April 2026 Monthly Update

Moving Client Charges to a Different Fiscal Period

When creating a single client invoice, you can now include unbilled charges from previous fiscal periods alongside current charges — no more editing vendor invoice dates or billing them separately. Learn more.

Vendor Contract Updates

• No Auto Renewal toggle — mark a contract as having no long-term auto renewal in one click; Learn more.
• Two new fields added to all contracts: Responsible for Managing Termination and Responsible for Next Contract Negotiation; See all vendor contract fields.

Location Audit Updates

• Audit status indicator — the Location View page now shows a color-coded icon next to the location name reflecting the most recent audit's status; Learn more.
• Cancelled status — users can now cancel a Draft or In Progress audit without deleting it; Learn how cancel a location audit.
• Readable audit numbers — each audit now has a unique 8-digit number displayed on the index and detail pages and searchable in the search bar; existing audits have been back-populated

API Updates

• GET Client Invoices & Line Items — retrieve client invoice and line item data, filterable by location metadata
• PATCH Vendor Invoice Line Items — update line item fields including type, service ID, work order, vendor fee, sales tax type, and more
• PATCH Vendor Invoice Status — move vendor invoices through workflow statuses

Note: We are currently migrating our API from beta to v1. We recommend building all new integrations against v1 endpoints.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.