On a No Match chip, the popup says no promo match was found and suggests rerunning Auto Match. Available to companies with Auto Reconcile.
    - **Stale Auto Reconcile Errors Clear When a New Run Starts**
      
          - When an Auto Reconcile run failed (for example Unsupported template or No fund type) and you attached a different backup file to start a new run, the old error kept showing on the invoice, the transaction list highlight and the To review filter until the new run finished. The previous error is now cleared as soon as the new run starts, and comes back if that run is cancelled. 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**

- **Import Customers Into the Customer Hierarchy**
  
    - The Add menu on the Customer Hierarchy page now has an Import into Hierarchy option, matching what product groups already had. Upload a file with an Existing Customer Name column and a Direct Parent Customer Group Name column to place customers that are still out of hierarchy under a parent customer group that is already in the hierarchy. The preview shows any row problems before you submit, the file is rejected if the company has no root customer group, and this flow does not create new customers.

#### **Promotions**

- **Bulk Status Updates on Filtered Promotions Respect Hierarchy Filters**
  
    - For companies using customer or product hierarchies, the Approve All Filtered Promotions action in Planning (and the matching decline and cancel actions) now updates exactly the promotions that match the on screen customer, product group and product filters, so the count you confirm is the count that changes. Companies without hierarchies see no change.

#### **APIs**

- **Product Groups API**
  
    - The public API now includes product group endpoints: list product groups with filtering by id and name and cursor pagination, get a single product group, and list the products in a product group with the same filters and pagination as the Products API. Requesting products for a product group that does not exist returns a 404.

### **Bug Fixes**

#### **Deductions Reconciliation**

- **Assigning a Promotion With Custom Products Keeps the Invoice Line Product**
  
    - When a promotion line was defined by custom products rather than a product group, assigning it to invoice lines always overwrote each line's product with the first product on the promo line, even when the line already had one of those products, and the settlement report showed the wrong product as a result. The line's product is now kept when it is one of the promo line's custom products. Only lines with no product, or a product outside that list, are set to the first custom product. \[[DRM-2791](https://vividly.atlassian.net/browse/DRM-2791)\]
- **.TXT Backup Files Can Be Uploaded Again**
  
    - Uploading .txt backup files in File Manager had stopped working. Text files are accepted for upload again. Auto Fill still reads only PDF, CSV and Excel files.
- **"nan" No Longer Appears as a Customer Name When Extracting Invoice Lines**
  
    - When the Customer Name column was mapped and a row had no customer name, for example because the backup source was not in a backup source group so no matching wildcard was available, the value came through as the text "nan", which could then be added to a customer profile and cause incorrect matches. Blank cells are now treated as empty instead.
- **Transactions List Footer Stays on Screen With Enhanced Backups**
  
    - On Deductions Reconciliation, companies with Enhanced Backups could not scroll far enough to reach the bottom of the transactions list once the Auto Reconcile review banner appeared, so rows per page, the page range and the Original Amount and Open Amount totals were out of reach. The list is now sized to the space under the toolbar and banner, so the footer stays visible whether or not the banner is showing.

#### **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.

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