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title: Release Notes - 11/04/2026
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November 5, 2026

# Release Notes - 11/04/2026

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

#### Cash Application

- **Payment Lines Export Reflects a Payment's Current Status**
  
    - Payments that were applied and later moved back to in progress kept showing as Applied in the payment lines export through the public API, so integrations could keep sending them to the ERP. The export now returns each payment's current status, so an unapplied payment's lines drop out of an Applied export and come back with up to date data once the payment is applied again.

#### Promotions

- **Plan Promotions Further Into the Future**
  
    - Promotions can now be created and edited for years through the current year plus 4 (2030 today), up from plus 3. The year filters in Promotion Analytics and Accruals now also go through 2030, up from 2028 and 2027.
- **No More Typing Your Name to Continue a Promotion Upload**
  
    - After mapping columns in a new or update promotion upload, you no longer have to type your name in a confirmation dialog before the data is generated. Clicking continue goes straight to the data review step, where you can still review and fix errors before submitting.
- **Promotion Upload Recognizes Common Column Header Names**
  
    - Column mapping in the promotion upload now automatically matches common alternate header names, ignoring capitalization and extra spaces. For example, Retailer or Account maps to Customer Name, Distributor maps to First Receiver, and Promo Start maps to In Store Start Date. An exact header match always wins over an alternate name.
- **Promotion Upload Matches Names Regardless of Capitalization and Extra Spaces**
  
    - The promotion upload now matches customer, product group, product, first receiver, promotion type, contact and tag names even when they differ from what is in Vividly only by capitalization or extra spaces, and saves them to the same records as the exact spelling. Names are only matched within your own company, and rows whose customer has no customer time frames now show a "Customer has no customer time frames" error on the Customer column.
- **Promotion Upload Shows All Errors at Once**
  
    - When a promotion upload had a data type error (for example letters in a number column or an invalid Compliance %), validation stopped and showed only those errors, so problems like unknown First Receivers appeared only after you fixed them and uploaded again. The upload now reports data type errors together with every other error in one pass.
- **Same Date Checks for Promotion Uploads and Manual Promotions**
  
    - Creating or editing a promotion by hand and uploading promotions now follow the same date rule: every promotion date must be on or after 12/31/1999 and within 50 years of today. Before, manual promotions only checked the three start dates against the 1999 limit, and uploads only checked the 50 year range.

### Bug Fixes

#### Deductions Reconciliation

- **Matched Promotion Line Fills In Customer and Spend Rate on Invoice Lines**
  
    - When an invoice line was matched to a hierarchical promotion line, the invoice line's customer defaulted to the top level customer group (for example an "All Customers" group) and the spend rate stayed blank or $0.00, so each line had to be corrected by hand. The invoice line now takes its customer and spend rate from the matched promotion line.

#### Promotions

- **Generated PDF Contract Attaches to Promotion Emails**
  
    - Emails sent from an approved promotion could go out without the generated PDF contract attached, even though uploaded attachments were included. The Send Email dialog now always loads the latest promotion details, including the generated contract, and Send Promotion stays disabled until they finish loading.

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