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Release Notes - 11/11/2026

Release New Features / Improvements

    Deductions Reconciliation

    • Assign Invoices on All Errors and Filter by Assignee

      • On the All Errors page, you can now assign an invoice to a user with Assign to user in the row menu, and a new Assigned column shows who owns each invoice. A new Assigned To filter shows invoices assigned to any of the selected users, with a None option for invoices nobody is assigned to. 

    • Remove Rows From the All Errors Review Queue

      • A new Remove from review queue option in the All Errors row menu clears a row you have decided not to fix. A confirmation explains that the error stays visible on the transaction page and only comes back to the queue if automation finds a new error. 

    • Edit Transactions Directly in the Transaction List

      • The Transaction List now has an edit mode. Click the pencil icon and every editable cell becomes a field you can change in place, while read only columns stay locked. Clicking a row does not open the transaction while edit mode is on. 

    • Canceling Transactions Now Requires the Cancel Permission

      • The trash can icon in the transactions list used to be enabled for every user with Deductions Reconciliation access. It is now disabled for users who do not have the permission to cancel invoices and transactions. 

    • Below Threshold Invoices No Longer Get Stuck

      • If below threshold automation was interrupted while clearing an invoice, the invoice could be left with a $0.00 open line that could not be cleared by automation, Quick Clear, or a manual clear. The invoice is now rolled back so it stays New with no lines, ready for the next below threshold run.

    APIs

    • Point of Sale Data Available Through the Public API

      • You can now pull your POS data through the public API, the same way you pull revenue and spend today. Each row includes customer, product, source, date, units, dollar sales, store count and more, and you can filter by date, customer, product, source and store count. 

    Bug Fixes

    Cash Application

    • Backup Scans No Longer Fail on an Invalid Date
      • When a scanned backup file returned a date with an impossible year (for example year 627), the whole scan failed and none of the scanned details were saved. The date is now left blank and the rest of the scan, including customer, amount, invoice number and check number, is still saved. 

    Deductions Reconciliation

    • Clearing Invoice Lines Works Again

      • Trying to clear invoice lines could fail and reset the line's product group to None. Invoice lines now clear without changing their product group. 

    Manage

    • Typing a Date in Pricing No Longer Shows Errors

      • On Manage > Pricing, typing a date into View Pricing List At showed several "Failed to load pricing data" errors, even though picking the same date from the date picker worked. Typing a date now loads pricing without errors.