July 2026 Release Notes

A refreshed Invoice Approver experience arrives July 20

Starting July 20, approving invoices gets faster and clearer. Here's what's changing:

• Sort invoices by vendor, amount, or due date
• Spot invoices that are almost due; they'll show a red border
• Read every comment on an invoice in one scrollable window, instead of it getting cut off
• Get an instant confirmation on screen when you approve or reject an invoice

To learn more about the new invoice approver experience, see the Invoice Approver Guide.

Invoices display in the correct order during review
Accounting Managers and Invoice Approvers reviewing multiple invoices will now see them presented in the correct sequence as they move through the queue. This provides a more consistent workflow and removes confusion caused by unexpected ordering.

Clearer messaging when clicking "Apply Default Rule"
Accounting Managers using Apply Default Rule in the New View will now see a clear message that approval requests are sent immediately. This sets expectations before the action is taken and prevents unintended submissions.

Invoice Approvers now save correctly
Invoice Approvers added in the New View will now save successfully every time. This ensures approval workflows continue without interruption or the need to reapply changes.

Approval status filters return accurate results
Accounting Managers can now trust that approval status filters in advanced search return only matching invoices. This improves reporting accuracy and eliminates the need to verify filtered results manually.

GL posting date now populates correctly (Sage Intacct)
Accounting Managers can now rely on the GL posting date to populate correctly when posting invoices from the New View. This ensures financial records are accurate without requiring manual corrections or follow-up checks.

Invoices update correctly after Save and Pay
Accounting Managers using Save and Pay in the New View will now see invoices update immediately after payment, including automatic removal from the invoice list. This provides clear confirmation that the payment was successful without requiring a refresh or additional verification.

Scroll through full expense and line-item sections
Accounting Managers can now scroll to the bottom of expense and item sections without needing to navigate the full page. This makes reviewing detailed invoices faster and reduces unnecessary navigation during coding and review.

Approval status displays are aligned for clarity
Accounting Managers and Invoice Approvers will now see the approval status bar align with the additional status tiers. This improves readability and helps users quickly understand invoice status at a glance. 

Create and post invoices in new view
Accounting Managers can now post invoices during creation. This matches the flexibility of the classic experience and removes unnecessary steps.

Correct subsidiary assignment for Sage Intacct invoices
Accounting Managers working with Sage Intacct will now see invoices assigned to the correct subsidiary during capture. This eliminates incorrect defaults and ensures accurate financial reporting from the start.

Invoices with missing item cost data now open correctly
Accounting Managers and Invoice Approvers can now open invoices that previously failed due to missing item cost data. This restores access and allows teams to complete processing without delays or workarounds.

Term discounts apply automatically for trade-discounted invoices
Accounting Managers will now see term discounts applied automatically for trade-discounted invoices in the New View. This ensures consistent behavior and removes manual steps required to capture discounts.

Embedded Payments - Sage