August 13th, 2026 Patch Notes

• Added a manual "Posted" status for vendor invoices — accounts not connected to QuickBooks can now lock a finalized invoice to prevent accidental edits, with an admin-only rollback option
• Added visibility into service edit timeline history — you can now see who originally created a timeline entry and who edited it, not just the most recent change
• Added support for sending vendor invoice due dates when posting to QuickBooks Online, so hauler payment terms sync correctly instead of defaulting to 30 days

Improvements

• Added more filtering options to the Client Invoice (Revenue) page, so you can filter by additional date fields instead of a single default range
• Added support for including external reference IDs in more search filters across the latest API version, reducing the risk of duplicate record creation

Bug Fixes

• Fixed API issue causing edits to OCR vendor invoices to appear successful even when invalid data was submitted, instead of returning a validation error
• Fixed API issue causing the vendor invoice allocation process to fail with an error on certain invoices with missing linked records

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