May 2026 Nimbello Workflow Release

Product Enhancements:

Non PO Processing:

Added ability to restrict GL Category Codes by approval group same as with GL String already available. (EA21002-527)
Updated notification message for Non PO Approval where next approver does not have Division access to accurate show "Next Approver does not have Division access, please reach out to Administrator" (EA22001-536)
If using the ERP type Allocation code, invoice was unable to be approved (EA22001-625)
When inserting from Previous coding, if there are missing segments the insertion and approval is allowed (EA22001-635)
Pre processing Approval Group assigned based on last 3 invoices does not take Division into account for routing purposes. Updated to include Division as a key when looking at last 3 invoices compared to current invoice division (EA22001-641)
If an Approval Group is deactivated, that approval group still shows as attached to the users previously assigned to it. List will not show Deactivated groups (EA22001-620)
Added Previous Coding segment to Grid View configuration (EA21002-512)
For Allocation coding, if GL Categories are restricted by Associations, the restricted segment will not display any results (EA22001-663)
For Default segments on GL Coding, if the default segment is not the first GL segment, the defaults will not show once preceding segments are completed (EA22001-649)

PO Processing:

For Receipt assignment, found that specific scenarios in which a PO Number\Receipt number is updated on the invoice or the Receipt file, the invoice may retain multiple receipt numbers for incorrect PO or invalid Receipt (EA22001-549)
For Additional Charges 1-3 configurable per client, if the Rule was OFF but a definition was in the settings table, the charge may pass hold without going to Misc. Charges validation. (EA22001-551)
For Price Variance, if the PO imports that corrects the invoice line on Price Variance but updates another PO Line to create a Price Variance, the comment does not update to reflect the new line on Price hold (EA22001-632)
If a PO Number is imported with a leading space the PO shows as PO Invalid. Trim any leading spaces imported on Invoice Import (EA22001-639)

Processing General:

Added function to move invoices from Ready to Export to Ready to Export Reviewed where client is using RTE for additional review (EA21002-525)
Invoice number trim process trims leading and trailing spaces except where there is a special character first then a space (# 123 updates to 123) The leading space is not then removed and creates false duplicate errors. Corrected to properly remove the spaces (EA22001-580)
When using Tenant Transfer, the transferring FROM tenant is not listed in the Comment Details the transferred TO tenant (EA22001-605)

Display and Report:

Expanded capability to create configurable system comments throughout system (EA21002-481, 482)
Updated the Reference field on the Invoice Details to 256 character max. In addition added configuration to General Settings for client level max character limit for entry purposes (EA21002-519)
Corrected Invoice Image display where new invoice image pop-up would not always display, instead showing previous invoice image still. Correction is specifically interacting with Adobe extensions (EA22001-405)
For specific ERP capital letters are required. Added function to Auto Capitalize PO Numbers and Invoice Numbers upon Save Invoice (EA22001-561, EA22001-630)
Invoice Details Materials Invoiced section, if user does not have access to the Edit Receivers link, user will see a misalignment on the grid (EA22001-601)
If directing to a Vendor user, and the vendor Last Name is NULL, the Directed To shows as Blank. (EA22001-623)
Comment History page export can cut off comment history based on character length and wrap features. Corrected with injection of forced Word Break function (EA22001-624)

Statement Processing:

For Statement details, updating the Date\Time display did not affect the page display of affected fields (EA23001-108)
Add Previous\next to Statement display page (EA23001-109)
When going between Statement details and Search Statement the previous search criteria is not saved (EA23001-110)
Added Buyer ID associated with PO from Invoice for found invoices (EA23001-111)

Create Invoice:

Added PO Number option of "Unknown PO" to Create Invoice to allow for manual entry of PO invoice where PO is not found (EA21002-339)

Import\Export:

When importing EDI, if division access is on and invoice is referencing a Division that is not active, invoice will still import under inactive division. Should import as Default Division instead (EA22001-638)
Iverson Email data doc reference updated to properly import original reference data for email tracking (EA22001-643)
Payment import updates done to account for multiple vendor\invoice combinations where using parent vendor logic (EA22001-647)
For Core invoice export, found that additional charges not exporting as individual line items (EA22001-658)

Security:

Added security to the Archive Button on the Easy Page (EA21002-514)
If user is granted View Only access to approval groups, and then that view only access is removed by removing available Approval Groups, save will fail. (EA22001-588)

Notification Related:

For Escalation Email, For Non PO invoices, when the escalation is triggered it goes to the Directed To and the next user in the approval chain. Added an Escalation option for "Do not send Escalation to next Approver" (EA21002-431)
Hold Notification email would show duplicated lines for a Directed to User who was also the Approver. Corrected to show only the unique invoice rows (EA21002-504)

Performance Improvements:

Invoice Details:

Removed Valid Email requirement for AP Contact on Invoice Details page. This could cause problem when user does not have access to edit AP Contact but needs to save invoice. (EA21002-348)
To account for users approving Invoice Lines with Part Numbers as additional charges, if a user tries to add Y to an invoice line with a part number, they will get a pop-up stating the part number should be removed or a PO line added. (EA21002-392)
Added NOLOCK to view\load of the Previous Coding Non PO segment (EA21002-516)

Other Functions:

Some clients experienced an untimed logout despite being active within the workflow within the timeout period. Turned on the Remember Me functionality for cookie settings. (EA21002-451)
User Audit tracking on Vendor Import would insert all vendors as having "changed" creating log overflow and performance slowness (EA22001-438)
On Search Invoice, if a user does a blank search (no search criteria) this will cause a performance slow down. Added pop-up with Cancel\Continue if user is searching with no criteria to limit accidental no criteria searches (EA22001-595)

Reporting:

Updated UserLog table to create better audit trails including Updated by, Updated Date and impersonation details (EA21002-490)
Added database tables to better track audits for Settings and Configurations (EA21002-491)
Added database tables to better track audits for Security changes including additions and removals or security entity to user groups and new security groups (EA21002-493, 499)
Submission Method report categorization updated to better show separation between OCR and AI invoices along with vendor specific XML imports (EA21002-508)
For PO Time to Resolve Report the Search Invoice Date function giving error (EA22001-606)
Life Cycle report showing error when vendor name is over 100 characters. (EA22001-636)
When running report for Invoice Rules a runtime error is given. Corrected for proper report pull (EA22001-642)

AI Processing:

New feature in the works for Nimbello! Beginning stages of product development and release started:

Added to My Tasks segment for AI Verification link (EA26001-101, 106)
Added new AI Verification page. Page will display invoices that have been read through Iverson AI for user to review and validate capture data.
Added new Pre-Processing segment for AI Invoices specifically. These rules will not hold the invoice but will provide information on the AI Verification page for user validation. Rules include Vendor Unknown, PO Invalid, PO Vendor mismatch, Date and total amount checks (EA26001-104)
Updates to Vendor Invoice Import to support Iverson AI procedures (EA26001-105)

Internal Updates:

Removed manual Concatenate SQL function for Rules processing in favor of using native string_agg aggregate SQL functions (EA21002-293)
Added extension fields to tb_VendorPaysite table to allow for client level customizations where needed (EA21002-510)
Removed dead field of BatchandImageNumber from GridView configurations (EA21002-507)
On Error Log Log Text and Other Info with large no space entries creates page distortions. Added forced Word Wrap (EA22001-626)
Updating ChagesLog for updates done to Invoice Details when invoice is in Ready to Export. Not all changes were registered in DataChangesReport (EA21002-522)
Added tracking table for Rule performance tracking. This will allow for future tracking and optimizations (EA22001-609)
Runtime Error log entries showing for when the Header Banner times out and user is minimally active in Workflow. Due to session and AJAX results (EA22001-650)
Added AES256 encryption to Utility App (EA22001-668)
Vendor delta export created for sending to Payments Partner for vendor address\contact information changes (EA23002-125)
Added functionality to allow for a 1 time user import procedure to utilize during initial implementation of new client. (EA21002-455)
Updated Lot\SER database field to VarcharMax on Receipt import tables (EA21002-506)
Added extension fields to tb_importpayment for client specific fields (EA22001-628)
Added sort order option for Site configuration -> Invoice Status display (EA22001-566)
Import Column mapping cannot save with single quotes. (EA22001-634)