Release Notes 1/5/26 - 1/11/26

🚀 Enhancements

Improved Performance of Vendor Filter Search Across All Invoice Queues

• Optimized Vendor search used for filtering Invoice reports to reduce timeouts
• Improved overall responsiveness and reliability of Vendor filtering
• Applies to the Vendor filter in:
  • Duplicates
  • Unmatched Invoices
  • Audit Invoices
  • All Invoices
  • Ready to Approve
  • Prebill
  • Prebill All

Updated Document Source Value for TextLocate-Ingested Documents

• Documents received via the TextLocate integration now display TextLocate as the Source
• Replaces the previous IngestDocumentsEndpoint value
• Enables accurate searching and filtering by Source in the Documents Inbox

Rating Engine Invocation Based on Order Service Type When Invoice Service Type Is Missing

• Enhanced logic to better handle LTL invoices received via non-EDI channels
• If the Invoice has a service type:
  • That value is used to determine rating engine calls
• If the Invoice does not have a service type and is matched to an Order:
  • The Order’s service type is used instead
• Reduces unnecessary exceptions and eliminates tenant workaround business rules

Added Status and Approved Date Columns to the “All” Tab

• Added new columns and filters to the All tab of the Customer Billing screens
• Introduced a new Approved Date column showing when approval occurred:
  • If the Order was approved for prebilling → show the prebilling approval date
  • If the Invoice was approved and the Order was not approved for prebilling → show the Invoice approval date
  • If the Order is still in progress → display “-”
• Improves visibility into approval status and timing

Defaulted Adjusted Rates Based on Most Accurate Available Source

• The Adjusted rate column now defaults automatically instead of requiring manual copying
• Rates are selected using the following priority:
  • Audit / Rating rates
  • Order rates
  • Vendor rates (for unmatched invoices)
• Reduces manual effort and improves accuracy

🐞Optimizations

Second Fuzzy Match Now Runs After Vendor Aliasing

• Identified an issue where a second fuzzy match was not executed after vendor aliasing
• This caused vendor mismatches that should have been resolved automatically
• The second fuzzy match now runs as intended:
  • Improving vendor matching accuracy
  • Reducing false mismatches

Corrected Exception Icons on Pre-Bill Order Detail Pages

• The Exceptions component on pre-bill order detail pages was showing invoice exception icons
• Updated icons to correctly represent the three order exception types
• Ensures consistency between:
  • List view
  • Detail view

*Incorrect list of icons that was displaying

*Updated list of icons now displaying

Regenerate Invoice Action Fixed

• Identified an issue preventing invoices from being regenerated
• Root cause was a timeout during execution of a backend query
• The query has been optimized to:
  • Prevent timeouts
  • Ensure the Regenerate Invoice action completes successfully

Email Source Now Displayed Correctly in Documents Queue

• Documents received via email were missing the email address as the Source
• When filtering by Source, email documents were disappearing from the queue
• Source values have been corrected so:
  • Email documents display the correct email address
  • Filtering by Source works as expected

Remit To Matching Handles Null External ID Correctly

• Identified an issue where the Remit To address was not copied from the Order to the Invoice
• Root cause was overly strict vendor-matching logic when the Invoice had a null external vendor ID
• Updated logic now behaves as follows:
  • For multi-vendor orders, existing vendor-matching rules still apply
  • For single-vendor orders:
    • If the Order has one vendor
    • And the Invoice does not yet have a vendor
    • The Remit To address is now copied correctly from the Order to the Invoice
• Ensures Remit To matching behaves correctly without blocking valid scenarios

Login Email Address Validation Supports Longer Top-Level Domains

• Identified an issue where login email validation enforced a 2–4 character limit on top-level domains
• This caused valid email addresses (e.g., .money) to fail with a “Wrong Format” error
• Updated validation logic so:
  • The email regex now allows 2 or more characters after the final dot
  • Modern and longer TLDs are fully supported

Orders with Approved Invoices Removed from Prebill

• Identified a large number of Orders in Prebill that already had a related approved Invoice
  • Over 1,000 of 3,200+ Prebill Orders were affected

• A cleanup script has been applied to:
  • Remove Orders with approved Invoices from Prebill
  • Ensure Prebill only contains eligible Orders

Invoice Ingestion No Longer Rejects Invalid State Codes

• Identified an issue where invoices were rejected entirely if the state/province field contained an invalid value
• This occurred frequently and prevented otherwise valid invoices from being ingested
• Updated ingestion behavior so:
  • Invalid state or province values are now set to null
  • The invoice continues through ingestion successfully
• Reduces failed ingestions while preserving data integrity

📊 Reports

(No report changes this release)