What's New

Add Comment to AP & Transactions

Add internal comments to AP invoices and transactions for better communication and audit trails.

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Add Rejection Reason to AP & Transactions

When rejecting an item, include a reason for to fix an update expenses faster between your team.

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Allow Multiple People to Approve in One Step

Multiple users can now approve the same item simultaneously to speed up workflows.

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Allow Profiles to Require or Make Memo Optional

Admins can set memo fields as required or optional depending on company policy.

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Bulk Approval for Transactions

Approve multiple transactions at once for faster processing.

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Expense Approval Mobile UX

Updated mobile interface for smoother expense approval in app and easier navigation.

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Multiline Categorize AP Line Items

Copy Coding to all AP line items in one step for faster workflow.

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Send PO Sync for Foundation

Purchase Orders can now be synced automatically to Foundation.

Route Approval Workflow to PM for Vista

Approval workflows can now route directly to Project Managers in Vista.

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Foundation Credit Transactions Auto-sync Fix

Fixed an issue preventing Foundation credit transactions from syncing automatically.

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Spectrum Transaction Date & Check Date

Spectrum syncs now include both transaction and check dates for improved tracking.

Approval Workflows for Transactions

Create advanced approval workflows to enabled your team to review and sign-off on every transaction.

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Map Credit Card Merchants to ERP Vendors

Automatically map credit card merchants to your ERP vendors for cleaner data and faster reconciliation.

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New Way to Match Receipt Flow

Improved receipt matching logic makes it easier to attach receipts to the correct transactions when uploading on mobile.

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Work Orders in Profiles

Profiles can now include Work Orders, helping connect job data directly to users and roles.

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Cost Type added to Mobile App

You can now view and select cost types directly from the mobile app, keeping job costing accurate in the field.

Filter AP Invoices by Job

Quickly filter invoices by job to drill down to the exact job detail you want to work on.

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Show/Hide AP Invoice Columns

You can now customize your view by showing or hiding columns to match your workflow.

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Invoice Created Date Column

Added invoice created date column for improved sorting and reporting.

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Card Connections Tab in Cards Section

A dedicated tab in the Cards section now shows all card connections by network in one place.

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PO to Mobile App Options for Vista

Users can now add purchase orders in the mobile app for Vista.

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Transactions Date for Foundation

Foundation exports now include transaction dates for better reconciliation.

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Update Card Connections

Improved Plaid integration ensures more reliable card connections and fewer sync errors.

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Update Credit Invoice CSV Export

Credit invoices in CSV exports now show as negative values in the distribution area for accurate reporting.

Weekly Digest Notifications

Users will now receive a summary email of the number of Transactions missing receipts. Contact your account manager for more information.

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Pagination for Transactions and Invoices

Large lists are now easier to navigate with new pagination controls, allowing you to quickly move between pages without long load times. View 25, 50, or 100 items at once.

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Multiple Descriptions for Invoices

Allow users to set the Header and Line Item level descriptions as a global setting independently

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Send Invoice Description as Blank

Invoices can now be synced without a description, when left intentionally blank instead of defaulting to Merchant if blank.

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Text Notification Link to Transaction in Mobile App

Mobile users receiving SMS spend alerts can now tap a direct link to the related transaction. Please update your app to the latest version to access this feature.

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Show Card Name on Transaction

Card names are now displayed directly on each mobile transaction to support users with multiple cards.
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Foundation Auto-Sync EQ Fixes

Fixed equipment-related sync errors during Foundation auto-sync.

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Import CC Transactions as “Regular”

Customers have an option to bring in CC Transactions as Regular.

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Invoice Number Support for 30 Characters Foundation

Foundation integrations now allow invoice numbers up to 30 characters for cleaner imports.

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Recent Fields Not Saving in AP Invoice Line

AP Invoice Line now correctly retains recently used fields for quicker data entry.

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Select Multiple Canceled Invoices for Bulk Delete

You can now select many Cancelled Invoices to delete all at once instead of one by one.

Auto-Match Vendor from Invoice

Vendor names are now intelligently auto-matched to the Vendor in your ERP using OCR and AI for faster processing.

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Unapprove Approved Invoices

Need to make a change? Previously approved invoices can now be unapproved when needed.

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Service Code Auto-Sync

Items with Service codes now can be pushed via auto sync to Foundation to help reduce manual entry.

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PM Auto-Approval

Project Managers of Foundation Jobs can now be added automatically as approvers of invoices, speeding up workflows.

See Pending Status on Mobile

‍Easily identify if a transaction is still pending — right from your phone.

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Split Transactions on Mobile

‍Quickly divide transactions into multiple line items while on the go.

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Purchase Notification Improvement

‍Notifications now trigger accurately at the time of purchase.

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Mark as Paid with Credit Card in Spectrum

‍Transactions now sync and mark as paid with Spectrum using credit card accounts payments module.

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Admin-Only Business Settings

‍Advanced Business Settings are now restricted to Admins for tighter control.

Image Write to Vista

‍Automatically write back invoice images to Viewpoint Vista for seamless documentation and audit readiness.

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Service Code Auto-Sync

‍Service codes now sync automatically to reduce manual entry.

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PM Auto-Approval

‍Project Managers can now auto-approve invoices in Foundation, speeding up workflows.

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Auto-Match Vendor from Invoice

‍Vendor names are now intelligently matched from invoice data for faster processing.

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Unapprove Approved Invoices

‍Need to make a change? Previously approved invoices can now be unapproved when needed.

See Final Approver of an Invoice

‍Approval screen now shows the name of the person who was last to approve each invoice for clearer audit tracking.

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Improved Column View Saving

‍Your selected column layout now stays saved across sessions for a more consistent experience.

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Filter by Card Nickname

‍Easily filter the Transaction Dashboard using card nicknames for quicker lookup.

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Send Job to Invoice Header (Foundation)

‍Job information now populates in the invoice header when syncing to Foundation.

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Missing GL Account Indicator

‍Transactions missing GL account codes now surface clearly for faster reconciliation.

Rules & Automations

Introduced customizable rules and automation capabilities to streamline repetitive tasks and improve consistency.

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Choose Any GL Account Date

You can now select any date when assigning a GL account—offering more flexibility for backdating or correcting entries.

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Due Date Picker Input Update

Enhanced the due date picker for more accurate and user-friendly input when setting invoice deadlines.

Vista Syncing

Improved syncing process for sending data from Vergo to Vista with greater reliability.

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Send Units to Foundation

Line item units now sync properly to Foundation, ensuring complete invoice detail.

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Discount Date & Discount Amount for Foundation

Now includes discount date and amount when exporting to Foundation for better AP visibility.

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Payment Type Prepaid CC Foundation Sync

Prepaid credit card payment types now sync correctly with Foundation’s format.

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Scan Invoice Link for Foundation

Each synced invoice includes a direct link to its scan for faster reference in Foundation.

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Modify Header Memo

You can now edit the header memo field to better customize invoice information.

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Filter by Rejected Invoices

Easily filter transactions to only show rejected invoices for review or reprocessing.

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Invoice Number Validation when Syncing

Added checks to prevent syncing invoices with missing or duplicate numbers.

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Vendor Terms for Foundation

Vendor payment terms now sync to Foundation to maintain contract accuracy.

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Add Multiple Roles to a Profile

Users can now be assigned multiple roles for more flexible access control.

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Multi Cancel Rejected Invoices

Cancel several rejected invoices at once, saving time on bulk cleanup.

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Search by Invoice Number

Quickly locate invoices using their number via a new global search field.

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Show Roles and Values of Profile

User profiles now display assigned roles and values for easier permission management.