Release Notes 10/6/2025 - 10/19/2025

🚀Enhancements

Order Number Pattern Matching - Rate Con Precedence

• Previously, when we found multiple strings that matched the order number pattern in a submission for a tenant, we would take the string that occurred most often and use that as the order number value
  • The issue was that sometimes an incorrect value was captured most often on documents that weren’t the Rate Confirmation
• Our capture logic has been updated to the following:
  • Take the matching string that occurs most often on the Rate Confirmation
  • If there are no matches from the Rate Confirmation, take the string that occurs most often
• The Rate Confirmation is generated directly from our tenant’s TMS, so the likelihood of the order number being correct on the document is the highest compared to other document types we receive

Pre Bill - Indicate if an Order has an Invoice

• When a user is working the Pre Bill queue, they want to see whether the Order has a related Invoice so that, if they choose to, they can go and approve all documents AND audit the invoice
  • The user shouldn't have to drill into anything, it should be a clear indicator on the main Pre Bill detail page
  • Also, the user should have a link to go to that invoice's details and audit

Pre Bill - "Docs Received Date" Column Added

• Up to this point, the only date field that existed in the Customer Billing queue was the Delivery Date. While this date is valuable, customers also want to work this queue in the order in which documents are received.
• Additionally, users want to be able to sort the most recently received documents to the top of the queue, so that they can ensure they are working on the docs as they come in
• We’ve added a “Docs Received” column that is a date value and is sortable for users to address this need
  • The column displays the date that the most recent document was added (in the case that documents are received in multiple batches)
  • This column has also been added as a “Date” filter for the Pre Bill grid to allow users to isolate documents received on or before a given date

IDP LLM Change - Testbed Runner Created

• A testbed runner has been created that now allows us to thoroughly test new LLM prompt changes compared to the current prompt that is live in production at that time
• This allows us to have visibility on how the new prompt impacts performance when reviewing the same set of test documents
• We continue to better position ourselves with the necessary tooling to make informed and data-driven IDP changes

Revenova Integration Fixes

• Grouping Charges
  • We are no longer grouping charges and sending them to Revenova
    • Before, we were grouping charges and completing a calculation between the charges that were grouped. Now if we see two accessorial charges that are from the same charge type in Navix, we will send them as is (two exact accessorial charges)
• Approving multi-vendor Orders
  • We will now complete an Order when the tenant has a multi-vendor Order, but only one Invoice will be processed in Navix and the other will not, after the Invoice is processed
    • Previously, in order to complete/approve an Order, both Invoices would’ve needed to be approved. Now if we see that one vendor’s invoice won’t be processed by Navix, we simply complete the Order

🐞Optimizations

Approved Invoices going back into Workflow

• There was a Pre Bill related bug where approved invoices were being pulled back into the audit workflow
  • An invoice was approved, then later when a Duplicate invoice was matched to the same Order, the user was able to terminate the previously approved invoice
• The UI was intended to prevent the above behavior and we wouldn’t expect that an Approved Invoice should ever see it’s status change “back” to any other status, let alone be later terminated, as this invoice is already in the TMS at that point
• This issue has been corrected and should no longer take place moving forward

Document Management Paging issue

• We had two views of the Document Management queue that were taken at the same time, yet were showing different numbers of documents on each of view (see below)
• This paging issue has since been corrected and the number of documents are displaying as expected now

Order Number Missing in Grid After Manual Match

• In the Document Management queue, the Order Number value was blank/missing on the grid view, even though when drilling into the Document Relations pop up, the Order Number existed and was populated in the Extracted Fields section
• This issue has been corrected and the Order Number value is displaying as expected on the grid view when it does exist in the Document Relations pop up

📊Reports

Disputes Dashboard Updates:

• New “Dispute Created By” filter option
  • User who actually created the dispute on the Invoice record
• Removed the following filter options to eliminate confusion for tenants:
  • Dispute User
  • Owning User
  • Last Updated By
  • Terminated By

Disputes Extract - Customer Charges now included!

• Up to this point, the Disputes Extract was Vendor-specific, and only included Vendor Order charges on invoices that had at least one dispute
• The following charges have been added to the report:
  • Vendor Adjusted Charges
  • Customer Order Charges
  • Customer Adjusted Charges
• The charges above now allow our users to clearly visualize how much money they saved their customers by disputing each invoice

Invoice Timeline Dashboard now Exportable

• We didn’t previously have the Invoice Timeline Dashboard report living within our Extract version. As a result, the data was read-only for our users
• There was some interest from tenants in being able to once again export some data based on different filters they had applied, so we’ve moved this report to our Extract for users to successfully export data once again