--- title: Release Notes - 10/14/2026 description: Release Notes - 10/14/2026 --- [Skip to content](https://knowledge.govividly.com/release-notes-10/14/2026#main-content) [Submit a Support Ticket](https://knowledge.govividly.com/kb-tickets/new?hsLang=en) [Open the Vividly portal](https://knowledge.govividly.com/support?hsLang=en) [![hubspot\_survey\_logo\_vividly-4](https://knowledge.govividly.com/hs-fs/hubfs/hubspot_survey_logo_vividly-4.png?width=150&height=32&name=hubspot_survey_logo_vividly-4.png)](https://knowledge.govividly.com/?hsLang=en) Open main navigation Close main navigation - [Submit a Support Ticket](https://knowledge.govividly.com/kb-tickets/new) - [Open the Vividly portal](https://knowledge.govividly.com/support) Search the Vividly Knowledge Base - There are no suggestions because the search field is empty. 1. [Vividly Knowledge Base](https://knowledge.govividly.com/?hsLang=en) 2. [Release Notes](https://knowledge.govividly.com/release-notes?hsLang=en) October 16, 2026 # Release Notes - 10/14/2026 ### **New Features / Improvements** #### **Cash Application** - **Removing a Linked Bank Now Fully Disconnects It From Plaid** - When you remove a linked bank account in Cash App, Plaid access is now revoked once no linked accounts remain on that bank, and the stored access credentials are cleared. If Plaid cannot be reached at that moment, the removal still goes through, a warning says the disconnect is delayed, and Vividly retries every hour until it succeeds. Previously removed banks that still held credentials are cleaned up by the same job. #### **Deductions Reconciliation** **Invoice Total Warning Shows When Invoices Net to $0** - On the transaction details page, the sum of invoices differs from transaction amount warning and its error icons did not appear when the invoice headers netted to exactly $0, so a transaction with a large open amount and $0.00 of invoices showed no difference. The warning now shows whenever the invoice subtotal is under or over the transaction amount, including a $0 subtotal, and stays hidden until both totals have loaded. #### **Promotions** - **Predicted Lift Shown Inside the Expected Lift Field in the New Promotion Editor** - For companies with Predictive Lift and a trained model, the Expected Lift field in the new promotion editor now shows the model's prediction as a Use X% pill inside the field once the customer, dates, fund type, product group and prices are filled in, replacing the Auto-fill lift button. Click the pill to apply the value, or type your own and the suggestion stays available. With Auto-update ticked, the field is refreshed as you change the inputs, and helper text tells you which inputs are still missing. The legacy promotion editor is unchanged if predictive lift is not turned on. - ![](https://knowledge.govividly.com/hs-fs/hubfs/image-png-Oct-16-2026-08-45-50-4849-PM.png?width=670&height=152&name=image-png-Oct-16-2026-08-45-50-4849-PM.png) - **Approval Emails Open the Promotion List Filtered to Needs Your Approval** - The approval digest email now links to the Promotions list page with the Needs your approval filter already applied, instead of the old Promotion Approval page. That filter is now kept in the page URL like the other list filters, so the filtered view can be shared or reopened. #### **APIs** - **Product Hierarchy API** - A new product hierarchy list endpoint returns every product group and product for the company as a flat, paginated list, with each node's path and parent. A node type filter returns groups only. It follows the same pattern as the customer hierarchy endpoint. - **Place Product Groups in the Product Hierarchy by API** - The public API can now place existing out of hierarchy product groups under a parent product group, the same thing the Import into Hierarchy upload does for product groups in the app. It mirrors the customer hierarchy placement endpoint. ### **Bug Fixes** #### **Cash Application** - **Plaid ACH Deposits Match Customers by Orig Co Name and Orig ID** - Some ACH deposits imported from Plaid arrive without a merchant name, with the payer only identified inside the bank description (ORIG CO NAME and ORIG ID). Those deposits were assigned to the Unknown customer even when the customer had those values saved as alternative names. Cash App now also matches the originator details from the ACH description against customer names and alternative names, without needing the Deduction Matching tag. Merchant name matching still comes first, and if Orig ID and Orig Co Name point to different customers, Orig ID wins. Existing Unknown payments are not re matched automatically. #### **Deductions Reconciliation** - **Tagged Invoice Lines Stay in Sales Review** - Cancel Sales Review was still offered for tagged invoice lines in the grouped row side panel and the Automatcher row menu. Using it left the line tagged but Pending and out of the Sales Review queue, and the only way back was to remove the tag and tag the line again. For companies with deduction tags, Cancel Sales Review is no longer offered on tagged lines anywhere and the server rejects it, so the way out of Sales Review is to remove the tag. Companies without deduction tags see no change, and cancelling a whole invoice still clears its review state. - [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