Release Notes 6/9/2025 - 6/15/2025
🚀Enhancements
Enhanced Data Capture Default On for All Tenants
- After thorough testing and great results for our new enhanced data capture process, this is now turned on by default for all current and future tenants
Order Fields Added to the UI
- We’ve been collecting fields on Orders that haven't previously been displayed in our UI. Adding these fields allows auditors quick access and more detailed business rule application.
- Since this data comes in from the TMS, it is NOT editable. This is read-only from the TMS.
Remit To - Now Displayed in Invoice details
- Based on the great feedback from our "Extracted Vendor" and "copy to Invoice" functionality; we have enhanced the Invoice Remit To section to begin mirroring this functionality.
- “Remit To Extracted” has been added in the UI for users to easily compare what was extracted against the Order Remit To
- If the extracted Remit To should in fact be the Order Remit To, a user simply clicks the 'Copy' button to quickly update the Invoice to match the Order. This is a much faster process than what was in place before.
- In line with this update, full addresses are also now displayed for Bill To, Remit To, and Remit To Extracted so users have more data available to quickly compare and decide the correct course of action
Improved Order Number Pattern Matching
- Again, after thorough testing and positive results, we have now released our improved Order Number Pattern Matching process for all current and future tenants. This is already showing great progress in reducing the number of Invoices landing in the Unmatched queue when there is a legitimate Order Number present on a document.
Auto-Approvals: Updated Logic for More Scenarios
- Previously, when users updated reference numbers to manually match an Invoice to an Order, the invoice moved to the “Ready to Approve” queue rather than simply Auto-Approving for tenants that have the Auto-Approve feature enabled. This has been updated to allow Invoices to Auto-Approve after a user updates a reference number if there are not any exceptions.
- REMINDER: If you would like Auto-Approve or Auto-Terminate enabled for your tenant, please enter a Support Ticket.
IDP: Email Image Filtering (Excludes Logos/Icons)
- Logos/Icons from email signatures have previously been considered documents and classified as such. This has caused unnecessary documents to be included in Invoice records in our app that provide no value to the auditors, and also pass back to the TMS upon approval.
- We’re now filtering out image files (GIF, JPG, JPEG, PNG) that are less than 5KB in size. We still want to pull in embedded images of documents that carriers sometimes submit but by limiting file size hope to remove JUST logos/icons.
- Over time, we’ll adjust this as needed. Please provide feedback via a Support Ticket if you start seeing instances of legitimate embedded documents NOT being included in Navix.
Revenova Pre-Built Integration Enhancements
- In live testing a gap was identified that, based on a SalesForce API limitation, would prevent the Approval process from updating Revenova if there were more than 25 operations sent in a single API request. We have now enhanced our integration to automatically break up the API requests if there are more than 25 operations included.
📊Reports
Duplicates Dashboard - Auto-Terminated Reporting
- A new data bubble for the count of Duplicates that were Auto-Terminated has been added
- NOTE: this is a setting that must be turned on; if you have Auto-Terminate enabled in your tenant and do not see this please reach out via a Support Ticket
- Drop-down menus on both the bottom left and bottom right graphs now include the following new options:
- Count of Duplicates
- Count of Duplicates Manually Terminated
- Count of Duplicates Auto-Terminated
- % of Invoices with Duplicate
- % of Invoices with Manually Terminated Duplicate
- % of Invoices with Auto-Terminated Duplicate
