May 2026 Monthly Update
Incident Management
- Service descriptions on incident creation — When creating a new incident, the service selection dropdown now displays the service description alongside the service name, making it easier to select the correct service without needing to navigate away.
Vendor Invoice Management
- Roll back posted vendor invoices — Posted vendor invoices can now be unposted directly from the invoice edit page, eliminating the need for manual workarounds when corrections are needed after posting. Permissions for this action are configurable at the tenant level and the feature integrates with QuickBooks. Learn how to unpost a vendor invoice!
- Audit pop-up improvements — The vendor invoice audit pop-up module has been significantly improved with a redesigned layout and additional detail, making the review process faster and easier to navigate.
Accounting Integration
- QuickBooks customer on revenue journal entries — Revenue journal entry line items now include the associated QuickBooks customer, improving reconciliation accuracy and reducing manual corrections for clients using the QuickBooks integration. Learn more!
Client Invoice Webhooks
- Discovery now offers webhooks for client invoice activity, including when an invoice is created, updated, sent, or has a status change. See a full list of available webhooks here.
Improved Service Matching
- Discovery now uses an improved prediction model during the audit process to automatically match invoice line items to the correct service, reducing the amount of manual input required from users.
Interface Improvements
- Create and edit pages across Discovery now follow a standardized layout, providing a more consistent experience when managing records.
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