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Release Notes - 09/19/2025

New Features

Deductions Reconciliation

  • Below Threshold

    • All invoices below a set threshold can be auto-cleared to pre-configured fund types or promotions with a single click (for the transaction the user is on).

    • This feature will save users significant time clearing high-volume, low-value deductions.

Improvements

Deductions Reconciliation

  • Filter and search added to DRM Activity Log.

Budgeting

  • Reduced export file size by up to 70%.

Analytics

  • Various UI enhancements in the new promotion analytics page

  • Ability to view the Promo Analytics spend and unit tabs by the promotion line window date source - ask your CSM to turn this feature on for you

Bug Fixes

Deductions Reconciliation

  • Fixed an issue where the Transactions “View” selector no longer synced with the Status filters

  • Fixed an issue in Below Threshold with how the suggested threshold % was displayed.

Promotions

  • Fixed an issue where Total Expected Spend was shown incorrectly in the side panel, and in the List view. This also impacted the calculated Trade Rate. 

Forecast

  • Fixed an issue that resulted in duplicate Forecast versions being created.

  • Fixed an issue where the “Show empty rows” toggle remained on.

Analytics

  • Resolved an issue where the DRM Detailed Report was using promotion data versus Invoice Line data for customers and fund types