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[Release Notes](https://knowledge.govividly.com/release-notes?hsLang=en) October 8, 2026 # Release Notes - 10/07/2026 ### **New Features / Improvements** #### **Deductions Reconciliation** - **Auto-Reconciliation** - **Match Score Filter on the Invoice Lines Table** - The invoice lines table now has an optional Match Score chip filter, so you can pull up just the Low Match lines for review instead of scanning the whole table. The filter is available when Auto Reconcile is on and is disabled while Aggregate Similar Lines is on. - **Step Through Months in the Promotion Search** - The month filter in the manual promotion search now has previous and next arrows, so you can move one month at a time without reopening the calendar and reselecting the year and month. - **Transaction Uploads No Longer Hang When a Check Has Many Backup Files** - Uploading transactions whose check number already had many backup files attached could run past the request time limit and appear to fail, then finish silently in the background. The upload now writes the backup links and derived invoices in bulk, so large uploads complete in the normal time. #### **APIs** - **Place Customers in the Customer Hierarchy by API** - The Customers API can now place existing customers under a parent customer group in the hierarchy, the same thing the Import into Hierarchy upload does in the app. Customers and parent groups can be referenced by id or by name, and several customers with different parents can be placed in one call. - **Customer Hierarchy API** - A new customer hierarchy list endpoint returns the company's customer hierarchy with filtering and pagination. - **Create Product Groups by API** - The Product Groups API now has a bulk create endpoint. Give a parent to place a new group under it, or leave it out to create it at the top level. Works for companies with or without hierarchies. ### **Bug Fixes** #### **Cash Application** - **False Amount Error on Deductions When Attaching a Remit** - Attaching a remit to a payment could flag deduction and debit lines with Total Gross and Variance do not equal to Net amount even though the numbers did add up, because the remit's gross and variance arrived as positive values while Cash App stores deduction amounts as negative. Those values are now stored with the correct sign on attach, and existing lines were corrected. #### **Deductions Reconciliation** - **Settlement Report Export Keeps Long Invoice Numbers Intact** - Opening the Settlement Report CSV in Excel or Google Sheets turned long invoice numbers (for example 20 digit Kroger invoices) into rounded values ending in zeros. The Settlement Report can now be exported as XLSX, where the Invoice Number column is written as text so the full number shows on open. The CSV export is unchanged so integrations keep reading clean values. - **Below Threshold Runs No Longer Stay Stuck After a Worker Is Lost** - If the worker running a Below Threshold job was shut down mid run, the job stayed active, the transaction stayed locked and the page kept loading until someone cleared it by hand. Lost jobs now clear themselves and unlock the transaction, and a run is capped at 45 minutes. - **Auto-Reconciliation** - **Activity Log Shows Vividly for Auto Match Events** - Invoice line matches made by Auto Reconcile now show Vividly as the user in the activity log instead of being attributed to a person. #### **Promotions** - **Out of Hierarchy Works in the Planning Filters Again** - Selecting Out of Hierarchy in the Customer or Product Group filter on the Planning pages returned an error. The selection now works, and the No Product Group option is handled correctly in promotion exports as well. - **Promotion Attachment Dropzone Lists Every Supported File Type** - The file dropzone in the promotion editor said to drop an xls or csv file, so users assumed PDFs were not supported. It now reads Drag and drop your files here and lists PDF, XLS/XLSX, CSV, JPG, PNG, EML and MSG. The file format not supported message is also now shown only when the file type was actually rejected. - [Release Notes](https://knowledge.govividly.com/release-notes?hsLang=en) - [Business](https://knowledge.govividly.com/business?hsLang=en#main-content) - [Revenue Dollars](https://knowledge.govividly.com/business?hsLang=en#revenue-dollars) - [Point-of-Sale (POS) Data](https://knowledge.govividly.com/business?hsLang=en#point-of-sale-pos-data) - [Deductions Spend](https://knowledge.govividly.com/business?hsLang=en#deductions-spend) - [Deductions Reconciliation - Getting Started](https://knowledge.govividly.com/business?hsLang=en#deductions-reconciliation-getting-started) - [Deductions Reconciliation - Working Deductions & Automation](https://knowledge.govividly.com/business?hsLang=en#deductions-reconciliation-working-deductions-automation) - [Deductions Reconciliation - Sales Review & Disputes](https://knowledge.govividly.com/business?hsLang=en#deductions-reconciliation-sales-review-disputes) - [Deductions Reconciliation - Reporting](https://knowledge.govividly.com/business?hsLang=en#deductions-reconciliation-reporting) - [Deductions Reconciliation - Troubleshooting](https://knowledge.govividly.com/business?hsLang=en#deductions-reconciliation-troubleshooting) - [Deductions Processing](https://knowledge.govividly.com/business?hsLang=en#deductions-processing) - [Deductions Dashboard](https://knowledge.govividly.com/business?hsLang=en#deductions-dashboard) - [Budget](https://knowledge.govividly.com/business?hsLang=en#budget) - [Cash Application](https://knowledge.govividly.com/business?hsLang=en#cash-application) - [Promotions](https://knowledge.govividly.com/promotions?hsLang=en#main-content) - [Creating New Promotions](https://knowledge.govividly.com/promotions?hsLang=en#creating-new-promotions) - [Promotion Details & Editing Promotions](https://knowledge.govividly.com/promotions?hsLang=en#promotion-details-editing-promotions) - [Views and Statuses](https://knowledge.govividly.com/promotions?hsLang=en#views-and-statuses) - [Search & Filters](https://knowledge.govividly.com/promotions?hsLang=en#search-filters) - [Uploading and Editing Promotions in Bulk via Excel Upload](https://knowledge.govividly.com/promotions?hsLang=en#uploading-and-editing-promotions-in-bulk-via-excel-upload) - [Duration Based Planning](https://knowledge.govividly.com/promotions?hsLang=en#duration-based-planning) - [Scenarios](https://knowledge.govividly.com/scenarios?hsLang=en#main-content) - [Scenario Planning](https://knowledge.govividly.com/scenarios?hsLang=en#scenario-planning) - [Manage](https://knowledge.govividly.com/manage?hsLang=en#main-content) - [Overview](https://knowledge.govividly.com/manage?hsLang=en#overview) - [Hierarchies](https://knowledge.govividly.com/manage?hsLang=en#hierarchies) - [Products](https://knowledge.govividly.com/manage?hsLang=en#products) - [Product Groups](https://knowledge.govividly.com/manage?hsLang=en#product-groups) - [Pricing](https://knowledge.govividly.com/manage?hsLang=en#pricing) - [Lift](https://knowledge.govividly.com/manage?hsLang=en#lift) - [Customers](https://knowledge.govividly.com/manage?hsLang=en#customers) - [Contacts](https://knowledge.govividly.com/manage?hsLang=en#contacts) - [Insights](https://knowledge.govividly.com/insights?hsLang=en#main-content) - [Forecast](https://knowledge.govividly.com/insights?hsLang=en#forecast) - [Promotion Analytics](https://knowledge.govividly.com/insights?hsLang=en#promotion-analytics) - [Finance Analytics](https://knowledge.govividly.com/insights?hsLang=en#finance-analytics) - [Promotion Timing Analysis](https://knowledge.govividly.com/insights?hsLang=en#promotion-timing-analysis) - [Accruals](https://knowledge.govividly.com/insights?hsLang=en#accruals) - [Account Settings](https://knowledge.govividly.com/account-settings?hsLang=en#main-content) - [Permissions](https://knowledge.govividly.com/account-settings?hsLang=en#permissions) - [Promotions (Tags)](https://knowledge.govividly.com/account-settings?hsLang=en#promotions-tags) - [Fund Types](https://knowledge.govividly.com/account-settings?hsLang=en#fund-types) - [Deductions & Revenue](https://knowledge.govividly.com/account-settings?hsLang=en#deductions-revenue) - [Forecast](https://knowledge.govividly.com/account-settings?hsLang=en#forecast) - [API Integrations](https://knowledge.govividly.com/account-settings?hsLang=en#api-integrations) - [Miscellaneous](https://knowledge.govividly.com/account-settings?hsLang=en#miscellaneous) - [Frequently Asked Questions (FAQs)](https://knowledge.govividly.com/frequently-asked-questions-faqs?hsLang=en) - [Office Hours](https://knowledge.govividly.com/office-hours?hsLang=en) [![Chill listening crop-3](https://knowledge.govividly.com/hubfs/Vividly_Symbol_Gradient-1.svg "Chill listening crop-3")](https://portal.govividly.com/) **[Open the Vividly Portal](https://portal.govividly.com/)** Copyright © 2026, Vividly