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Release R 96 – February 10, 2026

📌 Core Platform Updates

  • Improved GL Sync Refresh Experience
    • Users will now see an in-app pop-up prompting them to refresh their data once a sync completes. This eliminates the need for multiple, time-consuming manual refreshes and ensures users are always working with the latest data..

📌 Accounts Payable

  • Automated Discount Application on Open Bills. 
      • Discounts are automatically applied to open bills without requiring any user intervention.
      • This functionality can be configured at both the global level and the individual supplier level.
  • Supplier Level Document Uploads
      • Enable AP users and suppliers to upload and exchange documents like W9/1099 directly within the supplier profile and supplier portal.
      • Coming soon: in app-notifications and emails upon document uploads that need to be shared between AP user and supplier.
  • Visibility of Header Coding Fields in the Documents Table
      • Header-level custom coding fields can be added as columns in the documents table. This enhances reporting capabilities and provides greater visibility during bulk actions.
  • Separate Access Controls for Supplier profile and Payment Info
      • Editing supplier payment information is managed through a separate permission, limiting access to sensitive data while maintaining broader visibility into the supplier profile.
  • Visibility of Supplier Portal Contact and Primary Contact
      • Supplier portal contact and primary contact can be added as columns in the supplier table, providing visibility into missing details. This helps users identify which suppliers require additional information to request payment profile details and send remittances.
  • Multiple supplier workflow related improvements
      • Supplier number has been added as a column in all the AP tabs to help provide a clear distinction between suppliers with similar names. 
      • “ Bank Letter/Check Image “ can be made as a mandatory field while retrieving supplier information. 
      • Allow users to request payment profiles from suppliers multiple times. Even after they have submitted the information.
  • Indicator for Invoice Date–Posting Period Mismatch
    • The system now alerts you when the invoice date and posting period do not match.

📌 Accounts Receivable

  • Supporting invoice Level Contact - (Sage Only)
      • Collectors can now control whether invoice-level Bill-To contacts from Sage should be used for invoice communications and presentment - or if the system should continue following the existing Bill-To hierarchy preferences.
      • Features can be enabled at global or buyer level.
      • Default state is OFF, so current behavior remains unchanged unless explicitly enabled.

  • Task Notes Added to Task Views & Exports
      • A new Task Notes / Description column has been added to:
        • Task list view
      • Task exports (CSV/XLS) now include the Task Note.Collectors can now see and export Task Notes along with tasks.

  • Gaps Addressed
    • Buyers can now access Customer Portal from AR Reminders and workflow emails  with ‘Access your Portal Button’ while ensuring Payments are disabled if Merchant Services is not in scope.