Vendor Management, Performance Improvements, and Approval Status Update

1. Archive and Restore Vendor Records

We've added the ability to Archive and Restore vendor records directly within the Vendor Dashboard, offering a safer and more flexible alternative to QuickBooks' Merge feature.

• Prevent Data Loss: Unlike merging, archiving preserves records, allowing you to restore them if needed.
• Reduce Duplicate Vendors: Easily manage and correct accidental duplications without risking data reconciliation headaches

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2. Performance Improvements: Sticky Headers & Virtual Rendering

We’ve made key updates to boost performance and usability across the platform:

• Sticky Summary Headers: All dashboard summary headers are now sticky, so you can always see important information as you scroll.
• Virtual Rendering in Accounts Payable Tab:
  • Supports large AP lists (1,000+ records) by only rendering visible items as you scroll, significantly reducing memory usage and eliminating browser freezing.
  • This is particularly helpful for users with extensive outstanding AP records.
• Next Steps: Applying this performance boost to the Archive tab, where users often pull in 5,000-10,000 records for reporting.

3. Improved Handling of Partially Approved Bills & Receipts

We’ve updated the Bills/Receipts Tab to display items that are paid but not fully approved.

• Previous Behavior: Bills/receipts were hidden if paid but not fully approved, causing confusion—especially for those using the Sync on First Approval feature.
• New Behavior: These items will now show as Paid but Pending Approval, providing better transparency.
• Proactive Update: We ran a script to mark previously hidden bills as "approved" based on their payment date, preventing a sudden influx of unexpected records.
  • Action Needed: We recommend reaching out to companies with a high count of these bills, particularly "Pyne Sand", to ensure their approval workflow is aligned with best practices.

These updates enhance data management, improve system performance, and provide greater clarity in the approval process—making your AP workflow even more efficient!

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