Release Notes 9/1/2025 - 9/14/2025

🚀Enhancements

Order Pre Bill Document Matching

• During Pre Bill testing, documents in the Unmatched Docs queue should have matched to an Order in Pre Bill.  The matching logic for Orders and Pre Bill Documents has been updated as needed to support the following scenarios:
  • When we only have an emailed POD, most examples contain the Order Number ONLY in the email subject and/or body
    • If we don't find an Order Number that matches the tenant's pattern, we send the document to 2nd pass to attempt to find the correct Order Number
    • **If the Order Number is ONLY in the email subject (or body), all documents in that submission are matched to that Order
    • When an Order is created (updates included), an event is triggered to search for matching docs. If a matching doc is found, all documents in that submission are matched to that Order
    • If a user manually matches a document via Document Manager, all documents in that submission are matched to the given invoice/order

Revenova Pre Bill Integration

• The Revenova integration to support the Pre Bill process and data transfer associated with it has been completed!

Document Sync between Orders and Invoices

• Previously, documents were being duplicated from Orders onto Invoices due to the image extension stored on the filenames when attached to Orders. We have resolved this issue by referencing filename and removing the image extension from the matching process.

New Variance Reason Code

• The following has been added as a new Variance Reason option:
  • Disputed Successfully

🐞Optimizations

Data Filtering on Public API

• If the endTime property was not defined when calling the documents/approved endpoint, all documents were being retrieved because the condition required both startTime and endTime to be present in order to filter by ApprovedDate
• The fix implemented to address the issue above was to split this condition, so that if either property is provided, the filter is still applied

New Document Management Queue Top Nav

• The header in the Document Management Queue were showing the previous page header.  This has been resolved to show the correct header.

MG Integration - Documents Links Placement Update

• Links were previously ingested from MG in the wrong place in the Navix metadata.  They will now be displayed in the Documents instead of Customer Information section.

Pre Bill Document Viewer requiring Login

• There was an issue where certain documents in the Document Inbox were forcing the Document Viewer to go back to the Navix login page, and wouldn’t let users view them.  This issue has since been resolved.

📊Reports

New Data Warehouse Schema!

• We now have the tables used for our Reporting suite living within a Data lake to eliminate the requirement to have scheduled refreshes for our reports.
• The Data Warehouse schema will make reports load faster and put an end to the issues we’ve recently been having with reporting timing out or crashing.

Tracking Users on Dashboard Report

• We’re now tracking our users navigating the different tabs of the Dashboard Report
  • The primary purpose of this tracking is to gather data on which reports are being used the most often by the most users, and which tabs on the report are rarely, if ever, being used
• Our goal is to continue adding valuable tabs to our Dashboard report where necessary, however this data will allow us to make an informed decision on whether or not there are some tabs from the report that could be removed