Release Notes 7/7/2025 - 7/13/2025

🚀Enhancements

IDP Classifier - Phase 1 (Testing/Data Collection - in progress)

• Statement Invoices are causing unwanted duplicates and unmatched documents within Navix.
• We’ve created this initial classifier and have tested/iterated so far. We continue to gather Production data to evaluate the performance of the model with the intention of having Phase 1 released as soon as possible:
  • Start with a General Classifier - Statement Invoice vs Other Documents
  • Split Statement Invoices into separate pages
  • Discard the Statement page
  • Recombine other pages and send through our typical IDP flow process

Downloading Documents in a Single Packet!

• A new way to quickly create document packets in Navix is now possible for users!
• A user can simply check the boxes next to the documents that they want to be included in the packet, and then just need to click “Download Packet” in the Documents UI
• This helps a user to share files with customers or coworkers faster — without using external tools

🐞Optimizations

Revenova - Corrupted PNG Files

• Revenova only supports attaching documents to the invoice as PNG files. Therefore, every attached document to the Invoice needs to be converted from PDF to PNG.  Previously, these files were corrupted within Revenova but now this has been fixed.

📊Reports

Delivered to Created (Order) Metric Corrected

• On the Invoice Timeline Dashboard, we’ve made a change with the field being used to evaluate the created date for an Order. Up to this point, we had been using the Order Created Date field in the database, however this date value changes every time we receive an update on an Order (i.e. Order is created on 7/1/25 but then we receive an update for the Order on 7/4/25….results in the Order creation date being 7/4/25 when it should still be 7/1/25).  The “createdAt” field from the AuditDocument table is now being used since this value doesn’t change from any updates after the Order is created

All Invoices Report - Invoice Status Count Update

• It was identified that the invoice record counts on the All Invoices Report were not matching up with the actual queue counts in the Navix application
  • For example, the Audit queue for a tenant was showing 11 records but the All Invoices Report when filtered to invoices in Audit status was showing 34 records
• This query has been reworked and the counts are now matching between the All Invoices Report and the queues

*Count of 11 in All Invoices Report when looking at invoices in Audit status

*Audit Queue count of 11 below

Date Filtered On - Shipped Date and Delivery Date Removed

• The following filter options have been removed from our reporting suite due to lack of use from tenants and feedback during our CAB meeting in the Spring
  • Shipped Date
  • Delivery Date
• The following filter options still remain across each of our reports