August 2026 Nimbello Workflow Release

Product Enhancements:

Non PO Processing:

• For GL Coding including Unit Codes or Category codes added the ability to do Approval Group restrictions the same as is available for GL Coding. (EA21002-500, EA22001-692)
• Override for displaying GL Account is numeric or alpha order corrected (EA22001-671)
• If using GL Segment 6 the auto fill was not functioning (EA22001-697)

PO Processing:

• FIFO receipt assignment for PO Invoices. Added additional rule to be able to assign receipts to PO invoices in FIFO order instead of holding for Over Received (EA21002-503)
• Updated the core Packing Slip matching and PO Line Pairing by Part Numbers to do the match minus any special characters. Both PO and Invoice Part and Packing slip will be matched via Alpha-numeric portions only. (EA21002-542)
• Added to the Packing Slip Required matching rule a Days to Hold override as is present in the No Receipts hold. This will follow the same Global and Vendor defined days. (EA21002-552)
• Added additional PO Approval rule to allow for a single Dollar variance approval. Set for > 10,000 on PO or invoice (EA21002-561)
• Updated the Ok to Pay button for PO Approval invoices to handle multiple rules and rule order (EA21002-577)
• Pricing variance logging duplicative messages for PO and Receipt imports updated (EA22001-686)

Processing General:

• On Client Info the SA Tax GL Entry the GL Segment is remaining empty on display but is selectable from Invoice Details. (EA21002-530) 
• Check and review process for holding specific vendor invoices in Ready to Export (approval stage before Ready to Export Reviewed). On Vendor Setup page vendors can be marked for Hold in Ready to Export. Invoices in this status can be released via the Export Approved button on the invoice details page. (EA21002-541)
• Added configuration option for Duplicate invoices to allow a Client Defined appendix. Would be Invoice#-TEXT-1,2.... (EA21002-553)
• Credit Invoice Pre-processing rule. Added review rule for catching Credit invoice. (EA21002-564)
  
  
• Added pagination to the Division setup page for Division Groups (EA22001-659)
• Division assignment pre-processing rule assigning to Inactive divisions updated to assign to default instead. (EA22001-689)
• If a vendor is setup for an approval group and a PO invoice imports for that vendor, the Approver is set as the first user on the approval group. (EA22001-693)

• Added search option for Voucher Number to Search Invoice and Easy Page. (EA21002-539)
• Life Cycle report has been updated to allow for Packing Slip matches to function the same as No Receipts where if there is no redirect or update in Packing Slip hold it will be considered Initial Match. Also adjusted for Paid status (EA21002-543, 573)
• Added function to allow an auto truncation to the GL Description field where GL Description is free form on Non PO invoices. (EA21002-556)
• Added to Data Changes report the Import Date, Export Date, Status, Invoice Date (EA21002-572)
• Updated the Time to Resolve Reports for PO and Non PO to include an "In Process" check. This will filter the report to only invoices that are in a processing status (Not Archived, Manual, Posted or Paid) (EA21002-526)
• User activity report not always displaying for all clients corrected (EA22001-690)
• User Audit Report now accessible from the UI. Will show updates and edits of users. (EA22001-695)

Payment Processing:

• Added flag to the Payments import to flag for creating invoices not found from payment import. (EA21002-535)
• Removed Review from approval screen. (EA21002-576)
• Generated export file for vendor updates for PayClearly. (EA23002-125)

Import\Export:

• Added check function to master file imports (PO, Receipt, Vendor, GL)for checking if the inbound data file is no less than 10% than previous file for Vendor and no more than 25% less on all other files.
  
  
• For Syteline ERP, functionality has been added to allow for additional charges to be sent to CSI with GL Coding assigned in workflow instead of only relying on the pre-defined GL Codes in CSI (EA21002-544)

Notification Related:

• Updated Notification email template to improve compatibility with the newer Outlook requirements.  (EA21002-518)
• Updated error messaging for saving invalid characters into invoice number. Added as part of notification which characters are allowed (EA21002-520)

Performance Improvements:

Invoice Details:

• Invoice Details Invoice in Updating locking. If 2 users where accessing the same invoice and doing updates at the same time, the second user to Save would override the changes of the first user. The Locking will make the page Read Only with a notification for the second user. Locking will occur while the original user is on the page or only for 5 minutes if action is not taken. (EA21002-534)

Other Functions:

• Converting processing rules to use Batch Number processing. This will improve the ability to have multiple import avenues into a single instance. (EA15010-401)
• When turning Division functionality on and off, the General Settings list to turning off will disable all division related functions (EA21002-346)
• Removed InvoiceStatusGuid from reporting schema (EA21002-549)
• Removed clean up schemas (EA22001-503)
• Setup password encryption in various libraries for cross use. (EA22001-691)
• Added AI verification page (EA26001-102)

Reporting:

• Updated error messaging when invoice image export failure occurs (EA21002-517)