Release Notes - 10/28/2026

Public API Payment Imports Keep Payments With Unmatched Customers
- Payments sent through the public API were rejected when their customer name could not be matched in Vividly, so otherwise valid payments were lost. They are now created for review with the submitted customer name shown as a hint, the same way Plaid imports work, and the customer can be assigned in Cash Application. Importing an existing payment again keeps any customer a user already assigned.

Easier to Work in the Transactions Table
- The Transactions table now keeps its header row in view while you scroll, keeps the Backup Status and delete columns pinned on the right while you scroll sideways, and highlights a row when you select its checkbox.
Auto Reconcile Explains Invoices Left for Resolve Low Balance Deductions
- When Auto Reconcile and Below Threshold are both on and a valid Below Threshold rule is set up, invoices that qualify for that rule are not auto reconciled, and there was no sign of why. These invoices now show a warning in the transaction's invoice table explaining that they meet the Resolve Low Balance Deductions criteria and that running that automation will resolve them.

Uploads Accept Numbers Written With Currency Symbols and Separators
- Every upload now reads numbers written with currency symbols ($ € £ ¥), thousands separators or spaces (for example $1,000 or 1 234), and customer or product names copied from Excel with hidden special spaces now match the saved name. When a number cannot be read, the cell's tooltip names the character that caused it. The promotion upload also accepts month names (Jan = 1), and Compliance %, Redemption Rate and Lift accept values written with %, so 95% is saved as 0.95.

[Hotfixed in 2026.10.3.1 on 10/26] Bulk Approve Works for Roles With No Upper Approval Limit
- Approving promotions with bulk approve on the Approval screen could fail with an "exceed your approval limit" message for roles whose old approval limit no longer matched their current approval conditions (for example a role with no upper limit), while approving from inside the promotion worked. Bulk approve now checks the role's current approval conditions, the same as approving a single promotion.