August 2026 Release Notes

Invoices and Approvals

Invoice due dates can be updated during creation 
Accounting Managers can now select and update an invoice due date while creating an invoice in the new Invoice Details view. The chosen date is retained correctly, so invoices can move forward without a separate correction. 

Document upload date applies correctly to the GL posting date
Accounting Managers who configure the GL posting date to use the document upload date will now see that date applied in the new Invoice Details view. The system no longer substitutes the invoice current date, helping invoices post with the intended accounting date.

Vendor default payment type is visible in invoice details
Accounting Managers can now see a vendor default payment type with the vendor information in the new Invoice Details view. Payment preferences are available during invoice review without requiring a separate lookup.

Partially paid invoices can be removed from hold or deleted
Accounting Managers can now use Remove Hold and Delete as expected for partially paid invoices in the new Invoice Details view. These invoices can be managed directly without encountering unresponsive actions. 

Vendor payment terms populate during invoice creation
Accounting Managers creating an invoice can now see vendor default terms populate in the Verify Terms field on the Summary tab. Existing vendor settings carry into the invoice correctly, reducing manual entry and verification. 

Invoice details are accessible when an invoice number is unavailable
Invoice Approvers can now select a Details hyperlink when an invoice does not have an invoice number. The link opens the invoice detail page directly, allowing the invoice to be reviewed without searching for it separately. 

Calculated due dates no longer precede invoice dates
Accounting Managers processing invoices without specified terms or due dates will no longer receive a default due date that falls before the invoice date. Automatically calculated dates now support a more reliable invoice review and approval process. 

Copy coding preserves department values (QuickBooks Online and NetSuite)
Accounting Managers using copy coding will now retain the Department value entered at the invoice summary level. Coding can be copied without clearing that value, reducing re-entry before the invoice proceeds to approval or posting. 

Approval rule descriptions display clearly
Accounting Managers and Invoice Approvers can now read approval rule descriptions without text overlapping the Email column on the Approvals tab. Approval information remains clearly separated and easier to review.

Actions and navigation remain available across rejected invoices
Accounting Managers and Invoice Approvers reviewing multiple invoices will now see the appropriate approval actions and navigation controls when a selected invoice has a Rejected status. Users can move through every selected invoice without an interruption to the review process. 

Temporary passwords work after an approver password reset
Administrators can reset an Invoice Approver password and provide a temporary password that works at sign-in. Invoice Approvers can regain access without encountering an invalid credentials message. 

Purchase order matching reflects linked invoice lines (NetSuite)
Accounting Managers can now rely on the purchase order match status to reflect actual line-level links before a bill posts to NetSuite. Bills no longer move forward with a purchase order match status when the required purchase order connection is missing.

Sage Vendor Payments

Complete funding account addresses print on checks
Printed checks will now display the second funding account address line when that information is available. Checks include the complete configured address without requiring a manual workaround.

Vendor enrollment supports optional vendor-level email addresses
Vendors can be enrolled without a vendor-level email address. A subscription-level vendor email remains required, keeping enrollment requirements consistent and preventing optional vendor contact information from blocking setup.