Improvements
Deductions Reconciliation.
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Improved Activity Log performance by more than ~50%
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Auto-fill now extracts
Invoice Numberfrom linked files for the Invoice table. IfInvoice Numbercould not be successfully extracted, we default to the file name (similar behavior to today). -
File manager filter updates
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Files are now sorted by most recently uploaded → oldest uploaded, so your newly recently uploaded files are easy to find
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Removed the check number pre-filtering, as that was causing confusion with the new file manager filter layout
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Hovering over a file while linking files to an invoice will now show the full file name
Analytics
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We have worked to improve the filters within the Accruals page - the filters have remained the same, but they have been enhanced to improve functionality & so that they better match other areas of our platform
Bug Fixes
Promotions
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Fixed several issues around how Actual Lift values are recalculated.
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Some user workflows that were previously buggy are now supported:
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Planning promotions by Product SKU.
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Editing a promotion with changes that would generate a new calculation.
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Duplicating a promotion with changes that would generate a new calculation.
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NOTE - This will only resolve newly calculated / recalculated Actual Lift values. We are actively working on a migration effort to update all existing Actual lift values that we’ll have ready in the following ~2 weeks.
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Forecast.
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Fixed issue in the Customer/Product dropdown that impacted user experience around searching and filtering.
Analytics.
- Fixed issue in Predictive Analytics where changing the base price did not change the lift efficiency curve.