Release Notes 12/8/25 - 12/14/25

🚀Enhancements

Pre-Bill Filter by Division (Customer Billing queue)

• Added a new Division filter to the Customer Billing queue.
• Allows users to refine the grid view by division.
• Helps teams quickly isolate records related to specific parts of the business.

Legacy Business Rules UI – Additional Identifier Column

• Previously, multiple tenant-level assignments of the same rule appeared identical.
• A new identifier column now displays either the Tenant Rule ID or Tenant Inner Rule ID.
• Improves clarity for admins managing large sets of rule assignments.

Show Order Contacts on Order/Invoice

• Added a new Order Contacts collapsible section in Order Details, below the VENDORS block.
• Displays Role, Name, Email, and Phone Number for each contact.
• Clicking email or phone copies the value to the clipboard and shows a “Copied” tooltip.
• Supports multiple contacts per role (e.g., several AR contacts on the same order).

Add Department to Contact Suggestions

• Enhanced Vendor and Customer contact suggestions shown within disputes.

• When Department is populated, contacts are displayed as:

  [Department] – [email] ([name])

• When Department is empty or null, the existing display format remains unchanged.

• Matches the display pattern already used for Tenant disputes.

• No changes were made to Tenant dispute behavior.

Suggest Order Vendor/Customer Contacts in Disputes

• Updated the New Dispute modal to include contacts received on the Order via the Public API.
• For Vendor disputes:
  • Displays the Vendor contact from the Order at the top of the list.
  • Existing Vendor Master contacts are shown below.
• For Customer disputes:
  • Displays the Customer contact from the Order at the top of the list.
  • Existing Customer Master contacts are shown below.
• Ensures order-specific contacts are surfaced first during dispute creation.

Enable Work Instructions to be Unchecked

• Users can now uncheck a previously selected Work Instruction if it was selected in error.
• Removes the restriction that prevented deselection when a task was not complete.
• Updated the tooltip messaging to reflect the new behavior.
• If a deselected Work Instruction is approval-blocking, the Approve button is automatically disabled.

Reaudit Invoice After Pre-Bill Document Sync

• When an invoice and order are matched, the system will now reaudit the invoice after the pre-bill document sync runs.
• Reauditing occurs only if new documents are added to the invoice by the sync process.
• Applies only to tenants using document sync, ensuring audit results remain accurate as supporting documentation changes.

Update A&DO Docs for “Include Unmatched”

• Updated the documentation for the List Finalized Invoices endpoint.
• Added the previously hidden includeUnmatched parameter.
• Intended only for tenants using or expecting orderless invoices.
• Adds clarity now that orderless invoices are officially supported.

Revenova Integration – Order Contacts

• Updated the Revenova integration to send order contacts.
• Customer and Sales contacts previously stored in Order metadata have been removed.
• These contacts are now added as Internal Contacts on the Order for improved consistency.

🐞Optimizations

(No optimizations included in this release.)

📊Reports

(No reporting updates included in this release.)