Hi There,

September is over and we're into the final quarter of 2024! 

Our team has been hard at work behind the scenes this month, laying the foundations for a number of critical improvements:

- Attachment storage is currently being overhauled, to ensure we can store & expose all critical documents via our APIs.

- Advanced features for Expenses are well underway, with great progress towards reconciling Credit Card transactions.

- Enhancements to our new Invoice Extraction functionality, which help ensure dates match the original document.

Invoice Transaction Summary

Before authorizing payment of an invoice, it is critical that all required information has been reviewed. For our US customer base, this may mean additional reviews outside of the organisation, and possibly at state level.

To help ensure all critical information is easily accessible, we have introduced a new "Transaction Summary" document. This PDF is generated once the Invoice reaches the Invoice Accepted state, as that usually means the invoice is guaranteed to be paid.

This document is currently available through the UI as a new option: 

The document itself is a new standard PDF. You can see it contains a range of useful information to help answer key questions:

- Who is the Invoice for and for how much?

- What order lines was it Invoiced against, and has receiving been completed?

- What approvals were undertaken to arrive at this invoice?

In a future release this document will be optionally available in our cXML outbound invoice integration endpoint.

What's coming

Outside of the larger changes above, we have some really neat features coming soon! These include AI auto-categorization when creating non-catalog items and new date range options when scheduling reports.