ProductUpdates
Stay up to date with the latest improvements to MakersHub. Here you’ll find new feature announcements, performance enhancements, and quality-of-life updates — all designed to help you work smarter.
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Featured Releases
Shift + Click to Select Ranges of Bills
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
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June Release 2025
July Release 2025
In July, we focused on improving control, visibility, and flexibility across your AP workflows—from customizable remittance emails and smarter document tagging to mobile-friendly updates and reusable bill templates.
Purchase Order Matching in QuickBooks
Match bills to one or more POs in QuickBooks with full line-item visibility and real-time price discrepancy alerts.
Match a single bill to multiple POs
Edit quantities and prices after matching
View PO details and highlight pricing mismatches directly in the bill view
W-9 Module Launch
We are excited to announce the launch of our new W-9 module, designed to streamline and secure the process of managing tax forms.
We are excited to announce the launch of...
Only an Admin can override this requirement for...
Vendor Dashboard Enhancements: Tax Forms Section: Manage various...
Vendor Management, Performance Improvements, and Approval Status Update
Prevent Data Loss: Unlike merging, archiving preserves records, allowing you to restore them if needed.
Prevent Data Loss: Unlike merging, archiving preserves records,...
Reduce Duplicate Vendors: Easily manage and correct accidental...
This is particularly helpful for users with extensive...
Vendor Dashboard Filters
We've added filter options by name and tag on the Vendor dashboard.
We've added filter options by name and tag...
Enhances user control
Streamlines data management
User-Defined Date Format Training
Users can now explicitly train the system to extract specific date formats, enhancing the accuracy and consistency of data extraction.
Users can now explicitly train the system to...
For example, a date like 22APR24 could be...
At baseline, we use LLM to guess the...
User Interface and Settings Improvements
Vendor Address Display: The vendor address will only be shown for unknown vendors.
Vendor Address Display: The vendor address will only...
For vendors with a green check mark, the...
Potential Duplicates Display: Potential duplicates are now shown...
Updated User Settings for Admin
The User Settings section for Bill and Payment Limit for Admin now shows "infinity" instead of 0, reducing confusion and enhancing clarity for users managing these limits.
Improves workflow efficiency
Enhances user control
Streamlines data management
Toggle On/Off Consolidated Sync
We've introduced the ability to toggle consolidated sync on and off, providing users with greater flexibility in how data is synced to QuickBooks.
Under Admin > Bill Settings , users can...
If there is only one item in a...
Streamlines data management
Tag & Attach Support Documents for Later Reference
✅ Optional Tagging – Users can label the document (e.g., "Packing Slip," "Shipping Summary") for easy reference.
✅ Optional Tagging – Users can label the...
Enhances user control
Streamlines data management
Summary of Selected Payables Before Scheduling Payments
We've added a summary view of selected payables before scheduling payments.
We've added a summary view of selected payables...
Enhances user control
Streamlines data management
Subscription Management Enhancement
Users can continue using the platform only by renewing their subscription.
Users can continue using the platform only by...
Enhances user control
Streamlines data management
Sticky Invoice Items Header & Inverse Selection Shortcut
This ensures that column headers and the summary of selected items stay in view, even when working with lengthy invoices.
This ensures that column headers and the summary...
Quick Inverse Selection: We've added an inverse selection...
These enhancements make managing large invoices smoother and...
Split Item Groups in Bills
We have added the ability to split item groups within a bill into multiple groups.
We have added the ability to split item...
This enhancement is especially useful for businesses like...
For instance, a customer handling 9 locations can...
Smarter Exclusions for Auto-Forwarded Documents
Advanced Exclusion Settings Previously, we allowed excluding files by image size , but that wasn’t enough to cover all cases.
Advanced Exclusion Settings Previously, we allowed excluding files...
Enhances user control
Streamlines data management
Shift + Click to Select Ranges of Bills
We’ve added a highly requested and intuitive feature to improve bulk bill selection: Shift + Click to select a range of Accounts Payable records for scheduling payments or marking as paid.
Improves workflow efficiency
Enhances user control
Streamlines data management
Sequential Approval Workflow
We have introduced a new feature that supports sequential approval workflows, allowing approvers to review and approve bills in a specific order.
This enhancement is designed to accommodate larger organizations...
Default Parallel Approval: By default, assigned approvers can...
Sequential Approval Option: Users can now turn on...
Screenshot Support for Documents
Users can now copy and paste screenshots as support documents within the platform.
Users can now copy and paste screenshots as...
Enhances user control
Streamlines data management
Schedule Payment Immediately
Users now have the option to schedule payments to be sent immediately.
Users now have the option to schedule payments...
Enhances user control
Streamlines data management
RevOps Rollout Phase 1
Updated Interface Rollout: We have started rolling out the updated interface, enhancing user experience and navigation.
Updated Interface Rollout: We have started rolling out...
Enhances user control
Streamlines data management
Payment Remittance Notifications & Communication
Smarter Reply-To Handling Previously, all payment remittance emails were sent with a fixed reply-to address: support@makershub.ai .
Smarter ReplyTo Handling Previously, all payment remittance emails...
New Behavior: By default, remittance emails will use...
Users can also designate a primary contact for...
Recurring Bills and Receipts Management
We've added the ability to manage recurring bills and receipts, providing users with full flexibility and control over recurring schedules.
We've added the ability to manage recurring bills...
For instance, we can now ensure our office...
Please update relevant customers on this new feature.
QuickBooks Bill Import and Auto-Sync Setup
We’re excited to introduce a major platform update that simplifies the onboarding process and enhances workflow automation.
We’re excited to introduce a major platform update...
How It Works: Users can choose to automatically...
Streamlines data management
Purchase Order (View Only) Support for QBO
We have introduced view-only support for Purchase Orders in QuickBooks Online (QBO).
We have introduced viewonly support for Purchase Orders...
Enhances user control
Streamlines data management
Purchase Order Matching and Bill Integration with QuickBooks
Multi-PO Bill Creation: Users can now create a bill that spans multiple purchase orders, giving greater flexibility in handling complex orders.
This complex tracking is essential for accurately reflecting...
This enhancement enables users to efficiently manage and...
We’re conducting final testing, with deployment scheduled for...
Partner Portal Pay-as-you-go Plan Selection
The Partner Portal now includes the ability to select the Pay-as-you-go plan.
The Partner Portal now includes the ability to...
Enhances user control
Streamlines data management
PO Receiving by Amount & Advanced Invoice Items Manipulation
This is particularly useful for handling lump-sum costs like sales tax , shipping , and partially received items .
This is particularly useful for handling lumpsum costs...
OneShot Quantity Calculation: Added the ability to autocalculate...
Instead of an allornothing approach, users can match...
Notification Toggle for Pre-Assigned Approvers
We've added the ability to toggle notifications on or off for approvers who are pre-assigned under the approval rules when a bill is processed.
This streamlines the approval process and ensures all...
Enhances user control
Streamlines data management
New Export and Configuration Features
For example, a purchase cost of $97.09 marked up by 2.3x can be set to always round to $223.95.
For example, a purchase cost of $97.09 marked...
This significantly enhances the app's responsiveness, making browsing...
These updates streamline processes, enhance data management, and...
Math Calculation Mode for Numeric Fields
Users can now perform math on any numeric field in an invoice by starting with "=" to activate calculation mode.
Users can now perform math on any numeric...
This enhancement simplifies these tasks and increases accuracy.
Streamlines data management
Major Mobile Experience Upgrade for Financial Pages
Full-Feature Mobile Capability As our user base grows, mobile access isn’t just a nice-to-have—it’s essential .
FullFeature Mobile Capability As our user base grows,...
Enhances user control
Streamlines data management
Integration Mapping: Backup and Restore Settings
Snapshot Settings: Safely take a snapshot of your configuration settings at different points in time for future restoration.
Snapshot Settings: Safely take a snapshot of your...
Accounting codes will need to be reselected, but...
Use Case: Perfect for managing complex configurations or...
Inverse Selection for Invoice Items
November 17, 2024 We’ve added the ability to perform inverse selection of invoice items, making it easier to manage and manipulate large invoices.
This feature provides a more efficient way to...
How It Works: Select only the items you...
Perform batch actions like deleting or collapsing the...
Improved Sidebar and Navigation Experience
Enhanced Sidebar Navigation Full Financial Navigation: The sidebar now displays the entire Financial tabs menu, along with all sub-navigation options.
This feature is also available on mobile view...
This offers a true 1click experience , allowing...
Streamlines data management
Improved Remittance Email Formatting
The format for Amount Paid in remittance emails has been improved for better readability and clarity.
The format for Amount Paid in remittance emails...
Enhances user control
Streamlines data management
Improved New Item Creation in QuickBooks
We've enhanced the new itemcreation process, allowing users to configure new items as taxable and presetpreferred vendors.
We've enhanced the new itemcreation process, allowing users...
This update is now supported on QuickBooks Online...
· Taxable Item Configuration: Users can now designate...
Improved Pop-Up Positioning and Bank Chart of Account Mapping
This allows users to make changes while viewing the actual document simultaneously, improving workflow efficiency.
This allows users to make changes while viewing...
Previously, these popups were horizontally centered, blocking portions...
Bank Chart of Account Mapping: Users can now...
Frontend-Backend Compression Algorithm
This infrastructure update is particularly meaningful for customers with large bill volumes, as it dramatically reduces load times.
This infrastructure update is particularly meaningful for customers...
With the new compression, this data is now...
Streamlines data management
Fixed Address Import and Handling with QuickBooks Desktop
We've resolved the issue with address import and handling for QuickBooks Desktop (QBD).
We've resolved the issue with address import and...
This fix ensures all address details are accurately...
This update addresses the concerns raised by Greg...
Enhanced Workflow Configurations and Export Features
This replaces the previous "Disable Customer Warning" setting and allows for a more adaptable workflow.
This replaces the previous "Disable Customer Warning" setting...
New Item Detection: When enabled, only an Admin...
For standard users, new item detection will block...
Enhanced Physical Check Customization
Custom Memo Line: Users can now add a custom memo on the memo line of the check, which is crucial for paying vendors with multiple references.
Attach Documents for Mailing: Users can attach documents...
This feature is particularly useful for sending additional...
For more details, see the reference document .
Enhanced Invoice Total Options
New options next to Invoice Total allow users to split bills and apply custom multipliers seamlessly.
New options next to Invoice Total allow users...
The split bill feature is streamlined to reduce...
The system automatically manages even splits and adjustments...
Enhanced Date Extraction Model
Our extraction model has been updated to accurately extract mixed date formats (combining numbers and month names) on invoices for both the invoice date and due date fields.
Improves workflow efficiency
Enhances user control
Streamlines data management
Enhanced Document Handling and Payment Reconciliation
Main Document Selection: After merging or adding support documents, users have the option to switch which document is the main document.
Main Document Selection: After merging or adding support...
AutoReconciliation of Partial Payments: Previously, we only detected...
This update now includes partial payments.
Enhanced Chat Board Function
We've made significant updates to our chat board functionality to improve communication and streamline approvals.
We've made significant updates to our chat board...
Respond Option: The receiver can view all the...
Authorized Approvers: If the receiver is an authorized...
Enhanced Bills Export to Excel
We've upgraded the bills export functionality to Excel to provide a more detailed and structured output.
We've upgraded the bills export functionality to Excel...
This enhancement includes: Summary Sheet: The export now...
This summary includes key details such as Vendor,...
Email Handler Re-Architecture and Advanced Features
Support for HEIC Image Format: Our system now supports HEIC (iOS native image format) for both direct uploads and email attachments.
Support for HEIC Image Format: Our system now...
HEIC files are automatically detected and converted to...
Image Size Filtering: Users can now filter specific...
Duplicate Bill Detection for QuickBooks Online
We've addressed the issue of creating duplicate bills that already exist in QuickBooks prior to integration with MakersHub.
We've addressed the issue of creating duplicate bills...
This update ensures better data integrity and reduces...
Duplicate Detection: This feature works exclusively with QuickBooks...
Disable Group View on Bills and Receipts Review
Users can now disable the Group View on Bills and Receipts review.
Users can now disable the Group View on...
Disabling Group View displays all invoices individually, allowing...
Streamlines data management
Deep Scan for Improved PDF Data Extraction
We've introduced a "Perform Deep Scan" option to address issues with complex and poorly formatted PDFs that can affect data extraction.
We've introduced a "Perform Deep Scan" option to...
This option allows the reader to clone the...
UserDirected Deep Scan: Simply select Perform Deep Scan,...
Document Splitting and Data Extraction Enhancements
We've significantly improved our document handling and data extraction capabilities, providing users with a more robust and flexible workflow.
Users can: Tag a single invoice as a...
Add a missing invoice by specifying a page...
This eliminates the need for manual PDF splitting...
Create Bills & Receipts from Templates
Why This Matters For users who frequently manually enter similar bills/receipts , this update eliminates the need to start from scratch each time.
How It Works Set Up a Template –...
Save for Future Use – Templates can be...
OneClick Reuse – Select a template, make any...
CreditCardCredit Record Creation Issue Fix
We've resolved a racing issue causing intermittent problems with creating Credit Card Credit records in QuickBooks Online (QBO).
We've resolved a racing issue causing intermittent problems...
Enhances user control
Streamlines data management
Bill Approval Setup Requirement Fix
We've fixed the issue where newly configured accounts could not approve a bill until an approver was set up in Bill Settings.
We've fixed the issue where newly configured accounts...
Enhances user control
Streamlines data management
2-Way Sync for Vendor Management
We've added 2-way sync functionality for creating and updating vendors in both QuickBooks Online and Desktop.
We've added 2way sync functionality for creating and...
This update ensures that vendor data remains consistent...
Streamlines data management
Approve and Reject from Notification Emails
Users can now approve and reject bills directly from notification emails without logging in.
Users can now approve and reject bills directly...
This update significantly enhances user accessibility and workflow...
Streamlines data management
Batch Actions and Distributable Items for True Cost of Goods (CoGs)
Clicking on a selected item again will un-select it.
Clicking on a selected item again will unselect...
Selection Summary: A summary of the selected items,...
Batch Action Options: Delete Items: Delete the selected...
Advanced Discount Extraction and Price Adjustment for Retail and Wholesale
We've introduced a significant update that enhances our ability to handle complex billing scenarios typical of retail and wholesale companies.
This update builds upon our previous enhancement, allowing...
Inclusive Discount Adjustment: Specify whether the discount is...
Separate Discount Line Calculation: Calculate the discount into...
Advanced Payment Control and Notifications
As payment volume increases,we’ve encountered scenarios that require manual interventions, potentially creating bottlenecks.
As payment volume increases,we’ve encountered scenarios that require...
To address these challenges and streamline the process,we've...
Check Payment Issues: Addressing scenarios where checks are...
Advanced Purchase Order Matching
One-Shot Calculation for Received Quantities: Users can now calculate the "received" quantity against a PO price or total in a single action.
Use Case: This enhancement simplifies workflows for businesses...
Example: Todd at Addison Homes will benefit from...
Streamlines data management
Shift + Click to Select Ranges of Bills
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross Check Supplier Data Before issuing payment
Bullet Point Three
Shift + Click to Select Ranges of Bills
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Major Mobile Experience Upgrade for Financial Pages
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Create Bills & Receipts from Templates
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Tag & Attach Support Documents for Later Reference
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Smarter Exclusions for Auto-Forwarded Documents
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Payment Remittance Notifications & Communication
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Improved Sidebar and Navigation Experience
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
PO Receiving by Amount & Advanced Invoice Items Manipulation
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Sticky Invoice Items Header & Inverse Selection Shortcut
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Vendor Management, Performance Improvements, and Approval Status Update
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
QuickBooks Bill Import and Auto-Sync Setup
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Inverse Selection for Invoice Items
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Advanced Purchase Order Matching
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Integration Mapping: Backup and Restore Settings
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Purchase Order Matching and Bill Integration with QuickBooks
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Email Handler Re-Architecture and Advanced Features
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Sequential Approval Workflow
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Advanced Payment Control and Notifications
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Batch Actions and Distributable Items for True Cost of Goods (CoGs)
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Improved New Item Creation in QuickBooks
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Advanced Discount Extraction and Price Adjustment for Retail and Wholesale
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Deep Scan for Improved PDF Data Extraction
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Enhanced Bills Export to Excel
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Document Splitting and Data Extraction Enhancements
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Enhanced Workflow Configurations and Export Features
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Enhanced Physical Check Customization
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Notification Toggle for Pre-Assigned Approvers
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
W-9 Module Launch
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
New Export and Configuration Features
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Improved Pop-Up Positioning and Bank Chart of Account Mapping
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
User-Defined Date Format Training
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Frontend-Backend Compression Algorithm
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Enhanced Document Handling and Payment Reconciliation
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Duplicate Bill Detection for QuickBooks Online
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
User Interface and Settings Improvements
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Enhanced Chat Board Function
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Screenshot Support for Documents
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Partner Portal Pay-as-you-go Plan Selection
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Subscription Management Enhancement
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
RevOps Rollout Phase 1
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Toggle On/Off Consolidated Sync
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Recurring Bills and Receipts Management
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Enhanced Date Extraction Model
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Disable Group View on Bills and Receipts Review
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Summary of Selected Payables Before Scheduling Payments
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Schedule Payment Immediately
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
2-Way Sync for Vendor Management
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Approve and Reject from Notification Emails
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Vendor Dashboard Filters
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
CreditCardCredit Record Creation Issue Fix
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Improved Remittance Email Formatting
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Bill Approval Setup Requirement Fix
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Fixed Address Import and Handling with QuickBooks Desktop
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Purchase Order (View Only) Support for QBO
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Split Item Groups in Bills
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Updated User Settings for Admin
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Enhanced Invoice Total Options
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Math Calculation Mode for Numeric Fields
You can now view supplier address variations pulled directly from QuickBooks, helping ensure vendor records are accurate and aligned.
QuickBooks Address Lookup added
Cross-check supplier data before issuing payments
Smarter Support Document Handling
Better management for non-bill files like packing slips and job logs, so your AP review flow stays clean and focused.
Tag files as Support Documents
Auto-remove them from the bill/receipt queue
Suggest related documents during bill review
Faster Navigation with Financial Dropdown Updates
Navigate key financial pages with fewer clicks, from anywhere in the platform.
One-click access to all financial views
Persistent dropdown navigation for faster workflows
Persistent dropdown navigation for faster workflows
Create Bills & Receipts from Templates
Set up reusable templates for recurring or complex expenses.
Turn any bill or receipt into a reusable template
Preconfigure coding, line items, and approval flow
Create new bills from templates on demand
Mobile-Optimized Financial Pages
The entire financial experience is now easier to use on mobile—ideal for teams on the move.
Touch-friendly layouts for bills, payments, receipts, and vendors
Improved filtering and navigation behavior
Lays the groundwork for mobile-first features like document scanning
April Release 2025
In April, we introduced powerful upgrades that give finance teams more visibility, control, and efficiency —from advanced PO matching to high-volume bill imports and smarter vendor management.
Batch Import for QuickBooks Bills
Import multiple bills from QuickBooks in one step—no need to approve each individually.
Select and import bills in bulk
Available to Admins and Accounting users only
Designed to speed up onboarding and reduce manual work
Improved Visibility for Paid but Unapproved Bills
Bills that were paid but not fully approved now appear in your Bills/Receipts tab
with clear status indicators.
See "Paid, Pending Approval" bills that were previously hidden
Retroactive script ensures historical visibility
Prevents confusion when Sync on First Approval is enabled
Archive & Restore Vendor Records
Keep your vendor list clean without deleting critical payment history.
Archive inactive or duplicate vendors
Restore archived vendors anytime
Safer alternative to irreversible QuickBooks merges
Persistent Summary Headers & Faster AP Performance
Navigate large AP records with better speed and easier access to key info.
Summary headers now stay fixed as you scroll
AP tab uses virtual rendering for faster load times
Improved readability for large bills and scheduled payment lists
Smarter PO Receiving & One-Click Quantity Matching
Track received PO items more accurately and reduce manual reconciliation effort.
Receive PO items by total amount instead of quantity
One-click calculation of received quantities based on PO total
Improved handling of sales tax and shipping on partial receipts
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