November 6th 2026 Patch Notes

New

  • Added a Create Incident option to the vendor invoice page that opens a pre-filled pop-up, so auditors don’t have to leave the invoice. The invoice’s header buttons are now grouped into a single Actions menu.
  • Added a “Money Saved” column to the Incidents section of the Vendor Invoice Audit page.
  • Added protection against stale incident saves. If an incident changed after the Edit page was loaded, the save is blocked with a prompt to refresh instead of overwriting newer changes.

Improvements

  • Vendor account numbers can no longer be edited once attached to OCR vendor invoices.
  • Added an “Additional Credit Request Email Addresses” field to vendor accounts.
  • Incident comments are now available through the Discovery MCP.
  • Added a way for Discovery MCP users to send feedback when a query fails.
  • Adjusted dark mode colors for sticky notes, alerts and vendor invoice headers.
  • Improved the efficiency of GRESB estimate generation.

Bug Fixes

  • Fixed issue causing GRESB and Energy Star reports to return rows in an inconsistent order
  • Fixed issue causing invoices from a major hauler to stop auto-linking to their vendor account
  • Fixed issue causing filed_by  to be missing from Incidents in the latest and 2026-07-01 APIs
  • Fixed issue causing an error when creating a vendor account with a First Fiscal Period not in YYYY-MM format
  • Fixed issue causing the latest API docs to omit the include  parameter on service endpoints
  • Fixed issue causing the latest API’s service-snapshots index to ignore sort and search
  • Fixed issue causing the latest API’s client company delete endpoint to return an error when the company is still referenced
  • Fixed issue causing vendor invoices to be stuck in Approved when billed on a voided client invoice
  • Fixed issue causing overage figures in monthly reporting summaries to be inflated
  • Fixed issue causing automated invoice retrieval to stop returning results for certain vendor portals
  • Fixed issue causing invoice fetches for certain vendor portals to crash when the invoice file wasn’t available yet
  • Fixed issue causing account discovery to fail for certain brokerage portal credentials

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