June 18th 2026 Patch Notes

New

  • Added an "Investigation" flag to vendor invoices, allowing users to mark a stuck invoice as needing attention. Flagged invoices display a visible banner to discourage duplicate work and are surfaced on the invoice list page for easy identification.
  • Added the ability to void client invoices, giving users a proper accounting-compliant mechanism to correct mistakes on sent invoices.
  • Added a "Default Payment Terms" field to vendor records, which now auto-fills the "Payment Days Until Due" field when creating a new vendor contract for that vendor.
  • Added due date visibility to the vendor invoice and audit view pages — the system now displays both the due date extracted from the PDF and the due date calculated from the vendor's contract payment terms.
  • Added a "Closed On" timestamp to incidents, displayed alongside the existing "Closed By" name on the incident edit page, providing a complete audit trail for incident resolution.
  • Added an activity log to vendor accounts showing who created, edited, or changed the status of each account, along with a full record of what changed and when.

Improvements

  • Improved OCR extraction quality by running a parallel LLM scoring pass alongside the primary extraction model, selecting the higher-confidence result. This reduces extraction errors on complex or ambiguous invoices.
  • Improved the Vendor Contract view page to display the "Is Franchised" field in the Record Information / Contract Details section, which was previously only visible on the edit page.
  • Prevented accidental quantity changes on the OCR Extract edit page by disabling mouse-scroll behavior on the QTY input field.
  • Standardized WorkOrder status  values in the latest API to use human-readable strings instead of numeric codes, making API responses easier to consume without a lookup table.

Bug Fixes

  • Fixed issue causing OCR vendor invoices to fail when saving — a background job was timing out and not creating the linked vendor invoice record.
  • Fixed issue causing incident document attachments to download immediately on click rather than opening in a new browser tab, restoring the expected behavior for quick document review.
  • Fixed issue causing an internal server error on the Audit (Vendor Invoice) index page when clearing the search box.
  • Fixed issue causing a Rover click to be intercepted by an overlapping element during portal navigation, resulting in an unhandled exception.
  • Fixed issue causing bulk service uploads with the "Replace Existing" option to incorrectly deactivate all services not present in the uploaded file, rather than only updating the specified records.
  • Fixed issue causing the Work Order control and validation to not appear on the Vendor Invoice edit page for certain line item types due to stale type name references.

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.